In Q3 2025, China's domestic analog chip industry experienced a pivotal shift, with growth momentum transitioning from consumer electronics to B2B sectors such as automotive, industrial, and energy. This structural change fueled a sector-wide recovery, with eight core companies reporting a combined revenue of ¥3.215 billion, a 31.3% year-on-year increase. Over 60% of these firms achieved simultaneous growth in both revenue and net profit, demonstrating strong resilience.
Performance divergence emerged as a key trend. In revenue growth, 3PEAK led with a 70.29% surge, followed by NOVOSENSE (62.81%) and Xinhai Technology (46.85%), while CETC Chip declined by 17.02%. Net profit performance varied more sharply, with 3PEAK skyrocketing by 282.31%, significantly outperforming peers.
Automotive electronics became the primary growth driver, as vehicle electrification boosted demand for power management chips. 3PEAK’s power management chip revenue surged 323.69% in Q3, and NOVOSENSE cited robust automotive demand as a core growth factor.
The industrial and green energy sectors also showed steady recovery, supported by manufacturing automation and renewable energy expansion. Jinghua Micro reported a 24.21% increase in industrial control chip revenue, while both 3PEAK and NOVOSENSE benefited from renewed demand in industrial and energy applications.
Satellite communication chips emerged as a new hotspot, with CETC Chip securing design-ins with top-five smartphone makers for its Beidou short-message and satellite communication SoCs.
Although traditional consumer electronics remained competitive, niche segments like wearables and high-end home appliances offered opportunities. Xinhai Technology saw rapid growth in PPG chips for wearables, and Jinghua Micro recorded a 158.35% increase in health parameter measurement chips.
The industry is entering a phase of increasing polarization, where leading companies with technological advantages and key client relationships continue to outpace smaller players focusing on niche segments.
ICgoodFind :The analog chip sector's shift toward automotive and industrial markets is a long-term trend, with technologically competitive firms poised to lead in the evolving landscape.
