{"id":1458,"date":"2025-10-15T06:50:46","date_gmt":"2025-10-15T06:50:46","guid":{"rendered":"https:\/\/www.wallisemi.com\/?p=1458"},"modified":"2025-10-19T06:56:10","modified_gmt":"2025-10-19T06:56:10","slug":"yeu-to-dot-pha-trong-nganh-chip-tan-so-vo-tuyen-rf-cua-trung-quoc-tu-viec-thay-the-hang-nhap-khau-bang-san-pham-noi-dia-den-vi-the-dan-dau-toan-cau","status":"publish","type":"post","link":"https:\/\/www.wallisemi.com\/vi\/blog\/industry-insights\/the-disruptor-in-chinas-rf-chip-industry-from-domestic-substitution-to-global-leadership\/","title":{"rendered":"K\u1ebb ph\u00e1 v\u1ee1 trong ng\u00e0nh chip t\u1ea7n s\u1ed1 v\u00f4 tuy\u1ebfn c\u1ee7a Trung Qu\u1ed1c: T\u1eeb thay th\u1ebf h\u00e0ng n\u1ed9i \u0111\u1ecba \u0111\u1ebfn v\u1ecb th\u1ebf d\u1eabn \u0111\u1ea7u to\u00e0n c\u1ea7u"},"content":{"rendered":"

Nh\u01b0 80% tr\u00ean th\u1ecb tr\u01b0\u1eddng b\u1ed9 ti\u1ec1n khu\u1ebfch \u0111\u1ea1i t\u1ea7n s\u1ed1 v\u00f4 tuy\u1ebfn to\u00e0n c\u1ea7u<\/strong>\u00a0m\u1eb7c d\u00f9 v\u1eabn b\u1ecb chi ph\u1ed1i b\u1edfi c\u00e1c t\u1eadp \u0111o\u00e0n kh\u1ed5ng l\u1ed3 qu\u1ed1c t\u1ebf, m\u1ed9t c\u00f4ng ty b\u00e1n d\u1eabn Trung Qu\u1ed1c \u0111ang \u0111\u1ea1t \u0111\u01b0\u1ee3c nh\u1eefng b\u01b0\u1edbc ti\u1ebfn \u0111\u00e1ng k\u1ec3, th\u00e2m nh\u1eadp v\u00e0o ph\u00e2n kh\u00fac cao c\u1ea5p M\u00f4-\u0111un 5G<\/a><\/strong>\u00a0th\u1ecb tr\u01b0\u1eddng v\u1edbi m\u01b0\u1eddi n\u0103m ki\u00ean tr\u00ec.<\/p>\n\n\n\n

V\u00e0o n\u0103m 2024, Angrui Vi \u0111i\u1ec7n t\u1eed<\/strong> \u0111\u00e3 \u0111\u1ea1t \u0111\u01b0\u1ee3c 381 tri\u1ec7u nh\u00e2n d\u00e2n t\u1ec7<\/strong> trong doanh thu t\u1eeb C\u00e1c s\u1ea3n ph\u1ea9m 5G L-PAMiD<\/strong>, \u0111\u00e3 th\u00e0nh c\u00f4ng trong vi\u1ec7c th\u00e2m nh\u1eadp v\u00e0o c\u00e1c m\u1eabu \u0111i\u1ec7n tho\u1ea1i th\u00f4ng minh ch\u1ee7 l\u1ef1c c\u1ee7a c\u00e1c th\u01b0\u01a1ng hi\u1ec7u l\u1edbn tr\u00ean th\u1ebf gi\u1edbi. \u0110\u1eb1ng sau th\u00e0nh t\u1ef1u n\u00e0y l\u00e0 b\u01b0\u1edbc \u0111\u1ed9t ph\u00e1 c\u1ee7a Trung Qu\u1ed1c C\u00e1c c\u00f4ng ty s\u1ea3n xu\u1ea5t chip \u0111\u1ea7u v\u00e0o t\u1ea7n s\u1ed1 v\u00f4 tuy\u1ebfn<\/strong>, ch\u1eb3ng h\u1ea1n nh\u01b0 Angrui Micro<\/strong>, trong c\u00e1c m\u00f4-\u0111un cao c\u1ea5p \u0111\u00f2i h\u1ecfi k\u1ef9 thu\u1eadt ph\u1ee9c t\u1ea1p nh\u1ea5t, ch\u1ea5m d\u1ee9t s\u1ef1 \u0111\u1ed9c quy\u1ec1n c\u1ee7a c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t qu\u1ed1c t\u1ebf.<\/p>\n\n\n\n

K\u1ec3 t\u1eeb khi th\u00e0nh l\u1eadp v\u00e0o n\u0103m 2012, Angrui Micro<\/strong> \u0111\u00e3 tr\u1ea3i qua m\u1ed9t ch\u1eb7ng \u0111\u01b0\u1eddng \u0111\u1ea7y gian nan \u2014 t\u1eeb vi\u1ec7c v\u01b0\u1ee3t qua r\u00e0o c\u1ea3n c\u1ee7a c\u00f4ng ngh\u1ec7 CMOS 2G \u0111\u1ebfn vi\u1ec7c c\u1ea1nh tranh tr\u00ean th\u1ecb tr\u01b0\u1eddng to\u00e0n c\u1ea7u M\u00f4-\u0111un 5G<\/strong> th\u1ecb tr\u01b0\u1eddng. Trong b\u1ed1i c\u1ea3nh ng\u00e0nh b\u00e1n d\u1eabn to\u00e0n c\u1ea7u \u0111ang thay \u0111\u1ed5i, Qu\u00e1 tr\u00ecnh ph\u00e1t tri\u1ec3n c\u1ee7a Angrui Micro<\/strong> kh\u00f4ng ch\u1ec9 th\u1ec3 hi\u1ec7n cu\u1ed9c \u0111\u1ea5u tranh c\u1ee7a m\u1ed9t c\u00f4ng ty duy nh\u1ea5t m\u00e0 c\u00f2n l\u00e0 s\u1ef1 \u0111\u1ed5i m\u1edbi n\u1ed9i t\u1ea1i<\/strong> c\u1ee7a Trung Qu\u1ed1c Ng\u00e0nh c\u00f4ng nghi\u1ec7p chip RF<\/strong>.<\/p>\n\n\n\n

