Which companies in China can grow into chip giants?

Hello, according to my prediction: the first echelon is Haisi, SMIC and so on. The second echelon is Ding Hui Science and Technology, Zhao Rong Innovation and Ziguang. The third echelon is Lexin, Hengxuan Technology and ASR.

First of all, talk about the particularity of the chip semiconductor industry. Not all people in the semiconductor industry can do it. Generally, at least two conditions need to be met.

1, abundant funds: in other words, the semiconductor industry is a money-burner. Without enough funds, starting to invest in chips will make you feel cash-strapped, and the research and development expenses of any semiconductor company are countless.

2, technical threshold: there is a technical threshold for semiconductors, unlike Internet companies or even the e-commerce industry, which will become a giant in three to five years. In the field of semiconductor, a small field is enough for a lifetime, and it is not the most proficient, such as analog, digital, radio frequency, software and tools. Any one may become a short board.

Second, the opportunity is there. At present, there is no giant monopoly in the domestic chip field, and the semiconductor field appears. If a giant monopoly can be formed, it is basically impossible to catch up, or it will cost a lot of money and time. This company, like ASML and mask aligner in the Netherlands, basically monopolized the equipment technology of top mask aligner.

Of course, Huawei is really powerful. It has made money from other markets and made achievements in these decades without making money. If you are a semiconductor startup, who gave you such a long time and where would you spend so much money? It is undeniable that in the past 10 years, domestic semiconductor enterprises have developed rapidly, and most small and medium-sized chips are basically laid out in China.

There are many companies with financial advantages, industrial advantages and state support advantages, and a number of chip giants will definitely be born in the future.

According to news reports, in recent years, there are many newly established chip companies in China. As long as their final survival rate reaches 1%, it will also have an important impact on the future global semiconductor pattern.

Third, let's make a prediction that these companies may have unlimited prospects in the future. At present, we temporarily divide the domestic semiconductor industry into three echelons.

The first echelon: Huawei Hisilicon: At present, it belongs to the leading semiconductor design industry in China. Backed by Huawei's parent company, there is no shortage of money and no shortage of market. More importantly, this is the strategic vision and support of the boss. It is already a domestic leader in the field of high-end chips. Next, it must be the biggest competitor of global giants Qualcomm, Intel and NVIDIA. At present, the number of research and development of Huawei HiSilicon chips far exceeds the sum of the number of small companies. Look at the picture below to see how powerful Huawei Hisilicon is.

SMIC: In the future, it will become the most potential giant in the field of chip manufacturing in China, and it is a company with high hopes in China. Although it is at least 10 years behind TSMC, the first chip manufacturer in the field of chip manufacturing, it is the seedling of the real "Chinese core". Recently, SMIC has just been listed, and it took only 10 days to become the first theme stock of domestic A shares.

The second echelon: Ding Hui Science and Technology: it is the first chip company with a market value of over 100 billion in China. In the field of fingerprint identification, it is simply in a unified situation. At present, after making enough money in the field of fingerprint identification, it has begun to actively deploy in the field of Internet of Things, with abundant funds and leading core technologies. It is estimated that this company will definitely grow into a giant in the future.

Super-capacity innovation: this belongs to the storage field, and it is estimated that many people don't know it. At present, the memory chips it has made have set off the banner of domestic storage and fought against giant Samsung Micron and other companies. At present, it is a monopoly in the domestic storage field, and there are many breakthroughs in key technologies. Moreover, it has started MCU in RISC-V field, and the future of Italian-French semiconductors is immeasurable.

Ziguang Zhanrui: This is also the signboard of the national famous brand. At present, the basic skills are particularly good, and the talents recruited are also domestic industry giants. However, although he comes from a particularly good family and is very rich, he is currently in the development stage and doing well in the technical field, but there is still room and he is temporarily in the second echelon, but the prospects are bright.

The third echelon: Lexin: In fact, it is a typical company that takes a very simple field to the extreme. There are so many wifi chips in the world that Lexin's wifi chip has the lowest price, the most complete documents and the neatest code. After using this company as a product, I found that no one can be an enemy of Lexin in the low-end field of Wifi. This is the case in the field of chips. As long as a small field is done to the extreme, there will be a place.

Hengxuan Technology: It belongs to the field of earphone chips and is a god-like company. Just a few years after its establishment, it has actually made chips into mainstream mobile phone companies, such as Huawei, Samsung, oppo, vivo and Xiaomi.

ASR: The boss of this company was originally established by the big boss of RDA. The company inherited the heritage of Marville and the blood of RDA, so it can be said that it is a very effective company. However, this company is a bit slow, and the future situation belongs to the most variable company among the above companies. It can only be seen in the third echelon at present.

In short, there are many domestic companies in the field of chips, and there are many potential giants, which cannot be listed one by one. At present, the three echelons are only an analysis of the subdivision of some chip fields, indicating that the market in the chip field is huge, and there must be many potential giants in the future.