Xinhai Technology was established in 2003, and has been focusing on the research and development of high-performance MCU, measurement algorithms and one-stop solutions for the Internet of Things. It is not only an integrated circuit design enterprise with both analog signal chain and MCU dual-platform driver, but also one of the few integrated circuit design enterprises with artificial intelligence+Internet of Things overall solution in China.
Thanks to Xinhai Technology's deep understanding of high-reliability MCU technology and more than 20 years of industry experience, its products have been widely used in many fields such as smart health, pressure touch, smart home, industrial measurement, general microcontroller and so on.
Customers not only fully cover domestic mainstream terminal brands such as ZTE, Xiaomi, vivo, OPPO, Haier and Midea, but also become Huawei's eco-strategic partners in HarmonyOS.
Behind this, Xinhai's investment in R&D is indispensable. Relevant data show that since 20 18, the company's R&D ratio has been around 20%, leading the industry among listed companies. Among them, in 2020, R&D expenses will increase by 45.62% year-on-year, accounting for 20.5 1% of the company's operating income, and the number of patent applications will reach 59 1.
Since 20021year, the demand for MCU, analog signal chain and health measurement AIOT has been increasing. Among them, the high-performance universal 32-bit MCU has been mass-produced, widely used in vehicle central control, portable medical care, industrial measurement and other application fields, and has begun to introduce benchmark customers in communication optical modules, mobile phones, digital sensors and other fields.
In view of the high space breadth of the track where the company is located, the company's business currently belongs to the tens of billions of dollars-level track, and Feng Ge believes that the future development of Xinhai Technology can be expected.
Market value: 654.38+09.5 billion
Zhongying Electronics was founded in 1994, mainly engaged in the research, development, design and sales of consumer and industrial electronic chips. Core products are widely used in home appliance master control, lithium battery management, motor control, smart meters and Internet of Things. It is not only a leading integrated circuit design enterprise in China, but also one of the largest MCU chip suppliers in China.
Relevant data show that Zhongying Electronics achieved a net profit growth of 65,438+00.6% in 2020. Among them, the biggest contribution is MCU chip business. By 2020, MCU business will account for 93% of total revenue. The key behind this is China Film's strong investment in research and development. In the first quarter of 2002/kloc-0, Zhongying invested 60,203,600 yuan in R&D, accounting for 19.65% of the operating income, up 69.05% year-on-year. Thanks to the deep cultivation in the development of new products of industrial control MCU chips and organic light-emitting diode display driver chips, the investment in IOT research and development has been accelerated, and the related technologies of automotive electronics have been laid out for a long time. Up to now, it has not only obtained domestic and international authorized patents 105, including invention patents 103, but also entered the supply chain system of major international electrical giants one after another.
Relevant institutions predict that MCU chips, as a key component of the Internet of Things, will continue to benefit in view of the current tight supply of MCU chips and the vast domestic replacement space. As the leader of local MCU, China Film feels that it is expected to fully grasp the opportunity of semiconductor prosperity with the help of the diversified layout of MCU in the Internet of Things industry.
Market value:113.6 billion.
Founded in 2005, Zhao Yi Innovation is a leading fabless semiconductor company in China. Its core product line covers flash memory, 32-bit universal MCU, intelligent human-computer interaction sensor chip and overall solution. Not only does it occupy the first place in the domestic flash memory market all the year round, but it is also the third largest flash memory supplier in the world. Industry-leading R&D function. The cumulative shipment has exceeded 500 million pieces, and there are more than 20,000 cooperative customers.
Relevant data show that in 2020, Zhao Yi achieved a net profit of 8,865,438 million yuan, a year-on-year increase of 4.5.1%. In that year, the company's R&D investment reached 378 million yuan, a year-on-year increase of 64.33%. This part of the increment comes from the company's efforts in MCU business. In fact, as early as 20 13, Zhao Yi Innovation introduced the first 32-bit MCU based on Arm Cortex-M3 kernel in China.
20 19, Zhao Yi introduced the world's first universal MCU based on risc-V kernel, GD32V series. Then last year, Zhao Yi also started the research and development of automotive MCU. After the project is completed, it is expected to meet the requirements of car-class product certification, body control system and auxiliary driving system.
Not long ago, the company's first self-owned brand DRAM product was officially listed, which realized the comprehensive localization from design, tape-out, packaging, testing and verification. Moreover, the downstream of the company's DRAM products has a high degree of overlap with the current customer base, which makes the company have a high degree of synergy in the resources and technical support of the entire customer channel.
With the acceleration of domestic substitution and the increasing demand of global Internet of Things and wearable market, Brother Feng feels that the future performance prospect of Zhao Yi's innovation is worth looking forward to.