The dark matter of semiconductor revenue

Unknown to most in the west, the Chinese fabless semiconductor companies continue to outgrow the industry. Companies like Spreadtrum, Hisilicon, Galaxycore, Silan or Rockchip might not ring a bell, but these companies are increasingly supplying Chinese companies for products to Chinese consumers. Some are subsidiaries of the manufacturing company ensuring guaranteed access to revenue. A lot of these companies get their silicon from SMIC, the leading foundry in mainland China. The company reports of SMIC gives an insight into the size and growth rate of Chinese fabless semiconductor companies. SMIC estimates that Chinese fabless will account for more than half the fabless market in 2020 and more than 12% of the total market.

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