China Fabless: Comparing 35 companies' integrated strength and potential
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From May 2020, the analysis team of the "Electronics Engineering Company" under the banner of ASPENCORE released a comprehensive analysis report on the effectiveness of China's IC design industry 30 on the market. board. We are based on the public figures of this market, adopting a unique mathematical model, quantifying the progress of the company on the market in 35 countries, and comparing the "Comprehensive strength index" and the "Growth potential index" These two unified quantification indexes are The company's progress has been eliminated.
(At this year's China IC Solefeng Conference, our general publication "Chinese IC Design 100 Feasibility Study", detailed analysis of the top 10 major categories, among them the top 10 companies with comprehensive and effective ranking. )
The number released at the 2020 ICCAD Annual Meeting of the IC Design Division of the China Semiconductor Industry Association, will be released by the end of 2020, and there will be 2218 Chinese IC design enterprises. In 2020, the total output of IC design in China was 3819.4 billion yuan, compared with 3084.9 billion yuan in 2019, an increase of 23.8%. Annual sales are about 561.7 million Yuan, and the share of global integrated circuit product sales is approaching 13%.
In 2020, this 35-family company will receive about 714 million yuan (2020 financial year revenue from each company's business report or 2020 first three-quarter budget). %, of which the minimum is 2.16 million yuan and the maximum is 199 million yuan.
The following are the basic information and quantification guidelines of these 35 companies.
Table 1: Basic information on 35 Chinese IC design companies on the market.
We have completed the basic information of the 35 companies on the market, so here is the result:
2020 revenue tax exemption
35 Home Market Company's fee is 714 million yuan, the largest of which is 199 million yuan; The third is Zhong Yuan New 47 million Yuan; The minimum charge is 2.16 million yuan. Among them, there are 20 enterprises, which cost more than 10 billion yuan.
Figure 1: 2020 sales of 35 companies on the market
The highest profit rate is about 22 million yuan; There are still two families, which is more than 400 million yen in the winter, and about 26 million yuan.
Picture 2: 2020 annual sales of 35 companies on the market
2020 Comprehensive Performance Index
Comprehensive Performance Index Three major considerations: revenue, revenue, and the number of workers (excluding revenue). Among them, the profit is 50%, the profit is 30%, and the average income is 20%. We have developed a unique mathematical model based on the company's comprehensiveness index, which is simple to understand and understand.
Compared to the progress of our representative sexual company.
- Index exceeding 150 has 4 houses: 韦尔购份达达500，其次是汇技术231，高辜微225，亚创新182。
- Index low 50 (comprehensive etc.) Equivalent to 10: Technology is 50, Winter is only 4, This is because the cost is low, and the profit is negative and the number of workers is far too much. 466 median numbers.
Figure 3: 35 Home Market Company 2020 Comprehensive Exclusion (Number Source: ASPENCORE)
2020 launch of the company's increased potential name
It is necessary to fully evaluate the family company, but it is not fully integrated, so it is important to see its future increased potential. Please refer to the calculation of the growth potential index below:
- Increase and profit growth rate in the past three years, R&D share, and cumulative profit volume; - 20 years of profit and profit accounted for 20%, R&D ratio 20%, profit 10%.
Below is our example description:
- Increased Potential Index Exceeded 150 with 8 Houses: Winter Highest 250, Highest R&D Share and Profitable Quantity, Expenses and Benefits Low. First marketed Hengxuan science and technology index is 237, 韦尔 亽份, Beijing Jun Zhenghe Shirui Pudu over 200.
- Increased latent potential manipulative ratio balance, low to 100 with 11 homes, among which the lowest medium power is about 83.
Based on the number of 35 companies on the market, the median ratio of occupied research and development costs for China's IC design company is 14%, and the cumulative profit is 223 (inclusive). Knowledge products such as domestic and overseas inventions, utility models, copyrights, integrated circuit design editions, etc.).
Figure 4: 2020 Market Growth Potential Disclosure
Marketing company's main products, core technologies and key applications
Houwei Group
Core technology: CMOS image sensor technology, Pure Cel and Pure Cel Plus technology, High Dynamic Range Image (HDR) technology, Camera Cube Chip technology
Main products: CMOS image sensor, micro image sensor (CameraCubeChip), silicon-based liquid crystal projection display (LCOS), dynamic image sensor, and ASIC chip for specific applications, etc.
