Can Saimicroelectronics reach a market value of 5 billion?

Semitronics can't reach a market value of 5 billion. Semitronics, with a market value of less than 2 billion yuan, is the first echelon of mems OEM in the world. In the future, China must rejuvenate the country through science and technology. The core business of SMIC is standard CMOS technology, which is a universal standardized foundry. Like automobile engines, it can be used for dozens of models, with a large number and fierce competition. However, Saiwei MEMS chip OEM is a variety of products, with personalized sensors and RF devices as the main products. The two products are chips with completely different directions, and there is no intersection and they cannot replace each other.

1. Semitronics can reach a market value of 5 billion

1. The 3D packaging of MEMS is on the increase. This 3D packaging technology, which should be no less than that of TSMC and Samsung, is estimated to be implemented by the end of 221, with an estimated sales of 1.3 billion.

2. Gallium nitride epitaxial wafer materials and gallium nitride chips have been promoted, and gallium nitride chips for charging have been successfully developed. Unfortunately, the factory for producing gallium nitride has not been found, which has led to the delay so far. A few days ago, Zhang Abin, the director of the Board of Directors, said that he had signed a batch order for this project, and hoped that the management would show courage and decisively cooperate with Qingdao to introduce Xiaomi or a core supplier as a strategic shareholder and quickly put it into production while putting it into operation.

ii. Semitronics

From the above, the risk points suggest that: 1. The epidemic situation in Sweden is out of control and its relations with China are badly affected. The management level is low, and it is not competent for a series of management experiences such as chip management, planning, expansion, financing, etc. The project progress is generally backward in 1-1.5 years, and enterprises pay attention not only to core technology, but also to speed.

to sum up, but from the perspective of growth space and development speed, MEMS products will be wider, faster and more. SMIC is more like a mature era in the world, while Semitronics is like a teenager. There is huge room for future development. Semitronics and science and technology innovation board SMIC must be the big bull stocks in the future stock market.