The following is an analysis of the development opportunities in the MCU chip market and an overview of related core enterprises: 1. Development Opportunity Analysis: Automotive Industry Transformation Drive:
The expansion of the new energy vehicle market and the deepening of intelligence have led to a surge in demand for automotive MCUs. In the first half of 2025, the automotive MCU market size is expected to exceed 12 billion yuan, a year-on-year increase of 45%. The average chip usage in new energy vehicles has significantly increased, with MCUs accounting for over 30%, making it the highest chip category used per vehicle.
Accelerated Domestic Substitution Process:
The national integrated circuit industry fund’s strategic investment in companies like Chongqing Xilianwei focuses on supporting the mass production of automotive-grade MCU chips, clearly supporting domestic substitution in RISC-V architecture and enhancing the independent innovation capabilities of domestic MCUs, breaking foreign monopolies, and building a self-controllable industrial ecosystem.
Technological Innovation Creates Opportunities:
The integration of AI and edge computing allows MCUs to upgrade to possess intelligent decision-making capabilities. Breakthroughs in storage technology and innovations in process and packaging technology create opportunities for new applications and performance improvements of MCU chips in various fields such as smart homes and industrial automation.
2. Core Enterprise Analysis:
GigaDevice: A leading domestic 32-bit MCU enterprise, its GD32A7 series automotive-grade MCUs have passed AEC-Q100 reliability certification and entered the automotive supply chain, providing solutions for new energy vehicle battery management systems and in-vehicle entertainment systems. Sales in the third quarter of 2024 are expected to reach 2.04 billion yuan, a year-on-year increase of 42.83%.
National J Technology: A leader in automotive-grade safety chips, its automotive-grade MCUs have passed ASIL-B certification and support dual CAN bus redundancy design, already applied in the Changan UNI-V body stability control system, with performance expected to increase by 72.54% in the first half of 2025.
Allwinner Technology: An expert in edge computing chips, its T527 chip integrates dual-core Cortex-A53 and MCU cores, already used in BYD’s e-platform 3.0 motor controller, with smart cockpit chip shipments expected to grow by 80% year-on-year in the first half of 2025, capturing over 40% market share in vehicles priced below 100,000 yuan.
NaX Micro: A pioneer in mass production of automotive-grade chips, its 32-bit MCUs meet ISO 26262 ASIL-B safety standards, with its AFE+MCU integrated solution adopted in battery management systems of models like BYD Seal and Li Auto L9, with performance expected to increase by 70.59% in the first half of 2025.
OmniVision: A dual-driven enterprise for automotive CIS+MCU, its automotive-grade MCU chip OV7980 has passed AEC-Q100 certification and has jointly developed an autonomous driving domain controller with Horizon Robotics’ Journey 6 chip, holding a global market share of 43% in automotive CIS, with shipments exceeding 8 million units in the first half of 2025.
Disclaimer:
The content of this article does not constitute any investment advice, and the views expressed should not be used as a basis for any trading operations. The market has risks, and investments should be made cautiously.