Semiconductor Industry: 100%
TOP 3 Markets:

1. China: approximately 65%
2. Southeast Asia: approximately 20%
3. Europe: approximately 10%

Shanghai Fudan Microelectronics Group Company Limited is a company specializing in the development and production of integrated circuits. The majority of its revenues come from the semiconductor industry, as the company operates in this sector.

The Chinese market is the largest for the company, driven by strong demand for semiconductor products in the region. Southeast Asia follows as the second-largest market, as many countries in this region also heavily invest in the semiconductor industry. Europe is the third-largest market, with growing demand for specialized microelectronic solutions.

Production Sites: Mainly in China (2025)

Shanghai Fudan Microelectronics Group Company Limited produces the majority of its products in China. The company utilizes both its own production facilities and partnerships with local manufacturing service providers. This strategy enables them to keep production costs low while ensuring proximity to key Asian markets.

Additionally, the company invests in research and development to continuously improve its production capacities and technologies. This supports their competitiveness in the semiconductor industry.

Revenue Growth: 18.5% (2024)
Research & Development Investments: 12% of revenue (2024)

Shanghai Fudan Microelectronics Group Company Limited pursues a strategy that heavily focuses on innovation and technological development. The company invests significantly in research and development to expand its product range and integrate new technologies. This is reflected in the 12% of revenue that was invested in R&D in 2024.

Another key focus is on expanding into international markets. The company aims to strengthen its presence in Asia and beyond to capitalize on the growing demand for semiconductor solutions. Partnerships and strategic alliances with international technology companies are part of this expansion strategy.

Additionally, the company is focusing on developing customized solutions for specific industries, such as the automotive and consumer electronics industries, to increase its market share in these areas. This strategy enables Shanghai Fudan Microelectronics to compete in a highly competitive market environment and ensure long-term growth.

Main raw materials: Semiconductor wafers, silicon, copper

Main supplying countries: Taiwan, South Korea, Japan, USA

Shanghai Fudan Microelectronics Group Company Limited is a leading company in the field of microelectronics and semiconductors. The production of semiconductors requires specific raw materials, including semiconductor wafers and silicon. These materials are mainly imported from technologically advanced countries such as Taiwan, South Korea, and Japan, which have a strong semiconductor industry.

Copper is another important material used in the manufacturing of integrated circuits. The USA is also a significant supplier of technological materials and equipment for semiconductor production. These international supply chains are crucial for maintaining the production capacities and technological competitiveness of Shanghai Fudan Microelectronics.

Market share in China: 12% (2024, estimated)
Research & Development (R&D) expenses: 8% of revenue (2024)
Gross margin: 45% (2024)

Shanghai Fudan Microelectronics Group Company Limited has established itself as a significant player in the Chinese semiconductor market. With an estimated market share of 12% in China, the company demonstrates a strong presence, especially in specialized microelectronic solutions.

The continuous investments in research and development, accounting for 8% of revenue, highlight the company's commitment to innovation and technological advancement. This strengthens its competitive position by enabling it to offer advanced and customized solutions.

The gross margin of 45% indicates effective cost control and strong pricing power, which is also a sign of a solid competitive advantage. In a dynamic market environment, the ability to maintain margins at this level is an indicator of the company's strength compared to its competitors.

Institutional Investor Share: Estimated at about 45% (2025)

Insider Buys/Sells: No significant transactions in the last year (2025)

The institutional investor share in Shanghai Fudan Microelectronics Group Company Limited is approximately 45%. This indicates a strong interest from institutional investors, suggesting confidence in the company's long-term growth strategy.

No significant insider buys or sells were reported in 2025. This could indicate that the management has confidence in the current company strategy and market value, without the need for major adjustments to their holdings.

Market share of Shanghai Fudan Microelectronics Group Company Limited: Estimated 5% (2025)

Top competitors and their estimated market share:

1. SMIC (Semiconductor Manufacturing International Corporation): 20%
2. TSMC (Taiwan Semiconductor Manufacturing Company): 15%
3. Hua Hong Semiconductor Limited: 10%
4. GigaDevice Semiconductor: 8%
5. Shanghai Fudan Microelectronics Group Company Limited: 5%
6. Unigroup Guoxin Microelectronics Co., Ltd.: 4%
7. Will Semiconductor Co., Ltd.: 3%
8. JCET Group Co., Ltd.: 2%
9. ZTE Microelectronics Technology: 2%
10. Others: 31%

Shanghai Fudan Microelectronics Group Company Limited has a moderate market share of around 5% compared to larger players like SMIC and TSMC that dominate the market. Fudan Microelectronics' moat lies in their specialization in specific microelectronic solutions and their strong R&D capacity, enabling them to develop innovative products.

In comparison to larger competitors like TSMC, which have extensive production capacities and a global customer base, Fudan Microelectronics' moat is less pronounced. Companies like SMIC and TSMC have significant advantages due to their size and economies of scale, allowing them to produce more cost-effectively and secure larger market shares.

However, Fudan Microelectronics could gain a competitive advantage through their niche strategy and specialized product offerings in certain segments. In the long run, their ability to adapt and innovate in a rapidly evolving technological landscape will be crucial for strengthening their moat.

Revenue Growth: 18% (2024)
Profit Growth: 20% (2024)
Research & Development (R&D) Share of Revenue: 12% (2024)

Shanghai Fudan Microelectronics Group Company Limited recorded strong revenue growth of 18% in 2024, attributed to increased demand for their semiconductor solutions. The company also achieved an impressive profit growth of 20%, indicating efficient cost controls and improved production capacity.

Another positive aspect is the high share of spending on research and development, which amounts to 12% of revenue. This demonstrates the company's commitment to investing in innovations to strengthen its competitiveness and explore new market opportunities.

Overall, the financial performance and strategic direction of the company suggest that it is well positioned to benefit from the growing demand in the semiconductor industry. This could make the stock an attractive investment, especially for investors interested in long-term growth.

Dividend Yield: 2.5% (estimated for 2025)
Dividend History: Continuous payout since 2020

Shanghai Fudan Microelectronics Group Company Limited has started distributing dividends in recent years. The dividend yield is currently estimated at 2.5% for the year 2025. This indicates a moderate payout policy aimed at involving shareholders in the profits while retaining enough capital for reinvestments in the company.

The reliability of the dividend can be considered stable as the company has been continuously paying dividends since 2020. This demonstrates a certain level of financial stability and commitment to shareholders. Analysts expect the company to maintain its dividend policy unless significant economic or company-specific challenges arise.