I saw the summary of “A brief history of 23 A-share analog chip companies”. Are there any that have been used in the forum?
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 These are the 23 below, which were summarized by someone on the Internet. I don’t know if they are accurate.
The needle does not poke, you can refer to it when choosing a model. If you choose from here, will there be fewer pitfalls in the product? What do forum friends think?
1. Shengbang Shares (power management accounts for 60%): Top 2 domestic analog power management + signal chain chip design companies, most likely to become one of the leading companies of the Chinese version of Texas Instruments. The company was established early (2007), with a complete product layout (power management (accounting for the majority) + signal chain), and many categories (3000+). It was founded by Dr. Zhang Shilong, a former Texas Instruments engineer, who returned to China in 2007. It was originally planned to be listed overseas, but it was reformed in 2012 and listed on the Growth Enterprise Market in 2017. The company's products are highly competitive in various analog segments, with many major customers. The company is developing steadily by relying on endogenous + exogenous growth.
2. Silergy: The company with the largest analog chip revenue in China (Top 1), competing with Shengbang as China's TI. It was founded in Hangzhou in 2008 by Chen Wei, a doctoral student who graduated from Zhejiang University and came from MPS. It started with a small team of 9 people. At the beginning of its establishment, it aimed to replace MPS products. Unexpectedly, it attracted two lawsuits in 2010 and 2013, and was sued by MPS. In 2013, it was forced to go public in Taiwan due to the suspension of the Growth Enterprise Market. The company's current products mainly include DC/DC, AC/DC, PMU, LED lighting, LED backlight driver, solid-state protection switch, smart meter IC, and network communication equipment. Automotive products will also be mass-produced in 21 years, starting from applications such as infotainment, LED lighting, and ADAS systems. The company's products are world-leading in terms of high efficiency and small size. In 2016, the company acquired Maxim's smart meter and energy monitoring department and NXP's AC In 2019, it acquired the wireless charging-related business of Xinjie Electronics and continuously expanded its business scope. Unlike other design companies, Silergy was the first in the industry to adopt the virtual IDM model. It has four independent core semiconductor technologies: wafer process, IC design, system architecture and packaging, which has built a core barrier for its products.
3. Saiwei Microelectronics: One of the only three companies in the world that can mass-produce high-precision battery fuel gauge chips. Founded in Dongguan, Guangdong in 2009 by Jiang Yanbo, a master's degree holder who returned from the UK, the company mass-produced battery metering chips (mainly for consumer applications) in 2013, and battery safety chips (mainly for industrial applications) in 2015 and entered Xiaomi's supply chain. In 2019, the first charging management chip (mainly for consumer applications) was mass-produced. In 2020, it entered the systems of Samsung, OPPO, Honor, etc., and successfully landed on the Science and Technology Innovation Board in 2022. The current product line includes battery fuel gauge chips, battery management chips, battery protection chips, BMS front-end acquisition chips and USB charging control chips. Focusing on the consumer and industrial markets, it is worth mentioning that the company's segmentation is properly positioned, with a product gross profit of nearly 60%, but the overall scale is still relatively small and has strong growth potential.
4. Awinic Electronics: The leading domestic audio amplifier chip company, it was founded in 2008 by Sun Hongjun, who graduated from Southeast University and came from Huawei. It started with the first dual-card dual-standby SIM chip and then entered the field of LED driver chips. The company's main products currently include audio amplifier chips (accounting for more than 50% of revenue, with strong product performance), power management chips (overvoltage protection OVP, LDO, Buck Boost, fast charging chips and load switches), RF front-end chips (started to be deployed in 2013, mainly low-noise amplifiers), motor driver chips (started to be deployed in 2017, mainly voice coil and coil motors), etc. Its products have entered almost all mainstream mobile phone brands in China. The company was listed on the New Third Board in 2015 and on the Science and Technology Innovation Board in 2021. It is worth mentioning that the infringement lawsuit between Awinic and Xinwang, founded by former employees, has caused a lot of controversy. The growth of Awinic's consumer electronics business such as mobile phones has slowed down. It is currently progressing into the automotive field and has shipped LED driver chips for car lights.
