Memory is a memory device used to store information in modern information technology, and the rise of emerging markets such as mobile phones, big data, AI, and data centers has brought huge room for growth for DRAM.
This article selects a total of 35 memory companies as research samples, and uses the compound growth of revenue, non-net profit, and operating net cash flow as the evaluation indicators.
The data is based on history, does not represent future trends, is for static analysis only and does not constitute investment advice.
Top 10 Memory Growth Companies:
The 10th MeiG Intelligence
Growth capacity: The compound growth rate of revenue was 43.43%, the compound growth of non-net profit was 148.75%, and the compound growth of operating net cash flow was negative
Main products: wireless communication modules and solutions are the main source of revenue, accounting for 97.03% of revenue, and gross profit margin of 20.81%
Company Highlights: Hongxinyu, an indirect shareholding company of MeiG Intelligence, has storage products that can be widely used in various consumer electronics, industrial electronics, cloud computing, intelligent monitoring, unmanned driving, robots, artificial intelligence and other fields.
9th Yachuang Electronics
Growth capacity: The compound growth rate of revenue was 41.65%, the compound growth of non-net profit was 64.59%, and the compound growth of operating net cash flow was negative
Main products: electronic components are the main source of income, accounting for 87.58% of revenue, gross profit margin of 15.33%
Company Highlights: WE, a wholly-owned subsidiary of Yachuang Electronics, is an agent and distributor in the electronic components industry, and its main suppliers are internationally renowned manufacturers such as Hynix, Samsung, Shiteke, and Xinfeitong.
The 8th Ziguang Guowei
Growth capacity: revenue compound growth of 47.56%, non-net profit compound growth of 88.08%, operating net cash flow compound growth of 103.26%
Main products: special integrated circuits are the main source of revenue, accounting for 57.94% of revenue, and gross profit margin of 77.54%
Company Highlights: Ziguang Guowei embedded ECC DRAM memory products, with stable supply in the fields of industrial control, electric power, security, communication and automotive electronics with safety and high reliability requirements.
7th Yawei shares
Growth: Revenue compound growth of 5.67%, net of non-net profit compound growth of negative, operating net cash flow compound growth of -48.39%
Main products: metal forming machine tools are the main source of income, accounting for 68.74% of revenue, gross profit margin of 27.97%
Company highlights: The South Korean GSI company acquired by Suzhou Core Testing, in which Yawei shares a stake, has a memory chip testing machine business, and is stably supplied to industry leaders such as Hynix and Amkor .
6th Shannon Chip
Growth capacity: Revenue compound growth of 49.60%, non-net profit compound growth of 57.06%, operating net cash flow compound growth of negative
Main products: integrated circuits (including memory) are the main source of revenue, accounting for 97.24% of revenue, and gross profit margin of 3.91%
Company Highlights: Shannon Xinchuang's wholly-owned subsidiary, United Chuangtai, focuses on core components, and its core products include SK hynix's data memory and MediaTek's main control chip.
No. 5 Chengdu Huawei
Growth capacity: Revenue compound growth of 58.11%, non-net profit compound growth of 153.55%, operating net cash flow compound growth of negative
Main products: analog integrated circuits are the main source of revenue, accounting for 48.38% of revenue, and gross profit margin of 79.82%
Company Highlights: Chengdu Huawei NOR Flash memory can be used for FPGA configuration memory, providing a complete programmable solution, and can also be used independently for data storage scenarios.
No. 4 Shanghai Xinyang
Growth capacity: Revenue compound growth of 31.28%, non-net profit compound growth of 54.37%, operating net cash flow compound growth of negative
Main products: electronic chemical materials are the main source of revenue, accounting for 58.47% of revenue, and gross profit margin of 44.85%
Company Highlights: Shanghai Xinyang's self-developed etching solution products for memory chips have been mass-produced and sold on a large scale.
No. 3 Jingzhida
Growth capacity: Revenue compound growth of 33.11%, non-net profit compound growth of 48.60%, operating net cash flow compound growth of negative
Main products: semiconductor memory device testing equipment is the main source of revenue, accounting for 74.49% of revenue, gross profit margin of 27.03%
Company Highlights: Jingzhida's semiconductor memory device testing equipment mainly includes memory wafer test system, memory aging repair system, memory packaging test system and other test accessories.
2nd Demingli
Growth capacity: The compound growth rate of revenue was 19.43%, the compound growth of non-net profit was -63.15%, and the compound growth of operating net cash flow was negative
Main products: mobile storage products are the main source of revenue, accounting for 58.26% of revenue, and gross profit margin of 18.28%
Company Highlights: Demingli's products mainly include memory cards, storage disks, solid-state drives and other storage modules, mainly focusing on the mobile storage market.
1st Co-creation Data
Growth capacity: revenue compound growth of 18.31%, non-net profit compound growth of 28.37%, operating net cash flow compound growth of 89.37%
Main products: data storage equipment is the main source of revenue, accounting for 61.75% of revenue, gross profit margin of 9.95%
Company highlights: The memory chips produced by Xiechuang Chips, a subsidiary of Xiechuang Data, have been ordered in small quantities and have been delivered, and the current revenue accounts for a relatively small amount.
The top 10 companies in memory growth capacity have compound growth in revenue, non-net profit and operating net cash flow in the past three years:
