At present, the chip industry is listed as a leading market segment:
Will shares: domestic CMOS image sensor chip leading enterprises. Will's headquarters business has also continuously increased investment in R&D. From RF IC to analog IC to power IC, the company has deepened the semiconductor field and accelerated the effective integration of high-quality industrial resources.
Ding Hui Science and Technology: the world's leading biometric chip enterprise. The penetration rate of optical fingerprints under the screen continued to increase, boosting performance growth.
Ziguang Guowei: At present, China is a leading supplier of integrated circuit chip design and system integration solutions. As an important member of the domestic Internet of Things eSIM industry, the company has an early layout in this field, and its security chip products have passed the test of China Unicom's eSIM management platform 20 18.
Trillion innovation: the leader of memory chip design. The improvement of fingerprint penetration under mobile phone screen will bring growth space for the company's new sensing business.
Zhuo Shengwei: Leader of RF Chip. The company is a typical leader in the segmentation field, positioned in the big track of RF chips and developed into a platform for a long time.
Shengbang shares: a leading enterprise in analog circuit chips. As a domestic high-quality analog chip design enterprise, the company will gain more development opportunities in the process of localization.
Broadcom integration: R&D's leading RF chip design enterprise. The company has rich experience in RF R&D and design. Optimistic about the company relying on the advantages of RF design to seize the commanding heights of the future WiFi Internet of Things chip industry.
Nastar: The world's leading printer consumable chip design enterprise and the leading enterprise in the global general consumable industry. The layout of the whole industrial chain and the improvement of printing market demand are good for leading enterprises.
The enterprises analyzed above are all leading enterprises in various sub-sectors.
First, the number of companies doing chip design in China.
Judging from the number of integrated circuit design companies in China, the number of companies has increased rapidly in recent years. From 582 in 20 10 to 20 18 1698. In addition, the number of IC enterprises with domestic sales exceeding 100 million has increased significantly. In 20 12 years, the sales of 97 companies exceeded 100 million. By 2018,200 companies have sold over 100 million yuan.
Second, the top ten domestic chip design companies
According to the data of TrendForce, in 20 18, Huawei Hisilicon, one of the top ten chip design companies in China, topped the list with revenue of 50.3 billion yuan, up 30% year-on-year. Ziguang Zhanrui and Beijing Hao Wei (acquired by Will) ranked second and third with revenues of 1 10 billion yuan and 10 billion yuan respectively. The list of the top ten chip designs also includes high-quality listed companies such as Ding Hui Technology with optical fingerprint identification as its core business and Zhao Yi Innovation with NorFlash and MCU as its core.
Three. Introduction of major domestic chip design listed companies
1. Zhao Yi Innovation (603986. SH)
Founded in April 2005, the company is a global chip design company headquartered in China. The company is committed to the design and development of all kinds of memories, controllers and peripheral products. The company's products are NORFlash, NANDFlash and MCU, which are widely used in handheld mobile terminals, consumer electronics, personal computers and peripherals, networks, telecommunications equipment, medical equipment, office equipment, automotive electronics and industrial control equipment. In 20 18, the company realized an operating income of 2.246 billion yuan, a year-on-year increase of 10.65%, and a net profit attributable to shareholders of the parent company of 405 million yuan, a year-on-year increase of 1.9 1%.
2. Shengbang shares (30066 1. SZ)
The company is a high-tech enterprise focusing on the design and sales of high-performance and high-quality analog integrated circuit chips. The company's products cover signal chain and power management, including operational amplifier, comparator, audio/video amplifier, analog switch, level conversion and interface circuit, small logic chip, AFE, LDO, DC/DC converter, OVP, load switch, LED driver, microprocessor power monitoring circuit, motor driver, MOSFET driver and battery management chip. The company's products can be widely used in consumer electronics, mobile phones and communications, industrial control, medical instruments, automotive electronics and other fields, as well as emerging electronic products such as the Internet of Things, new energy, wearable devices, artificial intelligence, smart homes, drones, robots and bicycles. In 20 18, the company realized an operating income of 572 million yuan, up 7.69% year-on-year, and realized a net profit attributable to shareholders of the parent company of/kloc-0.04 million yuan, up/kloc-0.46% year-on-year.