5. Diomicro: It ranks among the top ten analog interface chips in the world. It was founded in Nantong in 2010 by Ju Jianhong, a graduate of Nantong University and former director of Fairchild's global analog switch product line. The company started out as a signal chain chip (high-performance analog switches and high-speed MIPI switches, high-performance operational amplifiers, and high-precision ADC/DAC), mainly used for three-in-one USB Type C data port chips. The company had operating difficulties in the past few years. In 2015, its shareholder Antai Real Estate transferred its investment shares. The takeover party paid with calligraphy and paintings, which also led to an investigation during the IPO. Later, the company gradually expanded to power management. Currently, the signal chain and power management chip revenues each account for 50%. In 2019, the business operations gradually improved. In 2020, OPPO and Xiaomi invested in it. It will be listed on the Science and Technology Innovation Board in 2022. After listing, it will enter the automotive market with smart lighting drive and motor drive chips as the entry point.
6. JWAT: A leading power management company in China's virtual IDM industry. It was founded in 2013 by two overseas PhD students (Zhejiang University's Zhou Xunwei and Tsinghua University's Huang Biliang). It started out as a lighting AC/DC company. 18 years later, it rapidly expanded its business in communication DC/DC with the help of major customers (its current revenue has exceeded that of AC/DC). ), started to develop signal chain chips in 2020, and DCDC chips entered the automotive field in 2021, cooperating with major OEMs. Currently, communications, industry, automobiles and other applications account for more than 50% of revenue. Another core advantage of the company is that it has three proprietary processes. The 0.18um 7-55V medium and low voltage BCD is mainly based on SMIC and China Resources Shanghua, which is the company's most important process platform. The 0.18um 10-200V high voltage BCD is mainly deployed in SMIC, and the 0.35um 10-700V ultra-high voltage BCD is mainly based on Huahong Macronix and SMIC. It gradually cooperates with Hefei Jinghe Integration. The company has strong R&D capabilities and a relatively complete product line layout. It has attracted investments from a number of industry parties such as Intel, Hubble, and BYD, and successfully landed on the Science and Technology Innovation Board in 22 years.
7. Naxinwei: The domestic leader in isolation chips, founded in 2013 by Wang Shengyang, a master's degree holder from Peking University and a former ADI engineer, and his colleague Sheng Yun. In 2018, it seized the opportunity of the Sino-US trade friction. Against the backdrop of ADI's supply cut to Huawei, it entered Huawei's supply chain with signal conditioning ASIC chips and developed rapidly. Its products have expanded to integrated sensor chips, isolation and interface chips, drive and sampling chips from the front and back ends. The market has extended from consumption to automobiles, industry and other markets, forming a product layout of signal perception, system interconnection and power drive. It will be listed on the Science and Technology Innovation Board in 2022 with a strong fundraising of 5.8 billion.
8. SiRuiPu (signal chain accounts for more than 90%): Founded by overseas turtle doctors Zhou Zhixu and Ying Feng in 2012, it started with signal chain and reached international standards in amplifiers (operational and video/audio), comparators and other fields, and then gradually extended to converters and interface products. In 2015, it entered the power management field and released voltage regulators, DC/DC and other products. In 2019, it entered Huawei's supply chain and grew rapidly. It accepted investment from Hubble and landed on the Science and Technology Innovation Board in 2020. The company has deep involvement in communications, industry, automobiles and other fields. The company's largest shareholder is Huaxin Venture Capital, which is the Shanghai State-owned Assets Supervision and Administration Commission, Walden and other institutions after penetration. The company has no actual controller.
9. Xinhai Technology: Founded in Shenzhen in 2003 by Lu Guojian, the former head of Huawei's ASIC Digital Analog Department (predecessor of HiSilicon), it started out as an ADC (smart measurement + pressure touch). Its high-precision ADC chips (competitors TI and ADI) exploded in the field of weight scales. In 2009, it began to develop 8-bit general-purpose MCUs, and later upgraded to 32-bit MCUs (competitors are Cypress and ST). Today, its products are driven by high-precision ADC + high-reliability MCU, and are widely used in various measurement, small household appliances, toys, power fast charging and other consumer fields. The company was listed on the Science and Technology Innovation Board in September 2020, and entered the automotive-grade MCU field.
10. Fuman Electronics: A hodgepodge of analog chip companies, founded by Taiwanese Liu Jingyu in Shenzhen in 2001. In the early years, it was engaged in consumer chip distribution business. In 2011, it started to build its own packaging and testing plant, and developed LED lighting and display driver chips at the same time. In 2013, it began to enter the power management related chips (AC/DC LDO, etc.), and was listed on the Growth Enterprise Market in 2017. In 2019, it issued a private placement to enter the MOS product market. In 2020, it cooperated with Hangzhou Lingxin Micro to enter the RF front-end market. In 2021, taking advantage of the good LED market and high stock prices, it issued a private placement of 1 billion to expand production capacity. In 2022, the company's LED control and drive accounted for 51% (gross profit 25%), power management accounted for 31% of revenue (gross profit 43%), and Mos and other chips accounted for 10% (gross profit 33%). The company's products have a lower gross profit margin than similar companies, and it is a pan-analog low-end chip company.
