On November 29th, "China IC Design Industry 2018 Annual Conference & Zhuhai IC Industry Innovation and Development Summit Forum" was held in Zhuhai. Professor Wei Shaojun, chairman of the Integrated Design Branch of China Semiconductor Industry Association, gave a speech entitled "Welcome to the Rare Development Opportunity of the Design Industry". And announced the top ten IC design companies in China in 2018. According to the list, the total sales of China's top ten design companies in 2018 reached 103.615 billion yuan, a year-on-year increase of 17.59%, much higher than the industry average growth rate of 14.83 percentage points. Among them, 6 companies have achieved double-digit growth, but there are also 3 companies with weak growth, and individual companies have experienced sharp corrections.
From the perspective of the distribution of the top ten design companies, there are 3 in the Pearl River Delta, 1 less than the previous year; 3 in the Yangtze River Delta, the same as in 2017; 4 in the Beijing-Tianjin-Bohai Rim region, an increase of 1 from 2017 Family. The threshold for to enter the list of the top 10 design companies has been raised to 3 billion yuan for , an increase of 400 million yuan over last year's 2.6 billion yuan. Who are
's top ten companies?
Although Professor Wei Shaojun did not announce the specific list of China's top ten IC design companies in 2018. So who are the top ten companies?
Next, we refer to the revenue (forecast) data of the top ten IC design companies in 2017 published by Professor Wei Shaojun and the list and sales of the top ten IC companies in China in 2017 released by CCID Consulting and the current IC design companies. The company's reported sales are estimated to be inferred. The No. 1
should undoubtedly be HiSilicon.
may be Bitmain in second place. According to the prospectus submitted by Bitmain, the revenue of Bitmain in the first half of this year was US$2.846 billion, or about RMB 19.76547 billion. Annual revenue may exceed 30 billion. However, even if only the sales revenue of its mining machine chips is counted, it cannot be as low as 11.1 billion yuan in second place, and it may be around 20 billion yuan.
Therefore, it is clear that the ranking list of the top ten IC design companies in China announced by Professor Wei Shaojun does not classify Bitmain as an IC design company.
may be ranked second by OmniVision
. According to the relevant announcement of Weir Shares’ acquisition of Beijing OmniVision, the revenue of OmniVision in 2017 was about 9.05 billion yuan. Considering the rapid growth of the image sensor market in the past two years, OmniVision's performance this year is indeed expected to reach around 11.1 billion.
may be ranked third by Ziguang Zhanrui
In addition, although Ziguang Zhanrui’s revenue last year may be around 10-11 billion, but from the market feedback, this year’s growth is relatively limited, and may even decline slightly. Look, the second place is likely to be OmniVision, and the third is Ziguang Zhanrui.
According to the data tabulation published by Professor Wei Shaojun, the industry's self-media guessed that the sixth is Xincheng Semiconductor, the eighth is Duntai, and the ninth is Zhaoyi Innovation. However, this should be wrong.
According to the financial report released by Duntai, as of the end of August, its revenue was NT$7.025 billion , and the consolidated revenue in September was NT$850 million, which means that its total revenue for the first three quarters was NT$7.825 billion. , about 1.765 billion yuan, and it is estimated that the annual revenue is about 2.3-2.4 billion yuan. Obviously, Duntai should not be on the list.
▲Duntai's revenue in the first eight months (unit: NT)
In addition, according to the financial report, Duntai's revenue in 2017 was about NT$10.8 billion, or about RMB 2.434 billion. Some media said that Duntai Technology ranked tenth on the list announced by Wei Shaojun last year (predicted revenue of 2.6 billion). If it is true, then Wei Shaojun said that the top ten IC design companies in 2018 "have3 companies, 1 less than the previous year.” The reduced company may refer to Duntai. (Duntai Technology was established in the United States in 2005, and moved back to Asia in 2006, and established R&D and engineering services in Shenzhen and Taiwan. Center, listed in Taiwan in 2013.)
According to the third quarterly report of 2018 released by Zhaoyi Innovation on October 30 this year, the company achieved operating income of 1.721 billion yuan from January to September 2018, a year-on-year increase of 13.45%. Based on this estimate, The annual revenue of Zhaoyi innovation is only about 2.4 billion, and it is impossible to rank on the list. and in 2017, Zhaoyi's innovation revenue was 2.03 billion yuan, so it should not be on the list last year. In addition, According to the third quarterly report of 2018 released by Ziguang Guowei on October 27, the revenue in the first three quarters of this year was 1.71 billion yuan, a year-on-year increase of 30.84%. According to this year-on-year growth rate, it is estimated that the fourth quarter may be 680 million yuan, that is to say, Ziguang Guowei’s total revenue this year may be around 2.4 billion, and it will not make it into the list. In addition, Ziguang Guowei’s business in 2017 was only 1.83 billion, and it is definitely not on the list last year.