Applications: Intelligent handset, flat-screen computer, notebook computer, network image head, safety control equipment, number computer, car and car medical image, etc.
Target market: hand machines, automobiles, security, medicine, etc.
Huijing Technology
Core technology: IN-DISPLAY FINGERPRINT SENSOR;
Major products: manual recognition products, human-machine interaction products, heart rate sensor, sound decompressor, BLE tooth core piece, intelligent tactile movement device
Applicable methods: active finger recognition method, IFS finger recognition and touch control integration method, board finger recognition method, coating finger recognition method, ear-touch measurement method, language chord method
Target Market: Intelligent Handheld Computer, Flat-screen Computer, Document Computer, Housekeeping, Train, etc.
Trillion new creation
Core technology: multi-point touch core piece technology, compression type finger recognition sensor, screen optical finger recognition technology, ultrasound recognition technology; MCU;
Main products: Bio-identical sensor SoC core; Capacitance, ultrasonic, optical pattern recognition separate core;
Applications: Screening Optical Instructions, Ultrasound, Resonance, MCU Application
Target Market: Intelligent Hands, Flat-screen Computers, Document Computers, Intelligent Homes, Industrial Control and Other Areas.
Heng Xuan Technology
Core technology: Self-developed IBRT true wireless technology and low-cost embedded speech AI technology;
Main products: intelligent audio SoC core, comprehensive: normal audio core, intelligent audio core and Type-C audio core.
Applying plan: AIoT scene with voice alternating ability, the main control platform for intelligent sound;
Hakutsu Shusei
Core Technology: Wireless Coupling System (SOC) core piece technology for wireless laser generator and integrated microprocessor
Main products: wireless connection core piece of physical network, comprehensive wireless number, wireless sound, wireless video and whole scene positioning core piece.
Applicable methods: material network, car network, intelligent sound box, intelligent story machine, listening machine, listening machine, unmanned machine, listening machine, wireless phone, digital music, etc.
Target market: Intelligent transportation and intelligent home application area.
Sensitivity
Core technology: MEMS / ASIC core piece, MEMS pressure feeling
Main products: MEMS silicon wind, pressure sensor and acceleration sensor
Target market: drilling equipment, hand desk/flat plate, automobile electronics, blue ear machine, etc.
Fuman Electronics
Main products: power management, LED control and drive, MOSFET, MCU, non-failure detector, RFID, front end
Core technology: Type-C PD controller, LED lighting system temperature control
Applicable to: consumer electronics, train electronics.
Shanghai Guiling
Major Products: Intelligent Mass SoC, Power Management, Non-Sustainable Devices, High-Speed Precision ADC, Industrial Control Semiconductors
Core technology: 1st generation intelligent computer, 5G communication math converter technology
Applicable to: electronic table, hand desk, liquid crystal display and flat panel display, desk box, etc.
Shiran Micro
Core technology: high-voltage BCD, ultra-thin cell IGBT, ultra-high-voltage MOSFET, high-density cell MOSFET, high-speed double-electrode tube, MEMS sensor, etc.
Main products: power supply rate equipment product line, MCU product line, digital audio product line, lighting and mixed signal product line, separate equipment product line, etc.;
Applications: Consumer Electronics, Industrial Control, Automotive Electronics, Home Appliances, etc.
China Electronics
Main products: Industrial control grade microcontroller core and OLED display drive core. The company's microcontroller system main control single core is mainly used for home appliance main control, battery control, electric control control, intelligent power display and physical network area. The main use of the OLED display drive core is the display drive of the display product that can be machined.
Core technology: High-precision ADC built-in pressure micro-processor, drive circuit and drive current control method and processor. High quality ratio, high flexibility, low defect rate, high direct connection rate is the core competitiveness of the company's products.
Applications: white appliances, household appliances and kitchen appliances, electric cars, electric tools, airplanes, electric peripherals (key mouse), electric electric table, battery management and AMOLED hand machine, hand table, hand display drive core.