1. B\u01b0\u1edbc \u0111\u1ed9t ph\u00e1 c\u00f4ng ngh\u1ec7: Y\u1ebfu t\u1ed1 g\u00e2y x\u00e1o tr\u1ed9n ng\u00e0nh chip t\u1ea7n s\u1ed1 v\u00f4 tuy\u1ebfn c\u1ee7a Trung Qu\u1ed1c<\/strong><\/strong><\/h5>\n\n\n\n

Chip \u0111\u1ea7u v\u00e0o t\u1ea7n s\u1ed1 v\u00f4 tuy\u1ebfn<\/a><\/strong>\u00a0\u0111\u01b0\u1ee3c coi l\u00e0 \u201cc\u1ed5 h\u1ecdng\u201d c\u1ee7a c\u00e1c thi\u1ebft b\u1ecb truy\u1ec1n th\u00f4ng kh\u00f4ng d\u00e2y, tr\u1ef1c ti\u1ebfp quy\u1ebft \u0111\u1ecbnh ch\u1ea5t l\u01b0\u1ee3ng thu v\u00e0 ph\u00e1t t\u00edn hi\u1ec7u. Theo D\u1eef li\u1ec7u c\u1ee7a Yole<\/strong>, th\u1ecb tr\u01b0\u1eddng b\u1ed9 ph\u1eadn \u0111\u1ea7u v\u00e0o t\u1ea7n s\u1ed1 v\u00f4 tuy\u1ebfn (RF) to\u00e0n c\u1ea7u trong l\u0129nh v\u1ef1c thi\u1ebft b\u1ecb di \u0111\u1ed9ng d\u1ef1 ki\u1ebfn s\u1ebd t\u0103ng tr\u01b0\u1edfng l\u00ean $26,9 t\u1ef7 v\u00e0o n\u0103m 2028<\/strong>.<\/p>\n\n\n\n

Tuy nhi\u00ean, th\u1ecb tr\u01b0\u1eddng tr\u1ecb gi\u00e1 h\u00e0ng ngh\u00ecn t\u1ef7 \u0111\u00f4 la n\u00e0y t\u1eeb l\u00e2u \u0111\u00e3 b\u1ecb chi ph\u1ed1i b\u1edfi c\u00e1c c\u00f4ng ty nh\u01b0 Skyworks<\/strong>, Qorvo<\/strong>, Murata<\/strong>, v\u00e0 Qualcomm<\/strong>, c\u00f9ng v\u1edbi c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t trong n\u01b0\u1edbc<\/strong> chi\u1ebfm th\u1ecb ph\u1ea7n d\u01b0\u1edbi 20%, ch\u1ee7 y\u1ebfu trong l\u0129nh v\u1ef1c ph\u00e2n kh\u00fac th\u1ecb tr\u01b0\u1eddng t\u1ea7m trung \u0111\u1ebfn b\u00ecnh d\u00e2n<\/strong>.<\/p>\n\n\n\n

C\u00e1i Th\u1ecb tr\u01b0\u1eddng m\u00f4-\u0111un t\u00edch h\u1ee3p cao 5G<\/strong> c\u00f2n kh\u00f3 kh\u0103n h\u01a1n n\u1eefa, khi s\u1ea3n l\u01b0\u1ee3ng trong n\u01b0\u1edbc ch\u1ec9 \u0111\u1ea1t d\u01b0\u1edbi 10%. L-PAMiD<\/strong> v\u00e0 c\u00e1c m\u00f4-\u0111un cao c\u1ea5p kh\u00e1c, do t\u00ednh ph\u1ee9c t\u1ea1p k\u1ef9 thu\u1eadt c\u1ef1c cao, \u0111\u01b0\u1ee3c coi l\u00e0 \u201cvi\u00ean ng\u1ecdc qu\u00fd\u201d c\u1ee7a Ng\u00e0nh c\u00f4ng nghi\u1ec7p t\u1ea7n s\u1ed1 v\u00f4 tuy\u1ebfn<\/strong> v\u00e0 t\u1eeb l\u00e2u \u0111\u00e3 l\u00e0 \u0111\u1ec9nh cao kh\u00f4ng th\u1ec3 ch\u1ea1m t\u1edbi \u0111\u1ed1i v\u1edbi Ng\u00e0nh c\u00f4ng nghi\u1ec7p chip c\u1ee7a Trung Qu\u1ed1c<\/strong>.<\/p>\n\n\n\n

