For a long time, the highland in the world's simulation IC is occupied by Texas Instruments and the two US manufacturers of Yadno. However, since 2019, China-US trade friction and the whirlpool of the agent adjusted, and the domestic simulation core, but he welcomed the real spring!
Texas Instruments achieved $ 14.383 billion in 2019, 2018 is $ 15.784 billion, down 8.8% year-on-year; net profit is 5017 million US dollars, $ 5.58 billion in 2018, a year-on-year decline.
Yardno's fiscal year (as of October 2019) achieved revenue of $ 5991 billion, $ 6.201 billion in 2018, a year-on-year loss of 3.75%. Net profit 1363 million US dollars, 2018 is 1495 million US dollars, down 9.55% year-on-year.
Just in Texas Instruments, Yadno is tired of China-US trade friction. When the performance continues to decline, domestic simulation IC vendors ushered in the high-speed development period of performance.
Domestic simulation IC manufacturers have risen
It is well known that domestic simulation IC vendors started late, and in terms of company size and market status, the giant gap between Texas Instruments is large.
However, under the promotion of China-US trade friction, domestic terminal customers headed by Huawei, ZTE are actively introduced into domestic simulation IC products, and domestic chip agents are also passionate about "domestic alternatives", actively seeking cooperation with domestic chip manufacturers.
At the same time, the simulation IC has a relatively slow technology, the market concentration is relatively low, the application is wide, and the market segment is large. Therefore, domestic simulation IC vendors usually cut into the market in a certain segment, directly to the standard instrument , Yadeno's products are imported, replacing the products of the US manufacturers in the case of lower prices, better customers, this strategy has also achieved better market results.
Silicone
Site mainly engaged in the design and sales of power management ICs, and the products are mainly used in 3C products and industrial fields.
In 2019, Yan Jie camp received 10.778 billion yuan of NT (about RMB 2552 million), an annual increase of 14.8%, gross profit margin, 0.74 percentage points year, and post-tax earnings 2.326 billion yuan (about RMB 551 million) An annual increase of 27.1%. The revenue of RMB 28.53 billion in a quarter (approximately RMB 676 million), the same period of 2054 million yuan last year, a year-on-year increase of 38.85%.
Outlook for 2020, Chen Wei, chairman of Silico, said that although the influence of the epidemic, it is accelerated by China's 5G basic construction, and most of the industrial product supply chain is located in non-regional regions. The company has gradually improved the city, supplemented by the epidemic Drive the home office needs, with a related product, so it is considered that there is no pessimism like the market imagination, and the annual revenue target maintains an annual growth of 20 ~ 30%.
Ai Electronics
Ai Electronics focus on IC design such as digital model mix, simulation, radiofrequency, and customer groups have basically covered mobile phone brand companies and ODMs at home and abroad, as well as well-known intelligent hardware, artificial intelligence, IoT and other product companies.
In 2019, Ai Electronics realized sales revenue of 101,76.499 million, an increase of 46.68% year-on-year; net profit was 926.67 million yuan, an increase of 67.00% year-on-year.
Ai Electronics said that the company's operating income increased from 46.68% from the same period last year as the main reason. In the reporting period, the company's market expansion and customers increased, the company's market scope continued to extend intelligent hardware such as the Internet of Things as the mobile phone.
Holy State Share
Holy State Shares cover two major areas of signal chains and power management, including operational amplifiers, comparators, audio / video amplifiers, simulation switches, etc., currently have 16 more than 1400 models in sales products.
In 2019, the San State Shares achieved operating income of 794.949 million yuan, an increase of 38.45% year-on-year; net profit attributable to shareholders of the mother's shareholders 17,6032,500 yuan, a year-on-year increase of 69.76%. In the first quarter of 2020, the operating income was 1928.541 million yuan, an increase of 72.05% year-on-year; the net profit attributable to shareholders of the mother's shareholders 330.04 million yuan, a year-on-year increase of 91.29%.
Shengbang Shares said that companies pay great attention to strategic cooperation with suppliers to maintain stability and continuous. At the same time, through channels such as distribution and direct sales, the company has become the original supplier of Lenovo, ZTE, Xiaomi, Haier, Changhong, Huawei and other leading brands.
Core Sea Technology
Core Sea Technology is a full-signal chain chip design enterprise integrating a sense, calculation and control, has established a close cooperation with Huawei, Vivo, Xiaomi, Meizu, US, Haier, Xiangshan Weighing, Lexin Medical, etc.
In 2019, the Core Sea Technology achieved operating income of 25,406,400 yuan, the same period of 21,9296,300, the same period last year; net profit 41,894,800 yuan, the same period of 20.5939 million last year.
Sirui
Si Ruipu currently has more than 900 models available for sale. The products are mainly based on signal chain equivalents, and gradually expand to power management simulation chip, which covers information communication, industrial control, monitoring, and health, Many fields such as instrumentation and household appliances, customers cover Huawei, ZTE, Haikang Wei, etc.
In 2019, Jiupu realized operating income of 304 million yuan. The last year is 114 million yuan; net profit is 709.8 million yuan, and the same period of last year is - 88.194 million yuan.
From the performance, although domestic simulation IC manufacturers have far from Texas Instruments, Yadno, etc., but the demand for domestic alternatives is strong, and their revenues have shown high-speed growth, in Huawei, Under the blessing of many end customers such as ZTE, the domestic simulation IC manufacturers will grow in the future.
Reprinted from Moore Law.
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