The semiconductor industry, as the cornerstone of modern technology, affects the pulse of global scientific and technological development. At present, the rapid development trend of the industry, enterprises in the market to show their skills, and technological innovation and patent achievements are as bright as stars, for the vigorous development of the industry continues to add bricks and tiles.
As of noon on January 19, more than 40 listed companies in the A-share semiconductor industry have disclosed their 2024 annual performance forecasts, and many of them have achieved strong performance growth. NAURA Huachuang, a leading semiconductor equipment company, is expected to achieve operating income of 27.600 billion yuan to 31.780 billion yuan in 2024, a year-on-year increase of 25.00% to 43.93%; The net profit attributable to shareholders of the listed company was 5.170 billion yuan to 5.950 billion yuan, a year-on-year increase of 32.60% to 52.60%. A number of new products have made breakthroughs, such as capacitively coupled plasma etching equipment, plasma-enhanced chemical vapor deposition equipment, atomic layer deposition vertical furnace, stacked cleaning machine and other new products have entered the customer production line and achieved batch sales, enriching the company's product matrix and enhancing the integrity of the product layout.
Enterprises in the storage sector have also delivered excellent results. Demingli expects to achieve operating income of 4.500 billion yuan to 5.000 billion yuan in 2024, a year-on-year increase of 153.39% to 181.55%; The net profit attributable to shareholders of the listed company was 340 million yuan to 400 million yuan, a year-on-year increase of 1260.08% to 1500.10%. The company continues to focus on the main business of storage, attaches great importance to R&D and innovation, continuously broadens the product layout and optimizes the product structure, and basically realizes the full category coverage of storage modules based on four series: solid state drives, embedded storage, memory products, and mobile storage. Juchen Co., Ltd. expects to achieve a net profit attributable to the owners of the parent company of 275 million yuan to 305 million yuan in 2024, a year-on-year increase of 174.02% to 203.91%. Since 2024, the company has continued to upgrade its technology and improve its product line, and has continuously strengthened its product promotion, sales and comprehensive services.
Haiguang Information also performed well, and is expected to achieve operating income of 8.720 billion yuan to 9.530 billion yuan in 2024, a year-on-year increase of 45.04% to 58.52%; The net profit attributable to the owners of the parent company was 1.810 billion yuan to 2.010 billion yuan, a year-on-year increase of 43.29% to 59.12%. During 2024, the company's CPU products will further expand market application fields and market share, supporting a wide range of complex application scenarios such as data centers, cloud computing, and high-end computing. The rapid iterative development of the company's DCU products has been more widely recognized by the market, and has supported the application of artificial intelligence industry such as computing infrastructure and business computing with high computing power, high parallel processing capacity and good software ecology, which has further promoted the rapid growth of the company's performance.
Figure: Semiconductor industry: innovation-driven development, outstanding corporate performance
In terms of technological innovation and patent achievements, the enterprises have also achieved remarkable results. AMEC and its subsidiary, Nanchang AMEC Semiconductor Equipment Co., Ltd., jointly owned the invention patent "Chemical Vapor Deposition Device and Its Cleaning Method", which won the silver medal in the 25th China Patent Award. The patent relates to the core technology of the MOCVD device, which is an important tool for the fabrication of wide bandgap semiconductor microscopic devices. From the perspective of fluid dynamics in the reaction chamber, AMEC's innovative patented design proposes a new type of chemical vapor deposition device with a unique exhaust and sediment collection mechanism, which effectively solves the problems of uneven exhaust, low process yield, difficult maintenance and low efficiency encountered by MOCVD equipment in long-term use. AMEC is also increasing its R&D efforts in a variety of fields, promoting the development of a variety of semiconductor processing equipment, including CCP high-energy plasma and ICP low-energy plasma etching equipment, covering a wide range of applications from 65nm to 5nm and beyond.
NAURA has also made continuous efforts in technological innovation, and obtained a patent granted by the State Intellectual Property Office on January 18, 2025, with the patent number CN222349118U, involving semiconductor process chambers and semiconductor process equipment. This patented design allows the heating element to be heated to different areas of the wafer during the heating process, which not only effectively improves the uniformity of the wafer surface temperature, but also significantly improves the overall heating efficiency and effectiveness, which is critical to the semiconductor manufacturing process.
As of the end of 2024, the company has 220 authorized patents, including 75 invention patents and 97 exclusive rights for integrated circuit layout design, with a total of about 365 intellectual property rights. Its newly released FST3.0 IGBT product adopts advanced micro-trench gate + field termination technology, which greatly improves the carrier density, reduces the on-state loss and switching loss, and the performance is in line with the international Gen7.0 level.
With its outstanding scientific and technological strength and R&D achievements, Zhuoxing Semiconductor has also won many awards, including the titles of "National 'Specialized, Specialized and New' Little Giant Enterprise", "Guangdong Intellectual Property Demonstration Enterprise" and "Guangdong Patent-intensive Enterprise", demonstrating its outstanding performance in intellectual property protection and patent innovation.
The semiconductor industry has shown strong development resilience and innovation vitality in 2024, and the good performance of enterprises has provided a solid economic foundation for the sustainable development of the industry, while the continuous emergence of technological innovation and patent achievements has injected a steady stream of impetus into the future of the industry and promoted the semiconductor industry to a higher level.