C\u00e1i V\u1ee5 vi\u1ec7c li\u00ean quan \u0111\u1ebfn Huawei v\u00e0 ZTE v\u00e0o n\u0103m 2019<\/strong> \u0111\u00e3 \u0111\u00e1nh d\u1ea5u m\u1ed9t b\u01b0\u1edbc ngo\u1eb7t trong ng\u00e0nh, khi c\u00e1c th\u01b0\u01a1ng hi\u1ec7u \u0111i\u1ec7n tho\u1ea1i th\u00f4ng minh l\u1edbn trong n\u01b0\u1edbc b\u1eaft \u0111\u1ea7u t\u00edch c\u1ef1c h\u1ed7 tr\u1ee3 Chip \u0111\u1ea7u v\u00e0o t\u1ea7n s\u1ed1 v\u00f4 tuy\u1ebfn (RF) c\u1ee7a Trung Qu\u1ed1c<\/strong>. S\u1ef1 chuy\u1ec3n \u0111\u1ed5i n\u00e0y \u0111\u00e3 m\u1edf ra c\u01a1 h\u1ed9i th\u00e2m nh\u1eadp th\u1ecb tr\u01b0\u1eddng cao c\u1ea5p cho c\u00e1c doanh nghi\u1ec7p trong n\u01b0\u1edbc nh\u01b0 Angrui Micro<\/strong>. L\u00e0n s\u00f3ng th\u1ee9 hai c\u1ee7a thay th\u1ebf h\u00e0ng n\u1ed9i \u0111\u1ecba<\/strong> hi\u1ec7n \u0111ang di\u1ec5n ra, v\u1edbi c\u00e1c c\u00f4ng ty chuy\u00ean v\u1ec1 b\u1ed9 ph\u1eadn \u0111\u1ea7u v\u00e0o RF c\u00f3 kh\u1ea3 n\u0103ng s\u1ea3n xu\u1ea5t h\u00e0ng lo\u1ea1t c\u00e1c m\u00f4-\u0111un cao c\u1ea5p \u0111ang s\u1eb5n s\u00e0ng d\u1eabn d\u1eaft l\u00e0n s\u00f3ng t\u0103ng tr\u01b0\u1edfng ti\u1ebfp theo.<\/p>\n\n\n\n

B\u01b0\u1edbc \u0111\u1ed9t ph\u00e1 c\u00f4ng ngh\u1ec7 n\u00e0y \u0111\u01b0\u1ee3c h\u1ed7 tr\u1ee3 b\u1edfi nh\u1eefng kho\u1ea3n \u0111\u1ea7u t\u01b0 li\u00ean t\u1ee5c v\u00e0 m\u1ea1nh m\u1ebd v\u00e0o nghi\u00ean c\u1ee9u v\u00e0 ph\u00e1t tri\u1ec3n (R&D). T\u1eeb n\u0103m 2022 \u0111\u1ebfn n\u0103m 2024, c\u00f4ng ty \u0111\u00e3 \u0111\u1ea7u t\u01b0 98,017 tri\u1ec7u Nh\u00e2n d\u00e2n t\u1ec7<\/strong> trong l\u0129nh v\u1ef1c nghi\u00ean c\u1ee9u v\u00e0 ph\u00e1t tri\u1ec3n (R&D), chi\u1ebfm 20.77%<\/strong> trong t\u1ed5ng doanh thu c\u1ee7a c\u00f4ng ty trong ba n\u0103m qua.<\/p>\n\n\n\n

2. X\u00e2y d\u1ef1ng h\u1ec7 sinh th\u00e1i: H\u00e0nh tr\u00ecnh \u0111\u1ea7y th\u00e1ch th\u1ee9c trong vi\u1ec7c ph\u00e1t tri\u1ec3n m\u1ed9t chu\u1ed7i cung \u1ee9ng ho\u00e0n to\u00e0n trong n\u01b0\u1edbc<\/strong><\/strong><\/h5>\n\n\n\n

C\u00e1i C\u00e1c bi\u1ec7n ph\u00e1p tr\u1eebng ph\u1ea1t c\u1ee7a M\u1ef9<\/strong> \u0111\u00e3 th\u1ef1c hi\u1ec7n \u201can ninh chu\u1ed7i cung \u1ee9ng\u201d<\/strong> m\u1ed9t v\u1ea5n \u0111\u1ec1 c\u1ed1t l\u00f5i \u0111\u1ed1i v\u1edbi ng\u00e0nh c\u00f4ng nghi\u1ec7p chip c\u1ee7a Trung Qu\u1ed1c. Angrui Micro<\/strong> \u0111\u00e3 s\u1edbm nh\u1eadn ra r\u1eb1ng m\u1ed9t b\u01b0\u1edbc \u0111\u1ed9t ph\u00e1 c\u00f4ng ngh\u1ec7 duy nh\u1ea5t l\u00e0 ch\u01b0a \u0111\u1ee7 \u0111\u1ec3 \u0111\u1ea3m b\u1ea3o an ninh cho ng\u00e0nh; m\u1ed9t h\u1ec7 th\u1ed1ng ho\u00e0n ch\u1ec9nh chu\u1ed7i cung \u1ee9ng trong n\u01b0\u1edbc<\/strong> c\u1ea7n ph\u1ea3i \u0111\u01b0\u1ee3c x\u00e2y d\u1ef1ng.<\/p>\n\n\n\n

