手机没电时，我们把充电头插进插座，再将数据线连上手机，交流电就转化为直流电为电池充能； 当你踩下新能源汽车的加速踏板，驱动系统会自动调整电机扭矩和输出功率……日常生活中，这些操作 的背后都需要功率半导体的支撑。 扬州就有这样一家默默主攻功率半导体"芯"赛道的企业，企业多项产品打破海外垄断、在全球细分 市场占有率第一。9月18日，"活力中国调研行"团队来到扬州扬杰电子科技股份有限公司，探寻在国际 半导体赛场上，中国企业如何凭借技术和产业生态，与海外选手抢占"领先位置"。 "方寸间"掘金，每天生产1.5亿只半导体器件 小到耳机手机，大到动车卫星，有电的地方就有功率半导体，其控制电路中电流的通断、方向和大 小，就像是电子世界的"交通指挥"和"电流管家"，将能量引导到正确的电路和元件上去。一个好的"管 家"能减少能量损耗，让电能高效到达电机等负载处。 一辆新能源汽车所需的功率半导体数量是传统燃油车的5至10倍，它不仅影响着新能源汽车的加速 能力和最高时速，还在电池管理系统中发挥着关键作用。眼下大火的小米Su7 Ultra，用的就是扬杰科技 供应的功率模块。 在扬杰科技电子成品展示区，公司生产的整流器件、功率模块、保护 ...

Core Insights - The globalization process of Chinese semiconductor companies is accelerating, with chip exports expected to reach 298.11 billion units and $159.4991 billion in revenue in 2024, marking an 18.7% year-on-year increase. This makes chips the highest single export item, surpassing traditional sectors like clothing and mobile phones [2] - Many semiconductor firms are seeking to embed themselves in global high-end supply chains through technological breakthroughs, capital operations, and industry chain collaboration, while others are achieving rapid growth in niche markets through "reverse innovation" [2] - A notable trend in 2025 is the increasing number of semiconductor companies planning to list in Hong Kong to enhance their globalization strategies, including leading firms like SiliconMagic, Montage Technology, and GigaDevice [2] Group 1: Company Profiles - **SiliconMagic**: A leading global OLED display PMIC company, established in 2019, with a projected revenue of 1.57 billion yuan in 2024 and 68.1% of its revenue coming from overseas markets [3][6] - **Montage Technology**: The largest supplier of memory interconnect chips globally, with a market share of 36.8% in 2024. The company focuses on high-speed data transmission solutions for data centers and AI servers [8][10] - **GigaDevice**: A diversified chip design company established in 2005, ranking in the global top ten across four product lines, including NOR Flash and microcontrollers. The company emphasizes a strong R&D focus with over 15% of revenue allocated to R&D [15][19] Group 2: Business Models and Strategies - **SiliconMagic's Business Model**: Utilizes a Fab-Lite model, focusing on chip design while ensuring supply chain stability through strategic partnerships with foundries. The company has a significant international presence, with 68.1% of its revenue from overseas [4][6] - **Montage Technology's Sales Strategy**: Operates primarily on a fabless model, outsourcing manufacturing while focusing on chip design. The company has a high concentration of sales from a few major clients, with over 70% of its procurement from the top five suppliers [10][12] - **GigaDevice's R&D and Market Strategy**: Employs an integrated product development framework to enhance collaboration across departments, maintaining a high percentage of technical staff and a strong patent portfolio to support its global expansion [19][20]