One article on how shielding materials can become core suppliers in various sub sectors of the electronic industry chain

Domestic IC industry chain

• IC design companies: HiSilicon Semiconductor, ZTE Microelectronics, Ziguang Spreadtrum, Quanzhi Technology, Huada Semiconductor, Datang Semiconductor, Zhixin Microelectronics, Hangzhou Shilan Microelectronics, Guowei Technology, Zhongxing Microelectronics, Ziguang Guoxin, National Technology, Orbit, Zhongying Electronics, Lanqi Technology, Beidou Xingtong, Beijing Junzheng, Zhaoyi Innovation, Geke Microelectronics, China Electronics, Weir Semiconductor, Tongchuang Guoxin, Fudan Microelectronics, Apex Microelectronics, Huiding Technology, MediaTek, Jichuang North, Tongfang Microelectronics, Zhongtian Lianke, Shengbang Microelectronics, etc. Taiwan mainly has MediaTek, Duntai Technology, Yilong Electronics, S.H.I.E.L.D. Technology, Lingyang, and VIA Technologies.

• Semiconductor Material Companies: Zhongneng Silicon Technology, Zhonghuan Semiconductor, Jinglong Group, Xinte Energy, Xi'an Longi, Zhongsi High tech, Sunshine Energy, Aoride Optoelectronics, Tianhong Silicon Industry, Shanghai Shenhe Thermomagnetic (Japanese sole proprietorship), Guosheng Electronics, Jiangfeng Electronic Materials, Youyan Yijin, Beijing Dabo, Shanghai Xinyang, Anji Microelectronics, Youyan New Materials, Hubei Xingfu Electronics, Jianghua Wei, Jinruihong, etc.

• Semiconductor Equipment Companies: Northern Huachuang Microelectronics Equipment, Zhongwei Semiconductor Equipment, Shanghai Microelectronics Equipment, Tuojing Technology, China Electronics Technology Electronic Equipment Group, Zhongwei Semiconductor, Seven Star Huachuang, Huahai Qingke, Shennan Circuit, Ruili Scientific Instruments, Shanghai Microelectronics, Dayiheng Precision Machinery, Hanmin Technology, Qisheng Machinery Equipment, Shanghai Kangkeshi Trading, etc.

• Semiconductor manufacturing companies: SMIC, Samsung (China) Semiconductor Co., Ltd., SK Hynix Semiconductor (China) Co., Ltd., China Resources Microelectronics, Huahong Hongli, Intel Semiconductor (Dalian) Co., Ltd., TSMC (Taiwan), Huali Microelectronics, Xi'an Microelectronics, Hejian Technology, UMC (Taiwan), Lijing (Taiwan), Wuhan Xinxin, Junyao Electronics, Jilin Hua Microelectronics, Shanghai Beiling, Suzhou Gude, Yangjie Technology, Silan Microelectronics, Dongchen Electronics, Advanced Semiconductor, Wuxi NARI Electronics, Xinyuan Co., Ltd., Xi'an Hangtian Huaxun, Gaoyun Semiconductor, Fangzheng Microelectronics, etc.

• Semiconductor packaging and testing companies (including foreign-funded and Taiwanese factories in China): Tongfu Microelectronics, Tianshui Huatian, Nantong Huada Microelectronics, Weixun United Semiconductor, Intel Products (Chengdu) Co., Ltd., Haitai Semiconductor (Wuxi) Co., Ltd., Jiangsu Xinchao Technology, Ankou Packaging and Testing (Shanghai) Co., Ltd., Shengdi Semiconductor (Shanghai) Co., Ltd., Riyueguang Semiconductor, Siliconware, Licheng, Nanmao, etc.

LED chip supply chain

In recent years, mainland LED manufacturers have rapidly emerged, helping China become the world's largest LED chip manufacturing country. At present, the global LED chip market is mainly divided into three major camps. Japanese and European manufacturers are in the first camp, South Korea and Taiwan are in the second camp, and mainland manufacturers are in the third camp.

• Foreign LED chip manufacturers: Nichia Chemical (Japan), Toyota Synthesis (Japan), Cree (United States), Osram (Germany), Agilent (United States), Toshiba (Japan), Lumen (headquartered in the United States and acquired by Philips), Seoul Semiconductor (South Korea), Showa Denko (Japan), Xuming (United States), etc.

