Accelerating domestic chip substitution brings new opportunities for local supply chains.

In recent years, amid US-China tech competition, the domestic substitution of chips has accelerated significantly. Driven by both policy support and market demand, China's local chip industry is seizing a historic opportunity for growth.

In the MCU sector, companies such as GigaDevice, National Chip Technology, and Huada Semiconductor have mass-produced 32-bit ARM Cortex-M series MCUs. Their performance metrics are close to international mainstream products, with significant price advantages. In application scenarios like industrial control, smart home, and consumer electronics, the penetration rate of domestic MCUs has exceeded 40%.

In the memory chip sector, YMTC's 3D NAND Flash and CXMT's DRAM have achieved mass production at scale, breaking the monopoly held by Samsung, SK Hynix, and Micron. While there remains a gap in advanced process nodes, these products demonstrate strong competitiveness in mature technology nodes.

In the analog chip sector, companies such as Sungrow Semiconductor, Skytech Microelectronics, and Awinic Technologies have achieved continuous breakthroughs in power management and signal chain chips, with some products reaching international advanced levels.

For supply chain companies, domestic chip substitution presents both opportunities and challenges. The opportunities lie in reduced procurement costs and improved supply stability; the challenges involve rebuilding supplier evaluation systems, validating product reliability, and adjusting technical solutions.

Lexin Electronic Technology (Baiantu) has established a dedicated team for domestic chips, providing end-to-end services from component substitution assessment and sample testing to pilot validation and mass production launch.