Therefore, there is no need to elaborate on the localization of semiconductors here. The "0%" in the figure below is a very eye-catching reminder of the market that the road to localization of semiconductors is still long and is a "long-term war".
What is the current situation in various fields of China's chip industry? Which domestic companies are worth paying attention to?
01 processor
Although the computer processor market has been firmly controlled by Intel for a long time, China Chip has gradually made breakthroughs from MCU (single-chip microcomputer), mobile processor and other fields. Representative companies include:
MCU: Zhaoyi Innovation, Zhongying Electronics , Neusoft Carrier , Beijing Junzheng, Zhuhai Juli, Suzhou Guoxin , China Resources Microelectronics , Huada Semiconductor, Fudan Micro, Shanghai Beiling , Silan Micro, Xinwang Micro, Zhongtian Micro, Bettelai, Lingdong Micro, Zhixianger, Hangshun, Apt, Shengsi Micro , Hongjing Technology, Xinhai Technology, China Resources Silicon Technology, Nanjing WeMall, Hefei Jiantian, Taiwan Hetai, Taiwan Xintang Technology, Taiwan Yilong, Taiwan Songhan, Taiwan Lingyang, etc. - Microcontroller MCUs are widely used in the consumer electronics and industrial fields as the heart of electronic products.
mobile processor: Huawei HiSilicon , Unigroup Zhanrui, Datang Semiconductor, Zhuhai Juli, Ruixin Micro, Quanzhi Technology, Jingchen Semiconductor, Morningstar Semiconductor, Pinecone Electronics, Taiwan MediaTek , etc.
server chips: Feiteng, Ruixin Micro, Loongson , Shenwei, Zhaoxin, Jinda, Haiguang, Huawei HiSilicon, Hongxin, etc.
GPU image processor: Jingjiawei, Zhaoxin, Tuxin, Tianshu Intelligent Core, Huaxiaxin, etc.
image ISP/SoC/codec: Huawei HiSilicon, Guokewei, Fuhanwei, Haowei Technology, Xingxinwei, etc.
AI chips: Huawei HiSilicon, Cambrian , Horizon, Rockchip Micro, core original technology, Imagination, Taiwan MediaTek, Bitmain, Flathead Brother, etc.
02 Memory
In the fields of memory and flash memory, South Korea's Samsung and Hynix have the advantage, and Chinese manufacturers have extremely limited competitive space.
In recent years, due to the domestic emphasis on memory chips and strong support from government policies, my country has also produced companies with great influence such as Zhaoyi Innovation, Unigroup , Yangtze River Storage , Hefei Changxin, Fujian Jinhua, Taiwan Huaya, Taiwan South Asia, Taiwan Huabang, Taiwan Wanghong and other companies.
03 Power, power and analog signal chain
At present, my country's power management IC companies listed on the A-share market include Quanzhi Technology, Shuer Co., Ltd., Fuman Electronics, Shilanwei and Shanghai Beiling, etc., and among the 49 listed IC design companies on the New Third Board, 11 focus on the power management field.
IGBT: Jiaxing Star, CRRC, BYD Electronics, Shilan Micro, Zhongke Junxin, Xinpai, Tongfang Micro, Ningbo Daxin, Shandong Keda, CRRC Xi'an Yongdian, Xi'an Aipak, Jiangsu Hongwei, Wuxi Xinjie Energy, Nanjing Yinmao, CRRC Zhuzhou Times, Jilin Huawei, Zhonghuan Co., Ltd., AVIC Microelectronics, etc.
MOSFET and integration rate modules: Shilan Micro, Huawei Electronics, Yangjie Technology, Shanghai Beiling, Shangyangtong, Ruineng Semiconductor, Wuxi Xinjie Energy, Changdian Technology , Huahong Hongli, Sacco Micro, Hubei Taiji Semiconductor, Tianjin Zhonghuan Semiconductor, Jiangsu Jiejie Microelectronics, Anshi Semiconductor, Leshan Radio, Shantou Huashan Electronics Devices, Shenzhen Shenai Semiconductor, Shanghai SMIC, Ruijun, Dongwei Semiconductor, Xinpeng Micro, Xinpai, Guoyu Electronics , Guangyu Ruixin Microelectronics, Jiaxing Star, CRRC Times Electric, Founder Microelectronics, Chongqing AVIC Microelectronics, Weihai Xinjia, Hongwei, Nanjing Yinmao, Ningbo Daxin, Wuxi Tongfang Microelectronics, Shanghai Jinxin Microelectronics, Xi'an Weiguang Technology, Jinzhou Liaojing, Nanfang Xinyuan, Blue Arrow Electronics, Qianye Microelectronics, Taiwan Fuding Advanced, Taiwan Maoda, Taiwan Dazhong Integrated Circuit , Taiwan NIKO-SEMI, Taiwan Mosilicon Semiconductor, Taiwan Qiangmao, Taiwan Shengri Semiconductor, Taiwan Youshun, Taiwan Huarui, etc.