11. Xinpengwei: The leading domestic AC/DC chip manufacturer for home appliances. It was founded in Wuxi in 2005 by Zhang Lixin, a graduate of Dongda University and former research and development officer of Huajing. With its 700V monolithic integrated AC/DC (with built-in Mos), the company broke the foreign monopoly in 2008 and entered the home appliance market (currently there are low-power, high-integration, high-voltage and wide-output series). It is currently developing from small home appliances to large home appliances. In the industrial field, it has launched 800V 1000V monolithic integrated AC/DC to enter the industrial and equipment power supply. It is currently developing in the direction of high-voltage Gare Driver (gate driver chip). In the field of standard power supply, it has launched AC/DC PD protocol chips, developing from ordinary adapters to fast charging. The company also has a series of products such as DC/DC power supply chips, PWM boost and buck chips, and battery management chips. The company was listed on the Science and Technology Innovation Board in 2020, and increased its capital by 968 million in September 2022. It has deployed high-voltage power supply chips in the automotive field and digital power ICs in the industrial field, and is expected to continue to open up growth space.
12. Lixin Micro: A comprehensive power management chip company focusing on mobile phone and tablet applications. It was founded by Liao Yong and two other shareholders in 2002 (the team was all from Huajing). In 2012, Liao Yong left and was taken over by Yuan Minmin's team (one of the company's 8 actual controllers), who graduated from Dongda University. In the early days, the company made various traditional chips such as TVs, televisions, and learning machines. In 2008, the company reformed its shares and entered the Samsung supply chain in 2010. The focus of its business shifted to mobile phone chips. Samsung has accounted for more than 50% of the company's revenue for many years. After 20 years, it entered the supply chain of Xiaomi, Huawei and other companies. The company has developed rapidly around mobile phones and mainly focused on major customers. After 20 years of accumulation, the performance of its products is comparable to that of international manufacturers such as TI and ON Semiconductor. It failed to apply for the motherboard in 2016 and landed on the Science and Technology Innovation Board in 2021. The company's revenue mainly comes from power protection chips (overvoltage protection OVP, overcurrent protection EOS), followed by power conversion chips (LDO, AC/DC DC/DC) and a small number of display drivers and Hall. It is currently deploying in the fields of home appliances and automobiles.
13. Xidiwei: The number one player in the field of mobile phone DC/DC in China, positioned in the mid-to-high-end market, was founded in Foshan in 2012 by Tao Hai, a graduate of the University of Science and Technology of China. The company started out as a DC/DC and fast-charging chip manufacturer. In March 2015, the company's consumer DC/DC entered the reference design of Qualcomm's flagship mobile phone platform 801. In July of the same year, the automotive-grade DC/DC entered the reference design of Qualcomm's automotive design platform 820A. In 2015, lithium battery fast-charging chips also entered the MTK design platform. In 2017, the products entered Huawei's mobile phone supply chain. In 2020, the mobile phone DC/DC was tested and verified by the MTK platform. In early 2022, the company successfully landed on the Science and Technology Innovation Board. At present, the company's existing product lines focus on DC/DC chips, charging management chips (charge pumps, lithium battery fast charging) and port protection and signal switching chips. At the same time, the company is incubating new products including AC/DC, automotive power management and other products, which are the source of the company's future growth momentum.
14. Tiandeyu: A leading domestic display driver chip company, the company was established in 2010 (Shenzhen), with no actual controller, but its controlling shareholder Hengfeng Limited is Hon Hai Precision Industry (Foxconn) owned by Taiwan’s richest man Terry Gou. The company’s main business was actually spun off and reorganized from its major shareholder Tianyu Technology. In the early days, he was responsible for the domestic sales of Tianyu Technology. In 2017, he started to operate independently. He purchased 7 patents and masks from Tianyu and integrated the R&D team of Tianyu's subsidiary Tainan Jetta. Tiandeyu thus became another listed company that "split the Taiwan stock market into A shares". Chairman Guo Yinglin is Taiwanese. He joined Hon Hai Technology in 2001 and stayed there for 14 years. In 2014, he was sent to Tianyu as vice president. He is currently the chairman of Tiandeyu. The company's main business is mobile smart terminal display driver chips (accounting for more than 50%), camera voice coil motor driver chips, fast charging protocol chips, and electronic tag driver chips. It has major consumer customers such as Huawei, Samsung, and ViVo, but its main products lag behind its competitors Novatek and Chipson. The industry is affected by mobile phone sales and has strong cyclical fluctuations.
