Southchip Semiconductor Technology · 上海南芯半导体科技股份有限公司

Fabless

Won the flagship fast-charging socket from TI/Qualcomm/NXP inside Xiaomi/OPPO/vivo/Honor/Samsung flagships — import substitution essentially completed — th…
Published

October 11, 2026

Chinese name: 上海南芯半导体科技股份有限公司 (Nánxīn)

TipWhy This Matters

Won the flagship fast-charging socket from TI/Qualcomm/NXP inside Xiaomi/OPPO/vivo/Honor/Samsung flagships — import substitution essentially completed — then hit the ceiling of that niche: FY2025 revenue ¥32.61亿 (+27.0%) but profit -22%, and the first half-year loss post-IPO in H1 2026 (-¥44.87 million on revenue of just ¥15.46亿, +5.2%) as smartphone demand softened, gross margin slipping to 35.3%. The pivot is now explicit in guidance rather than realized in numbers: consumer remains 87% of sales, AI-compute power revenue only ~¥20 million in H1, but management targets a 60A multiphase server controller in small-batch by year-end, 90A volume in 2027, 800V rack-power products within two years, and roughly doubling automotive revenue (from a ¥2亿+ base — the ‘+140.6% H1’ figure circulating in sell-side notes is not supported by the filing); DrMOS SD13050/CPU controllers shipped into AI-server designs in August–September. A ¥1.587 billion convertible completed June 2026 funds the same escape route.

What does this firm design?

10–300W charging/battery-management IC chains (adapter-to-cell), automotive PMICs, GaN-integrated AC-DC controllers, RISC-V power MCUs.

Key Facts

Category Fabless
Founded 2015
Location Shanghai, Shanghai Municipality
Product Focus Wired/wireless charging and power management: charge pumps, switch charging, AC-DC adapters, BMS, automotive PMIC, power MCUs
Node Sophistication High-voltage BCD (700V-class), GaN combo/drive AC-DC, 4:1/6:2 charge-pump topologies at 98.65% peak efficiency (120W SC8571); Qi2.2 25W wireless modules among world’s first certified
Entity List No
Last Verified Newest source dated 17 Aug 2026 (2 sources)

Design Score

3.5/5

Sources

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