Thi\u1ebft k\u1ebf chip \u0111\u1ea7u v\u00e0o t\u1ea7n s\u1ed1 v\u00f4 tuy\u1ebfn<\/strong> bao g\u1ed3m nhi\u1ec1u quy tr\u00ecnh, trong \u0111\u00f3 c\u00f3 GaAs<\/strong>, SOI<\/strong>, CMOS<\/strong>, v\u00e0 b\u1ed9 l\u1ecdc<\/strong>, y\u00eau c\u1ea7u h\u1ee3p t\u00e1c tr\u00ean to\u00e0n b\u1ed9 chu\u1ed7i ng\u00e0nh<\/strong>, t\u1eeb c\u00e1c nh\u00e0 m\u00e1y s\u1ea3n xu\u1ea5t wafer \u0111\u1ebfn c\u00e1c nh\u00e0 m\u00e1y \u0111\u00f3ng g\u00f3i. Angrui Micro \u0111\u00e3 ch\u1ee7 \u0111\u1ed9ng h\u1ee3p t\u00e1c v\u1edbi c\u00e1c \u0111\u1ed1i t\u00e1c trong n\u01b0\u1edbc GaAs<\/strong> v\u00e0 SOI<\/strong> c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t, tr\u1edf th\u00e0nh kh\u00e1ch h\u00e0ng \u0111\u1ea7u ti\u00ean \u0111\u01b0\u1ee3c x\u00e1c minh \u0111\u1ed1i v\u1edbi nhi\u1ec1u \u0111\u01a1n v\u1ecb trong chu\u1ed7i cung \u1ee9ng.<\/p>\n\n\n\n

Cu\u1ed9c nghi\u00ean c\u1ee9u n\u00e0y \u0111\u00e3 g\u1eb7p kh\u00f4ng \u00edt th\u00e1ch th\u1ee9c. C\u00e1c quy tr\u00ecnh n\u1ed9i b\u1ed9 v\u1eabn ch\u01b0a ho\u00e0n thi\u1ec7n v\u00e0 c\u1ea7n ph\u1ea3i tr\u1ea3i qua nhi\u1ec1u l\u1ea7n \u0111i\u1ec1u ch\u1ec9nh, \u0111\u1ed3ng th\u1eddi v\u1eabn ph\u1ea3i \u0111\u1ea3m b\u1ea3o c\u1ea3 chu\u1ed7i cung \u1ee9ng k\u00e9p trong v\u00e0 ngo\u00e0i n\u01b0\u1edbc<\/strong>, d\u1eabn \u0111\u1ebfn vi\u1ec7c \u0111\u1ea7u t\u01b0 \u0111\u00e1ng k\u1ec3 v\u00e0o nghi\u00ean c\u1ee9u v\u00e0 ph\u00e1t tri\u1ec3n. Tuy nhi\u00ean, s\u1ef1 ki\u00ean tr\u00ec chi\u1ebfn l\u01b0\u1ee3c n\u00e0y \u0111\u00e3 mang l\u1ea1i m\u1ed9t b\u01b0\u1edbc \u0111\u1ed9t ph\u00e1 c\u00f4ng ngh\u1ec7 \u2014 th\u00e0nh c\u00f4ng c\u1ee7a Angrui Micro v\u1edbi s\u1ea3n ph\u1ea9m S\u1ea3n ph\u1ea9m 5G L-PAMiD<\/strong> \u0111\u00e3 ch\u1ee9ng minh t\u00ednh kh\u1ea3 thi c\u1ee7a m\u1ed9t h\u1ec7 th\u1ed1ng ho\u00e0n to\u00e0n chu\u1ed7i cung \u1ee9ng trong n\u01b0\u1edbc<\/strong>.<\/p>\n\n\n\n

C\u00f4ng ty c\u0169ng \u0111\u00e3 t\u0103ng c\u01b0\u1eddng h\u1ee3p t\u00e1c v\u1edbi c\u00e1c \u0111\u1ed1i t\u00e1c \u0111\u1ecba ph\u01b0\u01a1ng nh\u01b0 C\u00f4ng ngh\u1ec7 Changdian<\/strong> v\u00e0 Lian Micro<\/strong>, th\u00fac \u0111\u1ea9y vi\u1ec7c b\u1ea3n \u0111\u1ecba h\u00f3a to\u00e0n di\u1ec7n nh\u00e0 m\u00e1y s\u1ea3n xu\u1ea5t wafer<\/strong> v\u00e0 \u0111\u00f3ng g\u00f3i v\u00e0 ki\u1ec3m tra<\/strong>. M\u00f4 h\u00ecnh \u201cnh\u00e0 s\u1ea3n xu\u1ea5t thi\u1ebft b\u1ecb \u0111\u1ea7u cu\u1ed1i + nh\u00e0 s\u1ea3n xu\u1ea5t chip + nh\u00e0 cung c\u1ea5p nguy\u00ean li\u1ec7u th\u00f4\u201d m\u00f4 h\u00ecnh \u0111\u1ed5i m\u1edbi h\u1ee3p t\u00e1c<\/strong> \u0111ang t\u1ea1o ra m\u1ed9t l\u1ee3i th\u1ebf c\u1ea1nh tranh \u0111\u1ed9c \u0111\u00e1o cho ng\u00e0nh c\u00f4ng nghi\u1ec7p chip c\u1ee7a Trung Qu\u1ed1c.<\/p>\n\n\n\n

3. Ph\u00e1t tri\u1ec3n th\u1ecb tr\u01b0\u1eddng: Ba b\u01b0\u1edbc nh\u1ea3y v\u1ecdt t\u1eeb m\u00f4 h\u00ecnh nh\u00e3n tr\u1eafng sang th\u01b0\u01a1ng hi\u1ec7u ri\u00eang<\/strong><\/strong><\/h5>\n\n\n\n