AC/DC, DC/DC: Silicon Lijie, Shengbangwei, Weier Co., Ltd., Taiwan Richtek, Wingtech Technology , Huacang Optoelectronics , Zhongying Electronics, Yinengwei, Shanghai Beiling, MediaTek, Taiwan Moda, Xinpengwei, Quantengwei, Nanjing WeMall, Dioo, etc.
LED Driver: Shilanwei, Fuman Electronics, Silijie, Jingfeng Mingyuan, Maojie, Xinpengwei, Mingwei Microelectronics, Taiwan Juji Technology.
LDO: WeMall, Jingfeng Mingyuan, Shilanwei, Xinpengwei, Shengbangwei, Silijie, Dioo, etc.
HPA high-performance analog signal chain: Shengbangwei, 3PEAK, Longxun, Quantengwei, Shanghai Beiling, Guokewei, Dioo, etc.
04 Sensor
Domestic sensor chip market is divided by region, and the Yangtze River Delta region: centered on Shanghai, Wuxi and Nanjing, gradually forming a relatively complete sensor production system and industrial supporting facilities including thermal sensitivity, magnetic sensitivity, image, weighing, photoelectric, temperature, gas sensitivity, etc.
The Pearl River Delta region is mainly composed of Shenzhen's central city, and consists of foreign-funded enterprises from nearby small and medium-sized cities, mainly composed of thermal, magnetic, ultrasonic, and weighing sensors; the Northeast region is mainly composed of Shenyang, Changchun and Harbin, mainly producing MEMS force-sensitive sensors, gas-sensitive sensors, and humidity-sensitive sensors; the Beijing-Tianjin region is mainly composed of universities, engaged in the research and development of new sensors, filling the domestic gap in some fields.
Beijing has established a national key laboratory for micron/nanometers; the central region is mainly Zhengzhou, Wuhan and Taiyuan, and a close combination of industry, academia and research, with good development trends in industries such as PTC/NTC thermistors, inductive digital liquid level sensors and gas sensors.
Industry/Instrument, Home/Security, Automation Sensors: Kelu Electronics, Shilan Micro, Aerospace Electronics, Aerospace Mechanical and Electrical, Huagong Technology , Dali Technology, AVIC Electrical Testing, Geko Micro, Kunlun Coast, Qingniao Yuanxin, China Resources Semiconductor, Yangshi Weibo Electronics, Kangda Electronics, Xi'an Shengsaiel Electronics, etc.;
MEMS Sensors: Goertek Acoustics, AAC Acoustics, Meixin Semiconductor, Shendi Semiconductor, Mattel Electronics, Suzhou Mindray Microelectronics, Suzhou Minxin Microelectronics, Suzhou Mingyuan Sensor, Wuxi Xinao Microsensor, Wuxi Kangsensk Electronics, etc.
image sensors: Ouwei Technology, Gekewei, Sibiko, Huatian Technology, Dahua Co., Ltd., Huagong Technology, Unigroup Co., Ltd., BYD Electronics, etc.
05 RF IC
Some of my country's original base station SAW IDM suppliers, such as: Haoda Electronics, Deqing Huaying and other companies, actively enter the terminal consumer market. At the same time, design companies such as Zhuoshengwei, Huayuan Microelectronics, Kaiyuan Communications, and Yiqu have also entered the SAW filter market through the fabless model, and have entered the supply chain of many mainstream mobile phones, achieving good results. However, in the BAW field, Chinese manufacturers still need to speed up their catching up. The investment in RF chips is relatively small, which is a good point of trial and breakthrough, but performance improvement is the key. At present, domestic RF chip companies are small and scattered. In the future, only through mergers and acquisitions and integration will there be opportunities to challenge international giants.
