All-round comparison of listed companies in the high-bandwidth memory industry in 2024 (with business layout summary, performance comparison, business planning, etc.)
DATE:  Dec 29 2024

Transferred from: Prospective Industry Research Institute

Major listed companies in the industry: Ziguang Guowei (002049), Taiji Industry (600667), Tongfu Microelectronics (002156), Guoxin Technology (688262), Changdian Technology (600584), Huatian Technology (002185), Jingfang Technology (603005), Longsys (301308), etc

The core data of this article: operating income of listed companies in the industry; the proportion of related business; Related business income

1. Summary of listed companies in the high-bandwidth memory industry

At present, limited by wafer manufacturing technology, there is no mass production of high-bandwidth memory (HBM) among China's listed companies, and the listed companies are mainly concentrated in the HBM packaging and testing process, mainly including: Tongfu Microelectronics, Changdian Technology, Taiji Industry, Jingfang Technology, etc.

2. Comparison of business layouts of listed companies with high-bandwidth memory

Among the listed companies in the high-bandwidth memory industry, only Unisplendour Guowei is currently engaged in the production of HBM chips, but its HBM chips are still in the stage of sample system integration verification. The main business of the remaining listed companies is concentrated in the field of high-bandwidth memory packaging and testing.

3. Comparison of basic information of listed companies with high-bandwidth memory

From the analysis of the layout of high-bandwidth memory listed companies and existing public information, Huatian Technology has the largest registered capital, Taiji Industry has the earliest establishment time, and Changdian Technology has the most bidding information.

From the analysis of the existing public information of listed companies in the high-bandwidth memory industry, the company with relatively more patent information is JCET, including 940 utility model patents; The largest number of employees is Huatian Technology, with a total of 26,427 employees.

4. Comparison of high-bandwidth memory-related business performance of listed companies in high-bandwidth memory

At present, among the listed companies of high-bandwidth memory, Changdian Technology's chip packaging and testing business revenue is the highest, reaching 15.433 billion yuan, and Huatian Technology's integrated circuit sales have reached 46.658 billion.

5. Comparison of high-bandwidth memory business plans of listed companies

For more research and analysis of this industry, please refer to the "China Memory Industry Market Prospect and Investment Strategic Planning Analysis Report" by the Prospective Industry Research Institute

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