The MCU is a chip -level computer, also known as a single -chip microcomputer, which appropriately reduces the frequency and specifications of the central processor (CPU), and the memory (Memory), the counter (Timer), the USB, A/D conversion, UART, PLC,,, PLC, DMA and other peripheral interfaces, and even the LCD drive circuit integrates on a single chip to form a chip -level computer.

According to IC Insights forecast, global MCU sales in 2023 will increase by 1.25%compared to 2022 to $ 26 billion, of which the growth of the MCU will exceed most other terminal markets.

From the perspective of the global market, the main suppliers are still dominated by international manufacturers, and the industry concentration is high. Enshiran, Microex, Ruisa, Italian Semiconductor, Yingfei Ling, Texas Instruments and other manufacturers dominate.However, multiplied by the semiconductor domestically produced Dongfeng, domestic MCU manufacturers are constantly rising.

With the end of the latest financial report season, let's take a look at the latest transcript of the domestic MCU original factory.

Domestic MCU manufacturers are rising

At present, there are 11 listed companies with a clear MCU business in the main business.From the perspective of market value and revenue, Zhaoyi Innovation and Fudan Microelectronics are far ahead, but these two businesses are more extensive, not only pure MCU business.From the perspective of R & D expenses occupying the proportion of revenue, Xinhai Technology has a large investment in R & D and investment.From the perspective of product categories, most companies are mainly 32-bit ARM architecture MCUs. New products since 2020 have used independently developed IPs based on the RISC-V instruction set.According to OMDIA statistics, Zhaoyi Innovation ranked seventh in the global MCU market in 2022.According to TSR statistics, Lexin Technology is the largest market share in the world's global shipments in the Internet of Things Wi-Fi MCU chip in 2022.