3. Ding Hui Science and Technology (603 160. SH)
The company is a total application solution provider based on chip design and software development. At present, it mainly provides leading human-computer interaction and biometric solutions for the smart mobile terminal market, and has become the first fingerprint identification solution provider for the Android camp in the world. Products and solutions are mainly used in international and domestic famous brands such as Huawei, OPPO, vivo, Xiaomi, ZTE, Yijia, Meizu, Amazon, Samsung, Nokia, Dell, Hewlett-Packard, LG, Asus, Acer, Toshiba and Panasonic, serving hundreds of millions of people around the world. The company strives to expand the technical research field and product application market, and will provide more users with leading technologies, products and application solutions with wider application coverage in the fields of mobile terminals, Internet of Things and automotive electronics, so as to build a world-class China "core". In 20 18, the company realized an operating income of RMB 372,654,380+million, a year-on-year increase of RMB 65,438+0.08%, and a net profit attributable to shareholders of the parent company of RMB 743 million, a year-on-year decrease of RMB 65,438+06.29%.
4. Zhuo Shengwei (300782. SZ)
The company focuses on the field of mobile Internet, devotes itself to developing RF, RF and digital soc chip products for wireless communication, and provides customers with complete software and hardware solutions based on the company's chips. After more than 8 years of research and development, the company has a rich product line, established a leading position in the industry and expanded its sales scale rapidly. At present, its products have been adopted by customers such as Samsung, Huawei, Lenovo and Spreadtrum. At present, the company has become a leading expert in the field of RF devices and wireless connection in China, and has launched or existing product lines, such as cmmb project product mxd0265, silicon tuner product mxd 15 16, gps low-noise amplifier chip mxdln 16g and lteswitch chip mxd8650. In 20 18, the company realized an operating income of 560 million yuan, down 5.32% year-on-year, and realized a net profit attributable to shareholders of the parent company of162 million yuan, down 4.45% year-on-year.
5. Will shares (60350 1. SH)
The company is a semiconductor device design and sales company focusing on independent research and development and sales services, mainly engaged in the design, manufacture and sales of high-performance integrated circuits used in portable electronic products, televisions, electric vehicles, electric meters, communication equipment, network equipment, information terminals and other fields. The main products include switching devices, signal amplification devices, system power supply and control schemes, system protection schemes, electromagnetic interference filtering schemes and discrete devices. In 20 18, the company realized an operating income of 3.964 billion yuan, up 64.74% year-on-year, and a net profit attributable to shareholders of the parent company of 654.38+39 million yuan, up 1.20% year-on-year.
Fuzhou Ruixinwei, Zhuhai Quan Zhi, Zhuhai Juli, Shanghai Chen Jing and Shanghai Yingfangwei. At present, IC chip design companies in China are not as famous as Intel, Qualcomm, Apple and Samsung.
Take a flat/box chip as an example. Among domestic chip design companies, Fuzhou Ruixinwei, Zhuhai Quan Zhi, Zhuhai Juli, Shanghai Chen Jing and Shanghai Infront are not bad in technology and sales, and they are all the third echelon of ic chip industry.
Chip design: The top ten chip design companies in China are as follows, in order of revenue scale: Huawei Hisilicon/Ziguang Zhanrui/ZTE Microelectronics/Huada Semiconductor/Zhixin Microelectronics/Ding Hui Technology/Lance Microelectronics/Datang Semiconductor/Duntai Technology/Zhongxing Microelectronics.
There are only four domestic manufacturers, namely North Huachuang, Zhongwei Semiconductor, Mei Sheng Semiconductor and Matteson.