• Domestic LED chip/packaging manufacturers: Mainland companies mainly include Sanan Optoelectronics, Tongfang Optoelectronics, Huacan Optoelectronics, Qianzhao Optoelectronics, Dehao Runda, Aoyang Shunchang, Silan Mingxin, Yuanrong Optoelectronics, Blu ray Technology, Lehman Optoelectronics, Lanbao Optoelectronics, Furi Electronics, Jinglan Optoelectronics, Xiangneng Hualei, Jucan Optoelectronics, Jingleng Optoelectronics, Jinko Electronics, Fangda Group, Jingyu Optoelectronics, Hualian Electronics, Shengpu Optoelectronics, etc. In Taiwan, there are mainly companies such as Crystal Optoelectronics, Huashang Optoelectronics, Polycrystalline Optoelectronics, Canyuan Optoelectronics, and Taigu Optoelectronics.

Drone control chip manufacturer

The drone industry chain mainly includes two types: one is complete machine manufacturers like DJI and GoPro; Another type is upstream manufacturers that provide hardware and software for drones, including chips, flight controllers, batteries, sensors, etc GPS、 Gyroscopes, power systems, data systems, and so on. In terms of hardware, chips are the core components that directly determine the control performance, communication capability, and image information processing ability of drones.

• Drone control chip factories: Qualcomm, Intel, STMicroelectronics, Texas Instruments, Samsung Atmel、 Nvidia, New Tang, Ruixin Microelectronics, Quanzhi Technology, Lianxin, HiSilicon Semiconductor, etc.

Intelligent audio chip manufacturer

Since Amazon launched the smart speaker Echo in 2014, more and more Internet giants have begun to join this increasingly hot market. Following Alibaba's "Tmall Genie", Tencent recently announced that its smart speaker product "Ear" will be released around August. In addition to JD's "Ding Dong" and Baidu DuerOS smart chip's actions in the field of smart speakers in collaboration with upstream partners, the product roadmap of major Internet manufacturers in this field has gradually become clear.

The increasing enthusiasm of the midstream and downstream industries is also stimulating the stocking enthusiasm of upstream chip manufacturers. Chip manufacturers such as Qualcomm, MediaTek, Intel, and Spreadtrum Technologies have released their smart speaker product lines this year.

• Smart audio chip manufacturers mainly include: MediaTek, Qualcomm, Intel, Apple, Texas Instruments, Keshengxun, Quanzhi Technology, Ruixin Microelectronics, MediaTek, Ziguang Spreadtrum, etc.

Domestic sensor supply chain

• Listed companies: GoerTek Acoustics, Aerospace Electronics, Huatian Technology, Dongfeng Technology, Aerospace Electromechanical, Tongding Interconnect, Huagong Technology, Kelu Electronics, Shilanwei, Robotics, Ziguang Guoxin, Suzhou Gude, Hanwei Electronics, AVIC Diance, Sannuo Biotechnology, Xinlian Electronics, Shanghai Beiling, Jingfang Technology, Weilai, etc.

• Foreign investment in China: Siemens Sensors and Communications (SSCL), Xike Sensors (Guangxi), Turck (Tianjin) Sensors, Meggitt (Xiamen), MTS Sensors China, Barufu Sensors (Chengdu), Weigele Sensors (Shanghai), Delda Sensors (Changzhou), Modi Sensors (Tianjin), etc.

Battery supply chain

• Positive electrode material manufacturers: Nichia Chemical, Toda Industries, Seimei Chemical, Tanaka Chemical, Mitsubishi Chemical, L&F，UMICORE，Ecopro，A123，Valance，Saft， Hunan Shanshan, Peking University Pioneer, Dangsheng Technology, Bamo Technology, Hunan Ruixiang, Ningbo Jinhe, Tianjiao Technology, Xiamen Tungsten Industry, Zhenhua New Materials, Qianyun High tech, etc.

