Semiconductor Listed Companies | Integrated Circuit/Design Companies: Zhuhai Allwinner Technology Co., Ltd. (300458)

Semiconductor Listed Companies | Integrated Circuit/Design Companies: Zhuhai Allwinner Technology Co., Ltd. (300458)

1. Overview/Basic Information

Allwinner Technology (全志科技) was established in 2007. It is an outstanding designer of intelligent application processorsSoC, high-performance analog devices, and wireless interconnect chips. The company is headquartered in Zhuhai, China, with R&D centers or branches in Shenzhen, Hong Kong, Xi’an, Beijing, and Shanghai. In 2015, it was listed on the Shenzhen Stock Exchange’s Growth Enterprise Market, with stock code 300458.

Allwinner Technology is customer-centric, gathers an excellent team, and insists on long-term investment in core technologies. It provides market-leading competitive system solutions and attentive services in areas such as ultra-high-definition video encoding and decoding, high-performanceCPU/GPU/AI multi-core integration, advanced process high integration, ultra-low power consumption, and full-stack integrated platforms. Its business system covers smart hardware, consumer electronics, high-definition media, automotive electronics, smart video, interconnectivity, and analog products.

Item Content
Company Name Zhuhai Allwinner Technology Co., Ltd.
Establishment Year 2007
Headquarters Location Zhuhai, Guangdong Province
Listing Status Listed on the Shenzhen Stock Exchange’s Growth Enterprise Market in 2015 (Stock Code: 300458)
Registered Capital 331 million yuan (as of 2023)
Employee Size Approximately 1000 people
Main Business Intelligent application processor SoC, power management chips, smart hardware solutions
Core Technologies High-performance computing architecture, low-power design, AI edge computing

2. Company Team and Management Team

Position Name Alma Mater (Undergraduate/Postgraduate) Main Experience
Chairman Zhang Jianhui Born in 1968, Chinese nationality, permanent resident of Macau, master’s degree. Founded Allwinner Limited in September 2007, currently serving as the chairman of the company.
General Manager Ye Mao Born in 1982, Chinese nationality, no permanent residency abroad, master’s degree. Joined Allwinner Technology in July 2008, currently serving as a director and general manager of the company.
Deputy General Manager Ding Ran Born in 1973, studied semiconductor physics and devices, undergraduate degree, undergraduate alma mater not disclosed. Co-founded Allwinner Limited in September 2007, currently serving as a director and deputy general manager of the company.
Chief Financial Officer Cang Wei Born in 1971, Chinese nationality, no permanent residency abroad, undergraduate degree. Worked at Zhuhai Yangzhi Electronics Co., Ltd. from May 1998 to November 2010, joined Allwinner Technology in December 2010, currently serving as the chief financial officer of the company.
Deputy General Manager/Board Secretary Cai Xiaopeng Born in 1982, Chinese nationality, no permanent residency abroad, undergraduate degree. Worked at Guosen Securities and Everbright Securities from 2007 to 2011. Joined Allwinner Technology in July 2011, currently serving as the deputy general manager and board secretary of the company.

3. Founder Introduction

  • Zhang Jianhui: Male, born in 1968, Chinese nationality, permanent resident of Macau, majoring in automation, master’s degree. He worked at Zhuhai Yali Electronics Co., Ltd. from 1993 to 2002, serving as a system design engineer and manager of the system design department. From 2002 to 2007, he worked at RDA Microelectronics, holding positions such as head of system R&D department, director of multimedia business unit, and deputy general manager. In September 2007, he co-founded Allwinner Limited and has served as the chairman of the company since then, responsible for overall strategic management.

4. Main Business

  • Smart terminal chips: Main control chips for tablets, smart speakers, educational hardware, etc.
  • Automotive-grade chips: In-vehicle entertainment systems, smart cockpit solutions
  • Industrial and IoT chips: Industrial control, smart home modules
  • AIoT solutions: Edge computing, voice recognition algorithm integration

5. Core Technologies

Technology Field Technology Description
Multi-core heterogeneous architecture CPU+GPU+NPU collaborative design, improving energy efficiency
Low-power technology Dynamic voltage frequency scaling (DVFS), reducing power consumption by 30%
Automotive-grade certification Passed AEC-Q100 Grade 2 certification, supports wide temperature operation from -40℃ to 105℃

6. Products and Services

Product Type Representative Products Application Scenarios
Consumer electronics chips A series (tablets/TV boxes) Educational tablets, OTT terminals
In-vehicle chips T series (smart cockpit) In-vehicle navigation, entertainment systems
AIoT chips R series (edge computing) Smart homes, industrial robots
Power management chips AX series Mobile devices, wearable devices

7. Market Competitive Position/Technical Advantages

Market Share:

  • Global market share of main control chips for tablets is about 15% (2022)
  • Domestic market share of in-vehicle entertainment chips is about 10% (2023)

Technical Advantages:

  • First domestic SoC manufacturer to pass automotive-grade certification
  • AI computing power reaches 4TOPS (R329 chip), leading in edge computing

Main Competitors:

Competitor Comparison Dimension Allwinner Technology Advantage
Rockchip Product line coverage Earlier layout of automotive-grade chips
Amlogic Multimedia processing capability Better low-power design
MediaTek High-end market share Faster localized service response

