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Dawei (大为股份)大为股份

002213.SZFounded 2000daweimicro.cnReviewed 2026-08-30

Shenzhen Dawei Innovation Technology (Dawei Co., Ltd.) was founded in 2000 and listed on the Shenzhen Stock Exchange in February 2008 under its former name Tellerad (特尔佳), when its business was automotive auxiliary braking systems (retarders), a field in which it helped set industry standards. The company renamed itself Dawei in 2020 after shifting to a dual structure of 'semiconductor storage + smart terminals' alongside 'new energy + automotive'. Its storage business is conducted through wholly owned subsidiary Shenzhen Dawei Chuangxin Microelectronics (DW Micro, founded 2011, consolidated after Dawei bought out minority holders of Xinhuiqun Microelectronics in December 2021). By FY2025 storage was the dominant revenue source: RMB 1.10 billion of RMB 1.22 billion total revenue (about 90%), while automotive, new-energy (lithium battery) and smart-terminal hardware made up the remainder.

Scale

~$170.1Mrevenue FY2025 · CNY 1.2B
~$893.3Mmarket cap · 2026-10-04

Gap vs frontier

Bottlenecksector position

Sector-level position; no priceable accelerator silicon to compare chip-by-chip.

Dawei (大为股份): bottleneck tier in Memory: DRAM / HBM / NAND, ~$170.1M FY2025 revenue.

The chip stackEach layer depends on the layers below it
1 · ChipsWhat the stack produces
Memory · Bottleneck
2 · Design toolsSoftware and IP to design them
3 · ManufacturingPlants that turn designs into silicon
4 · EquipmentMachines inside the plants
5 · MaterialsWhat the plants consume

Company at a glance

Scale

Revenue up 67% since FY2023

Growth prospects

Expanding customer base and product roadmap

via finance.ifeng.com ↗RMB 1.098 billion, +25.20% YoY, about 89.81% of total revenue; first year above RMB 1 billionvia m.sohu.com ↗Revenue RMB 666 million (+1.09%), net profit RMB 23.71 million ( turnaround, +302.93%), with semiconductor memory RMB 618 million or 92.75% of revenue

China competition

Competes with CXMT, YMTC, JHICC in Memory — peers listed at sector level.

Bottleneck

Global comparables

Global reference set: SK hynix, Samsung, Micron.

Techwinsemi (德明利)

Technical gap

Sector rated bottleneck vs the frontier.

Obstacles

Sector bottleneck applies

HBM, advanced DRAM nodes, tool restrictions, yield, packaging integration, and export controls.

Official filings: static.cninfo.com.cn ↗ · Dawei 2025 annual report (Sina Finance) ↗

All sourced facts (6)
  • Founded / HQ: 2000, Shenzhen (Nanshan District), Guangdong via basic.10jqka.com.cn ↗
  • Listing: Shenzhen Stock Exchange 002213, listed February 2008 under former name Tellerad (特尔佳) via basic.10jqka.com.cn ↗
  • Rename to Dawei: July 2020, reflecting the shift from single automotive business to automotive plus new-generation information technology (storage) via cs.com.cn ↗
  • Storage subsidiary: Storage runs through wholly owned Shenzhen Dawei Chuangxin Microelectronics (DW Micro), founded 2011, formerly Xinhuiqun; Dawei acquired the remaining minority equity of Xinhuiqun in December 2021 to take full ownership via daweimicro.cn ↗
  • FY2025 storage revenue: RMB 1.098 billion, +25.20% YoY, about 89.81% of total revenue; first year above RMB 1 billion via finance.ifeng.com ↗
  • H1 2026: Revenue RMB 666 million (+1.09%), net profit RMB 23.71 million ( turnaround, +302.93%), with semiconductor memory RMB 618 million or 92.75% of revenue via m.sohu.com ↗

About

The listed company operates as a diversified holding structure. The storage arm designs and sells semiconductor memory products and storage solutions (module design plus distribution), buying memory wafer supply and selling into consumer and terminal-device channels; the legacy segments contribute automotive components, lithium-battery-related new energy business, and small volumes of smart-terminal hardware such as graphics cards. Scale advantages come from its delivery network and inventory positioning rather than from chip manufacturing.

Founded 2000

Why it matters

Dawei illustrates how a small listed automotive-parts company repositioned itself around the 2024-2026 memory upcycle: storage now generates roughly nine-tenths of its revenue, and its results swing directly with memory pricing, making it a small-cap, high-beta play on the same cycle that lifted the large module makers.

Where it sits in the stack

Memory

Memory: DRAM / HBM / NAND

Bottleneck

HBM, advanced DRAM nodes, tool restrictions, yield, packaging integration, and export controls.

AI trainingAI inferenceRoboticsEV / auto

Key semiconductor products

  • Semiconductor memory products and storage solutions·module design and sales via Dawei Chuangxin
  • Automotive components·legacy retarder/auxiliary braking business
  • New energy (lithium battery) segment
  • Smart terminal hardware·e.g., graphics cards

Financials

002213.SZ · Shenzhen Stock Exchange (main board) 002213.SZ · via Yahoo Finance ↗

Financial trajectory via annual filings via Yahoo Finance

RMB billions
RMB 0.73BRMB -0.07B
2023
RMB 1.05BRMB -0.05B
2024
RMB 1.22BRMB -0.02B
2025

Market data refreshed daily; annual figures from exchange filings. Figures in the reporting currency shown on the chart.

Ecosystem

Global peer set

  • Techwinsemi (德明利)
  • Netac (朗科科技)
  • Longsys (江波龙)

Competitive position

  • A small-scale diversified listco whose storage arm is a module-level participant rather than a wafer or controller supplier of scale
  • FY2025 revenue of RMB 1.22 billion is roughly one-tenth the size of leading Chinese module makers such as Techwinsemi (RMB 10.79 billion in FY2025)
  • Revenue is highly concentrated in storage and in a small number of large storage customers, per FY2025 reporting
  • No retrievable signals on technology node, layer count, or yield; memory designation is a tracker candidate, not confirmed from filings.
  • Primary bottleneck is signals availability: filing URLs have empty snippets, preventing product, capacity, or customer verification.
  • Global comparables: Techwinsemi (德明利)
  • Global comparables: Netac (朗科科技)
  • Global comparables: Longsys (江波龙)

Milestones and signals

  • 2000—Dawei (大为股份) was founded.
  • 2008—Shenzhen Stock Exchange 002213, listed February 2008 under former name Tellerad (特尔佳)
  • 2026-10-04—Market cap: RMB 6.4B
  • FY2025—Revenue: RMB 1.2B
  • FY2025—Net Profit: RMB -15.6M

What to watch

  • Sensitivity of earnings to memory price swings given ~90% storage revenue mix
  • Customer concentration in the storage segment and elevated financial expenses flagged in FY2025 coverage
  • Whether the legacy automotive and new-energy segments are scaled up or divested

Questions

Last reviewed 2026-07-11

Answered questions

What is the measurable gap versus global reference companies?

Against Techwinsemi (德明利), Netac (朗科科技), and Longsys (江波龙): No retrievable signals on technology node, layer count, or yield; memory designation is a tracker candidate, still unclear from filings.

Open questions

  • Which products are qualified beyond pilots in memory?
  • Which customers, fabs, or end markets show real adoption rather than policy interest?