Con \u0111\u01b0\u1eddng m\u1edf r\u1ed9ng th\u1ecb tr\u01b0\u1eddng c\u1ee7a Angrui Micro ph\u1ea3n \u00e1nh r\u00f5 n\u00e9t t\u01b0 duy chi\u1ebfn l\u01b0\u1ee3c c\u1ee7a c\u00f4ng ty: chuy\u1ec3n t\u1eeb c\u00e1c th\u1ecb tr\u01b0\u1eddng nh\u00e3n tr\u1eafng<\/strong> \u0111\u1ebfn th\u1ecb tr\u01b0\u1eddng th\u01b0\u01a1ng hi\u1ec7u<\/strong> v\u00e0 th\u00e0nh l\u1eadp m\u1ed9t th\u01b0\u01a1ng hi\u1ec7u cao c\u1ea5p<\/strong>.<\/p>\n\n\n\n

Trong nh\u1eefng n\u0103m \u0111\u1ea7u th\u00e0nh l\u1eadp, c\u00f4ng ty \u0111\u00e3 x\u00e2y d\u1ef1ng n\u1ec1n t\u1ea3ng c\u1ee7a m\u00ecnh tr\u00ean th\u1ecb tr\u01b0\u1eddng nh\u00e3n tr\u1eafng v\u1edbi C\u00e1c s\u1ea3n ph\u1ea9m 2G\/3G<\/strong>. Trong 2016<\/strong>, n\u00f3 \u0111\u00e3 tr\u1edf th\u00e0nh nh\u00e0 cung c\u1ea5p PA n\u1ed9i \u0111\u1ecba \u0111\u1ea7u ti\u00ean<\/strong> cho Samsung<\/strong>, \u0111\u00e1nh d\u1ea5u s\u1ef1 s\u1ef1 c\u00f4ng nh\u1eadn qu\u1ed1c t\u1ebf<\/strong>. B\u00e2y gi\u1edd, n\u00f3 Chip \u0111\u1ea7u v\u00e0o t\u1ea7n s\u1ed1 v\u00f4 tuy\u1ebfn<\/strong> \u0111\u01b0\u1ee3c cung c\u1ea5p cho t\u1ea5t c\u1ea3 10 th\u01b0\u01a1ng hi\u1ec7u \u0111i\u1ec7n tho\u1ea1i th\u00f4ng minh h\u00e0ng \u0111\u1ea7u th\u1ebf gi\u1edbi, ngo\u1ea1i tr\u1eeb Apple<\/strong>.<\/p>\n\n\n\n

\u0110i\u1ec1u n\u00e0y b\u01b0\u1edbc nh\u1ea3y ba b\u01b0\u1edbc<\/strong> \u0111i\u1ec1u n\u00e0y kh\u00f4ng ch\u1ec9 th\u1ec3 hi\u1ec7n qua c\u01a1 s\u1edf kh\u00e1ch h\u00e0ng m\u00e0 c\u00f2n qua gi\u00e1 tr\u1ecb c\u1ee7a c\u00e1c s\u1ea3n ph\u1ea9m. T\u1ef7 tr\u1ecdng doanh thu t\u1eeb c\u00e1c s\u1ea3n ph\u1ea9m c\u00f3 gi\u00e1 tr\u1ecb cao B\u1ed9 khu\u1ebfch \u0111\u1ea1i c\u00f4ng su\u1ea5t 5G v\u00e0 c\u00e1c m\u00f4-\u0111un<\/strong> t\u0103ng t\u1eeb 17.36% v\u00e0o n\u0103m 2022<\/strong> \u0111\u1ebfn 42.96% v\u00e0o n\u0103m 2024<\/strong>, cho th\u1ea5y s\u1ef1 th\u0103ng ti\u1ebfn kh\u00f4ng ng\u1eebng c\u1ee7a c\u00f4ng ty trong chu\u1ed7i gi\u00e1 tr\u1ecb.<\/p>\n\n\n\n

Sau khi \u0111\u00e3 t\u1ea1o \u0111\u01b0\u1ee3c ch\u1ed7 \u0111\u1ee9ng t\u1ea1i \u0111\u1ed3 \u0111i\u1ec7n t\u1eed ti\u00eau d\u00f9ng<\/strong> trong l\u0129nh v\u1ef1c n\u00e0y, Angrui Micro \u0111\u00e3 m\u1edf r\u1ed9ng sang truy\u1ec1n th\u00f4ng trong ng\u00e0nh \u00f4 t\u00f4<\/strong>, truy\u1ec1n th\u00f4ng v\u1ec7 tinh<\/strong>, v\u00e0 n\u1ec1n kinh t\u1ebf \u1edf \u0111\u1ed9 cao th\u1ea5p<\/strong>. N\u00f3 C\u00e1c s\u1ea3n ph\u1ea9m PA trong l\u0129nh v\u1ef1c truy\u1ec1n th\u00f4ng v\u1ec7 tinh<\/strong> \u0111\u00e3 th\u1ef1c hi\u1ec7n c\u00e1c l\u00f4 h\u00e0ng quy m\u00f4 l\u1edbn, gi\u00fap c\u00f4ng ty tr\u1edf th\u00e0nh m\u1ed9t trong nh\u1eefng \u0111\u01a1n v\u1ecb ti\u00ean phong v\u00e0 l\u00e0 \u0111\u1ed1i th\u1ee7 c\u1ea1nh tranh m\u1ea1nh m\u1ebd trong l\u0129nh v\u1ef1c th\u1ecb tr\u01b0\u1eddng vi\u1ec5n th\u00f4ng v\u1ec7 tinh trong n\u01b0\u1edbc<\/strong>, c\u00f9ng v\u1edbi Ch\u1ee9ng nh\u1eadn ti\u00eau chu\u1ea9n \u00f4 t\u00f4 AEC-Q100<\/strong>.<\/p>\n\n\n\n

