Since this year’s Spring Festival, with the continuous advancement of domestic large model open-source technologies represented by DeepSeek, not only has the threshold for artificial intelligence significantly decreased, but it has also accelerated the application of AI in edge computing and terminal devices (AloT), driving the entire industry to welcome a new round of explosive growth opportunities.
From AI inference training to terminal products such as humanoid robots, smart cars, and AI glasses, chips have always been the core element supporting their development. Especially after the United States introduced the “reciprocal tariff” policy, the autonomy and controllability of domestic chips have become a key part of the national science and technology strategy. This presents both challenges and enormous opportunities for industrial upgrades.
This article organizes semiconductor-related companies based on their business relevance and the latest disclosed financial data, selecting the ten companies with the fastest growth in net profit attributable to the parent company in Q1 2025 for readers’ reference.
10th Place: Allwinner Technology
Main Business: Smart application processors, high-performance analog devices, wireless interconnection chips
Net Profit Growth Rate: Year-on-year increase of 86.51%
Highlights: Focused on the R&D of SoC and related chips, an important supplier in the smart hardware field.
9th Place: Yunnan Geology
Main Business: Germanium-based materials, compound semiconductor wafers
Net Profit Growth Rate: Year-on-year increase of 188.73%
Highlights: Its indium phosphide wafers are widely used in optical communication modules, being a key part of domestic substitution.
8th Place: DaoTech
Main Business: Carbon nanotube conductive agents, graphene, silicon-carbon anodes, and other new materials
Net Profit Growth Rate: Year-on-year increase of 206.86%
Highlights: Jointly developed atomic-level scientific computing chip APU with Hunan University, entering the high-end computing market.
7th Place: Rockchip
Main Business: Smart application processor SoC and peripheral supporting chips
Net Profit Growth Rate: Year-on-year increase of 209.65%
Highlights: Products cover audio and video, multimedia processing, power management, and fast charging protocol chips.
6th Place: Ingenic Semiconductor
Main Business: Power management chips, fast charging protocol chips
Net Profit Growth Rate: Year-on-year increase of 395.62%
Highlights: Focused on power supply solutions for consumer electronics, widely used in smartphones, tablets, and other fields.
5th Place: Lantech Technology
Main Business: Optical communication transceiver modules
Net Profit Growth Rate: Year-on-year increase of 499.92%
Highlights: Possesses optical chip design capabilities, with products being core components in the optical communication field.
4th Place: Hengxuan Technology
Main Business: Low-power wireless SoC chips
Net Profit Growth Rate: Year-on-year increase of 590.22%
Highlights: Products are applied in scenarios such as TWS headphones, smart wearables, and smart homes, with high technical barriers.
3rd Place: Silan Microelectronics
Main Business: Integrated circuits, power devices, third-generation semiconductors
Net Profit Growth Rate: Year-on-year increase of 1072.43%
Highlights: Established a silicon-based gallium nitride chip production line, achieving full chain coverage from materials to packaging.
2nd Place: SmartSens Technology
Main Business: CMOS image sensor chips
Net Profit Growth Rate: Year-on-year increase of 1264.97%
Highlights: A global leader in security image sensors, leading in the field of global shutter sensors.
1st Place: Changchuan Technology
Main Business: Integrated circuit testing equipment
Net Profit Growth Rate: Year-on-year increase of 2623.82%
Highlights: Focused on the R&D of packaging and testing equipment, has become a representative enterprise for domestic substitution of testing equipment.
As technologies such as artificial intelligence, smart manufacturing, and autonomous driving accelerate their implementation, chips are becoming the strategic cornerstone supporting the development of high-end technology in China. From material research and development to packaging and testing, every link is accumulating strength, pushing the entire semiconductor industry chain to continuously break through.
Despite still facing external technological blockades and market barriers, more and more local enterprises have achieved independent breakthroughs in key areas. With the continuous deepening of policy guidance and capital support, the rise of Chinese chips is accelerating.
Note:This article does not constitute any investment advice, commitment, or guidance. The comments on the industry and companies mentioned in the article are for academic discussion only, and please avoid one-sided interpretations or taking them out of context.