The market value of Cambricon has surpassed 500 billion
This has completely ignited the market trend for semiconductor chips!
Meanwhile, the National Big Fund Phase III’s 160 billion yuan will focus on key areas of chips, combined with the continuation of tax incentives for integrated circuit companies, injecting strong momentum into the entire industry.
The storage chips have led the market surge, with DDR4 prices rising for four consecutive months, reaching a month-on-month increase of 50% in July, the highest since October 2021.
Automotive chips benefit from the increasing penetration of new energy vehicles and the wave of domestic substitution, with demand for automotive-grade MCUs in intelligent driving scenarios continuing to rise.
MCU chips rely on the dual drive of “policy cost reduction + application expansion“, where tax incentives lower R&D costs, and the upgrade of automotive electronic functions has created huge market demand, from cockpit intelligence to new energy management, domestic MCUs are accelerating the realization of import substitution.
This issue will summarize the six companies in the A-share market that have been heavily bought by the social security fund in the fields of MCU chips, automotive chips, and storage chips for further research and reference.
First Company: Zhaoyi Innovation
Social Security Fund Holdings: The National Social Security Fund 401 portfolio holds a total of 1.12% of shares through multiple accounts.
Core Advantages: Zhaoyi Innovation is the world’s third-largest NOR Flash supplier, and its automotive-grade storage and MCU form a “storage-computing integration” synergy, with a yield rate of 99.99% for automotive-grade products. Its 40nm automotive-grade MCU has passed AEC-Q100 certification and entered the supply chains of BYD and NIO, while also receiving 1.6 billion yuan in additional funding from the National Big Fund Phase III for automotive chip R&D.
Second Company: Beijing Junzheng
Social Security Fund Holdings: The National Social Security Fund 602 portfolio holds a total of 0.91% of shares through multiple accounts.
Core Advantages: Beijing Junzheng has over 60% market share in the domestic SRAM market, and its automotive-grade SRAM and in-vehicle infotainment chips have passed ISO 26262 functional safety certification, achieving a global market share of 15%. The company collaborates with Qualcomm to develop a 5G+C-V2X intelligent cockpit platform and has formed a “storage + CIS” automotive chip combination solution with Will Semiconductor.
Third Company: Zhongying Electronics
Social Security Fund Holdings: The National Social Security Fund 503 portfolio holds 0.78% of shares.
Core Advantages: Zhongying Electronics has the largest market share (35%) in the domestic home appliance MCU market, and its automotive-grade MCU is 30% cheaper than Infineon. The company has entered the supply chains of GAC and Geely, with its 28nm automotive-grade MCU having completed tape-out, supporting intelligent driving scenarios, and collaborating with CATL to develop battery management chips, expecting to exceed 10GWh in power battery installation in the first quarter of 2025.
Fourth Company: Unisoc
Social Security Fund Holdings: The National Social Security Fund 118 portfolio holds a total of 0.63% of shares through multiple accounts.
Core Advantages: Unisoc’s automotive safety chips have passed ISO 26262 ASIL-D certification, supporting the intelligent cockpit systems of NIO and Li Auto. Its special MCU technology has been migrated to the automotive field, achieving a yield rate of 99.98%. Its subsidiary, Unisoc Tongxin, has released the first domestic automotive-grade MCU with ASIL D certification based on the R52+ core, with technical indicators comparable to international giants.
Fifth Company: Lattice Semiconductor
Social Security Fund Holdings: The National Social Security Fund 418 portfolio holds 0.55% of shares.
Core Advantages: Lattice Semiconductor has over 40% market share in the global memory interface chip market, with gross margins exceeding 70% for its DDR5-related products. The company has entered the automotive DDR5 module market through its subsidiary, supporting Huawei’s MDC intelligent driving computing platform, and has signed exclusive supply agreements with Samsung and SK Hynix, with its automotive memory interface chips holding over 50% market share.
Sixth Company: Shanghai Belling
Social Security Fund Holdings: The National Social Security Fund 114 portfolio holds 0.49% of shares.
Core Advantages: Shanghai Belling’s automotive-grade ADC (Analog-to-Digital Converter) has passed AEC-Q100 certification, with a conversion accuracy of 16 bits, leading performance indicators in the country. Its products support the battery management systems of BYD and Xpeng, with EEPROM used for in-vehicle sensor data storage, expecting to exceed 80 million units in shipments by the second quarter of 2025, and has signed a long-term foundry agreement with SMIC to ensure production capacity.
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Risk Warning: This article is for learning and research purposes only and does not constitute investment advice.