1. Shanghai Silicon Industry: The main business covers semiconductor silicon wafers and entrusted processing services. In the first half of 2025, the semiconductor silicon wafer business grew by 12.5% year-on-year, with significant growth in overseas markets.
2. Lian Micro: Focused on the research and manufacturing of semiconductor materials for integrated circuits, products include semiconductor silicon wafers ranging from 6 inches to 12 inches. Its subsidiary, Zhejiang Jinruihong Technology, has advantages in the mass production of 8-inch silicon epitaxial wafers and the technology for heavily doped 12-inch wafers.
3. TCL Zhonghuan: Centered on monocrystalline silicon, its products include photovoltaic silicon wafers, batteries, and components. The leading 210 large-size silicon wafer technology has significant advantages in the photovoltaic industry, and its developed “ultra-low oxygen content silicon wafers” can reduce the first-year degradation rate of components from 2.5% to 1.8%.
4. Shenkong Co., Ltd.: Advancing the research and market certification of 8-inch lightly doped low-defect polished silicon wafers, targeting customers including TSMC and SMIC.
5. Zhongjing Technology: Focused on the field of semiconductor silicon materials, its products cover semiconductor ingots, grinding wafers, polishing wafers, and chip components, widely used in power device and sensor manufacturing.
6. Jingsheng Electromechanical: Specializing in semiconductor material equipment, it has developed an 8-inch single-wafer silicon epitaxial growth furnace compatible with the growth of 6-inch and 8-inch silicon wafers.
7. Youyan Silicon: Mainly engaged in the research, development, production, and operation of silicon and other semiconductor materials and equipment, it was the first in the country to achieve the industrialization of 6-inch and 8-inch silicon wafers and the first to realize the technical research and development of 12-inch processes.
8. Tongwei Co., Ltd.: The largest global producer of silicon materials and one of the duopolies in battery cells, it has collaborated with LONGi Green Energy to develop BC battery-specific silicon wafers, and has completed small batch trial production.
9. Shuangliang Energy Saving: Its core business is polysilicon reduction furnaces, with a market share of 65%. Almost all silicon material manufacturers in the country use its equipment, and it is also involved in the silicon wafer business.
10. LONGi Green Energy: Has established significant barriers in the BC battery sector, with HPBC2.0 battery mass production efficiency reaching 24.8%. In the first half of 2025, LONGi’s BC component shipments reached 8GW, accounting for 28% of the distributed component market share.
11. Jingao Technology: Its core highlight is perovskite tandem technology, with its developed “perovskite-silicon tandem battery” efficiency breaking through 31.27%, having passed national certification from the China National Institute of Metrology.
12. Hesheng Silicon Industry: The world’s most complete silicon-based full industry chain company, with industrial silicon and organic silicon monomer production capacity ranking first globally for many years, covering the entire photovoltaic industry chain.
13. Daqian Energy: Mainly engaged in the research, production, and sales of high-purity polysilicon materials, it is a major supplier of materials for domestic N-type monocrystalline silicon wafers.
14. Jingrui Electric Materials: Focused on semiconductor materials and new energy fields, its products mainly include photoresists and high-purity wet chemicals, having formed technical capabilities covering a full range of products in the photoresist field including G-line, I-line, KrF, and ArF.
15. Nanda Optoelectronics: Since 2017, it has undertaken the national “02 Special Project” and developed the first domestically verified ArF photoresist, compatible with processes from 90nm to 14nm.
16. Shanghai Xinyang: KrF photoresists have achieved batch sales of multiple products, and ArF immersion photoresists have also received sales orders, serving as the benchmark material supplier for 56 12-inch and 23 8-inch integrated circuit production lines in the country.
17. Tongcheng New Materials: Through its subsidiary Beijing Kehua, it focuses on the research and production of semiconductor photoresists, leading the domestic market share in KrF photoresists, and ArF photoresists have passed customer verification and achieved mass production.
18. Huate Gas: A core enterprise in the electronic specialty gas field, focusing on the research, production, and sales of specialty gases, with products widely used in the integrated circuit and display panel semiconductor industry chain.
19. Yake Technology: Focused on the research and development of semiconductor chemical materials, photoresists, and supporting reagents, its related products are widely used in chip manufacturing and wafer fabrication lines, with its SOD products entering the SK Hynix 28nm DRAM supply chain.
20. Haohua Technology: It has a complete industrial chain in the electronic specialty gas field, covering the research and production of etching cleaning gases, ion implantation gases, and doping gases, with its subsidiary Haohua Gas achieving large-scale production of products such as nitrogen trifluoride and tungsten hexafluoride.