National Technology
Main products: safety core, general MCU, reliable computing, intelligent card, financial payment end, blue, RCC and other new products
Core technology: Information security, low consumption SoC, wireless radio connection technology
Applications: network safety certification, financial IC card, electronic verification, reliable calculation, mobile payment mobile safety, physical communication network, industrial control system, intelligent home appliances and intelligent home goods network terminal, intelligent display, security, medical electronics , motor drive, battery and energy management, biomedical, communication, sensor, equipment automation and other industrial applications.
Shanghai Fudan
Main products: Low-cost MCU, intelligent card financial IC card core, intelligent electronic table core, EEPROM
Core technology: PUF (physical impossibility) core piece technology, inner fitting national secret SM9 arithmetic safety core piece technology
Applicability: intelligent electric table, intelligent water heating table, safety firefighting, health medicine, intelligent home, intelligent home.
Zuishin micro
Core technology: ARM core high-performance application processor, intelligent voice
Main products: RK35 series, RK33 series, RK32 series, RK31 series, RK30 series, RK18 series, RK MCU series, RK Power series, RV11 series.
Applications: Flat screen applications, streaming media applications, commercial and industrial applications, home applications, smart network applications, video applications, car applications.
Target market: Intellectual hardware, hand-held peripherals, flat-panel computers, televisions, construction equipment and many other fields.
Beijing Junzheng
Core technology: XBurst series CPU Core (Based on MIPS instruction collection), Helix/Radix series VPU, Tiziano image processor, Junzheng AIE calculation, ISSI Zonzha technology
Main products: X2000, X1000/E, X1520, X1500, X1021 series microprocessors; T40, T31, T21, T30, T20 series intelligent video processors; ISSI/Lumissil processors.
Applications: intelligent audio, image recognition, intelligent home appliances, intelligent home, intelligent public, intelligent video.
Target market: Biological science, educational electronics, multi-media radiator, electronic book, flat panel computer, AIoT, etc., and calculation and communication market.
Zanzhi Technology
Core technology: intelligent application processor SoC, ultra-high-definition resolution, high-performance CPU/GPU/AI multi-nuclear integration;
Main products: A-series flat panel computer application processors, F-series multimedia processors, H-series OTT processors, R-series intelligent speech processors, T-series car audio processors, V-series video processors processor, MR series processor.
Applicable schemes: intelligent hardware, consumer electronics, industrial control, home music, car network scheme;
Target Market: Intelligent hardware, flat-panel electronics, intelligent home appliances, car networks, engineers, virtual reality, network devices, power supplies, wireless communication models, intelligent products, and many other product areas.
Jingjia Wei
Core technology: Support domestic CPU and domestic operation system GPU
Main products: JM5400, JM7200/7201 graphics processor
Applicable market: Documents, integrated machine, mobile work station, blade type main plate, etc.
Guk micro
Core technology: full independent rigid control control core, wireless math communication core technology, AVS2 ultra-high-definition intelligent 4K solution core
Main products: Direct-spreading high-definition core, intelligent 4K resolution core, H.264/H.265 high-definition anti-security core, high-end solid-state main control core, Beidou navigation core.
Application plan: intelligent machine box, intelligent system control, storage control, physical network
Target Market: Multi-Star Broadcast, Wireless Communication, Presence and Communication Security, Internet Application Area.
Excellence
Core technology: front end technology
Major products: front end core piece, fire opening, fire low noise loudspeaker, fire wave wave device, etc.;
Applying plan: Shooting front end model composition solution plan
Target market: mobile intelligent terminal, intelligent home, wearable equipment, communication base, train electronics and other application areas.
Sengoku Micro
Core technology: low-wear time control core, ultra-low power loss double-circuit switch, low-wear load switch, high-voltage high-current load switch, low-wear, high-precision double-voltage switch, anti-120V high-voltage high-current resistance OVP protective core piece, etc.
Major products: high-performance model core products such as calculation multiplier/comparator, ADC/DAC, boost DC/DC converter/step-down DC/DC converter, high-precision calculation converter, model switch, high-performance LDO, etc.
Applicable areas: consumer electronics, industrial control, telecommunications, artificial intelligence, computing, new energy, automobile electronics, medical electronics, wearable equipment, 5G communication, etc.
