——Original title: [Industry Depth] Insights 2022: China's MCU industry competitive landscape and market share (with market concentration , corporate competitiveness evaluation, etc.)
MCU industry major listed companies: Zhongying Electronics (300327), Lexin Technology (688018), Shengsi Microelectronics (430276), National Technology (300077), Gigabit Innovation (603986), Shanghai Beiling (6003986), Shanghai Beiling (600303276), National Technology (300077), Gigabit Innovation (603986), Shanghai Beiling (600303276), Shanghai Beiling (600077), 0171) et al.
Core data of this article: Enterprise competition level, market concentration, business layout, and competition status summary
——China's MCU industry competition echelon
MCU integrates some resources required for computer operation (such as ROM, RAM, I/O, timer, USB, ADCh, DAC, etc.) into a chip, called single-chip microcomputer , commonly known as microcontroller. In the Chinese market, MCU companies are divided according to the echelon, with the revenue and technical level of the company in the MCU industry as the standards. The first echelon is foreign companies represented by STMicroelectronics , Renesas Electronics , NXP, and the leading mainland enterprises represented by Zhaoyi Innovation; the second echelon is mainland listed companies represented by Lexin Technology and Zhongying Electronics; the third echelon is mainland enterprises represented by China Resources Microelectronics , Lingdong Microelectronics , etc.
From the perspective of the regional distribution of major enterprises in the MCU industry, MCU enterprises are mainly distributed in the Pearl River Delta, Yangtze River Delta and Bohai Rim region . Among them, the Pearl River Delta region is an important electronic machine production base and the main integrated circuit device market in China. The integrated circuit market demand is relatively large. Relying on the developed electronic machine manufacturing industry, the MCU design industry in the region has developed rapidly in recent years, and its share in the domestic integrated circuit industry has also increased year by year. The Yangtze River Delta region in Shanghai, Jiangsu and Zhejiang is the most important integrated circuit development and production base in China, and occupies an important position in the domestic integrated circuit industry. At present, the Yangtze River Delta region has initially formed a relatively complete integrated circuit industry chain including research and development, design, chip manufacturing, packaging and testing and support industries.
—China's MCU industry market share
my country's MCU industry has a large number of competitors, mainly divided into large international MCU companies, including Renesas Electronics, Freescale , Microchipharch 2, ST, Samsung Electronics , etc.; strong Taiwanese-funded MCU companies include Shengqun Semiconductor, Yilong Electronics, Songhan Technology , Lingyang Technology, etc.; local MCU companies in mainland China, including Zhaoyi Innovation, Zhongying Electronics, Neusoft Carrier , Lexin Technology, Shengsi Microelectronics, National Technology, Shanghai Beiling, etc.
According to IHS data, the market size of China's MCU industry in 2021 is initially estimated to be 36.5 billion yuan. According to the revenue scale of the MCU business of domestic MCU leading companies Zhaoyi Innovation, Zhongying Electronics, Lexin Technology, Guomin Technology and Fudan Microelectronics, the domestic market shares of the above-mentioned companies are 4.4%, 4.1%, 1.5%, 1.8% and 0.8% respectively.
Note: Zhaoyi Innovation has not yet released the entire year of 2021, and the chart data is the calculation data; Zhongying Electronics Data is " integrated circuit design product sales"
- China's MCU industry market concentration
From the perspective of products, foreign MCU manufacturers have more mid-to-high-end products, while domestic MCU manufacturers' product series are mainly mid-to-low-end products, and there is still a big gap between the product structure and layout of domestic MCU manufacturers and foreign manufacturers. Foreign MCU companies account for nearly 80% of the Chinese market share, and Chinese MCU companies are led by Zhaoyi Innovation and Zhongying Electronics, accounting for nearly 10% of the market share in the Chinese market. But overall, Chinese MCU companies occupy a relatively low market share in the Chinese market.
——Evaluation of enterprise layout and competitiveness in China’s MCU industry
At present, the cluster distribution of China’s MCU industry has begun to appear, forming an industrial spatial pattern of clustering and development in the three core areas of the Yangtze River Delta, Bohai , and the Pearl River Delta.The major companies in the domestic MCU industry include Zhaoyi Innovation, Zhongying Electronics, Neusoft Carrier, Lexin Technology, Xinhai Technology, National Technology, Shanghai Beiling, etc.
In the Chinese market, the application of MCU is mainly in six fields: home appliances and consumer electronics, the Internet of Things, computers and communications, industrial control, smart meter and IC cards, and automotive electronics. According to the product characteristics and shipments of these MCUs representing the manufacturer's products, the distribution is classified into the corresponding main application categories. Domestic MCU manufacturers are mostly concentrated in the fields of home appliances and consumer electronics applications. In the field of automotive electronics and industrial control, there is still a big gap between the technology, products and application solutions of domestic MCU manufacturers and international manufacturers. However, with the continuous improvement of China's technology, the fields of automotive electronics and industrial control have gradually become the main application fields.
—Summary of the competitive status of China's MCU industry
From the perspective of the five-force competition model, there are currently a large number of competitors in my country's MCU industry, mainly divided into large international MCU companies, including Renesas Electronics, Freescale, Microchip, STMicroelectronics, Samsung Electronics, etc.; strong Taiwanese-funded MCU companies, including Shengqun Semiconductor, Yilong Electronics, Songhan Technology, Lingyang Technology, etc.; local MCU companies in mainland China, including Zhaoyi Innovation, Zhongying Electronics, etc.
At the same time, the application and promotion of new technologies have led to the emergence of new products, especially the advancement of related technologies such as household appliances, computer and digital products, which has greatly promoted the development of the MCU industry. In terms of technology, MCU, as the core component of electronic products, has high requirements for performance indicators such as reliability, stability, and integration. Some relatively complex systems require IC design companies to provide comprehensive technical support from chips, application circuits to system software; in terms of capital, the products of IC design companies must reach a certain capital scale and business scale in order to obtain space for survival and development through economies of scale. At the same time, the scale standards of mass production enterprises in the IC design industry are relatively high, and there are high threshold economies of scale standards.
From the perspective of alternative threats, MCU is moving forward with the development of electronic information technology, and is the basic support for electronic information products. It has a wide application scope and irreplaceability. From the perspective of bargaining power, MCU products have a wide range of applications and large market demand. However, since most MCU companies in China are currently concentrated in the production of medium and low-end products, they have serious homogeneous competition, and the industry's downstream bargaining power is strong.
For more industry-related data, please refer to the Forward Industry Research Institute's " China MCU Industry Market Forecast and Investment Strategy Planning Analysis Report ". At the same time, the Forward Industry Research Institute also provides solutions such as industrial big data, industrial research, policy research, industrial chain consultation, industrial map, industrial planning, park planning, , industrial investment promotion, IPO investment feasibility research, IPO business and technology writing, IPO working paper consultation and other solutions.
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-
-