China's policy support has promoted the vigorous development of the automotive chip market
In recent years, China has spared no effort in promoting the development of the automotive chip market, and has injected a strong impetus into the prosperity of the industry through the continuous introduction of a number of support policies. From "Made in China 2025" to "New Energy Vehicle Industry Development Plan (2021-2035)", and then to the "Outline for the Construction of a Quality Power", these policies not only clarify the strategic position of automotive chips as core technologies, but also point out the direction for their R&D and industrialization.
"Made in China 2025" will "integrated circuits and special equipment" as the core breakthrough of the new generation of information technology industry, which marks the beginning of China's semiconductor industry, especially the automotive chip industry, as an important symbol of national competitiveness. In this context, the automotive chip industry has received unprecedented attention and support, enterprise investment has increased, and the atmosphere of innovation has become increasingly strong.
With the rapid growth of the new energy vehicle market, the "New Energy Vehicle Industry Development Plan (2021-2035)" released in 2020 lists key technologies and products such as vehicle-grade chips as the focus of R&D and breakthroughs. This plan not only promotes the deep integration of new energy vehicles and the chip industry, but also wins the opportunity for China's automotive chip industry in international competition.
The "Outline for the Construction of a Quality Power" released in 2023 further emphasizes the importance of product reliability, especially for the reliability of basic parts and components such as machinery, electronics, and automobiles. This not only points out the direction of quality upgrading for the automotive chip industry, but also creates favorable conditions for the coordinated development of the upstream and downstream of the industrial chain.
According to statistics, the sales of new energy vehicles in China will reach 688 in 202270,000 units, an increase of 95 percent year-on-year6%。And in 2023, the sales volume will jump to 77360,000 units, a year-on-year increase of 123%。Behind this data is the continuous expansion of the new energy vehicle market and consumers' increasing pursuit of high-quality products. With the continuous growth of market demand, the demand for automotive-grade chips has also shown a strong growth trend, which has brought huge development opportunities for China's automotive chip industry.
ChipsConcept main net ** frontSevenFirst Name**(24-02-29):
First place, Ziguang Guowei (85 billion) The company's main business covers special integrated circuits, intelligent security chips, crystals and semiconductor power devices. The main products include SIM card chips, bank IC card chips, transportation card chips, social security card chips, etc., as well as microprocessors, programmable devices, memory, network buses and interface devices. In addition, the company also provides analog devices, SoPC system devices, custom chips, advanced semiconductor power devices, crystal oscillators, resonators, voltage controlled crystal oscillators, temperature-compensated crystal oscillators and constant temperature crystal oscillators and other products.
Second place, Unisplendour (72.3 billion) Tsinghua Unigroup is committed to providing leading full-stack ICT infrastructure and services such as network, computing, storage, cloud computing, security and intelligent terminals. The main products include network equipment, routers, storage products, cloud computing and cloud services, security products and services, smart terminals, etc. Since 2019, the company has begun to develop network chips, and the high-end network processor chip based on the 16nm process has been put into production and entered the product testing stage, and it is expected to release the network product "Zhiqing 660" based on the chip in the fourth quarter of 21. The company also plans to develop 7nm high-end router chips to promote the continuous evolution of technology through the iterative approach of mass production generation and design generation.
Third place, ZTE (64.2 billion) ZTE focuses on providing customers with satisfactory ICT products and solutions, integrating design, development, production, sales and service, with a focus on carrier networks, government and enterprise services, and consumer services. As a chip company under ZTE, ZTE Microelectronics has shown strong growth momentum in recent years, ranking among the top three chip companies in China.
Fourth place, Accelink Technology (51.1 billion) Accelink is a company specializing in the R&D, production, sales and technical services of optoelectronic devices and subsystems, and is the world's leading provider of optoelectronic devices and subsystem solutions. The main products include optoelectronic devices, modules and subsystem products, which can be divided into transmission, access and data communication products according to the application field. At present, the self-sufficiency rate of the company's 10G chips is about 90%, and the self-sufficiency rate of 25G chips is about 70%, which helps to improve the gross profit margin of the company's module products.
Fifth place, high-tech development (31.5 billion) The main business of high-tech development includes construction industry and power semiconductor business, and the main products cover building construction, smart city construction, operation and related service business, ** and related business. Beixin Sensor, a joint venture company established by Beizhi Intelligent under the company, focuses on the design, development and packaging manufacturing of pressure sensors and their sensitive components (cores), and has core technologies such as MEMS chip technology, wafer packaging technology, sensing signal conditioning and compensation technology, and its products are widely used in petrochemical, industrial control, smart city and defense fields.
Sixth, North Huachuang (28 billion) NAURA is mainly engaged in the research and development, production, sales and technical services of basic semiconductor products, including electronic process equipment and electronic components. After years of development, the company has established a solid technical foundation in this field, formed a competitive product system, and cultivated a professional technical and management team, showing strong core competitiveness.
Seventh place, Wenyi Technology (27.5 billion) Wenyi Technology's main business includes the design, manufacture and sales of semiconductor integrated circuit packaging and testing equipment, molds, plastic sealing presses, chip packaging robot integrated systems, automatic packaging systems and precision spare parts. Its main products include semiconductor integrated circuit packaging molds, automatic rib cutting and forming systems, sorting machines, plastic sealing presses, automatic packaging systems, chip packaging robot integrated systems, LED dispensing machines and semiconductor precision spare parts.