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The recent Fourth Plenary Session emphasized that high-level technological self-reliance is a strategic support for high-quality development, and that the advantages of a new type of national system should be leveraged to break through key core technologies. This news is a comprehensive boon for the chip and semiconductor-related industrial chain. This article categorizes the chip industry into seven major segments based on “core functions,” outlining the core logic of each branch and corresponding companies for research reference. The related content is for logical interpretation only and does not constitute investment advice.1. Computing Function: The Core of Digital ChipsThis segment focuses on data processing and complex calculations, serving as the computational foundation of the digital economy. 1. CPU (Central Processing Unit): The “brain” of the computer, with extremely high design barriers, is a core area for domestic substitution.
Main companies: China Great Wall, Hygon Information, Loongson Technology, Zhaoyi Innovation, Lanqi Technology (server memory interface chips), Wantong Development. 2. AI Chips: Specialized for accelerating computations of artificial intelligence algorithms (such as deep learning), they are the core hardware for large models.
Main companies: Hygon Information, Cambricon, Chunzhong Technology, CAS Bluewave, Shannon Semiconductor, Dongxin Co., Ltd., Heertai, Chuling Information. 3. GPU (Graphics Processing Unit): Leveraging parallel computing advantages, it has become an important computational unit for AI and data centers.
Main companies: Jingjia Micro (domestic GPU leader), Dongxin Co., Ltd., East China Heavy Machinery, Xuanji Information, Haoli Technology. 4. FPGA (Field Programmable Gate Array): Semi-customized chips suitable for communication, military, and other scenarios.
Main companies: Fudan Microelectronics, Anlu Technology, Unisoc, Chengdu Huayi. 2. Storage Function: The Warehouse of DataThis segment is responsible for data storage and memory, with capacity and speed determining the performance ceiling of computing systems. 1. DRAM (Dynamic Random Access Memory): The mainstay of system memory, with a large market and rapid iteration, is a key breakthrough area in China.
Main companies: GigaDevice, Beijing Junzheng, Dongxin Co., Ltd. 2. NAND Flash (Storage Flash): The core of SSD solid-state drives, used for large-capacity data storage.
Main companies: GigaDevice, Dongxin Co., Ltd. 3. NOR Flash (Code Storage Flash): Commonly used for storing device boot code, with a segmented and stable market.
Main companies: GigaDevice, Puran Technology, Hengshuo Technology. 4. EEPROM (Electrically Erasable Programmable Read-Only Memory): Stores small amounts of data that need frequent modification (such as mobile phone camera configurations).
Main companies: Juchen Technology, Puran Technology, Fudan Microelectronics. 5. Modules: Packages storage chips into memory sticks, SSDs, and other finished products.
Main companies: Jiangbolong, Baiwei Storage, Demingli, Lanqi Technology (memory interface chips and module matching). 6. Others: Wanrun Technology, Langke Technology, Tongyou Technology, Lianyun Technology (main control chips), Shikong Technology, Yingxin Development. 3. Drive Function: The Commander of DevicesThese chips are responsible for controlling and driving actuators, converting instructions into physical actions. 1. Motor Driver Chips: Control motor speed and direction, applied in home appliances, robots, and automobiles.
Main companies: Biyiwai, Jingfeng Mingyuan, Fengyu Technology. 2. LED Driver Chips: Adjust the brightness and color of LED lights.
Main companies: Jingfeng Mingyuan, Meixin Sheng, Fumanwei. 3. Display Driver Chips: Receive signals and instruct screen pixels to display, core components of panels.
Main companies: Geke Micro, Huicheng Co., Ltd., Tiande Yu, Xinxiang Micro, Mingwei Electronics, Longxun Co., Ltd. 4. Sensing Function: The Five Senses of the SystemThese chips are used to sense external physical information, forming the basis for human-computer interaction and environmental perception. 1. Image Sensor Chips (CIS): The “retina” of mobile phones, security, and automotive cameras, converting optical images into electrical signals.