RF and mixed signal chips: Unigroup Zhanrui, Weijiechuangxin, Zhongpuwei, Guomin Feixiang, Guangzhou Huizhiwei, Haoda Electronics, Taiwan Lodai, Zhongke Hantianxia, San'an Optoelectronics, Haiwei Huaxin, Juxin Integrated Circuit, Jianguang, Nengxun, etc.;
SAW, BAW filters: Xinwei Communication, Deqing Huaying, Sanhuan Group, Chongqing Sound Optoelectronics, Maijie Technology, Dongshan Precision, Chunxing Precision, , Dafu Technology , Wuhan Fangu, Wuxi Haoda Electronics, Zhuoshengwei, Huayuan Microelectronics, Kaiyuan Communications, Yiqu, etc.
06 Optical chip
Optical chips account for 30% to 50% of the cost of optical modules, and the proportion of high-end products can even reach 50% to 70%. Foreign large manufacturers occupy more than 90% of the market share of high-end chips, which can be said to be currently monopolized by US and Japanese manufacturers; domestic optical chip manufacturers mainly use 10G and below products, and their core technical capabilities need to be broken through.
DFB, EML: Huawei HiSilicon, Onner Technology, Guangxun Technology, Huagong Technology, Hisense Broadband, Wuhan Guang'anlun, etc.
FP, PD, VCSEL chips: Huawei HiSilicon, Guangxun Technology, Unigroup Zhanrui, Xinyisheng, Bochuang Technology, Tianfu Communication , Zhongji Xuchuang, etc.
07 WiFi, Bluetooth , NB-IoT, RoLa
Driven by the Internet of Things, WiFi and Bluetooth chips have become a "tearing point". Domestic has layouts for WiFi chips and Bluetooth chips, but the products are still relatively low-end, while those occupying the high-end are international manufacturers.
WiFi: Huawei HiSilicon, New Coastline , Lianshengde, Shanghai Lexin, Southern Silicon Valley, Lanqi, Ruxin Micro, Quanzhi Technology, MediaTek, Taiwan, Realtek , ASR, etc.
Bluetooth: Zhuhai Juli, Unisplendour Zhanrui, Shanjing Integrated Circuit, Zhuhai Jieli, Hengxuan Technology, Taiwan MediaTek, Taiwan Realtek, ASR, etc.
NB-IoT chips: Huawei HiSilicon, Unigroup Zhanrui, ZTE Microelectronics, Xinyi Information Technology, Yixin Communication Technology, Huiding Technology, Pinecon Electronics, Innovation Dimension Technology, Taiwan MediaTek, ASR, etc.
LoRa: ASR, Beijing Mensi, Taiwan Acsip, Beijing Shengzhe, National Technology .
08 5G chip
5G chip will be particularly important in the 5G era, because any device wants to connect to a 5G network, otherwise it will not be possible to go to the 5G network, which is indispensable among all networked smart devices. Therefore, 5G baseband chip will become the most important chip in the 5G era.
But at present, only 6 manufacturers in the world are producing this kind of chip, namely Intel, , Qualcomm , Samsung, Huawei, MediaTek, and Unigroup Zhanrui.
09 GPS/ Beidou chip
As of November 2018, the cost-effectiveness of Beidou navigation chips, modules, antennas and other core products is comparable to that of international mainstream products. The total sales of navigation chips (modules) exceeds 70 million pieces, and high-precision boards and antenna products account for 30% and 90% of the domestic market share respectively. Beidou basic products have been exported to more than 90 countries and regions, including more than 30 "Belt and Road" countries and regions.
GPS/Beidou chip: Beidou Xingtong, Zhongke Micro, Zhenxin Technology , Huali Chuangtong, Hezhong Sizhuang, Taidou Microelectronics, Huada Beidou, etc. - the Beidou series navigation chips, modules, antennas and other core products, with the quality comparable to international mainstream products.