Shinkai Technology
Core technology: high-performance ADC/AFE simulation front-end technology
Main products: high-precision ADC core, high-performance front-end AFE core, mixed signal SOC, 8th/32nd-order MCU, high-precision Force Touch pressure control core, low-wear blue SOC.
Applications: health measurement, human body component analysis, 4/8-electrode intelligent body fat scale, intelligent weighing scale.
Target markets: consumer electronics, intelligent wearables, intelligent medicine, industrial testing, etc.
Crystal Chen Semiconductor
Core technology: ultra-high-definition multi-media editing, display processing, artificial intelligence, content security protection, related IP, etc. Specific comprehensive: full-scale video processing, full-scale audio processing, global digital video analysis, ultra-high-definition video Image processing module, high-speed external connection module, high-quality audio signal processing, core-level safety technology, etc.
Main products: multimedia intelligent end SoC core, comprehensive intelligent machine SoC core, intelligent video SoC core, intelligent video and intelligent audio series core, WiFi and blue core, and automobile electronic core.
Applications: intelligent machine box, intelligent TV, AI audio system end, intelligent video, wireless connection and car electronics.
Target market: intelligent equipment, intelligent video and AI audio system end, etc., and consumer safety market such as IPC, car market, transportation and transportation market, etc.
Legend Technology
Core technology: Numerical signal processing technology, internal control given number reduction technology (such as "1+9" distributed control internal storage system frame), simulated circuit design technology, high-speed transmission and contact circuit design technology and low wear design technology.
Main products: internal connector core (such as DDR4 resident drive core and DDR4 controller core), external control CPU (implemented processor for x86 frame control with active safety control), and mixed safety internal model .
Applicable solution: complete solution from DDR2 to DDR4.
Ruizou Microfiber
Core technology: non-cooling external thermal imaging MEMS sensor technology, comprehensive non-cooling external sensor focal plane array sensitive material manufacturing, non-cooling external focal plane array design, non-cooling external focal plane detector crystal sealing technology, Based on non-cooling technology, high-precision non-contact temperature measurement technology, human eye safe intense light distance measurement technology.
Major products: Non-controlled thermal imaging MEMS core, thermal imaging detector, thermal imaging machine core (imaging machine core and thermal imaging machine core), thermal imaging machine core, hot optical products and optoelectronic system.
Applications: night vision, precision control, optoelectronics, vehicle transport assistance, optoelectronic system, safety control, industrial temperature measurement, human body temperature measurement and vehicle transport assistance, etc.
Shinhara Koto
The core original family independent semiconductor IP, to provide customers with flat platform, omnidirectional integration type core fixed uniform semiconductor IP teaching enterprise, not the original Fabless company.
Core technology: large-scale SoC testing technology; 28nm CMOS, 28/22nm FD-SOI and 14/10/7nm Fin FET engineering design; ray) and other semiconductor IP technology.
Major products: One-piece core fixed uniform semiconductor IP processing; Instrument IP, 1,400 multi-modal mixed IP and rayon IP.
Applications: high-definition video, high-definition sound and speech, car audio system processor, video control, telecommunication network connection, multi-station centerpiece fixed solution scheme; calculation
Machine and surroundings, industry, math processing, physical network, etc.
Seifu Mingyuan
Core technology: Comprehensive technology related to LED lighting drive core design: Parasitic capacitance compensation and wire voltage compensation constant current technology; High-performance wireless control silicon optical technology; single-fire line intelligent faceplate ultra-low current standby technology.
Main products: power management drive core, comprehensive LED lighting drive core, electric drive core, high-precision light control color intelligent LED drive core, etc.
Applying scheme: high precision color matching intelligent LED driving scheme;
Luxin Technology
Core technology: high efficiency Wi-Fi shooting technology;
Main products: physical network Wi-Fi MCU communication core and its model group, current release ESP8089, ESP8266, ESP32 and ESP32-S four series; physical network core operation system ESP-IDF; speech frame ESP-ADF It is supported by many languages, such as Song of the Valley, Amusement, Baidu, Xiaomi, Ali, Tenshi, Beijing, Picture, and Voice.