8. Business Model

  • Fabless model: Focus on chip design, outsourcing manufacturing to TSMC and SMIC
  • Revenue Structure: Chip sales (75%), technology licensing (15%), custom services (10%)

9. Company Ecosystem

  • Partners: Alibaba Cloud, Huawei Harmony, BYD
  • Ecosystem Layout: Participated in the formulation of “Automotive Chip Safety Technical Standards”, jointly developed ADAS solutions with Horizon Robotics

10. Development History

Year Event
2007 Company established, focusing on multimedia processing chip R&D
2012 A10 chip shipment exceeded 10 million, becoming a mainstream solution in the tablet market
2015 Listed on the Shenzhen Stock Exchange’s Growth Enterprise Market
2019 Released the first automotive-grade chip T7
2022 R329 chip equipped with Alibaba Pingtouge NPU, AI computing power enters the first tier

11. Industry Development

Trends:

  • The smart automotive chip market is expected to grow at a compound annual growth rate of over 25% (2023-2028 forecast)

Challenges:

  • International giants (such as Qualcomm, NVIDIA) monopolize the high-end automotive chip market, requiring accelerated catch-up in technology
  • Wafer foundry capacity fluctuations affect supply chain stability (relying on TSMC’s 16nm/28nm processes)
  • Need to enhance AI algorithm and chip collaborative development capabilities

Prospects and Forecasts:

  • Under the promotion of domestic substitution policies, the penetration rate of automotive-grade chips may increase to 30% (2028)
  • The AIoT chip market size is expected to exceed 50 billion yuan (2025), with the company’s R series expected to capture 20% market share

12. Company Type Summary

Classification Dimension Type Description
Technical Attributes Integrated circuit design company (Fabless model), focusing on SoC chip R&D
Product Type Classification Smart terminal processors, automotive-grade chips, AIoT solutions
Chip Company Comparison Complementary to Rockchip (stronger in consumer electronics), focused on mid-range cost-performance compared to MediaTek (high-end market)
Industry Classification Basis CSRC industry classification: Software and Information Technology Services (Integrated Circuit Design)
Core Product Examples T7 automotive-grade chip (supports dual-screen display), R329 AI chip (4TOPS computing power)

A Table View of Semiconductor Companies

Dimension Content
Company Name Zhuhai Allwinner Technology Co., Ltd.
Establishment Year 2007
Headquarters Location Zhuhai, Guangdong Province
Listing Status Shenzhen Stock Exchange (300458)
Main Business Intelligent application processor SoC, automotive-grade chips, AIoT solutions
Core Technologies Multi-core heterogeneous architecture, low-power design, automotive-grade chip technology
Main Products A series tablet chips, T series automotive-grade chips, R series AIoT chips
Market Share 15% global share in tablet chips, 10% domestic share in automotive chips (2023)
Main Competitors Rockchip, Amlogic, MediaTek
Industry Position Pioneer in domestic automotive-grade chips, second tier in AIoT chips
Business Model Fabless model (design + licensing)
Development History Founded in 2007 → A10 chip shipment exceeded 10 million in 2012 → Listed in 2015 → R329 released in 2022
Company Type High-tech integrated circuit design company

Product Knowledge in Subfields

Automotive-grade chip T7:

  • Technical Features:
    • Dual-core Cortex-A7 + dual-core GPU, supports 1080P dual-screen display
    • Passed AEC-Q100 Grade 2 certification, operating temperature -40℃ to 105℃
  • Application Scenarios: In-vehicle information entertainment systems (IVI), smart dashboards
  • Market Trends: In 2023, domestic demand for smart cockpit chips exceeds 20 million units, with a localization rate of less than 20%, indicating significant replacement potential

References

  1. Public information from Allwinner Technology’s official website
  2. WeChat public account industry analysis:
  • https://mp.weixin.qq.com/s/C3PzF4O1wi4t878ojBkDoQ
  • https://mp.weixin.qq.com/s/xfFZLryU0q8qNjVAUC_lwg
  • Background of Baidu Zhidao founder:
    • https://answer.baidu.com/answer/land?params=wTJxX3uJE3XTIhZXTavcY7cgGKmeMERpIWie5Bu0RgH4Fpsvgj4COXRqpW0j9gw7DJpWROaKa%2FAY4dZkvQiS8jNlXxoVOTwJ4tlravtDLjcjQijTnDLS3teUpy41rsrJrDALm8XZPEAzIcRaHSyGUc9ciVKYzZ8ptgVbdMLI7BWsXQASYfme3YQ7yTsu1EjxX3rR7PEUZaK0HBk%2FqvHprA%3D%3D
  • Industry data reference:
    • 2023 IC Insights semiconductor market report (some data estimates)

    (Note: Some market share data is based on industry research and corporate financial reports)

    For basic knowledge of the semiconductor industry & industry general knowledge, and to invest in listed semiconductor companies, please join usSemiconductor Listed Companies | Integrated Circuit/Design Companies: Zhuhai Allwinner Technology Co., Ltd. (300458)

    Scan to join us!

    Disclaimer This article is original by this public account/ organized and published, aimed at conveying more information, and does not constitute any form of professional advice. Readers operate at their own risk based on this, and this public account and the author do not bear any legal responsibility.

    Semiconductor Listed Companies | Integrated Circuit/Design Companies: Zhuhai Allwinner Technology Co., Ltd. (300458)

    Leave a Comment