What are the leading enterprises in the domestic chip industry?

The recent Huawei incident made everyone know the importance of chips, but chips are not just mobile phone chips. Many other industries, such as computer, aerospace, CNC machine tools, etc. , chips are needed, and the whole industry chain of chips should include three parts: chip design, chip manufacturing and chip packaging testing. Only when these three aspects are met can a real chip be produced.

Therefore, HiSilicon of Huawei can design chips, but the chip manufacturing in Chinese mainland can only reach 12nm at present (only 28nm can be mass-produced). At present, only South Korea's Samsung and TSMC can produce the highest precision 7-nanometer chips. Assuming TSMC gives up OEM for Huawei, Huawei's high-end mobile phones will be scrapped, and there are still awesome enterprises in Taiwan Province Province.

At present, the top ten domestic chip design enterprises are Huawei Hisilicon, Ziguang Zhanrui, ZTE Microelectronics, Huada Semiconductor, Zhixin Microelectronics, Ding Hui Technology, Silanwei, Datang Semiconductor, Duntai Technology and Zhongxing Microelectronics.

However, the first two are really good. Huawei Hisilicon will not say it. Everyone knows about it. Let's talk about the second purple light. Ziguang Zhanrui is currently the largest supplier of Samsung mobile phone processors and baseband chips except its own products. Most of the chips in Samsung's low-end mobile phone series you bought are Ziguang Zhanrui. In 20 17, Huawei Hisilicon ranked first in domestic chip design output value with sales of 36 1 100 million yuan; Ziguang Zhanrui ranked second with 1 1 100 million yuan; ZTE Microelectronics ranked third with 7.6 billion yuan.

Similar to the panel industry, the manufacturing of the semiconductor industry is an asset and technology-intensive industry, with a large demand for equipment, high technology content and high added value. The investment of a single factory is in the order of tens of billions. According to the data, a state-of-the-art 12-inch wafer production line needs to invest about 45 billion yuan, while TSMC's planned 3-nanometer factory investment is expected to be 20 billion US dollars. At present, the overall strength of domestic chip manufacturers is relatively weak, with only two key listed companies: SMIC and Hua Hong Semiconductor.

20 17 among the top five domestic integrated computer manufacturing output values, only SMIC in the second place and Hua Hong in the fifth place are China's own enterprises, and SK Hynix in the third place is also a Korean enterprise. In terms of chip manufacturing, China's technology is still relatively weak.

Chip package test is the last step of the chip. In the packaging and testing industry, domestic manufacturers such as Jiangsu Xinchao Technology, Nantong Huada Microelectronics, Changdian Technology, Huatian Technology and Tongfu Microelectronics are all excellent enterprises. At present, the packaging and testing industry is the most mature field in the domestic semiconductor industry chain.

There are leading companies in all aspects of domestic chips, but Huawei Hisilicon, which is truly world-renowned and has the strength of World War I, is chip design, and the weakest link is chip manufacturing, which is the biggest gap with the international community.

Semiconductor chip is an industry that needs high investment and scale effect, with long investment cycle and high risk. Starting from 20 13, the government began a road to replenish the semiconductor industry from chip research and development to manufacturing. Chip, also known as integrated circuit professionally, is regarded as the "heart" of the country's industrial grain and all equipment, and its importance is immeasurable. Since 20 13, China has imported chips worth more than 200 billion dollars every year, which has surpassed oil and become the largest imported product. In 20 17, it reached more than $250 billion, and the annual sales of domestic chip industry exceeded RMB 500 billion.

According to Made in China 2025, the chip self-sufficiency rate in China will reach 40% in 2020 and 50% in 2025. In the next 10 year, China will be the fastest-growing region of the global semiconductor industry. By around 2030, with global integrated circuit manufacturers setting up factories in China, China will become a global semiconductor production and application center with great probability.

By the end of 20 17, the National Foundation had been established for more than three years. The total investment of the project was 1 188 billion yuan, and the actual investment was 81800 million yuan, accounting for 86% and 6 1% of the total scale of the first phase respectively. The second phase plans to raise150 billion yuan to the year 2000. Meanwhile, the capital market is also helping the development of listed chip companies. The first phase of the Big Fund mainly focuses on integrated circuit manufacturing, with the specific distribution as follows: integrated circuit manufacturing 67%, design 17%, packaging test 10%, and equipment materials 6%. At present, there are more than 20 listed IC design companies and 70 listed companies in the semiconductor and component industries.

The chip industry chain mainly consists of five parts: design, manufacturing, packaging and testing, and upstream materials and equipment.

Progress of the first phase project of Big Fund

1. Listed companies in the design field: Zhao Yi Innovation, Jing Jiawei, Ziguang Guo Xin, Jing Zheng Jun, Zhongke Shuguang, Zhongying Electronics, Fu Hanwei and Sheng Bang.

