The third generation of semiconductors is driving industrial transformation through dual breakthroughs in material innovation and application scenarios.
Silicon Carbide (SiC) and Gallium Nitride (GaN) are rapidly penetrating scenarios such as 800V platforms for new energy vehicles and AI server power supplies. The GaN robot chip has achieved the world’s first mass production, with a single unit using over 300 chips, resulting in a 50% increase in the efficiency of joint motor drives.
International giants are accelerating mergers and acquisitions. Infineon has invested in expanding its GaN production line, while domestic companies are building technological barriers through vertical integration, promoting a transition in the industrial ecosystem from following to leading.
In this highly regarded field of third generation semiconductors, we have selected six companies with outstanding overall performance.
1. LianDong Technology
Leading company in semiconductor discrete device testing equipment
Key Points:This company focuses on the research, production, and sales of specialized equipment for semiconductor back-end packaging testing. Its core products include highly competitive semiconductor automated testing systems that achieve import substitution and efficient laser marking equipment recognized by domestic and foreign manufacturers.
Financial Analysis:Total revenue of 156 million yuan, net profit of 12 million yuan.
Current Development:Focusing on semiconductor testing equipment, advancing new product development, and expanding into new directions for new energy testing.
2. JingSheng Machinery
One of the leading companies in domestic single crystal furnaces
Key Points:The company has achieved breakthroughs in the localization of 8-12 inch semiconductor large silicon wafer equipment, with product quality reaching international advanced levels. It has also achieved domestic substitution in power semiconductor equipment such as silicon atmospheric epitaxy and silicon carbide epitaxy equipment.
Financial Analysis:Total revenue of 5.799 billion yuan, net profit of 639 million yuan.
Current Development:Deepening semiconductor equipment, accelerating iterations, and laying out new fields in photovoltaics and materials.
3. Unisoc
Domestic leader in intelligent security chips
Key Points:Focusing on high-voltage super junction products as the main product, continuously promoting product technology upgrades, while accelerating the layout of third generation semiconductors. The development of GaN HEMT and SiC MOSFET products is progressing in an orderly manner.
Financial Analysis:Total revenue of 3.047 billion yuan, net profit of 692 million yuan.
Current Development:Breakthroughs in security chips and FPGAs, entering automotive and industrial control scenarios.
4. TaiJi Co., Ltd.
Domestic leader in thyristors, an excellent IDM company for discrete devices
Key Points:Focusing on the research, production, and sales of power semiconductor devices, with products including high-power thyristors, IGBTs, etc., applied in various fields such as metallurgy and casting, relying on the IDM model to build a complete industrial chain.
Financial Analysis:Total revenue of 179 million yuan, net profit of 40 million yuan.
Current Development:Upgrading power device technology, focusing on industrial power supplies and new energy support.
5. SanChao New Materials
Leading domestic supplier of precision superhard material products with international influence
Key Points:The company and its subsidiaries are engaged in the research, production, and sales of semiconductor manufacturing-related equipment, including silicon rod grinding machines, chamfering machines, etc., mainly used in the semiconductor and solar photovoltaic industries for precision machinery.
Financial Analysis:Total revenue of 103 million yuan, net profit of -13 million yuan.
Current Development:Research and development of new superhard materials, entering semiconductor and photovoltaic cutting applications.
6. JingQuanHua
Leading domestic company in magnetic components, power transformers, and other electronic components
Key Points:Power adapter series products are suitable for various electronic products, among which GaN technology products such as the PD 65W fast charging power adapter have begun mass production. A series of GaN technology products are planned, with more product applications to be launched in related fields.
Financial Analysis:Total revenue of 1.724 billion yuan, net profit of 41 million yuan.
Current Development:Iteration of magnetic components, deepening support for new energy vehicles and photovoltaic energy storage.
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