• Negative electrode material manufacturers: Nippon Chemical, Nippon Carbon, JFE Chemical, Mitsubishi Chemical, Betray, Shanghai Shanshan, Jiangxi Zichen, Shenzhen Snow, Xingyuan Graphite, Jiangxi Zhengtuo, Huzhou Chuangya, Tianjin Jinmei, Chengdu Xingneng, etc.

• Diaphragm manufacturer: Asahi Kasei, Celgard，Exxon—Tonen， Ube, Sumitomo Chemical, Japan, SK， Xingyuan Material, Zhongke Technology, Jinhui High tech, Cangzhou Mingzhu, Henan Yiteng, Nantong Tianfeng, Donghang Optoelectronics, Hebei Jinli, Tianjin Donggao, Shandong Zhenghua, etc.

• Electrolyte manufacturers: Xinzhoubang, Duofuduo, Mitsubishi Chemical, Fuji Pharmaceutical Industry, Mitsui Chemical, Morita Chemical, Kanto Electric, SUTERAKEMIFA， Samsung from South Korea, Guotai from Jiangsu, Jinniu from Tianjin, Shanshan from Dongguan, Tianci from Guangzhou, Kaixin from Dongguan, Saiwei Electronics from Zhuhai, Chemical Reagent Research Institute from Beijing, Jinguang from Shantou, Chuangya from Chaozhou, etc.

Semiconductor discrete device manufacturers

At present, global semiconductor discrete devices are mainly monopolized by countries such as Europe, America, Japan, and Europe, especially in the high-end market where they have absolute dominance. Due to the lack of scale and cluster effects among domestic manufacturers, their production still relies mainly on the "OEM" model.

• United States: The United States currently leads the world in semiconductor discrete devices, with a large number of discrete device manufacturers such as TI, IR (International Rectifiers), Dior, Fairchild (acquired by ON), ON (ON), Vishay, etc., which have absolute influence worldwide. In addition, American semiconductor manufacturers also have an absolute advantage in the field of power management chips, with their market customers mainly targeting the Asia Pacific market.

• Europe: There are mainly globally renowned semiconductor manufacturers such as Infineon, NXP (acquired by Qualcomm), ST (STMicroelectronics), etc., with a complete product line and leading strength in both IC and discrete devices. From the distribution of market customers, the Asia Pacific region is also the largest application market for European manufacturers, followed by the European market.

• Japan: Japan is also a major player in the global semiconductor discrete device industry, with major semiconductor manufacturers such as Toshiba, Renesas, Rohm, and Matsushita Fuji. Japanese manufacturers have strong competitiveness in semiconductor discrete devices and numerous manufacturers, but many of them do not focus on semiconductor discrete devices as their core business. In terms of overall market share, Japanese manufacturers lag behind American manufacturers. From the distribution of market customers of Japanese manufacturers, Japan is their largest market, followed by the Asia Pacific (excluding Japan) market, with a small market share in Europe and America.

• Taiwan, China, China: Taiwan's semiconductor discrete device chip and finished product market has developed rapidly in recent years, with NichTek, A-Power, Anpec, SG and other manufacturers. In terms of products, besides Chongmao (SG) providing AC/DC products, Taiwanese manufacturers mainly focus on the DC/DC field, with main products including linear regulators and power MOSFETs. Overall, the development of semiconductor discrete device manufacturers in Taiwan is relatively fast, and the gap in technology between them and international leading manufacturers has further narrowed. Their products are mainly used in computer motherboards, graphics cards, LCDs and other devices.

• Chinese Mainland: In recent years, the global voice of China's semiconductor discrete devices is steadily rising, and it is now the world's largest discrete device market. Hong Kong, Taiwan, and South Korea are the main export markets for domestically produced semiconductor discrete devices. Among them, Hong Kong is the largest export market. At present, Guangdong, Jiangsu, and Shanghai firmly rank among the top three in terms of export volume of semiconductor discrete devices in China, and the provinces with the largest export volume of semiconductor discrete devices in China are still mainly coastal provinces.