Goodix Technology may be ranked The eighth or ninth
2018 interim report shows that Huiding Technology has an operating income of 1.39 billion yuan. The third quarter report shows that in the first three quarters of 2018, Huiding Technology achieved revenue of 2.365 billion yuan. Based on this, it is estimated that this year Huiding Technology The revenue of technology may be expected to reach about 3.5 billion (the fourth quarter is the peak season for mobile phone shipments, which drives the growth of fingerprint chip shipments). Comparing with the list data released by Professor Wei Shaojun, Goodix Technology should be ranked eighth or ninth.
ranking Who are the ninth and tenth ones?
In September this year, Siyuan Electric announced that it intends to indirectly acquire a 41.65% stake in Beijing Sicheng, whose main operating entity is Xincheng, which was privatized from the United States in 2015. Announcement It shows that Xincheng's operating income was 2.51 billion yuan in 2017. Even benefiting from the price increase of DRAM, SRAM, and NOR Flash products, Xincheng's revenue has further increased this year, but it should be around 3 billion.
October 30 , Silan Micro 's latest 2018 third quarter report shows that its operating income in the first three quarters of 2018 was 2.21 billion yuan, a year-on-year increase of 9.74%. Based on this calculation, its total revenue in 2018 may also be around 3 billion.
So the revenue of these two companies this year may be around 3 billion. Who is the tenth?
We can notice that Professor Wei Shaojun mentioned that in the list of the top ten IC design companies this year, the Beijing-Tianjin-Bohai Rim region has 4 companies, an increase of 1 company over 2017, and Beijing Silicon Achievement, which holds Chipsun Semiconductor, is in Beijing.
z0 z According to the financial report of Silan Micro, the revenue of Silan Micro last year was 2.74 billion, which should be on the list of the top ten IC design companies announced by Professor Wei Shaojun last year (the threshold is 2.6 billion). The headquarters of Silan Micro is in Hangzhou, which belongs to the Yangtze River Delta region. Professor Wei Shaojun mentioned that in the list of the top ten IC design companies this year, there are 3 in the Yangtze River Delta region, which is the same as in 2017. So Silan Micro should still be on the list.So if Silan Micro is not ninth on the list, it must be tenth. If Xincheng Semiconductor grows significantly this year, it is indeed possible to reach 3.5 billion or 3.51 billion in revenue. If it is 3.5 billion, it will be ranked ninth. If it is 3.51 billion, then Goodix Technology will be 3.5 billion.
the seventh may be Zhixinwei?
According to CCID Consulting's 2017 list of China's top ten IC design companies, Zhixinwei's revenue in 2017 may be around 4.49 billion yuan.
And Professor Wei Shaojun announced the list of the top ten IC design companies in China in 2018. Only the seventh place has a revenue of around 4 billion (4.234 billion), which is far behind the sixth and eighth place. . So the seventh may be Zhixinwei.
However, there are also data showing that in 2016, Gekewei's revenue reached 3.4 billion, and some media also estimated that Gekewei was ranked sixth on last year's list (4.050 billion). However, CCID Consulting's data shows that Gekewei's revenue last year was only 25%..200000000. Relatively speaking, if the relative deviation of CCID Consulting's data last year is not large, Zhixinwei may be ranked seventh. Who is the fourth, fifth and sixth of
?
can see that on the list announced by Professor Wei Shaojun, the fourth, fifth and sixth places have revenues of 6.14 billion, 6.013 billion and 6.000 billion respectively. The gap between the three is very small. Therefore, it is difficult to determine which company is the fourth, fifth, and sixth place. So let's see who these three companies might be! Data released by
from CCID Consulting shows that the revenue of ZTE Microelectronics may have been 7.6 billion last year. It is very likely that this year, affected by the US embargo for several months, it will drop sharply to 6.14 billion or even lower 6 billion. So ZTE Microelectronics should be one of them.
In addition, data released by CCID Consulting shows that the revenue of Huada Semiconductor last year was about 5.21 billion. If it maintains growth on the basis, it may reach 6 billion or even 6.14 billion. So Huada Semiconductor may also be one of them. Who is
and a semiconductor company with a revenue of about 60%? Readers are welcome to provide your answers. In addition, if you have different opinions on the previous analysis, please correct me. Thanks!
Author: Xinzhixun - Rurouni
Note: The above rankings are speculations based on CCID Consulting's ranking data last year. If the actual deviation of CCID Consulting's data is relatively large, the above speculation may not hold.
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