China Semiconductor Industry Association unveiled the top ten companies in the field of integrated circuit design, manufacturing, closed testing, power devices, MEMS, equipment and materials in 2018. Hayes and Ziguang Zhanrui won the top two places in integrated circuit design. The top two manufacturers are Samsung and Intel Corp in China. The top of the closed test list is still Jiangsu trendy.

Today, Huawei Haisi spare tire turned "positive" overnight and brushed the moments. Among them, there is helplessness, but also let domestic chip stocks boiling for it.

In the past, many domestic chip companies often could only serve as the "spare tire" or even the "spare tire" qualification of the whole machine factory, but after the supply chain risk was severe and ZTE Huawei sounded the alarm one after another, in the future, domestic chip enterprises may win more attention from machine manufacturers, and there is a broad space for domestic semiconductor substitution.

The China Semiconductor Industry Association released a list of the top 10 companies in various sectors of China's integrated circuit industry in 2018, including listed companies or Science and Technology Innovation Board acceptance companies, some of which have joined the world's giant supply chain. Some are still searching for the "spare tire" road. In the future, China's electronic information industry may need to give them more opportunities, and over time, they may usher in a real highlight.

Domestic semiconductors may meet the opportunity

Huawei Hayes "spare tire" turned to "positive", which has become a hot topic in the 2019 World Semiconductor Congress, which opened on May 17th.

In an interview with the China Securities News, Yu Jiankang, vice chairman of the China Semiconductor Industry Association, expressed great appreciation for Huawei Ren Zhengfei's strategic vision of developing its own chips in the 1990s.

At the same time, he believes that in the current international environment, the domestic semiconductor industry has ushered in opportunities for development to some extent. "at present, China's integrated circuit industry chain has been basically established, and its future development to a higher level needs to be driven by application, and domestic products need opportunities for export and a process from imperfection to perfection."

Yu Xingkang said that the market is very broad, and it is suggested that domestic substitution be encouraged.

In his speech at the conference, he quoted customs data as saying: "Integrated circuit products are still the single largest imported goods in our country." In 2018, China's imports of integrated circuits totaled 2.05841 trillion yuan (US $312.06 billion), an increase of 19.8% over the same period last year, exceeding US $300 billion for the first time, while exports of integrated circuits were only US $84.64 billion, an increase of 26.6% over the same period last year. The import and export deficit of China's integrated circuit products is still widening, reaching US $227.42 billion, an increase of 17.47 percent over the same period last year, while the deficit between imports and exports of integrated circuit products reached 200.47 billion yuan, an increase of 16.20 percent over the same period last year.

China accounted for four of the world's top 10 chip buyers in 2018 released by market research firm Gartner in early 2019, namely Huawei, Lenovo, BBK and XIAOMI. The four Chinese companies spent nearly $60 billion a year on chips in 2018, with Huawei spending the most, with about $21.1 billion, up 45 per cent from 2017.

However, before encouraging domestic substitution in the integrated circuit industry, the issue of responsibility sharing also needs to be considered. Sun Huifeng, president of Sadie consultant, said in an interview with reporters that the production and manufacture of integrated circuits are all interlinked and need to be foolproof.

In the final analysis, product technological innovation is an important direction for domestic chips to break through the tight encirclement. Combined with the past experience of successful domestic substitution of IC phone card chips and mobile phone SIM card chips, Wei Shaojun, director of the Institute of Microelectronics of Tsinghua University, said in his speech that innovation requires daring to take the lead, dare to break conventions, not afraid of failure, and not rigidly adhere to reality. He said that in the areas of reconfigurable chips, neural network chips and hardware security, there has been a spark of domestic technological innovation.

List of Top Ten domestic Semiconductors releasedHayes won the first place in design.

At today's World Semiconductor Congress, China Semiconductor Industry Association announced the top ten (strong) companies in the fields of IC design, manufacturing, closed testing, power devices, MEMS, equipment and materials in China in 2018.

It is worth noting that a number of listed companies or enterprises accepted by Science and Technology Innovation Board are among them. Some of these enterprises have successfully conquered the territory and won a higher market share, such as Howie Technology and Huiding Technology, while others need to go through further customer recognition, such as many semiconductor equipment and materials enterprises.

Integrated circuit design

In the design field, there are a total of six companies at the listed company level, namely, Howell Technology (third), Huada Semiconductor (fifth), which owns three listed IC design companies, ZTE Corporation holding subsidiary ZTE Microelectronics (sixth), Huiding Technology (seventh), Shilan Micro (eighth), and Beijing Sicheng (ninth), which Beijing Jun is initiating to acquire. Beijing Xicheng is also a new face on the list, with a valuation of 7.197 billion yuan as of December 31, 2018.

Hayes and Ziguang Zhanrui continue to hold the first and second places. On the 5G side, the two companies released 5G baseband chips Balong 5000 and Ivy 510 respectively. It is worth mentioning that as early as 2016, Hayes ranked first among the top 10 integrated circuit design enterprises in China with sales revenue of 30.3 billion yuan.

According to DIGITIMES, Hayes earned nearly $7.6 billion in 2018, up 34.2% from a year earlier, and ranked fifth among the top 10 integrated circuit design companies in the world in 2018.

Integrated circuit manufacturing

Among the ten companies on the manufacturing list, five are Sino-foreign joint ventures: Samsung China (first), Intel Corp Dalian (second), SK Hynix China (fourth), Taiwan Semiconductor Manufacturing Co Ltd China (seventh), and Hejian Chip (eighth). Semiconductor Manufacturing International Corporation, Shanghai Huahong, China Resources Microelectronics, Xi'an Microelectronics and Wuhan Xinxin ranked third, fifth, sixth, ninth and tenth respectively.

