According to the global ranking, Chinese mainland has three major chip foundries, which can enter the top 10 in the world, namely SMIC's fifth in the world, Huahong in the world's sixth, and Crystal Integration in the world's ninth.
But in fact, there is another one that is also quite powerful, that is, Xinlian Integration, which was originally "SMIC", of which SMIC accounted for 14.10% of the shares, which was its second largest shareholder, which belonged to the SMIC system.
These four major manufacturers are the four chip foundries with the highest revenue in Chinese mainland.
According to the data, the revenue of these four major enterprises in 2023 will be 45.25 billion yuan, 16.232 billion yuan, 7.244 billion yuan and 5.324 billion yuan respectively, while the net profit will be 4.823 billion yuan, 1.936 billion yuan, 212 million yuan and -1.958 billion yuan respectively.
Three of them are making money, but there is still one that is losing money, and it is Xinlian Integration, with a loss of about 2 billion yuan.
From the perspective of production capacity, SMIC's monthly production capacity is 806,000 pieces, Huahong is 391,000 pieces, crystal integration is 152,000 pieces, and core integration is 170,000 pieces, and the gap is still obvious (the production capacity here refers to the production capacity converted into 8-inch wafers).
From the perspective of specific advantages, SMIC is definitely the company with the strongest technical level and comprehensive capabilities, and various types of chips can be found, including logic circuits, power supply/analog, high-voltage drives, memory chips, radio frequency, image sensors, etc.
Although Huahong is also a comprehensive foundry company, it is obviously inclined to the field of power semiconductors and storage, which will account for 75% of the revenue in 2023, and these two pieces are mainly not involved in SMIC.
It can be seen that SMIC and Hua Hong still have different focuses, SMIC is more comprehensive in some fields, but it does not involve too much power semiconductors, Hua Hong focuses on power semiconductors and memory chips.
Crystal integration is more specific, and crystal integration specializes in DDIC (panel display driver chip), which is designed to provide display driver chips for major screen manufacturers.
The core integration and specialization of power devices, and Hua Hong is a little similar, but a little different, focusing on IGBT and MOSFET two high-power semiconductors.
In total, the annual revenue of these four major factories exceeds 70 billion, and the production capacity is already a force that cannot be ignored.
In addition, these major factories have their own characteristics to avoid crazy involution, and in the future, with the continuous expansion of production and technological breakthroughs by these manufacturers, they must be able to support more Chinese cores and get rid of dependence on foreign countries.