Chinese (SSE) Semiconductors Industry Analysis
UpdatedJun 05, 2023
DataAggregated Company Financials
Companies148
- 7D-1.4%
- 3M-3.2%
- 1Y-14.4%
- YTD2.9%
In the last week, the Semiconductors industry is down 1.4% with Trina Solar down the most at 19%. Meanwhile, BIWIN Storage Technology actually outperformed within the industry, gaining 24% in the last week. However, the industry is down 14% over the past year. As for the next few years, earnings are expected to grow by 38% per annum.
Industry Valuation and Performance
Has the Chinese Semiconductors Industry valuation changed over the past few years?
| Date | Market Cap | Revenue | Earnings | PE | Absolute PE | PS |
|---|---|---|---|---|---|---|
| Mon, 05 Jun 2023 | CN¥3.5t | CN¥1.1t | CN¥89.5b | 75x | 39.5x | 3.3x |
| Wed, 03 May 2023 | CN¥3.5t | CN¥1.0t | CN¥85.1b | 70.2x | 40.9x | 3.4x |
| Fri, 31 Mar 2023 | CN¥3.5t | CN¥944.0b | CN¥86.8b | 67.5x | 40.5x | 3.7x |
| Sun, 26 Feb 2023 | CN¥3.2t | CN¥784.8b | CN¥61.3b | 57.4x | 52.6x | 4.1x |
| Tue, 24 Jan 2023 | CN¥3.3t | CN¥782.1b | CN¥61.4b | 55.4x | 53.2x | 4.2x |
| Thu, 22 Dec 2022 | CN¥2.9t | CN¥781.0b | CN¥61.3b | 50.4x | 47.4x | 3.7x |
| Sat, 19 Nov 2022 | CN¥3.2t | CN¥775.7b | CN¥60.1b | 56.9x | 52.5x | 4.1x |
| Mon, 17 Oct 2022 | CN¥3.0t | CN¥710.6b | CN¥61.6b | 45.5x | 48x | 4.2x |
| Wed, 14 Sep 2022 | CN¥3.3t | CN¥705.7b | CN¥60.7b | 52.9x | 53.6x | 4.6x |
| Fri, 12 Aug 2022 | CN¥3.5t | CN¥633.9b | CN¥56.1b | 59.6x | 62.4x | 5.5x |
| Sun, 10 Jul 2022 | CN¥3.3t | CN¥626.6b | CN¥55.2b | 52x | 59x | 5.2x |
| Tue, 07 Jun 2022 | CN¥3.1t | CN¥621.7b | CN¥54.3b | 53.2x | 58x | 5.1x |
| Thu, 05 May 2022 | CN¥2.6t | CN¥620.2b | CN¥54.0b | 41.6x | 47.7x | 4.2x |
| Sat, 02 Apr 2022 | CN¥2.9t | CN¥563.8b | CN¥49.7b | 62.3x | 58.8x | 5.2x |
| Mon, 28 Feb 2022 | CN¥3.2t | CN¥547.9b | CN¥45.8b | 71.6x | 70.5x | 5.9x |
| Wed, 26 Jan 2022 | CN¥3.1t | CN¥505.1b | CN¥43.7b | 65.2x | 70.9x | 6.1x |
| Fri, 24 Dec 2021 | CN¥3.4t | CN¥500.3b | CN¥44.1b | 76.7x | 76.1x | 6.7x |
| Sun, 21 Nov 2021 | CN¥3.4t | CN¥498.4b | CN¥43.9b | 75.8x | 77.8x | 6.8x |
| Tue, 19 Oct 2021 | CN¥3.0t | CN¥460.9b | CN¥39.2b | 76.6x | 77.6x | 6.6x |
| Thu, 16 Sep 2021 | CN¥3.1t | CN¥486.7b | CN¥40.8b | 74.8x | 74.8x | 6.3x |
| Sat, 14 Aug 2021 | CN¥3.1t | CN¥479.4b | CN¥39.8b | 74.9x | 79x | 6.6x |
| Wed, 09 Jun 2021 | CN¥2.5t | CN¥434.8b | CN¥34.1b | 70.5x | 72.1x | 5.7x |
| Tue, 02 Mar 2021 | CN¥2.3t | CN¥394.5b | CN¥29.4b | 73.1x | 79.4x | 5.9x |
| Fri, 04 Dec 2020 | CN¥2.2t | CN¥361.8b | CN¥25.6b | 81.1x | 84.9x | 6x |
| Mon, 07 Sep 2020 | CN¥2.0t | CN¥344.9b | CN¥21.0b | 91.7x | 95x | 5.8x |
Price to Earnings Ratio
77.6x
Current Industry PE
- Investors are pessimistic on the Chinese Semiconductors industry, indicating that they anticipate long term growth rates will be lower than they have historically.
- The industry is trading at a PE ratio of 39.5x which is lower than its 3-year average PE of 66.4x.
- The 3-year average PS ratio of 5.3x is higher than the industry's current PS ratio of 3.3x.
Past Earnings Growth
- The earnings for companies in the Semiconductors industry have grown 72% per year over the last three years.
- Revenues for these companies have grown 52% per year.
- This means that more sales are being generated by these companies overall, and subsequently their profits are increasing too.
Industry Comparison
How does Chinese Semiconductors compare with similar industries?
| CN Market | 0.56% | |
| Tech | 2.46% | |
| Semiconductors | -1.55% | |
| Semiconductors | -1.38% | |
| Semiconductor Equipment | -1.97% | |
Industry PEThere are no additional sub-industries under this industry.
Forecasted GrowthThere are no additional sub-industries under this industry.
Top Stock Gainers and Losers
Which companies have driven the market over the last 7 days?
| Company | Last Price | 7D | 1Y | Valuation | |
|---|---|---|---|---|---|
| 688525 BIWIN Storage Technology | CN¥99.28 | 30.2% +CN¥9.9b | n/a | PS15.8x | |
| 600703 Sanan OptoelectronicsLtd | CN¥19.58 | 8.5% +CN¥7.6b | -9.8% | PE206.4x | |
| 688256 Cambricon Technologies | CN¥230.32 | 4.9% +CN¥4.7b | 235.3% | PS129x | |
| 688099 Amlogic (Shanghai)Ltd | CN¥94.02 | 10.6% +CN¥3.8b | -15.8% | PE80.4x | |
| 688153 Vanchip (Tianjin) Technology | CN¥74.13 | 12.7% +CN¥3.4b | 31.6% | PS17.3x |