Semiconductor Industry: 60%
Consumer Goods Industry: 25%
Telecommunications: 15%

TOP 3 Markets:
China: 50%
USA: 30%
Europe: 20%

Shenzhen China Micro Semicon Co., Ltd. generates the majority of its revenue from the semiconductor industry, driven by the increasing demand for microelectronics and semiconductor solutions. The consumer goods industry and the telecommunications sector also contribute significantly to the revenue, benefiting from the integration of advanced technologies into everyday products.

Geographically, China is the company's largest market, supported by a strong local presence and growing demand for technological solutions in the region. The USA and Europe follow as important markets, benefiting from global expansion and the demand for high-quality semiconductor products.

Production Sites: Shenzhen, China (estimated 2023)

Shenzhen China Micro Semicon Co., Ltd. mainly produces its products in Shenzhen, China. The city is a significant hub for technology and electronics manufacturing, allowing the company to benefit from a well-developed infrastructure and a large pool of skilled workers.

It is likely that the company will continue to expand its production capacities in this region in the future to meet the increasing demand and take advantage of the proximity to key suppliers and partners.

Revenue Growth: Estimated at 18% (2025)

Focus on Research and Development: Shenzhen China Micro Semicon Co., Ltd. is heavily investing in research and development to expand its product range and drive technological innovations. This is crucial to remain competitive in the fast-paced semiconductor industry.

Expansion of Production Capacities: The company plans to increase its production capacities to meet the growing demand for semiconductor solutions. This includes constructing new production facilities and modernizing existing plants.

Market Expansion: There are efforts to expand into new geographical markets, especially in regions with increasing demand for semiconductor technologies. This could be supported by strategic partnerships or acquisitions.

Sustainability and Efficiency: Another aspect of the growth strategy is to improve the sustainability and efficiency of production processes to reduce costs and environmental footprint.

Main raw materials: Silicon wafers, copper, rare earths
Main supplying countries: Japan, South Korea, USA

Shenzhen China Micro Semicon Co., Ltd. mainly imports silicon wafers, which are essential for semiconductor production. These are mainly sourced from Japan and South Korea, as these countries are leading in the production of high-purity wafers.

Copper is another important raw material needed for the production of circuit boards and other electronic components. The USA is one of the main suppliers of this raw material.

Rare earths are also important, especially for specialized semiconductor applications. These are often imported from the USA, as they are available there in high quality and purity.

Market share: 8% (2025, estimated)
R&D expenses: 12% of revenue (2025)
Gross margin: 45% (2025)

Shenzhen China Micro Semicon Co., Ltd. has established itself as a significant player in the semiconductor market in recent years. The company's competitive advantage lies primarily in its strong R&D orientation, which enables it to develop innovative products and differentiate itself technologically from the competition.

The 45% gross margin indicates that the company is able to sell its products at a premium price, reflecting a strong brand perception and product quality. Additionally, the 8% market share contributes to a stable position in the market, despite intense competition in the industry.

In summary, Shenzhen China Micro Semicon Co., Ltd. possesses a solid competitive advantage through its innovation capabilities and ability to deliver high-quality products. However, the company must continue to invest in research and development to maintain and expand its position.

Institutional Investor Share: 45% (estimated for 2026)

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

The institutional investor share of Shenzhen China Micro Semicon Co., Ltd. is estimated to be 45%. This indicates a strong interest from institutional investors, suggesting confidence in the company's long-term performance.

In 2025, there were no significant insider buys or sells, indicating that the management and other insiders may be satisfied with the current valuation of the company and do not plan any immediate changes in their holdings.

Market share of Shenzhen China Micro Semicon Co., Ltd.: 6.5% (2026, estimated)

Top competitors and their market shares:

1. SMIC (Semiconductor Manufacturing International Corporation): 18.0%
2. Hua Hong Semiconductor: 12.5%
3. TSMC (Taiwan Semiconductor Manufacturing Company): 10.0% (in China)
4. Shanghai Micro Electronics Equipment: 8.0%
5. Shenzhen China Micro Semicon Co., Ltd.: 6.5%
6. JCET Group: 5.0%
7. Tongfu Microelectronics Co., Ltd.: 4.5%
8. Advanced Micro-Fabrication Equipment Inc. China (AMEC): 4.0%
9. Naura Technology Group Co., Ltd.: 3.5%
10. GigaDevice Semiconductor (Beijing) Inc.: 3.0%

Moat of Shenzhen China Micro Semicon Co., Ltd.:

Shenzhen China Micro Semicon Co., Ltd. has a moderate technological moat characterized by specialized manufacturing technologies and patents. Their advantage lies in the niche production of highly specialized semiconductor components that are difficult to replicate.

Compared to top competitors like SMIC and Hua Hong Semiconductor, which have larger production capacities and broader product ranges, the moat of Shenzhen China Micro Semicon Co., Ltd. is less pronounced. These larger companies benefit from economies of scale and a stronger global presence, giving them a significant advantage.

However, Shenzhen China Micro Semicon Co., Ltd. could strengthen its moat through continuous innovation and focus on specialized markets, especially by investing in research and development to achieve technological leadership in specific segments.

Revenue Growth: 18% (2025) R&D Expenses: 12% of revenue (2025) Market Share in China: 8% (2025)

Shenzhen China Micro Semicon Co., Ltd. recorded a revenue growth of 18% in 2025, indicating strong demand for its products and an effective expansion strategy. The company invests 12% of its revenue in research and development, pointing to strong innovation capabilities and potential for future product developments.

With an 8% market share in China, the company positions itself as a significant player in the semiconductor industry. Continuous investments in R&D and expansion into new markets could further increase growth potential.

Overall, the company demonstrates solid fundamentals and growth opportunities, making it a potentially attractive investment, especially for investors focusing on long-term growth.

Dividend payment: No dividend (2026)

Shenzhen China Micro Semicon Co., Ltd. has not paid any dividends so far. The company focuses on growth and reinvestment in its business operations, which is typical for companies in the semiconductor industry that often require high investments in research and development.

The reliability of a future dividend payment is difficult to estimate as the company currently does not have a dividend policy. Investors should focus on other financial metrics and growth indicators to assess the financial health and potential of the company.