• Local discrete device manufacturers mainly include Yangjie Technology, Huawei Microelectronics, Suzhou Stubborn Technology, Taiji Corporation, Kaihong Technology, Hualian Electronics, Leshan Radio, Huashan Electronics, Qinyi Electronics, Hill Electronics, Weiguang Technology, Liaojing Electronics, Mingxin Microelectronics, Yandong Microelectronics, Galaxy Century Microelectronics, Shenai Semiconductor, Aier Semiconductor, Yaguang Electronics, China Resources Microelectronics, Zhonghuan Semiconductor, Dongchen Electronics, etc.

  
  

Mobile camera industry chain

• Chip manufacturer: Gekowei OV、 Sibico, Sony, Samsung, Hynix, Wonderland, Hynix Aptina, and more.

• Lens manufacturers: Xuye Optoelectronics, Chuanhetian Optoelectronics, Shenzhen Dali, Concept Optoelectronics, Sunny Optics, Dule Optoelectronics, Xinxu, Jinglongda, Huaxin Optoelectronics, Xingbang Optoelectronics, etc.

• Module manufacturers: Sunny, OFILM, Xinli, Qiuti Micro, Shengtai, Imaging Tong, Meixi Naisi, Guangzhen, Jinkang, Kaimujin, Fangdeya, Riyong, Sanglaishi, Sanyingxing, Donghengsheng, Tongju, Bolixin, Daling, Kotong, Zhuoruitong, Xinchengguang, Sijichun, Guangbao, Qunguang, Foxconn, Yiweili, Dongju, Zhongdian, Zhengqiao Imaging, Baichen, Kaile, Minxiang, Kanglong, etc.

• Camera motor manufacturers: ALPS, Mitsumi, TDK, Jahwa (magnetizing), SEMCO (Samsung motors), Shicoh, Bilu, Hysonic, LG Inotek, Sony, Panasonic Partron、Optis、 Foxconn, Meituosi, Guixin Magnetoelectric, Jinchengtai, Xinhongzhou, Zhonglan, Ruisheng Technology, Haoze Electronics, Youhua Micro, Leiyuan, Aisi, Jingyi Electronics, Liangyou Electronics, etc.

IGBT industry chain

IGBT is an important component of semiconductor discrete devices, and currently 70% of the global IGBT module market is controlled by Japanese companies. German company Infineon has the highest global market share of 24.7% in the field of independent IGBT power crystals. The most outstanding domestic IGBT manufacturers in China are CRRC Times, Jiaxing Star, and BYD.

• Overseas: Hitachi, Infineon, Mitsubishi, Fuji Electric, Toshiba ABB、 Ansenmei ADI、Vishay、 Semicon, WECO, Danfoss, Essays, etc.

• Domestically, IDM manufacturers mainly include CRRC Times, Jiaxing Star, BYD, Silan Microelectronics, Huawei, AVIC Microelectronics, Zhonghuan Shares, etc; The main module/design manufacturers include Yongdian, Aipak, Xinjia, Hongwei, Nanjing Yinmao, etc; Design manufacturers include Zhongke Junxin, Xinpai, Huawei Spark, Das, Tongfangwei, Xinjieneng, Jinxin Microelectronics, Keda, etc; In terms of manufacturing, the main manufacturers include Huahong Hongli, Advanced Semiconductor, SMIC, Fangzheng Microelectronics, and China Resources Shanghua.

MLCC Industry Chain

At present, the global MLCC (chip multilayer ceramic capacitor) is mainly dominated by Japanese and Korean manufacturers, among which Murata from Japan is the world's largest MLCC supplier. Samsung Electric's global MLCC market share is second only to Murata's.

• Abroad: Japanese brands include Murata, Taiyo Electric, Kyocera, TDK, etc., while Korean brands mainly include Samsung Electric, Sanhe Capacitor, etc.

• Domestically: Taiwan based Guoju, Huaxin Technology, Heshuntang, Land based Fenghua High tech, Yuyang Technology, Torch Electronics, etc.

LCD panel industry chain

• Chip manufacturers: Sichuang, Lianyong, Qijing, Gekewei, Xuyao, Tianli, Tianyu, Ruiding, Renesas, Xinxiangwei, Yili, etc.

