Definition and classification of computing chips

A computing chip is an integrated circuit chip used to perform calculations and process data. It contains a series of electronic devices and interconnections used to perform various algorithms, logic operations, and data processing tasks. Computing chips are widely used in computers, servers, mobile devices, embedded systems and other fields.

Future, the development trend of the computing chip industry

Let's look at the situation of listed companies related to A- share computing chips

according to the statistics of the trend stock selection system of southern wealth network, there are currently 11 listed enterprises related to a-share computing chip, and the total operating income in 2022 is about 29.404 billion yuan, a decrease of -2.01 percent year-on-year. The overall operating income of listed companies in computing chips from 2018 to 2023 is as follows:

Southern Wealth Trend Stock Selection System data show that the overall net profit of the 11 A- share computing chip-related listed companies in 2022 was 1.533 billion yuan, down 34.35 percent year-on-year and lower than the 2021 level. In terms of profit margins in the computing chip industry, the average gross margin in 2022 is 45.23 percent, down from 2021, and the average net margin is 16.77 percent, down from 2021.

From the regional distribution of listed companies, the 11 A- share computing chip-related listed companies are distributed in Beijing, Guangdong, Shanghai, Tianjin, Shandong and other provinces and cities, and are mainly concentrated in North China.

So what is the market size for the computing chip industry?

The increasing demand for high-performance and low-power chips in areas such as artificial intelligence, the Internet of Things, and autonomous driving will drive the expansion of the computing chip market. At the same time, various industries are actively undergoing digital transformation, which requires stronger and more efficient computer chips to support data processing and analysis. The computing chip market will benefit from digital transformation and the development of the digital economy. It is predicted that the market size of China's CPU chip industry will exceed 500 billion yuan in 2027.

focus on the analysis of the computing chip industry chain and the sorting of leading stocks

The computing chip industry chain includes AI chips, GPU, DPU, CPU and other links. AI chip companies mainly include Cambrian, Lanqi Technology, Aerospace Micro, Jingjia Micro, Zhaoyi Innovation, Zhongke Shuguang, etc. GPU companies mainly include Jingjiawei, Haoli Technology, Xinyuan Stock, Hangjin Technology, Langchao Information, Beijing Junzheng, etc. DPU mainly includes Haiguang Information, * ST Zuojiang, Xinyuan Stock and Jingchen Stock; CPU companies mainly include the Great Wall of China, Haiguang Information, Longxin Zhongke, Zhongke Shuguang, Lanqi Technology, Beijing Junzheng.

lanqi technology: the world's leading memory interface chip, DDR4 memory interface chip market share of up to 45%

Lanqi Technology was founded on May 27, 2004 and listed on the Shanghai Stock Exchange on July 22, 2019 under the stock code 688008. The company's main business is committed to providing high-performance, low-power chip solutions for cloud computing and artificial intelligence.

The company's product line covers memory interface chips, Zinji server platforms and other products; the products are widely used in cloud computing and artificial intelligence.

In recent years, the company's business structure, operating income, net profit attributable to the parent, gross margin and net profit margin are as follows:

Jing Jiawei: domestic graphics display control and GPU chip leader, benefiting from the localization of GPU chips

Jingjia Microinvasive started on April 5, 2006 and was listed on the Shenzhen Stock Exchange on March 31, 2016 under the stock code 300474. The company's main business is mainly engaged in the research and development, production and sales of high-reliability electronic products. The products are mainly involved in the field of graphics display and control, small specialized radar, chip and other fields.

The company's product line covers products in the field of graphics display and control, small specialized radar, chip products and other products; products are widely used in graphics display and control, small specialized radar, chip field.

In recent years, the company's business structure, operating income, net profit attributable to the parent, gross margin and net profit margin are as follows:

Quanzhi Technology: a leader in the field of domestic audio and video SoC master control chips

Quanzhi Technology was founded on September 19, 2007 and listed on the Shenzhen Stock Exchange on May 15, 2015 with stock code 300458. The company's main business is the development and design of intelligent application processor SoC, high-performance analog devices and wireless interconnection chips.

The company's product line covers intelligent application processor SoC, high-performance analog devices, wireless interconnection chips and other products; products are widely used in intelligent hardware, intelligent home appliances, intelligent Internet of Things, intelligent automotive electronics, tablet computers, network set-top boxes and power supply analog devices, wireless communication modules and so on.

In recent years, the company's business structure, operating income, net profit attributable to the parent, gross margin and net profit margin are as follows:

Godson Zhongke: domestic CPU leader, one of the few CPU companies worldwide that have established a complete basic software technology ecosystem

The company's main business is the development, sales and service of processors and supporting chips. The main products and services include processors and supporting chip products and basic software and hardware solutions.

The company's product line covers industrial control chips, information chips, solutions and other products; products are widely used in network security, office and business information, industrial control and Internet of Things and other fields.

In recent years, the company's business structure, operating income, net profit attributable to the parent, gross margin and net profit margin are as follows:

haiguang information: domestic x86 server CPU and coprocessor leading enterprises, some products have been close to the same level of international manufacturers

The company's main business is to develop, design and sell high-end processors used in computing and storage devices such as servers and workstations.

The company's product line covers Haguang CPU, Haguang DCU and other products; the products are widely used in big data processing, artificial intelligence, commercial computing, and high-end processors.

In recent years, the Company's operating income, net income attributable to its parent, gross margin and net profit margin have been as follows.

Jingchen shares: global layout, domestic leading integrated circuit designer, multimedia SoC chip global leader

Jingchen was founded on July 11, 2003 and listed on the Shanghai Stock Exchange on August 8, 2019 under the stock code 688099. The company's main business is the research and development, design and sales of system-level SoC chips and peripheral chips.

The company's product line covers SoC chips and other products; products are widely used in home, automotive, office, education, sports and fitness, industrial, commercial, agricultural, entertainment, warehousing and other fields.

In recent years, the company's business structure, operating income, net profit attributable to the parent, gross margin and net profit margin are as follows:

The relevant data in this article is provided by the Southern Wealth Network, for reference only, does not constitute investment advice, and operates accordingly at your own risk. The stock market is risky and investment needs to be cautious.