4. C\u1ea5u tr\u00fac chi\u1ebfn l\u01b0\u1ee3c: Hi\u1ec7u \u1ee9ng c\u1ed9ng h\u01b0\u1edfng gi\u1eefa c\u00e1c m\u1ea3ng ho\u1ea1t \u0111\u1ed9ng \u0111a d\u1ea1ng<\/strong><\/strong><\/h5>\n\n\n\n

Tr\u01b0\u1edbc s\u1ef1 c\u1ea1nh tranh gay g\u1eaft trong ng\u00e0nh c\u00f4ng nghi\u1ec7p m\u1ea1ch \u0111\u1ea7u v\u00e0o RF, Angrui Micro \u0111\u00e3 \u00e1p d\u1ee5ng m\u1ed9t chi\u1ebfn l\u01b0\u1ee3c ba tr\u1ee5 c\u1ed9t<\/strong> k\u1ebft h\u1ee3p M\u1ea1ch ti\u1ec1n khu\u1ebfch \u0111\u1ea1i t\u1ea7n s\u1ed1 v\u00f4 tuy\u1ebfn<\/strong>, SoC t\u1ea7n s\u1ed1 v\u00f4 tuy\u1ebfn<\/strong>, v\u00e0 chip t\u00edn hi\u1ec7u h\u1ed7n h\u1ee3p<\/strong>.<\/p>\n\n\n\n

Chip \u0111\u1ea7u v\u00e0o t\u1ea7n s\u1ed1 v\u00f4 tuy\u1ebfn<\/strong> v\u1eabn l\u00e0 tr\u1ecdng t\u00e2m ch\u00ednh c\u1ee7a c\u00f4ng ty, ti\u1ebfp t\u1ee5c \u0111\u1ea3m b\u1ea3o v\u1ecb th\u1ebf d\u1eabn \u0111\u1ea7u v\u1ec1 c\u00f4ng ngh\u1ec7 v\u00e0 uy t\u00edn th\u01b0\u01a1ng hi\u1ec7u.<\/p>\n\n\n\n

Chip SoC Bluetooth c\u00f4ng su\u1ea5t th\u1ea5p<\/strong>, nh\u1eafm \u0111\u1ebfn B\u1eafc \u00c2u<\/strong>, d\u1ef1 ki\u1ebfn s\u1ebd ch\u1ee9ng ki\u1ebfn h\u01a1n T\u0103ng tr\u01b0\u1edfng doanh thu 20%<\/strong> trong n\u1eeda \u0111\u1ea7u n\u0103m 2025, tr\u1edf th\u00e0nh \u0111\u1ed9ng l\u1ef1c t\u0103ng tr\u01b0\u1edfng th\u1ee9 hai c\u1ee7a c\u00f4ng ty.<\/p>\n\n\n\n

Chip t\u00edn hi\u1ec7u h\u1ed7n h\u1ee3p<\/strong> (v\u00ed d\u1ee5:, m\u00e1y \u0111o c\u00f4ng su\u1ea5t<\/strong>) nh\u1eafm \u0111\u1ebfn c\u00e1c th\u1ecb tr\u01b0\u1eddng ng\u00e1ch c\u00f3 bi\u00ean l\u1ee3i nhu\u1eadn cao v\u00e0 m\u1ee9c \u0111\u1ed9 c\u1ea1nh tranh t\u01b0\u01a1ng \u0111\u1ed1i th\u1ea5p, t\u1ea1o th\u00e0nh tr\u1ee5c t\u0103ng tr\u01b0\u1edfng th\u1ee9 ba.<\/p>\n\n\n\n

\u0110i\u1ec1u n\u00e0y b\u1ed1 c\u1ee5c \u0111a d\u1ea1ng<\/strong> kh\u00f4ng ch\u1ec9 \u0111\u01a1n thu\u1ea7n l\u00e0 m\u1ed9t ph\u1ea7n m\u1edf r\u1ed9ng c\u1ee7a doanh nghi\u1ec7p m\u00e0 c\u00f2n l\u00e0 m\u1ed9t s\u1ef1 m\u1edf r\u1ed9ng t\u1ef1 nhi\u00ean<\/strong> d\u1ef1a tr\u00ean c\u00e1c n\u0103ng l\u1ef1c c\u00f4ng ngh\u1ec7 c\u1ed1t l\u00f5i c\u1ee7a c\u00f4ng ty. Ba \u0111\u01a1n v\u1ecb kinh doanh n\u00e0y c\u00f9ng chia s\u1ebb n\u1ec1n t\u1ea3ng c\u00f4ng ngh\u1ec7<\/strong>, c\u00e1c ngu\u1ed3n l\u1ef1c trong chu\u1ed7i cung \u1ee9ng<\/strong>, v\u00e0 c\u00e1c k\u00eanh kh\u00e1ch h\u00e0ng<\/strong>, t\u1ea1o ra nh\u1eefng hi\u1ec7u \u1ee9ng c\u1ed9ng h\u01b0\u1edfng \u0111\u00e1ng k\u1ec3.<\/p>\n\n\n\n

5. G\u00f3c nh\u00ecn v\u1ec1 v\u1ed1n: T\u01b0 duy d\u00e0i h\u1ea1n \u0111\u1ec3 m\u1edf r\u1ed9ng kh\u00f4ng gian t\u0103ng tr\u01b0\u1edfng<\/strong><\/strong><\/h5>\n\n\n\n