• Module manufacturers: Tianma, Tongxingda, Xinli, Sanlong Display, TCL Display, Dijing, Zhongdian, Tianyifu, BYD, Yongxin, Xingyuan, Yucai, Guoxian, BOE, Baoruishi, Yidu, Sharp, Toshiba NEC、 Hitachi, Kyocera, Mitsubishi, Sony, Fujitsu, Yihua, Boyi, Yashi, Yixinda, Yunas, Weituo, BYD, Yushun, Haifei, Desipu, Kaishengde, Lide Communication, Laibao, Xingzhan, Juruiding, Yikuailai, and so on.

• In terms of panel manufacturing: South Korea has LG, Samsung, HYDIS， Modern, Venus, etc; Europe and America have Yuan Tai IBM，Pixel Qi， Epson, FINLUX, etc; Japan has Sharp (acquired by Hon Hai), Toshiba, Panasonic NEC、 Kyocera, Mitsubishi, Mitsuo, Tottori Sanyo, Sony IDTech、 Fujitsu, Seiko IPS Alpha、 Casio STI、 Pioneer, Starpower IMLS、 Nishitetsu, Alps, etc.

• Mainland panel factories have risen rapidly in recent years, and panel manufacturers led by BOE have successfully entered the Apple supply chain. In addition to BOE, major domestic manufacturers include Tianma, Qixin, Longteng, Shangguangdian, Qiling, Lingju, Qingda Optoelectronics, Xinli, Zhongxing Optoelectronics, Zhongdian Panda, BYD, Huasen, Hisense, Weixinnuo, Hantu Micro, Changzhi Optoelectronics, Rainbow, Baorui Vision, Debon, Hongou, Jilin Caijing, Yidu, Pingda, Electrostatic, Zhixuan, etc.

• The main panel manufacturers in Taiwan include Qimei Qunchuang, AU Optronics, Zhonghua Yingguan, Hanyu Caijing, Tongbao, Jinxiang, Guanghui ORTUSTECH、 Quantai Jingxiang, Lianyou, Qijing, Daji, Jingcai, Jingda, Zhongfu, Jiuzheng Optoelectronics, Guanglian, Youjing, Taisheng, Fuxiang, Zhijing, Ruibao Technology, Nanya Optoelectronics, etc.

  
  

Mobile Touch Industry Chain

• Touch chip manufacturers: Atmel, BYD Microelectronics, Cypress, Duntai, Mstar, Huiding Technology, Synaptics, Siliwei, Junyao, Xunjun, Jichuang North, Sichuang, Betray, Lianyong, Qijing, Yili, Meifasi, Zhida Kechuang, Jingmen, Haier, Shengli, etc.

• Touch screen manufacturer: 3M LG Innotek、 Fujitsu, Nissha, Sharp, OFILM, Xinli, Bern Optics, Zhonghua Yili, Chenhong (TPK), Shenyue Optoelectronics, Helitai, Yejie, Ultrasonic, Laibao, Yanghua, Lianchuang, Shengda, Junda, Dijing, Deput, Junda, Guanzhong, Yushun, Huaruichuan, Xuding, Huaxingda, Tianyi, Ouleideng, Hangtai, Wanjing, Zhiheng Zhuoyue, Pingbo, Xingzhan, Zhonghai, Tiren, Dixian, Akita Wei, Deyi, Puda, Dunzheng, Weiguangjun, Yucheng, Caitongda, Baoda Ming, Shengnuo, BOE, Zhengxing, Hongzhanguang, Nanbo, Puxing, Biot, Shitong, Yuye, Beitai Display, etc.

  
  

Connector supply chain

• Foreign connector giants: Tyco Electronics, Molex, Amphenol FCI、 Shentai Jae、3M、 Yazaki JST、 Phoenix, Delphi KET、 Panasonic Electric, Hirose Electric, Sumitomo Electric, Weidmuller, Hardin, Ranhu Electronics, Oudu, etc.

• Chinese connector giants: Lixun Precision, AVIC Optoelectronics, Changying Precision, Derun Electronics, Nichihai Communication, Aerospace Electric, Wutong Holdings, Yonggui Electric, Ruibao Co., Ltd., Sichuan Huafeng, Aerospace Electronics, Foxconn, Shiying Co., Ltd., Lianzhan Technology, Hechang, Zhengwei, etc.