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Chinese (SSE) Semiconductors Industry Analysis

UpdatedApr 20, 2025
DataAggregated Company Financials
Companies219
  • 7D-0.6%
  • 3M0.6%
  • 1Y33.7%
  • YTD2.8%

Last week, the Semiconductors industry hasn't moved much but Cambricon Technologies is up 8.9% in that time. The past year has been better, since the industry has gained 34% in that time. Looking forward, earnings are forecast to grow by 47% annually.

Industry Valuation and Performance

Has the Chinese Semiconductors Industry valuation changed over the past few years?

DateMarket CapRevenueEarningsPEAbsolute PEPS
Sun, 20 Apr 2025CN¥4.6tCN¥1.3tCN¥9.8b63.7x471.7x3.6x
Tue, 18 Mar 2025CN¥5.1tCN¥1.3tCN¥8.2b68.3x617.5x3.9x
Thu, 13 Feb 2025CN¥4.9tCN¥1.3tCN¥15.8b68.4x311.3x3.8x
Sat, 11 Jan 2025CN¥4.4tCN¥1.3tCN¥16.1b59.9x276.1x3.4x
Mon, 09 Dec 2024CN¥4.8tCN¥1.3tCN¥15.9b63.1x300.9x3.7x
Wed, 06 Nov 2024CN¥4.8tCN¥1.3tCN¥15.8b66x302x3.7x
Fri, 04 Oct 2024CN¥4.0tCN¥1.4tCN¥41.3b58.7x97.3x3x
Sun, 01 Sep 2024CN¥3.3tCN¥1.4tCN¥42.5b47.5x76.8x2.4x
Tue, 30 Jul 2024CN¥3.4tCN¥1.4tCN¥76.6b47.4x43.8x2.4x
Thu, 27 Jun 2024CN¥3.4tCN¥1.4tCN¥76.6b49.7x44.5x2.4x
Sat, 25 May 2024CN¥3.5tCN¥1.4tCN¥76.4b48x45.4x2.5x
Mon, 22 Apr 2024CN¥3.4tCN¥1.5tCN¥127.4b46.7x26.8x2.3x
Wed, 20 Mar 2024CN¥4.0tCN¥1.5tCN¥124.4b56.2x31.9x2.7x
Fri, 16 Feb 2024CN¥3.5tCN¥1.4tCN¥127.5b48x27.4x2.4x
Sun, 14 Jan 2024CN¥3.9tCN¥1.4tCN¥124.5b61.6x31x2.7x
Tue, 12 Dec 2023CN¥4.2tCN¥1.4tCN¥124.1b69x34.2x3x
Thu, 09 Nov 2023CN¥4.4tCN¥1.4tCN¥125.1b73.8x35.2x3.1x
Sat, 07 Oct 2023CN¥4.3tCN¥1.4tCN¥136.8b68.5x31.2x3x
Mon, 04 Sep 2023CN¥4.4tCN¥1.4tCN¥134.4b70.9x32.7x3.2x
Wed, 02 Aug 2023CN¥4.6tCN¥1.3tCN¥139.6b65.8x33.2x3.4x
Fri, 30 Jun 2023CN¥4.9tCN¥1.3tCN¥138.4b66.9x35.3x3.6x
Sun, 28 May 2023CN¥5.0tCN¥1.3tCN¥137.8b68.7x36.3x3.9x
Tue, 25 Apr 2023CN¥4.9tCN¥31.1tCN¥842.9b65.2x5.8x0.2x
Thu, 23 Mar 2023CN¥4.8tCN¥1.1tCN¥132.4b61.3x36.1x4.2x
Sat, 18 Feb 2023CN¥4.5tCN¥983.7bCN¥103.4b55.9x43.4x4.6x
Mon, 16 Jan 2023CN¥4.4tCN¥981.9bCN¥103.3b52.3x42.1x4.4x
Wed, 14 Dec 2022CN¥4.3tCN¥978.5bCN¥102.5b52.6x42.3x4.4x
Fri, 11 Nov 2022CN¥4.4tCN¥967.8bCN¥101.1b52.6x43.9x4.6x
Sun, 09 Oct 2022CN¥4.2tCN¥880.8bCN¥96.1b46.6x44x4.8x
Tue, 06 Sep 2022CN¥4.6tCN¥873.8bCN¥94.8b52.7x48.6x5.3x
Thu, 04 Aug 2022CN¥4.5tCN¥776.7bCN¥83.2b55x54.6x5.9x
Sat, 02 Jul 2022CN¥4.6tCN¥770.2bCN¥82.5b55.3x55.5x5.9x
Mon, 30 May 2022CN¥3.9tCN¥765.3bCN¥81.6b45.4x47.8x5.1x
Wed, 27 Apr 2022CN¥3.2tCN¥715.7bCN¥79.0b40.1x40.3x4.4x
Price to Earnings Ratio

