Recently, the market landscape of the power
device industry has attracted much attention. A list of the top ten power
device market values in China has been freshly released, covering well-known
enterprises such as China Resources Microelectronics, Innolux, Silan
Microelectronics, Jiejie Microelectronics, Yangjie Technology, Sida
Semiconductor, New Clean Energy, Dongwei Semiconductor, Huawei
Microelectronics, and Kaiwei Te, providing intuitive insights into the
industry's development trend. Market value, as a key indicator for measuring
the comprehensive strength of listed companies, reflects the value of the
company in the capital market, reflects its profitability and development
potential, and has significant implications for the company's market influence,
financing ability, and strategic layout. The ten companies included in this
statistics represent the backbone of China's power device industry.

According to data from research
institutions, driven by demand from industries such as new energy vehicles, 5G,
and consumer electronics, the market size of China's power device industry has
shown a fluctuating upward trend from 2019 to 2024. Preliminary statistics show
that the market size in 2024 will be close to 180 billion yuan. However, the
current localization rate is less than 30%, and there is a vast space for
substitution. The 14th Five Year Plan on the policy side clearly supports
third-generation semiconductors, and the popularization of new energy vehicle
800V high-voltage platforms and supercharging piles on the demand side
accelerates technological iteration. Under the dual wheel drive, local
enterprises are entering a golden period of development.
From the perspective of overall market
value distribution, top companies such as China Resources Micro, Innolux, and
Silan Micro have opened up a certain gap compared to other companies, showing a
relatively obvious differentiation in their tiers. Jiejie Microelectronics,
Yangjie Technology, Sida Semiconductor and other enterprises have a market
value in the range of 20-30 billion yuan, making them the backbone of the
industry.
2025 China Power Device Market Value TOP10
List
China Resources Microelectronics Limited
InnoTech (Suzhou) Technology Co., Ltd
Hangzhou Silan Microelectronics Co., Ltd
Jiangsu Jiejie Microelectronics Co., Ltd
Yangzhou Yangjie Electronic Technology Co.,
Ltd
Starr Semiconductor Co., Ltd
Wuxi Xinjieneng Co., Ltd
Suzhou Dongwei Semiconductor Co., Ltd
Jilin Hua Microelectronics Co., Ltd
Suzhou Kaiweite Semiconductor Co., Ltd
It is worth noting that in this TOP10 list,
only Innolux focuses on the research and production of gallium nitride (GaN)
power devices, while the rest of the companies adopt a diversified layout
strategy of "traditional power devices+third-generation
semiconductors". This phenomenon deeply reflects the capital market's high
recognition and strategic bet on the path of third-generation semiconductor
technology.