M\u1eb7c d\u00f9 li\u00ean t\u1ee5c t\u0103ng tr\u01b0\u1edfng, Angrui Micro v\u1eabn \u0111ang trong t\u00ecnh tr\u1ea1ng thua l\u1ed7. T\u1eeb 2022 \u0111\u1ebfn 2024<\/strong>, c\u1ee7a c\u00f4ng ty l\u1ee3i nhu\u1eadn r\u00f2ng<\/strong> l\u00e0 -290 tri\u1ec7u Nh\u00e2n d\u00e2n t\u1ec7<\/strong>, -450 tri\u1ec7u NDT<\/strong>, v\u00e0 -64,7 tri\u1ec7u NDT<\/strong>, t\u01b0\u01a1ng \u1ee9ng. Tuy nhi\u00ean, nh\u1eefng kho\u1ea3n l\u1ed7 n\u00e0y th\u1ec3 hi\u1ec7n giai \u0111o\u1ea1n \u0111\u1ea7u t\u01b0 chi\u1ebfn l\u01b0\u1ee3c<\/strong> c\u1ee7a c\u00f4ng ty.<\/p>\n\n\n\n

Ph\u00e2n t\u00edch c\u00e1c kho\u1ea3n l\u1ed7 cho th\u1ea5y c\u00f4ng ty \u0111\u00e3 \u0111\u1ea7u t\u01b0 m\u1ea1nh m\u1ebd v\u00e0o nghi\u00ean c\u1ee9u v\u00e0 ph\u00e1t tri\u1ec3n, \u00e1p d\u1ee5ng m\u1ed9t chi\u1ebfn l\u01b0\u1ee3c qu\u1ea3n l\u00fd h\u00e0ng t\u1ed3n kho th\u1eadn tr\u1ecdng<\/strong> \u0111\u1ec3 \u0111\u1ea3m b\u1ea3o chu\u1ed7i cung \u1ee9ng c\u1ee7a m\u00ecnh, v\u00e0 tri\u1ec3n khai ch\u00ednh s\u00e1ch khen th\u01b0\u1edfng b\u1eb1ng c\u1ed5 ph\u1ea7n<\/strong> \u0111\u1ec3 \u1ed5n \u0111\u1ecbnh \u0111\u1ed9i ng\u0169 n\u00f2ng c\u1ed1t. \u0110\u00e2y l\u00e0 nh\u1eefng \u0111\u1eb7c \u0111i\u1ec3m \u0111i\u1ec3n h\u00ecnh c\u1ee7a m\u1ed9t c\u00f4ng ty h\u01b0\u1edbng \u0111\u1ebfn s\u1ef1 ph\u00e1t tri\u1ec3n<\/strong>.<\/p>\n\n\n\n

Xem x\u00e9t d\u1eef li\u1ec7u t\u00e0i ch\u00ednh, c\u00f4ng ty thi\u1ec7t h\u1ea1i<\/strong> \u0111\u00e3 thu h\u1eb9p \u0111\u00e1ng k\u1ec3 v\u00e0o n\u0103m 2024, v\u1edbi bi\u00ean l\u1ee3i nhu\u1eadn g\u1ed9p<\/strong> \u0111ang c\u1ea3i thi\u1ec7n so v\u1edbi 17.06% v\u00e0o n\u0103m 2022<\/strong> \u0111\u1ebfn 20.22% v\u00e0o n\u0103m 2024<\/strong>, cho th\u1ea5y nh\u1eefng d\u1ea5u hi\u1ec7u t\u00edch c\u1ef1c v\u1ec1 kh\u1ea3 n\u0103ng sinh l\u1eddi.<\/p>\n\n\n\n

6. H\u00e0nh tr\u00ecnh t\u01b0\u01a1ng lai: T\u1eeb thay th\u1ebf h\u00e0ng n\u1ed9i \u0111\u1ecba \u0111\u1ebfn v\u1ecb th\u1ebf d\u1eabn \u0111\u1ea7u to\u00e0n c\u1ea7u<\/strong><\/strong><\/h5>\n\n\n\n

Nh\u00ecn v\u1ec1 t\u01b0\u01a1ng lai, Angrui Micro \u0111\u00e3 v\u1ea1ch ra m\u1ed9t l\u1ed9 tr\u00ecnh ph\u00e1t tri\u1ec3n r\u00f5 r\u00e0ng:<\/p>\n\n\n\n

Ng\u1eafn h\u1ea1n<\/strong>: Ho\u00e0n t\u1ea5t th\u00f4ng tin ni\u00eam y\u1ebft tr\u00ean H\u1ed9i \u0111\u1ed3ng \u0110\u1ed5i m\u1edbi Khoa h\u1ecdc v\u00e0 C\u00f4ng ngh\u1ec7<\/strong>, gi\u00fap t\u0103ng th\u1ecb ph\u1ea7n c\u1ee7a C\u00e1c s\u1ea3n ph\u1ea9m ph\u1ea7n \u0111\u1ea7u thu s\u00f3ng v\u00f4 tuy\u1ebfn 5G<\/strong>.<\/p>\n\n\n\n

Gi\u1eefa k\u1ef3<\/strong>: M\u1edf r\u1ed9ng sang \u0111i\u1ec7n t\u1eed \u00f4 t\u00f4<\/strong>, \u0111i\u1ec1u khi\u1ec3n c\u00f4ng nghi\u1ec7p<\/strong>, v\u00e0 c\u00e1c c\u00e1c l\u0129nh v\u1ef1c \u1ee9ng d\u1ee5ng cao c\u1ea5p<\/strong>, nh\u1eadp th\u1ecb tr\u01b0\u1eddng qu\u1ed1c t\u1ebf<\/strong>.<\/p>\n\n\n\n

