At present, the global semiconductor industry is experiencing rapid growth, with global sales in August 2024 increasing by 20.6% year-on-year to a record high of $53.12 billion. China was particularly prominent, with a year-on-year increase of 19.2% and sales of $15.48 billion. This growth is mainly due to technological advancements and increased demand for downstream applications, especially in areas such as artificial intelligence, extended reality, consumer electronics, and industrial IoT.

China plays a pivotal role in the global semiconductor market, with a 13% growth rate in wafer production capacity, ranking first in the world. In the face of international technological constraints, China is accelerating the localization of semiconductors, and the government has introduced a number of policies to support industrial development to promote technological progress and the improvement of R&D capabilities. It is expected that by 2024, the sales of China's integrated circuit design industry will increase to 785.22 billion yuan.

In this context, China's communication chip design companies are becoming a key force in domestic substitution and independent controllable technology, and these companies will benefit from the recovery of the industry and the growth of domestic substitution demand, thereby promoting the further development of the semiconductor industry.

As the core component of modern communication systems, communication chips are responsible for processing and transmitting data signals and realizing information exchange between devices. These chips play a vital role in smartphones, base stations, routers, satellite communications, and other devices, ensuring efficient, stable, and secure voice, video, and data communications through high-speed processing and optimized signal transmission. The development of communication chips is very important for the development of China's semiconductor industry, and this article will roughly sort out the current situation of listed companies related to communication chip design in the A-share market.

1. Wired communication

(1) Rockchip (603893. SH): Rockchip focuses on the R&D and sales of high-end intelligent application processor SoC chips and power management chips, and its products are widely used in network equipment, smart home and other fields.

(2) Weir shares (603501. SH): Weir is in a leading position in the field of analog chips, and its products include interface conversion chips for wired communication.

(3) Lihewei (688589. SH): Lihe Micro is a leading Internet of Things communication chip company in China, deeply engaged in power line communication (PLC) technology and chip design, and its products are widely used in smart grids, smart homes, smart home appliances and smart photovoltaic fields.

2. Wireless communication

(1) Espressif Technology Co., Ltd. (688018. SH): A global leader in Wi-Fi MCU chips, whose products are used in the Internet of Things, smart home and other fields.

(2) Broadcom Integration (603068. SH): Focus on the R&D and technological innovation of wireless communication integrated circuit chips, and its product applications cover 5G, intelligent transportation networks and other fields.

(3) Allwinner Technology (300458. SZ): A chip design company with independent IP cores, and its products cover intelligent hardware, wireless communication and other fields.

3. Mobile communications

(1) Goodix Technology Co., Ltd. (603160.HK) SH): Goodix's business involves the R&D and production of wireless communication chips such as NB-IoT and Bluetooth, and its products have certain applications in the field of mobile communications.

(2) UNISOC (non-A-share listed company, mentioned for reference): UNISOC has strong strength in the field of mobile communication chips, although it is not an A-share listed company, it has an important position in the industry.

4. Satellite communication

(1) Aerospace Micro (300053. SZ, now known as Orbit): a leader in aerospace IC design, is the first pure private capital layout satellite constellation enterprises, the company has been involved in the field of satellite communication chips.

(2) Chengchang Technology (001270. SZ): Chengchang Technology is mainly engaged in the research and development of phased array T/R chips, and its products are widely used in the field of satellite communications.

(3) Huali Chuangtong (300045. SZ): Huali Chuangtong participated in the research and development of satellite communication baseband chips, and successfully applied them to Huawei Mate60 series mobile phones.

5. RF chips

(1) Zhuo Sheng Wei (300782. SZ): Zhuosheng Micro focuses on the design of RF front-end chips, and its products are widely used in the field of mobile communications, which is a leader in this field.

(2) Weijie Chuangxin (688153. SH): Weijie Chuangxin is mainly engaged in the R&D and sales of RF power amplifier modules, and its products have a certain market share in the field of RF chips.

(3) Huizhiwei (688512. SH): Huizhiwei focuses on the design of RF front-end chips, and its products are widely used in smartphones, wearable devices and other fields.

(4) Aojie Technology (688220.HK) SH): Aojie Technology is mainly engaged in the design of RF transceiver chips, and its products are widely used in the Internet of Things, smart home and other fields.

6. Optical communication

(1) Huagong Science and Technology (000988. SZ): Huagong Technology has a deep technical accumulation and rich product line in the field of optical communication, involving laser devices, detector devices and related modules.

(2) Accelink (002281. SZ): Accelink also has strong strength in the field of optical communication, and its products include optical communication chips.

(3) Hengtong Optoelectronics (600487. SH): Hengtong Optoelectronics also has significant technical advantages and market share in the field of optical communication, and its optical communication chip business is an important part of the company.

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