40.3x


Total Market Cap: CN¥3.2tTotal Earnings: CN¥79.0bTotal Revenue: CN¥715.7bTotal Market Cap vs Earnings and Revenue0%0%0%
Chinese Semiconductors Industry Price to Earnings3Y Average 92.5x202320242025
Current Industry PE
  • Investors are optimistic on the Chinese Semiconductor industry, and appear confident in long term growth rates.
  • The industry is trading at a PE ratio of 474x which is higher than its 3-year average PE of 92.5x.
  • The industry is trading close to its 3-year average PS ratio of 3.7x.
Past Earnings Growth
  • The earnings for companies in the Semiconductor industry have declined 50% per year over the last three years.
  • Meanwhile revenues for these companies have grown 22% per year.
  • This means that although more sales are being generated, either the cost of doing business or the level of investment back into businesses has increased, which has decreased profits.

Industry Trends

Which industries have driven the changes within the Chinese Tech industry?

CN Market0.22%
Tech-0.94%
Semiconductors-0.63%
Semiconductors-0.024%
Semiconductor Equipment-2.36%
Industry PE
  • Investors are most optimistic about the Semiconductor Equipment industry which is trading above its 3-year average PE ratio of 39.6x.
    • Analysts are expecting annual earnings growth of 33.5%, which is higher than its past year's earnings growth of 4.6% per year.
Forecasted Growth
  • Analysts are most optimistic on the Semiconductors industry, expecting annual earnings growth of 52% over the next 5 years.
  • This is better than its past earnings growth rate of 11% per year.
  • In contrast, the Semiconductor Equipment industry is expected to see its earnings grow by 34% per year over the next few years.

Top Stock Gainers and Losers

Which companies have driven the market over the last 7 days?

CompanyLast Price7D1YValuation
688256 Cambricon TechnologiesCN¥669.548.9%
+CN¥22.8b
373.5%PS237.8x
688041 Hygon Information TechnologyCN¥149.641.9%
+CN¥6.3b
98.2%PE179.8x
603893 Rockchip ElectronicsCN¥163.9110.1%
+CN¥6.2b
210.4%PE114.4x
688536 3PeakCN¥184.0026.0%
+CN¥5.0b
108.9%PS19.8x
300661 SG MicroCN¥119.804.6%
+CN¥2.5b
92.7%PE134x
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Latest News

603893

CN¥163.91

Rockchip Electronics

7D

10.1%

1Y

210.4%

688256

CN¥669.54

Cambricon Technologies

7D

8.9%

1Y

373.5%

603501

CN¥122.28

Will Semiconductor

7D

-5.2%

1Y

31.0%

603986

CN¥108.30

Giga Device Semiconductor

7D

-3.6%

1Y

46.2%

688008

CN¥73.10

Montage Technology

7D

-2.6%

1Y

59.3%

300661

CN¥119.80

SG Micro

7D

4.6%

1Y

92.7%

688052

CN¥202.58

Suzhou Novosense Microelectronics

7D

8.1%

1Y

152.0%

688375

CN¥49.13

Guobo Electronics

7D

-9.2%

1Y

10.1%

688798

CN¥78.10

Shanghai Awinic TechnologyLtd

7D

11.6%

1Y

51.5%

688126

CN¥18.07

National Silicon Industry GroupLtd

7D

-4.2%

1Y

42.3%

002049

CN¥67.57

Unigroup Guoxin Microelectronics

7D

-5.8%

1Y

13.0%

688608

CN¥385.30

Bestechnic (Shanghai)

7D

4.4%

1Y

225.3%

688072

CN¥152.80

Piotech

7D

-7.1%

1Y

32.5%

688361

CN¥79.80

Skyverse Technology

7D

-9.6%

1Y

62.9%

688041

CN¥149.64

Hygon Information Technology

7D

1.9%

1Y

98.2%

688536

CN¥184.00

3Peak

7D

26.0%

1Y

108.9%