In the wave of electrification and intelligence in the automotive industry, automotive chips have become a key element of industrial upgrading, highlighting their increasing importance.Meanwhile, MCU chips, as the “nerve center” controlling the vehicle, are the core of control for systems such as power, body, and safety, and play a crucial role in smart cockpits and autonomous driving.Currently, the independent innovation of automotive MCUs is accelerating comprehensively, with companies like Alibaba DAMO Academy, Silan Microelectronics, and ESWIN launching self-developed automotive-grade products based on the RISC-V architecture, injecting new momentum into the industry.Recent data shows that the production and sales of new energy vehicles in China continue to grow rapidly. From January to July, 8.232 million new energy vehicles were produced, a year-on-year increase of 39.2%; sales reached 8.22 million, a year-on-year increase of 38.5%, accounting for 45% of total vehicle sales. In terms of exports, from January to July, 1.308 million new energy vehicles were exported, a year-on-year increase of 84.6%.
This issue organizes companies related to automotive chips and MCU chips, selecting 10 companies expected to see mid-year performance increases in 2025 based on business relevance and the latest data for research reference.First Company: OmniVision TechnologiesAutomotive Chips: Its in-vehicle CIS chips hold the second-largest global market share and are widely used in scenarios such as intelligent driving and panoramic imaging.Mid-Year Performance:In 2025, the net profit attributable to the parent company is expected to be between 190.59702 million and 204.59702 million yuan, an increase of 39.43%-49.67%MCU Chips: The company’s high-performance MCU chips are suitable for smart cockpits, body control, thermal management, and other scenarios.Second Company: Awinic TechnologyAutomotive Chips: In the automotive field, it has built a technology architecture covering multi-dimensional perception of sound, light, and touch, with significant growth in automotive chip business in recent years.Mid-Year Performance:In 2025, the net profit attributable to the parent company is expected to be 15.65216 million yuan, an increase of 71.9%MCU Chips: The company has launched automotive-grade music rhythm MCUs to meet the demands of the new energy vehicle market.Third Company: National TechnologyAutomotive Chips: It is building an automotive electronic quality system for the automotive electronics field, launching automotive-grade MCUs, BMS, safety chips, and other core components.Mid-Year Performance:In 2025, the net profit attributable to the parent company is expected to be -36.7819 million yuan, an increase of 72.4%MCU Chips: The company has multiple automotive-grade MCU product series covering body control, instrumentation, cockpit, entertainment systems, etc.
Fourth Company: Silan MicroelectronicsAutomotive Chips: The company’s self-developed V-generation IGBT and FRD chips for electric vehicle main motor drive modules have been supplied in bulk to many domestic and foreign automotive enterprises.Mid-Year Performance: In 2025, the net profit attributable to the parent company is expected to be between 24 million and 28 million yuan, an increase of 90.18%-121.88%.MCU Chips: The company’s 32-bit MCU circuit products have seen continuous revenue growth, and its automotive-grade MCU products have passed certification and can be used for body control, etc.Fifth Company: Allwinner TechnologyAutomotive Chips: Automotive-grade chips include T series, V series, and power management chips, achieving large-scale production.Mid-Year Performance: In 2025, the net profit attributable to the parent company is expected to be 16.116 million yuan, an increase of 35.36%MCU Chips: The company’s T527 chip integrates CPU, MCU, and various computing units, widely used in industrial, automotive, and robotics fields.Sixth Company: GigaDeviceAutomotive Chips: Mainly includes memory and microcontrollers (MCUs), its GD25/55 full series automotive-grade SPI NOR Flash has obtained ISO 26262 ASIL D functional safety certification.
Mid-Year Performance: In 2025, the net profit attributable to the parent company is expected to be 23.463 million yuan, an increase of 57%
MCU Chips: It reduces the frequency and specifications of the central processing unit and integrates memory, counters, USB, A/D conversion, UART, PLC, DMA, and other peripheral interfaces, even LCD driver circuits, into a single chip, forming a chip-level computer for different application scenarios.
MCU chips have been widely used in automotive, industrial, telecommunications, medical, and consumer electronics fields.
Seventh Company: Sirepu
Automotive Chips: Include current detection, power management, communication, etc., supporting a supply voltage of 2.25V to 5.5V, with a maximum primary side current of 1A, featuring low noise, low electromagnetic interference (EMI) characteristics, and various switching frequency options, suitable for automotive isolation power supply applications.
Mid-Year Performance: In 2025, the net profit attributable to the parent company is expected to be 15.563 million yuan, an increase of 131.65%
MCU Chips: This family has two major product series, M5 and M0, with two sub-series under each, totaling 26 products, integrating excellent capacitive sensing patented technology and providing rich digital and analog peripherals.
Eighth Company: Chipone Technology
Automotive Chips: Cover power management chips and power devices, mainly used in new energy vehicles for high-voltage distribution units, electric drive systems, on-board chargers, battery management systems, air conditioning heaters, etc., achieving functions such as voltage, frequency, and DC-AC conversion under the control of power electronic converters.
Mid-Year Performance: In 2025, the net profit attributable to the parent company is expected to be 90.4935 million yuan, an increase of 106%
MCU Chips: Its AP5814 protocol chip has a built-in MCU, mainly used in the charger field.
Ninth Company: Liyuan Information
Automotive Chips: The self-developed CW32 series microcontroller has passed AEC-Q100 automotive testing, with a test grade of Grade-2, suitable for various body control applications such as lighting control, on-board air conditioning control, electric seats, electric tailgates, etc.
Mid-Year Performance: In 2025, the net profit attributable to the parent company is expected to be 96.1304 million yuan, an increase of 65.79%
MCU Chips: 96MHz main frequency M0 + low-power microcontroller product CW32L011, as well as the previously released CW32F030, are mainly used in security monitoring, smart home, small appliances, industrial control, and other fields.
Tenth Company: Jinghe Integrated
Automotive Chips: Include display driver chips, power management chips, Jinghe Integrated’s 110nm display driver chip is developed based on the mass-produced consumer-grade 110nm display driver platform, enhancing component stability through strict process and quality control, while the miniaturized back-end metal layer accelerates component speed to meet automotive specifications.
Mid-Year Performance: In 2025, the net profit attributable to the parent company is expected to be between 15.7 million and 23.5 million yuan, an increase of 65.83%-148.22%
MCU Chips: Jinghe Integrated has certain technical reserves and mass production capabilities in MCU chips. It has launched a 110nm-AL MCU full-platform solution, including embedded flash platforms and MTP platforms based on 110nm LP 1.5V/5V low-power logic technology.
Disclaimer: This article is based on historical online data. If there are any errors, please refer to the latest information. This article does not constitute any investment advice, guidance, or commitment, and is for academic reference only. The market has risks, and investment should be cautious.