D\u00e0i h\u1ea1n<\/strong>: Tr\u1edf th\u00e0nh m\u1ed9t nh\u00e0 cung c\u1ea5p chip giao ti\u1ebfp kh\u00f4ng d\u00e2y v\u00e0 b\u1ed9 ti\u1ec1n x\u1eed l\u00fd RF \u0111\u1eb3ng c\u1ea5p th\u1ebf gi\u1edbi<\/strong>.<\/p>\n\n\n\n

\u0110\u1ee3t th\u1ee9 hai c\u1ee7a thay th\u1ebf h\u00e0ng n\u1ed9i \u0111\u1ecba<\/strong> \u0111\u00e2y l\u00e0 c\u01a1 h\u1ed9i t\u0103ng tr\u01b0\u1edfng quan tr\u1ecdng nh\u1ea5t c\u1ee7a c\u00f4ng ty trong ng\u1eafn h\u1ea1n. Trong b\u1ed1i c\u1ea3nh C\u0103ng th\u1eb3ng th\u01b0\u01a1ng m\u1ea1i M\u1ef9-Trung<\/strong>, c\u00e1c th\u01b0\u01a1ng hi\u1ec7u trong n\u01b0\u1edbc nh\u01b0 Xiaomi<\/strong>, OPPO<\/strong>, vivo<\/strong>, v\u00e0 Danh d\u1ef1<\/strong> \u0111ang t\u00ecm ki\u1ebfm c\u00e1c nh\u00e0 cung c\u1ea5p trong n\u01b0\u1edbc<\/strong> trong ph\u00e2n kh\u00fac th\u1ecb tr\u01b0\u1eddng trung v\u00e0 cao c\u1ea5p, \u0111i\u1ec1u n\u00e0y s\u1ebd mang l\u1ea1i c\u01a1 h\u1ed9i to l\u1edbn cho C\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t b\u1ed9 ti\u1ec1n khu\u1ebfch \u0111\u1ea1i t\u1ea7n s\u1ed1 v\u00f4 tuy\u1ebfn<\/strong> c\u00f9ng v\u1edbi n\u0103ng l\u1ef1c s\u1ea3n xu\u1ea5t m\u00f4-\u0111un<\/strong>.<\/p>\n\n\n\n

Nh\u00ecn xa h\u01a1n v\u1ec1 t\u01b0\u01a1ng lai, c\u00f4ng ty \u0111\u00e3 b\u1eaft \u0111\u1ea7u Nghi\u00ean c\u1ee9u s\u01a1 b\u1ed9 v\u1ec1 5G-Advanced<\/strong> v\u00e0 C\u00f4ng ngh\u1ec7 6G<\/strong>, t\u1eadp trung v\u00e0o c\u00e1c l\u0129nh v\u1ef1c ti\u00ean ti\u1ebfn nh\u01b0 s\u00f3ng milimet<\/strong> v\u00e0 vi\u1ec5n th\u00f4ng v\u1ec7 tinh qu\u1ef9 \u0111\u1ea1o th\u1ea5p<\/strong>. Nh\u1eefng c\u00f4ng ngh\u1ec7 m\u1edbi n\u1ed5i n\u00e0y s\u1ebd \u0111\u1ecbnh h\u00ecnh l\u1ea1i t\u01b0\u01a1ng lai c\u1ee7a l\u0129nh v\u1ef1c truy\u1ec1n th\u00f4ng v\u00e0 mang l\u1ea1i c\u01a1 h\u1ed9i chi\u1ebfn l\u01b0\u1ee3c<\/strong> \u0111\u1ec3 c\u00e1c c\u00f4ng ty chip Trung Qu\u1ed1c c\u00f3 th\u1ec3 v\u01b0\u1ee3t l\u00ean d\u1eabn \u0111\u1ea7u.<\/p>","protected":false},"excerpt":{"rendered":"

As 80% of the global RF front-end market\u00a0remains dominated by international giants, a Chinese semiconductor company is making significant strides, breaking into the high-end 5G module\u00a0market with a decade of persistence. In 2024, Angrui Microelectronics achieved 381 million RMB in revenue from its 5G L-PAMiD products, successfully entering the flagship models of major global smartphone brands. Behind […]<\/p>\n","protected":false},"author":1,"featured_media":1459,"comment_status":"closed","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[30,31],"tags":[36],"class_list":["post-1458","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-industry-insights","category-blog","tag-yvette-wu"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.wallisemi.com\/vi\/wp-json\/wp\/v2\/posts\/1458","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.wallisemi.com\/vi\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.wallisemi.com\/vi\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.wallisemi.com\/vi\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.wallisemi.com\/vi\/wp-json\/wp\/v2\/comments?post=1458"}],"version-history":[{"count":1,"href":"https:\/\/www.wallisemi.com\/vi\/wp-json\/wp\/v2\/posts\/1458\/revisions"}],"predecessor-version":[{"id":1460,"href":"https:\/\/www.wallisemi.com\/vi\/wp-json\/wp\/v2\/posts\/1458\/revisions\/1460"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.wallisemi.com\/vi\/wp-json\/wp\/v2\/media\/1459"}],"wp:attachment":[{"href":"https:\/\/www.wallisemi.com\/vi\/wp-json\/wp\/v2\/media?parent=1458"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.wallisemi.com\/vi\/wp-json\/wp\/v2\/categories?post=1458"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.wallisemi.com\/vi\/wp-json\/wp\/v2\/tags?post=1458"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}