Semiconductor Industry: 70%
Telecommunications: 20%
Automotive Industry: 10%

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

Yuanjie Semiconductor Technology Co., Ltd. generates the majority of its revenue from the semiconductor industry, driven by the increasing demand for semiconductor solutions in various technologies. The telecommunications sector also contributes significantly, especially through the expansion of 5G networks.

Geographically, China is the largest market for Yuanjie, followed by the USA and Europe. These markets are crucial for the company as they represent both large production facilities and significant consumer markets.

Production Sites: China (Headquarters and Production Facilities)

Yuanjie Semiconductor Technology Co., Ltd. mainly produces its products in China. The company has its headquarters and key production facilities in China, which is typical for many Chinese semiconductor companies. This geographical concentration allows the company to benefit from proximity to key suppliers and a large pool of skilled workers.

Revenue Growth: 18% (2024)

Yuanjie Semiconductor Technology Co., Ltd. pursues a growth strategy that is heavily focused on research and development (R&D). The company continuously invests in the development of new semiconductor technologies to expand its product range and improve the efficiency of its existing products.

Another key focus is on international expansion. Yuanjie Semiconductor plans to strengthen its presence in key markets such as North America and Europe to benefit from the increasing demand for semiconductor solutions in these regions.

Additionally, the company relies on strategic partnerships and alliances with other technology firms to leverage synergies and strengthen its innovation capabilities. These measures are intended to further solidify Yuanjie Semiconductor's market position and ensure growth in the coming years.

Main raw materials: Silicon, Gallium, Indium
Countries of origin: China, Japan, South Korea, USA

Yuanjie Semiconductor Technology Co., Ltd. mainly imports raw materials such as silicon, gallium, and indium, which are essential for the production of semiconductors. These materials are predominantly sourced from countries like China, Japan, South Korea, and the USA. These countries are leading in the production and processing of semiconductor materials, making them important partners for Yuanjie Semiconductor.

The dependence on these imports is typical for the semiconductor industry, as the availability and quality of raw materials are crucial for production processes and competitiveness in the global market.

Market share: 8% (estimated, 2025)
R&D expenses: 12% of revenue (2024)
Gross margin: 45% (2024)

Yuanjie Semiconductor Technology Co., Ltd. has established itself as a significant player in the semiconductor market in recent years. The estimated market share of 8% indicates that the company has a solid position in a highly fragmented market. A key competitive advantage of the company lies in its high investments in research and development, which account for 12% of revenue. This enables Yuanjie to develop innovative products and differentiate itself technologically from the competition.

The gross margin of 45% is another indicator of the company's competitiveness. It suggests that Yuanjie is able to sell its products at a premium price, indicating strong brand perception and efficient production processes.

In summary, Yuanjie Semiconductor has a solid competitive advantage through its innovation capabilities and efficient cost structure. However, the market remains dynamic, and the company must continue to invest in technology and market presence to strengthen its position.

Institutional Investor Share: Estimated 45% (2025)

Insider Buys/Sells: No significant transactions in the last year (2024)

The institutional investor share in Yuanjie Semiconductor Technology Co., Ltd. is estimated at about 45%. This indicates a strong interest from institutional investors in the company, reflecting confidence in the future development and stability of the company.

In 2024, there were no significant insider transactions, suggesting that the management and other insiders are currently not making major changes to their holdings. This could be interpreted as a sign of stability and confidence in the current company strategy.

Market share of Yuanjie Semiconductor Technology Co., Ltd.: 4.5% (estimated for 2025)

Top 5 companies by market share in the semiconductor market:

1. Taiwan Semiconductor Manufacturing Company (TSMC): 54%
2. Samsung Electronics: 17%
3. Intel Corporation: 12%
4. SK Hynix: 6%
5. Yuanjie Semiconductor Technology Co., Ltd.: 4.5%

Moat of Yuanjie Semiconductor Technology Co., Ltd.:

Yuanjie Semiconductor Technology Co., Ltd. has a moderate moat, mainly attributed to specialized technologies and niche products. The company benefits from a strong R&D department and strategic partnerships within China, giving it a certain advantage in the local market.

In comparison, companies like TSMC and Samsung Electronics have significantly stronger moats. These are based on their massive production capacity, global market presence, and extensive patents. For example, TSMC is a leader in manufacturing technology and has a broad customer base that is hard to replicate.

Overall, Yuanjie Semiconductor has a certain advantage in specific areas, but not the breadth and depth of moats of leading companies like TSMC and Samsung.

Revenue Growth: 18% (2024) R&D Expenses: 12% of revenue (2024) Market Share in China: 5% (2024)

Yuanjie Semiconductor Technology Co., Ltd. recorded a revenue growth of 18% in 2024, indicating strong demand for its products and an effective market strategy. The company invests 12% of its revenue in research and development, pointing to strong innovation capabilities and potential for future growth.

The 5% market share in China shows that the company operates in a competitive market environment but also has potential for further expansion. Given the increasing importance of semiconductors in various industries, Yuanjie Semiconductor could benefit from a sustained growth trend.

Overall, the growth figures and strategic investments suggest that Yuanjie Semiconductor could be a promising investment, especially for investors focusing on long-term growth.

Dividend payment: No dividend (2025)

Yuanjie Semiconductor Technology Co., Ltd. (SHSE:688498) has not distributed any dividends to its shareholders so far. This is typical for many technology companies that are in a growth phase and reinvest their profits to strengthen their market position and further expand.

The reliability of the payout cannot be evaluated as the company has not followed a dividend policy so far. Investors should focus on the potential for capital gains and the company's growth instead of dividend yields.