Among the above-mentioned enterprises, China Resources Microelectronics launched Science and Technology Innovation Board to be listed on the stock market, and the application for IPO of the warship core chip division has been accepted and entered into the inquiry.

Integrated circuit closed test

The top three seats in the closed testing field remain unchanged, followed by Jiangsu Xinchao Science and Technology Group Co., Ltd., Nantong Huada Microelectronics Group Co., Ltd., Tianshui Huatian Electronics Group. In the 2018 list, new faces include Samsung Electronics (Suzhou) Semiconductor Co., Ltd and Quanxun RF Technology (Wuxi) Co., Ltd., ranking sixth and seventh, respectively.

Semiconductor material

In the field of materials, Kangqiang Electronics, whose main business is semiconductor packaging materials such as lead frame and bonding wire, ranks first, while Shennan Circuit, which has three businesses of printed circuit boards, packaging substrates and electronic assembly, ranks third. Jiangfeng Electronics, which is engaged in the R & D, production and sales of high purity sputtering targets, fell from second in 2017 to ninth in 2018.

Semiconductor equipment

In terms of equipment, the ranking of medium and micro semiconductors producing plasma etching equipment rose to the first place from the third place in 2017. the company is hitting the Kechuang board and has been inquired by the Shanghai Stock Exchange. Beijing North Huachuang Microelectronic equipment Co., Ltd., a wholly-owned subsidiary of North Huachuang, remained in second place, while China Electric Power Electronic equipment Group Co., Ltd. fell to third place from first place in 2017.

Semiconductor power device

In the list of power devices, four A-share companies, Yangjie Technology, Hua Microelectronics, Suzhou solid Technetium and Jetty Micropower, are among the top 10; Wuxi Xinjianneng, which is in the process of A-share IPO, ranks sixth; Beijing Yandong Microelectronics Co., Ltd., which is owned by the national big fund, ranks 10th, down one place from 2017; and Leshan Radio Co., Ltd. is a new face, ranking fifth.

Semiconductor MEMS

In the field of semiconductor MEMS, Goehl Acoustics and AAC remained unchanged from 2017, ranking first and second respectively; Suzhou Minxin Microelectronics Technology Co., Ltd. jumped from fifth to third place; Huahong Hongli Semiconductor shareholding company Shanghai Silicon Monitoring Technology Co., Ltd. ranked seventh; Suzhou Naxin Microelectronics Co., Ltd., which has been delisted from the new third board, ranked ninth.

It should be noted that the above list is selected by the China Semiconductor Industry Association according to the quarterly statistical statements of the industry and the statistical data of local associations. Enterprises that have not been reported or local associations are not included in the scope of statistics.

New core-making forces emerge one after anotherBrother Pingtou and Big Fish Semiconductor unveiled in Nanjing

In the manufacturer exhibition area of the 2019 World Semiconductor Congress, a reporter from the China Securities News found that major domestic and foreign companies in the field of traditional semiconductors, such as Taiwan Semiconductor Manufacturing Co Ltd, Foxconn, Ziguang Group, Tonfu Micropower, Huatian Technology, and Xinsi Technology, have all set up booths. In the crowd, the joint booths of "Big Fish Semiconductor" and "flat-headed Brother Semiconductor" first attracted the attention of reporters.

In September 2018, BABA announced the integration of the previously acquired chip business of Zhongtianwei and Dharma Institute to establish Pingtou Semiconductor Company. "flat head Brother" is another name for honey badger, this kind of animal character "human ruthlessness does not speak much", has the animal kingdom "bear the handle" the name. Zhongtianwei's main business is to provide the CPU IP core of RISC-V architecture, mainly for multimedia, security, family, transportation, smart city and other IoT fields. Chen Hao, deputy general manager of the company, said that the cumulative sales of terminal products reached 1 billion and the number of cooperative customers exceeded 100.

Nanjing Dayu Semiconductor was just established in April this year and is spun off from pine cone electronics, a wholly owned subsidiary of XIAOMI. XIAOMI holds a 25 per cent stake in Dayu Semiconductor and the rest is collectively owned by the Dayu Semiconductor team. Big fish focus on AIoT chip research and development, in cooperation with XIAOMI Group strategy, but also will actively embrace the upcoming outbreak of the AIoT market.

At today's World Semiconductor Congress, Dayu United with flat-headed brother, the world's first Internet of things NB-IoT chip Dayu U1. The venue of the conference was so crowded that the organizers temporarily added a lot of seats in the back row.

The person in charge of the big fish introduced to the China Securities News reporter that the big fish U1 Internet of things chip uses the flat head elder brother's CPU IP core, the built-in GPS/ Beidou, so that the position can be tracked. "one possible scenario is to apply it to the elderly with Alzheimer's disease. When the elderly are in a safe range of activities, sleep and maintain ultra-low power consumption; when the elderly move beyond the set safe distance, the working state is immediately activated and a message is sent to remind the family members of the elderly, so as to prevent the elderly from getting lost. "

The person in charge of Dayu Semiconductor said that some customers have signed up for the chip, which can be officially mass produced around July and August, and this year's revenue target is to reach 150 million yuan. However, he also said that it is still very difficult to produce direct economic benefits within a year or two, and it is necessary to further expand the market influence of products and gain more customer recognition.