Today, we want to track the recent status of IGBT devices in the power semiconductor industry chain:
IGBT is the core device to realize power conversion, transmission and control in electrical equipment. It is called the “heart” of power electronic equipment.
Previously, we have covered the MOSFET and IGBT segments of power semiconductors. For details, see Youshu industrial chain report library.
From the recent growth of participants in the industrial chain:
In the first three quarters, Starpower Semiconductor Ltd(603290) revenue increased rapidly and Hangzhou Silan Microelectronics Co.Ltd(600460) net profit increased rapidly.
Hangzhou Silan Microelectronics Co.Ltd(600460) – in the third quarterly report of 2021, the operating revenue was 5.222 billion yuan, a year-on-year increase of 76.18%; The net profit attributable to the parent company was 728 million yuan, a year-on-year increase of 1543.39%.
Starpower Semiconductor Ltd(603290) – the third quarterly report of 2021 achieved an operating revenue of 1.197 billion yuan, a year-on-year increase of 79.11%; The net profit attributable to the parent company was 267 million yuan, a year-on-year increase of 98.71%.
Zhuzhou Crrc Times Electric Co.Ltd(688187) – in the third quarterly report of 2021, the operating revenue was 8.526 billion yuan, a year-on-year decrease of 13.7%; The net profit attributable to the parent company was 1.202 billion yuan, a year-on-year decrease of 19.69%.
Macmic Science & Technology Co.Ltd(688711) – the third quarterly report of 2021 achieved an operating revenue of 370 million yuan, a year-on-year increase of 56.3%; The net profit attributable to the parent company was 47 million yuan, a year-on-year increase of 152.62%.