Main companies: OmniVision (Weir Shares), Geke Micro, Sitar Technology. 2. Video Surveillance Chips: Focused on video processing and encoding/decoding SoCs in the security field.
Main companies: Guoke Micro, Fuhan Micro. 3. Fingerprint Chips: Used for fingerprint recognition, ensuring device security and convenient unlocking.
Main companies: Goodix Technology. 4. Inertial Sensor Chips: Sense object acceleration and angular velocity (gyroscope), used for navigation and posture control.
Main companies: Xindong Lian Technology, Minxin Shares, Xingwang Yuda, Ruichuang Weina. 5. Others: Jinghua Micro. 5. Connectivity Function: The Bridge of InformationThese chips are responsible for data transmission and communication between devices, serving as the nervous system of the Internet of Things. 1. IoT Chips: SoCs that integrate multiple functions, providing core processing and connectivity capabilities for IoT terminals.
Main companies: Rockchip, Allwinner Technology, Espressif Technology, Aojie Technology. 2. Ethernet Chips: Responsible for wired network data transmission, foundational for data centers and enterprise networks.
Main companies: Shengke Communication, Kangxi Communication, Yutai Micro. 3. WiFi Chips: Provide wireless local area network connectivity. Main companies: Espressif Technology, Broadcom Integrated. 4. Bluetooth/Audio Chips: Provide short-range wireless connectivity, used for TWS headphones and other audio transmission.
Main companies: Hengxuan Technology, Juxin Technology, Broadcom Integrated. 6. Light Source and RF Function: Controllers of Light and WavesThese chips involve the generation, transmission, and reception of optical and wireless signals. 1. Light Source and Optical Chips: Used in fiber optic communication, LiDAR, etc., are core components for high-speed transmission and precise sensing.
Main companies: Shijia Photonics, Yuanjie Technology, Changguang Huaxin, Yongding Co., Ltd. 2. 5G RF Chips: Devices such as mobile phones that receive/send high-frequency wireless signals, with high technical barriers.
Main companies: Zhaosheng Micro, Weijie Chuangxin, Huizhi Micro, Fumanwei, Siripu, Dike Chip, Runxin Technology, Jingwei Huikai. 7. Power and Power Supply Function: The Energy DispatcherThese chips are responsible for power conversion, distribution, and management, key to improving energy efficiency. 1. IGBT (Insulated Gate Bipolar Transistor): The “CPU” in the power electronics field, applied in new energy vehicles, photovoltaic/wind power inverters, etc.
Main companies: Suda Semiconductor, Times Electric, Silan Micro, New Clean Energy, China Resources Micro, *ST Huami, Dongwei Semiconductor, Yangjie Technology, Hongwei Technology. 2. MOSFET (Metal-Oxide-Semiconductor Field-Effect Transistor): Basic power semiconductor devices used for circuit switching and power conversion.
Main companies: China Resources Micro, Wentai Technology, Silan Micro, New Clean Energy, Lianang Micro, Dongwei Semiconductor, Shanghai Beiling, Zhaoweite, Xinlian Integrated. 3. Power Management Chips (PMIC): The “heart” of electronic devices, responsible for battery management, voltage conversion, etc., essential for all electronic devices.
Main companies: Shengbang Shares, Jiewate, Jingfeng Mingyuan, Yinjixin, Lichip Micro, Shanghai Beiling, Xinpeng Micro, Nanxin Technology, Fumanwei, Yachuang Electronics, Xizhi Micro, Xinle Energy, Saiwei Microelectronics, Diao Micro. 4. Encryption Function Chips: Focused on information security, providing data encryption and security certification. Main companies: Guomin Technology, Zhaori Technology. 5. LED Chips: Upstream of the LED lighting and display industry chain, core materials for light emission.
Main companies: Sanan Optoelectronics, Huacan Optoelectronics, Zhaochi Shares, Qianzhao Optoelectronics, Weilan Lithium Core, Jucan Optoelectronics.
Special Reminder: The above content is merely a personal organization of the industry and company business introductions, and does not constitute any investment advice.Market risks exist, and investment should be cautious.
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