15. Jinghua Micro: A company that has exploded in performance by selling forehead temperature gun chips during the epidemic. It was founded by Dr. Luo Weishao in Hangzhou in 2005. It started with ASIC, but was unable to commercialize it. In 2008, it developed modem chips and dedicated SoC products for smart meters with HART functions, mainly involving industrial control instrument chips, high-precision 24-bit ADC SoC chips, sensor signal conditioning chips, digital temperature sensor chips, etc. 4 categories, among which the high-precision, low-power 24Bits ADC + 8Bits MCU SoC has always maintained a leading position in the domestic electronic scale and infrared temperature gun market, with annual chip sales of over 100 million. Taking advantage of this opportunity, the company successfully listed on the Science and Technology Innovation Board in 22 years. As the epidemic dissipates, whether the company can continue to maintain its competitiveness remains to be seen.
16. Nanxin Technology: Charge pump charging management chips rank first in the world, and buck-boost charging management chips rank second in the world and first in China. The company was founded in Shanghai in 2016 by Ruan Chenjie, a Fudan student who came from TI. It received investment from Xiaomi in 2018 and OPPO in 2020. It is one of the first companies in China to deploy USB-PD charging management. The product line has gradually expanded from the initial general charging management chips and DC-DC chips to a complete product line including charging protocol chips, wireless charging management chips, AC-DC chips, charge pump charging management chips, and lithium battery management chips. Among them, high-voltage and high-current charge pump chips will be sold in large quantities in 2021, and the proportion of revenue will increase from 3.5% to 60%, bringing the company to a new level. In 2023, the company successfully landed on the Science and Technology Innovation Board and will become a strong competitor in the field of power management chips.
17. Zhenlei Technology: A core supplier of domestic military RF and power management chips. It was founded by Zhejiang University doctoral supervisor Yu Faxin in Hangzhou in 2015. In December 2018, the company acquired 100% of the equity of Chengxin Technology and Hangxinyuan by equity swap, laying a solid foundation for subsequent performance explosion. The company's products were finalized in 2019 and began to be supplied in large quantities. The products mainly include terminal RF front-end chips, RF transceiver chips and high-speed and high-precision ADC/DAC chips, power management chips, microsystems and modules. Among them, the first two categories constitute the main revenue, accounting for nearly 50%. Most of its customers are subordinate units of the National Defense Science and Technology Industry Corporation. The product gross profit is as high as more than 80%, and the net profit margin is nearly 50%.
In the CIS chip (image sensor chip) segment, Sony is the global leader in the mobile phone field, and ON Semiconductor is the leader in the automotive field.
18. Will Semiconductor: The leading pan-analog chip company in China and the strongest king in the CIS field. It was founded in 2007 by Yu Renrong, a legendary figure who graduated from Tsinghua University and started out as a semiconductor distributor. It started out by doing TVS and MOS. In 2013, it acquired Beijing Huaqing and Jinghongzhi, which were distributors. In 2014, it acquired Taihe Zhiheng, which made satellite live broadcast chips. In 2015, it acquired Wuxi Zhongpuwei to enter the RF field. In 2017, it went public on the main board. In 2019, it swallowed up OmniVision Technologies to enter the CIS field (ranked third in the mobile phone field, second in the automotive field, and ranked first in the security field 17 years ago). At the same time, It acquired Cisco and Vision Semiconductor, acquired Synaptics in 2020 to enter the field of LCD touch and driver chips, acquired Giddis in 2021 to enter the aftermarket market of LCD touch and driver chips, and acquired 15.27% of the voting rights of Goertek in 2021. The company also continued to increase its holdings of Beijing Junzheng shares in the secondary market. Through years of capital mergers and acquisitions, Will has become a landmark company in the semiconductor field. Chairman Yu Renrong spent 20 billion to build Oriental Polytechnic University in his hometown of Ningbo, ranking first in China. However, in 2022, consumer electronics were sluggish, and Will was greatly affected, and its performance "exploded"