Applications: intelligent home, intelligent lighting, intelligent end-of-life, intelligent installation equipment, sensory equipment and industrial control application.
Sirupo
Core technology: full high-definition video wave technology based on CMOS technology;
Main products: Signal core (comprehensive line products, switchgear products and connection products) and power management core (comprehensive line voltage and power control products, etc.).
Applications: communication, industrial control, security control, medical health, other appliances and home appliances, etc.
Jyushin semi-conductor
Core technology: EEPROM on-line technology; EEPROM two-in-one technology with audio drive core; Based on ISO/IEC 15693 wireless communication protocol standard intelligent card core design technology.
Main products: EEPROM, audio drive core and intelligent card core.
Applicable plans: intelligent hand desk, liquid crystal panel, blue tooth module, communication, calculator and peripheral, medical equipment, white home appliance, automobile electronics, industrial control.
Ming Micro Electron
Core technology: LED constant current dynamic control control technology; SM-PWM control control technology; high efficiency factor multi-stage LED control technology.
Main products: LED display driving core, LED lighting driving core, power management core, etc.
Applications: LED display screen, intelligent landscape, lighting, home appliances and other fields.
Core technology: high and low voltage integrated technology platform, comprehensive: 700V single integrated MOS switch power management core, 200V SOI integrated LIGBT drive power core, 1000V intelligent MOS switch power management core and 1200V intelligent MOS switch power management core.
Main products: Power management core pieces total over 500 models, comprehensive household appliances, standard power supplies, moving numbers and industrial core pieces.
Applications: Household appliances, standard power supplies, mobile phones and other commercial applications.
Sensitivity
Core technology: micro-type windshield core piece design technology;
Main products: MEMS barley wind, MEMS pressure sensor and MEMS thermal sensor.
Applicable schemes: smart handsets, flat-screen computers, notebook computers, portable equipment and intelligent homes, and car and medical treatment schemes.
Wanwu era
Core technology: intelligent processor microstructure, intelligent processor command collection, SoC chip design, processor chip functionality test, advanced engineering physics design, core chip sealing design mass production test, hard system design, etc.; Preference, intelligent core editing language, intelligent core editor, intelligent core high performance mathematics library, intelligent core virtualization material, intelligent core driving, cloud end integrated development environment, etc.
Main products: terminal intelligent processor IP, terminal intelligent core chip and acceleration card, terminal intelligent core chip and acceleration card and base system software platform.
Applied scheme: General-purpose cloud computing and end reasoning AI scheme.
Core technology: Narrow power line communication core technology sum method, multimodal communication technology sum method;
Main products: power and network communication core pieces, modules, equipment and systems.
Applied schemes: intelligent network, intelligent home, performance management, intelligent control, intelligent city and other industrial and consumer goods network schemes.
Ziguang Micro
Core technology: Pango Design Suite FPGA development software technology, embedded FLASH, high security density, internal ECC.
Main products: Titan series FPGA, Logos series FPGA, Compact series CPLD; Intelligent card and intelligent terminal safety core; Semiconductor efficiency device;
Applications: mobile communication, financial payment, digital politics, public works, material network with smart life, intelligent train, electronic equipment, power supply and power management, artificial intelligence.
Target markets: finance, telecommunications, politics, automobiles, industrial partnerships, commodities networks, etc.
wealth micro
Main products: Video control multimedia processing core, video editing SOC core
Core technology: advanced IR-Cut-free technology, ultra-low-light visibility and dynamics technology, new generation H.265 intelligent video editing technology
Applicable to: security monitoring, vehicle electronics, intelligent hardware.
Medium electric power
Major products: intelligent card and insert type safety core piece, material network SE core piece, multi-connection core piece
Core technology: intelligent card and safe core piece processing technology
Applicable to: smart cards, financial cards, smart home appliances.
Conclusion
Chinese IC design company has passed 2000 houses, and now there are only 30 houses on the market. In the next 3-5 years, we will have 50-100 companies on the market. "Comprehensive strength" combined with "progressive potential" These two quantitative indicators have been added to China's IC design company's technological development level, major products and application markets, and the competitive advantage of each company, and the potential for peace of mind in the operation and management of water.
Luffy Liu