Background Trends
Currently, the US-China tariff war is essentially a technology war, with semiconductors becoming the core battlefield. The US’s blockade of semiconductor technology to China (such as restrictions on the export of advanced process equipment) is forcing China to accelerate the self-sufficiency of core technologies.
As an open-source instruction set architecture (ISA), RISC-V does not require licensing fees and is not controlled by a single country or enterprise, making it a key path for China to break the x86/ARM monopoly. For example, companies like Chipone Technology and Allwinner Technology are circumventing international patent barriers by independently extending the instruction set.
Today, we recommend 7 core companies in the RISC-V chip field that are full of valuable insights, be sure to bookmark this↓
Related Fields
1
Allwinner Technology
Industry Layout: Covers AIoT, smart vehicles, industrial control, and other fields
Core Highlights: The global leader in RISC-V chip shipments, holding over 50% of the global market share in 2023, with a technology ecosystem covering all scenarios of smart terminals
2
Chipone Technology
Industry Layout: Provides full-stack design services from processor cores to SoCs
Core Highlights: A leader in domestic RISC-V IP licensing, possessing independent instruction set extension technology, and deeply involved in the formulation of international standards
3
Guoxin Technology
Industry Layout: Focuses on automotive electronics and industrial control fields
Core Highlights: A pioneer in domestic automotive-grade RISC-V chips, with products certified by AEC-Q100, entering the new energy vehicle supply chain
4
Espressif Technology
Industry Layout: IoT Wi-Fi chip market
Core Highlights: The world’s first RISC-V architecture Wi-Fi 6 chip, with the ESP32 series capturing over 35% of the smart home market
5
GigaDevice
Industry Layout: Covers home appliances and industrial wireless interconnection fields
Core Highlights: The world’s first mass-produced RISC-V MCU manufacturer, with cumulative shipments of the GD32V series exceeding 100 million units
6
Guoxin Technology
Industry Layout: Focuses on automotive electronics and industrial control fields
Core Highlights: A pioneer in domestic automotive-grade RISC-V chips, with products certified by AEC-Q100, entering the new energy vehicle supply chain
7
Zhongke Lanyun
Industry Layout: Wireless audio SoC chip market
Core Highlights: RISC-V architecture TWS headphone chips hold over 60% market share, pioneering a solution that integrates Bluetooth audio with AI voice
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