, Zhongkewei is a national high-tech enterprise and an integrated circuit design enterprise recognized by the Ministry of Industry and Information Technology, and is the leader of China's Beidou chips. Zhenxin Technology is known as the "Bitou First Stock" and is the largest supplier of Beidou system terminals in China. Huali Chuangtong GPS chips show the development characteristics of "three highs and three lows", namely high integration, high resistance, high dynamics, low code error, low power consumption, and low cost. Taidou Microelectronics is a high-tech enterprise focusing on core chips, modules and solutions for satellite navigation. It is an excellent achievement in the integration of production, education and research in Guangdong Province. The predecessor of BGI is a wholly-owned subsidiary of , a Fortune 500 company, , China Electronic Information Industry Group Co., Ltd., and was established in May 2013 to focus on the independent design, research and development, sales and related businesses of navigation positioning chips, algorithms and products.
10 LCD/touch chip
According to relevant data, in the first half of 2017, in the Chinese LCD TV main control chip market, the market share of Morningstar in Taiwan was about 40%-45%, and MediaTek in Taiwan was about 5%-10%, which was lower than 50%, and the market share decreased significantly. This is mainly due to the rise of some new manufacturers. In addition, driven by smartphones, touch chips are also rising with the flow.
LCD chips: Unigroup Zhanrui, Duntai, Gekewei, Jingmen Technology, Ruiding Technology , Shenzhen Tianli Semiconductor, Taiwan TPK, Taiwan Lianyong Technology, Taiwan MediaTek, Taiwan Silicon Creation, Taiwan Morningstar, Taiwan Strong Technology, Taiwan Qijing Optoelectronics, Taiwan Tianyu, Taiwan Ruiding, Taiwan Realtek and other
Touch chips: Huiding Technology, Siliwei, Bateley, BYD Microelectronics, Jingmen Technology, Jichuang North, Xunjun, Taiwan Morningstar, Taiwan Yilong, Taiwan Qijing Optoelectronics, Taiwan Junyao, Taiwan Silicon Creation, Taiwan Lianyong Technology, Taiwan Yili Technology, Taiwan Yilong and other
11 Security/fingerprint recognition chip
In recent years, the supply of global information security chip industry has been increasing, which is ultimately due to the high demand for information security in the market.As the Internet and information technology continue to upgrade, related information security issues are also escalating. Countries have increased their investment in the information security market, and the demand for information security chips is strong. As fingerprint recognition applications accelerate penetration will bring new market opportunities to domestic supply chains such as chips, packaging, and modules.
security chip: Unisplendour Guowei , Guokewei, National Technology, Beijing Junzheng, Datang Telecom, China Software, Tongfang Guoxin, BGI Electronics, Huada Semiconductor, Lingkexinan, Ruinajie, etc. - my country's advantageous enterprises in the information security chip industry include Unisplendour Guowei, National Technology, etc. Unigroup Guowei is the leader in security chips in my country. Guokewei's GK2301 series chip hardware integrates Guokewei's SM2/3/4 encryption and decryption algorithm and AES256 encryption and decryption algorithm, and uses a variety of means to prevent firmware from being tampered with by multiple levels of encryption to prevent password cracking, blocking the debugging interface and high-strength encryption of user data. National Technology Company has long used security chips as its development direction.
fingerprint recognition chip: Huiding Technology, Siliwei, Mindray Micro, Xinqihang, BYD Microelectronics, Xinwei, Bateley, Jichuang North, Chengdu Formula, Taiwan ASUS, Taiwan JP Sensor, Taiwan Yilong, Taiwan Maocheng, etc. - Domestic fingerprint recognition chip manufacturers mainly include Huiding Technology, Mindray Microelectronics, Xinwei, Xinqihang, Bateley, Siliwei, Jichuang North, BYD Microelectronics and more than ten companies. Huiding Technology is a well-known domestic fingerprint recognition technology solution company, which provides fingerprint unlocking for major mobile phone brands. For fingerprint recognition chips, Huiding Technology firmly ranks first in the industry, and Taiwan ASUS/SiliWeChat/Xinwei and others are rising rapidly.
my country's semiconductor industry is booming with a double-digit growth rate. However, although the competitiveness of my country's semiconductor manufacturers has been significantly improved in recent years, key components still need to be imported in large quantities from Western countries, with a self-sufficiency rate of less than 20%. Now we have paid great attention to this issue and have formulated a number of favorable policies to support the development of the semiconductor industry. With the strong support of policies, the industry's spring will eventually come.
Source: Plain language machine learning