2. Listed companies in manufacturing industry: Silanwei, Sanan Optoelectronics and SMIC (Hong Kong stocks).

3. Listed companies in the field of equipment: Zhichun Technology, Beifang Huachuang, Changchuan Technology, Jingsheng Electromechanical and Precision Electronics.

4. Listed companies in the field of sealing and testing: Changdian Technology, Tongfu Microelectronics, Fang Jing Technology, Huatian Technology and Taiji Industry.

5. Listed companies in the field of materials: Jiangfeng Electronics, Nanda Optoelectronics, Jiang Huawei, Dinglong, Jing Rui, Shanghai Xinyang and Zhonghuan.

As a whole, the 28nm chip production lines of wafer manufacturing SMIC and Huali Phase II have started construction and put into production, and will continue to extend to advanced processes such as 14nm; Wafer packaging accounts for more than 30% of domestic high-end advanced packaging; Equipment and materials have also made some breakthroughs in key areas.

This is just an idea and an opinion. In actual combat, we should judge each other by combining fundamentals and technical aspects. If there are imperfections, we hope to sum up more exchanges.

According to the statistics of the Semiconductor Industry Association (SIA), in 20 16, the output value of the global semiconductor industry reached US$ 338.9 billion, a record high, with a year-on-year increase of 1. 1%. According to the forecast of World Semiconductor Trade Statistics Association (WSTS), the global semiconductor output value will reach US$ 377.8 billion in 20 17, which is1.5% higher than that in 20 16. Foreign chip giants have expanded their production capacity and carved up the market.

In the global market, China has the most outstanding market demand for semiconductors. In 20 14, the global share of semiconductor market demand in China reached 56.6%, ranking first. In sharp contrast, the global chip market is dominated by international giants such as Intel, Qualcomm and Samsung. The competitiveness of enterprises in China is not strong, and there is a big gap between supply and demand of products. CPU and memory chips are almost completely dependent on imports. Memory chips have become one of the most restrictive basic products in China's semiconductor industry, so the localization of memory chips has also become an important step in China's semiconductor development strategy.

Among all kinds of integrated circuit products, only Hisilicon and Spreadtrum in China can compete with the international standards of Qualcomm and MediaTek. There is a big gap between supply and demand of local integrated circuits.

Among the integrated circuits, the most demanding memory chips in mobile terminals such as PC, server CPU chip and mobile phone are almost completely imported. According to the research report of CCID think tank Integrated Circuit Research Institute, CPU and memory account for 75% of the total imports of integrated circuits in China. During the period of 20 13-20 16, the import of memory chips will increase from $46 billion to $68 billion, and will exceed $70 billion in 20 17. Memory has become one of the most restrictive basic products in China's semiconductor industry, so the localization of memory has also become an important step in China's semiconductor development strategy.

Listed companies that can be concerned in this field include Quanzhi Technology, Ziguang Guo Xin, Beijing Zheng Jun, Ding Hui Technology, Zhao Yi Innovation, and Changdian Technology.

The main products of Quanzhi Technology are intelligent terminal application processor and intelligent power management chip.

Ziguang Guo Xin is an integrated circuit design company, and its main products include smart chip products, application specific integrated circuit products and memory chip products.

Zheng Jun is an integrated circuit design company, whose main business is the research and development and sales of microprocessor chips, intelligent video chips and overall solutions. It is the only processor manufacturer among listed companies related to the smart wearable device industry chain.

Ding Hui Science and Technology is engaged in the research and development of intelligent human-computer interaction, mainly providing capacitive screen touch chips and fingerprint identification chips for smart terminals such as mobile phones and tablet computers.

Zhao Yi's innovative products are divided into flash memory chip products and microcontroller products.

Chip industry mainly includes: design, manufacturing, packaging and testing.

(3) Chip sealing and testing: CLP Guangtong, Precision Electronics and Huatian Technology.

The leading companies in the domestic chip industry are: Sino-Singapore Seck, Ziguang, Hengwei Technology, Chunzhong Technology, New World, Brother Technology, New Beiyang, Suzhou Keda, He Zhongshuang and Netac Technology.

See which market you want to know. The ic industry chain is too long, and the emphasis is different. Ziguang, Spreadtrum, Huawei Hisilicon and ZTE are all giants. The price of consumption and end products determines the profit rate and sales of the company.

At present, 3c products such as automobiles, mobile phones and digital images are large-scale and profitable markets. Fortunately, the domestic integrated circuit industry has been making progress and gradually occupied these industries with high profits and large quantities.

The most rare thing in the whole ic industry is ip, which is where soc manufacturers need R&D and purchase authorization. This part needs to be improved and strengthened. I hope a company like CAMBRIAN can find a unique way.

It is said that Guangzhou Xinyue 12 inch wafer was put into production in June.