The sales of integrated circuits in China break through trillion yuan for the first time, and the prosperity of some subdivided industries may go up further.

According to the statistics of China Semiconductor Industry Association, the sales volume of China's integrated circuit industry in 2021 was 1.04583 trillion yuan, an increase of 18.2% over the same period last year. Of this total, the sales of the design industry was 451.9 billion yuan, up 19.6 percent over the same period last year; the sales of the manufacturing industry was 317.63 billion yuan, up 24.1 percent; and the sales of the packaging and testing industry was 276.3 billion yuan, up 10.1 percent from the same period last year.

The institutional analysis points out that after the previous intensive industrial chain and the investigation of listed companies, the prosperity of many subdivided industries of semiconductors may differentiate to a certain extent, and there is still a clear room for increment in the expectation of the next 3-5 years. Industry prosperity further upward segment of the industry: semiconductor equipment / automotive semiconductors / special semiconductors.

According to the theme database of the Financial Associated Press, among the relevant listed companies:

Shilan Wei successfully launched the electric vehicle main motor drive module based on the self-developed V-generation IGBT and FRD chips, which has passed the test in many domestic customers and started to supply in bulk in some customers.

Core source micro is mainly engaged in the research and development and production of special semiconductor equipment, including photoresist development equipment and single-chip wet process equipment in lithography process. The company's glue development equipment and wet process equipment have been used in TSMC, Changdian technology, Tongfu micro-power and other first-line factories.