19. GalaxyCore: The leader of low-end and mid-range CMOS image sensors in China (the leader of high-end and mid-range products is OmniVision acquired by Welltech), founded by Tsinghua University graduate Zhao Lixin in 2003. Initially, it switched from computer cameras to mobile phone cameras, and later developed rapidly with the support of SMIC and investment from Walden. Its products have entered a number of mainstream mobile phone manufacturers such as Samsung, Xiaomi, and Transsion. It was listed on the Science and Technology Innovation Board in 2021. It focuses on CMOS image sensors (main) and display driver chips (auxiliary). It is currently building 12 BSI back-end wafer manufacturing production lines, extending from design to manufacturing, products from low-end to high-end, and the market from mobile phones to automobiles (about 70% of CIS downstream applications are smartphones, 10% are automobiles, and 5% are security)
20. SmartSens: The world's largest security CMOS sensor manufacturer. Founded in Shanghai in 2011 by Tsinghua alumnus and former OmniVision employee Xu Chen, SmartSens specializes in security CIS. SmartSens Limited was established in 2017. In 2018, it launched its first generation of global shutter technology, becoming the world's first manufacturer to use BSI technology to create global shutter image sensors. In 2019, it acquired Shenzhen Anxinwei to enter the automotive CIS market. In 2021, it entered the top ten in the automotive front-end CIS market. In the same year, SmartSens' products covered the four major application directions of CMOS image sensors: security monitoring (accounting for nearly 70%), automotive electronics, emerging machine vision, and smartphones (more than 50% of the company's sales come from overseas). It was listed on the Science and Technology Innovation Board in 2022, and its future focus will be on non-security fields such as automotive and machine vision.
LED chip segmentation
21. Mingwei Electronics: Focuses on outdoor LED display screen drivers. It was jointly established in 2003 by Guowei Electronics (major shareholder) and Wang Lekang (former Guowei employee). The actual controller is Wang Lekang from South China University of Technology. In 2008, Guowei Electronics became the second largest shareholder. Its first listing in 2012 was rejected due to poor profitability. Its second listing in 2018 was also rejected. At the end of 2020, it finally successfully landed on the Science and Technology Innovation Board. Its products mainly include LED display driver chips (accounting for more than 50% of revenue, divided into display driver and smart landscape display driver), LED lighting driver chips, power management chips, etc., which are widely used in LED display screens, smart landscapes, lighting, home appliances and other fields. At present, Mingwei Electronics' main competitors in the field of LED display driver chips are Taiwan Macroblock Technology, Chiptronix, Fuman Electronics, etc., and its main competitors in the field of LED lighting driver chips are Jingfeng Mingyuan, Silan Microelectronics, etc.
22. Jingfeng Mingyuan: The leading company in domestic LED lighting driver control chips, founded in Shanghai in 2008 by Hu Liqiang, who graduated from Zhejiang University and Jiaotong University. With the development of the LED driver chip (essentially an AC/DC chip) industry, Jingfeng entered the fast lane of performance in 2009, and broke through the double-burning group technology in 2012. The company's LED driver chip shipments reached 100 million that year. In 2014, it launched a high-efficiency linear LED driver IC, and the annual shipments exceeded 1 billion. In 2017, it applied for listing on the main board, but was rejected due to price wars and other issues such as low gross profit. On the eve of applying for listing on the Science and Technology Innovation Board in 2019, it was sued by Silergy again. It officially landed on the Science and Technology Innovation Board in October. The company has become the first in the field of general LED (gross profit less than 20%, a red ocean), and the future growth is in smart LED chips (gross profit 40%+, a blue ocean). At the same time, the company has also expanded motor driver chips and general AC/DC chips (acquired Lai Shi and Xinfei) through self-research + acquisition + equity participation, and entered the fields of fast charging and home appliances.
23. Biyiwei: A whole-house smart hardware solution provider mainly based on LED driver control chips. It was founded in Shenzhen in 2014 by Sichuan grassroots Xie Pengcun as a minority shareholder. It had a hard time in the first two years of R&D. It developed rapidly after launching medium and high-power LED lighting driver control chips in 2016. It launched smart lighting driver control chips in 2018. After gaining a foothold in LED, the company has gradually laid out power management-related chips such as AC-DC, driver IC, linear regulator, DCDC, protection chip, battery management, etc. It was invested by Xiaomi in 2020 and listed on the Science and Technology Innovation Board in 2022.
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