1. Qianzhao Optoelectronics
Total market value: 6.3 billion
Qianzhao Optoelectronics is mainly engaged in full-color ultra-high brightness LED epitaxial wafers, chips, and high-performance R&D, production and sales of compound semiconductor devices such as gallium arsenide solar cell epitaxial wafers, Mini-LED/Micro-LED and VCSEL, with product performance indicators at the internationally advanced level. At present, the company has more than 110,000 square meters of modern clean workshops and tens of thousands of internationally advanced epitaxial growth and chip manufacturing equipment. It focuses on innovation and relies on a team of experts with rich experience in optoelectronic technology accumulation and industrialization to develop epitaxial wafers and chips with independent intellectual property rights and rapidly industrialize them. With its leading advantages in comprehensive performance such as uniformity, consistency and reliability, the high-efficiency gallium arsenide solar cell epitaxial wafers produced have reached the international advanced level. Many products have reached the international advanced technology level and successfully replaced imports.
It is the leader of red and yellow light and is expected to benefit deeply in new fields. It is the manufacturer with the highest market share of red and yellow chips in China, and currently produces 26 MOCVD cavities with red and yellow light. For the infrared IR chip market, the company has inherent advantages in entering the market, and the new display technologies of MiniLED and MicroLED will open up new space for the company's red and yellow light chip applications. The company's accumulation in red and yellow light chips ensures the company's competitiveness in new fields. It invested 1.597 billion in high-end semiconductor R&D and production projects such as VCSEL and high-end LED chips. VCSEL is based on gallium arsenide semiconductor material, which is different from LED and LD. It is widely used in optical communications, optical interconnection, optical storage and other fields, thus boosting the company's strategic development.
Generally speaking, it has made great achievements in the field of traditional LED chips, and its basic market is relatively stable. At the same time, it has increased investment and developed high-end semiconductor projects such as high-end LED chips, which means that it is in a stable position. Under the circumstances, it starts to upgrade and develop. In this track, it has the first-mover advantage and the underlying foundation advantage. Although the process is relatively difficult, after the upgrade is completed, it will bring substantial benefits to it, so the funds are very important to it. The expectations will also be stronger, and it is expected to further enhance its value while consolidating itself.
2. Suzhou Goodtech Electronics Co., Ltd.
Total market value: 9.3 billion
Suzhou Goodtech Electronics Co., Ltd. is based on Suzhou Goodtech Electronics Co., Ltd. in accordance with the law. A joint-stock limited company with an overall transformation. Founded on November 12, 1990, it is invested by Suzhou Radio Component No. 12 Factory (the predecessor of Suzhou Tongbo Electronic Equipment Co., Ltd.), Hong Kong Mingshen Company, and China Metal and Mineral Products Import and Export Corporation Qirong Suzhou Trading Co., Ltd. The operation period is 20 years, and it is mainly engaged in the production and sales of various types of semiconductor chips, diodes, transistors and various rectifier bridge stacks, as well as electroplating processing of electronic components. The company has world-class diode manufacturing capabilities.
I have never heard of it! Does it have any strength? Or is it a hidden dragon ignored by retail investors? What is the driver behind it?
Some of the diodes of the world's top tier companies in rectifier diodes are made by employees of Suzhou Goodtech Company. The company has a world-class level in diode manufacturing, with more than 2,000 specifications of its chips. The core technology is in the hands of the company. The sales volume of rectifier diodes has ranked among the top in China for more than ten consecutive years. The company has MEMS-CMOS three-dimensional integrated manufacturing platform technology and eight-inch wafer-level packaging technology to enhance the company's R&D strength and upgrade the company's technology level from the current domestic advanced level to the internationally advanced level. It forms a complete industrial chain from the independent development of front-end chips to various packaging technologies of back-end finished products. At the same time, it already has a complete set of solutions from product design to final product processing to meet customer needs to the greatest extent, and continuously improves technical capabilities and technical levels.
Generally speaking, it has a very high level in diode manufacturing and has mastered many core technologies. It is generally said that with the technology in hand, it is not afraid of traveling all over the world. It is not satisfied with its technical advantages. It has also built a complete industrial chain to improve performance through a systematic and large-scale approach. It also pays attention to the individual needs of customers and has solutions to various problems. So since it has the above advantages and preparations, it can consolidate itself in the front row. status, with the advent of the technological wave, it is also expected to step out of the repair space.
3. Yaguang Technology
Total market value: 11.6 billion
Yaguang Technology Group Co., Ltd., formerly known as Sunbird Yacht Co., Ltd., is headquartered in Hunan Province Yuanjiang City. It is the leading domestic system solution provider for all-material yachts, business boats and special boats. Subsidiary Yaguang Electronics has maintained its leading position in domestic military electronic semiconductor components and microwave circuits for many years. Its products are widely used in various aerospace equipment and airborne, shipborne, missile-borne and other weapon platforms. The R&D team has rich experience and has sufficient, high-quality, With stable military customer resources, it is a leading domestic solution provider for military electronics, microwave radar, and intelligent ship systems.
As the demand for military-related missiles and satellites increases, military electronics is expected to continue its high growth. The military electronics business has become the core sector of the company, including microwave circuits and components and semiconductor devices, such as microwave diodes, transistors, and microwave monoliths. , hybrid integrated circuits, etc. Its special high-density integrated packaging microwave circuit project was officially launched, which will meet the rapidly growing needs for radio frequency microsystem applications in the spaceborne and missile-borne fields. During the 14th Five-Year Plan period, the number of missile purchases is expected to increase significantly, the construction progress of low-orbit satellites will be accelerated, the demand for microwave components is expected to increase significantly, and the company's military electronics business will continue to grow at a high rate. It is expected that the compound growth rate of Yaguang Technology’s military chip business will reach 50% in the next five years. At the same time, with the economic recovery in the post-epidemic era, its own boat business will also bring more performance space.
Generally speaking, its own boat business is actually affected by the epidemic. In the post-epidemic era, the recovery of the economy is good for its boat business and is conducive to the improvement of its industry. However, this It is not its core. Its core is the military electronics business. This area is growing very fast and the market is very broad. It is expected to open up a new world for it. At the same time, this market has a certain degree of sustainability, so its performance will naturally be good. Naturally, a rising tide lifts all boats, and there is room for repair.