Resonance between domestic substitution of analog chips and industrial opportunities

     On September 13, 2025, the Chinese Ministry of Commerce officially announced the initiation of an anti-dumping investigation into imported analog chips originating from the United States. Simply put, it refers to the practice of low-priced dumping by the United States to squeeze out competitors and monopolize the market. This investigation is a powerful response to unfair competition practices and a firm determination of the country to safeguard the local chip technology industry.

     As a company that has been deeply involved in the field of analog signal chain for many years, we are well aware that the core advantages of analog chips are high reliability, high precision, and strong anti-interference ability. This characteristic determines that they have a "high replacement barrier" in application scenarios - terminal manufacturers are usually unwilling to replace chips, and replacing hardware solutions requires initiating full process product retesting and system evaluation, which has drawbacks in time and cost consumption. In addition, with the first mover advantage of foreign analog chip companies, although some domestic analog chips currently meet or exceed international similar products in performance indicators, most terminal manufacturers still have "path dependence", which reduces more opportunities and development space for domestic chip manufacturers.

     From the perspective of the industrial chain, the domestic analog chip industry has achieved significant breakthroughs in research and development, design, and production manufacturing. Most products only require mature processes such as 40nm, 90nm, 130nm, and 180nm to meet production needs, and there is no bottleneck problem with core technologies. This is the confidence of China's chip industry's "independent and controllable" capabilities. However, in the process of product application verification and iterative optimization, due to the lack of large-scale and multi scenario application data accumulation in domestic enterprises, the speed of product iteration lags behind that of international brands.

     We hereby call on domestic end customers to advocate the establishment of a "domestic chip application fault tolerance mechanism" while ensuring product stability, in order to provide more application scenarios and verification opportunities for domestic chip companies, and help them accumulate application cases and accelerate product iteration. As of now, the market share of domestically produced analog chips in the domestic market is still less than 10%, and there is still a long way to go in terms of industrial breakthrough and import substitution. It is necessary for the R&D and design ends, as well as the upstream and downstream of the industrial chain, to work together to promote the high-quality development of the domestic analog chip industry.

Galaxy-CAS

     As a high-tech enterprise incubated by the Institute of Microelectronics of the Chinese Academy of Sciences, Galaxy-CAS was founded in 2018, focusing on the research and design of analog signal chain chips such as temperature, temperature and humidity sensors, storage authentication, interface circuits, signal conditioning, motor drive, clock chips, pressure sensors, current monitoring chips, etc. The company has always adhered to independent innovation, and all IPs are independently developed, achieving true independent controllability. At present, in the core product fields of temperature chips, temperature and humidity chips, single bus storage certification chips, interface circuit chips, etc., domestic substitution of some similar products from TI (Texas Instruments) and ADI (Yadno, including the original MAXIM brand) has been completed, and the performance indicators and reliability have reached the international equivalent level.

     In response to the current anti-dumping investigation initiated by the Chinese Ministry of Commerce against imported analog chips from the United States, and in combination with the upgrading demand for independently controllable chips in the domestic terminal market, Galaxy-CAS has developed targeted solutions around the import substitution path and product planning of environmental sensor chips, focusing on core application areas of analog chips such as industrial control, communication, automotive electronics, home appliances, and consumer electronics, and has completed product model segmentation matching according to industry scenarios. The specific details are as follows:

01 Board level temperature monitoring

     For the board level temperature monitoring requirements of key equipment such as servers, laptops, AI data centers, industrial gateways, and optical modules, temperature sensor ICs can achieve multi-point real-time temperature measurement and meet the functions of local and remote multi-channel temperature monitoring (a server usually requires multi-channel temperature measurement points to achieve global temperature monitoring). In response, Zhongke Galaxy Chip has launched a scenario based alternative solution:

     In server and SSD (solid state drive) board level temperature measurement applications, Zhongke Galaxy chip is compatible with TI's temperature and interface series. Local temperature measurement can be replaced by TI's TMP75 series with GX75 series. For local and remote multi-point temperature measurement, GXTR3121A is recommended as a direct replacement for TI's TMP432A; GXTR304 (including GX464 model) can directly replace TI's TMP464. The interface series GXA535 can directly replace TCA9535, and more replacement models can be downloaded from the replacement manual at the end of the article.

02 Automotive Electronics Field

     In the field of automotive electronics, Galaxy-CAS's products also have multiple application scenarios. Its temperature sensors, temperature and humidity sensors are widely used in intelligent cockpits, new energy vehicle battery packs, car wheel temperature measurement, car refrigerators and other scenarios. They can replace ADI DS18B20 series products. Typical application cases are as follows:

     In the scenario of in car axle temperature monitoring, for IoT in car axle temperature monitoring solutions,Galaxy-CAS GX30H05 and GX1831 chips can be accurately applied to car wheel hub temperature measurement. This solution can monitor the axle temperature of trucks in real time during long-term operation, and upload temperature data to the management server in real time to provide drivers and operating companies with wheel hub working temperature warnings, effectively avoiding safety risks caused by high temperatures and ensuring vehicle driving safety.

     In the application scenarios of BMS new energy battery packs, electric vehicle battery swapping, and leasing, it is crucial to assign a unique "digital ID card" to each battery pack and conduct strict ID recognition and authentication, which can effectively prevent battery theft and illegal replacement, achieve accurate traceability of the entire battery life cycle, and ensure asset security and optimize operational efficiency. The ID recognition authentication in this application case uses the single bus storage authentication chip GX2431 from Galaxy-CAS instead of ADI's DS2431.

03 Industrial Control Field

     In the field of industrial control, Galaxy-CAS has also accumulated rich practical application cases for key customers, covering key scenarios such as security, electricity, four meters (electricity meter, gas meter, water meter, heat meter), 3D printing, and cold chain transportation. The core alternative solutions are as follows:

     Monitoring scenarios for circuit breakers in the power industry: The Galaxy-CAS temperature chip GX36 (which can directly replace ADI TMP36), with its high precision characteristics, can perform real-time temperature monitoring on key parts such as circuit breaker contacts and busbar connection points. By setting a preset temperature threshold, the chip can achieve early warning and active protection of faults, and maintain a stable working state in complex electromagnetic environments, significantly improving the reliability of power system operation.

     More technical parameters, selection guidelines, and alternative compatibility of chips in the same series have been compiled into the "Domestic Analog Chip Replacement Compatibility Table" by Galaxy-CAS . Users can download and obtain it by scanning the QR code at the end of the article.

     From the current market application practice, the market demand for domestically produced analog chips is continuously growing. The Chinese Ministry of Commerce has launched an anti-dumping investigation into imported analog chips originating from the United States, creating a key development opportunity for domestic analog chip companies. Domestic chip companies take this opportunity to further increase investment in technological innovation, improve product performance and quality stability, expand diversified market channels, and continue to strengthen their core competitiveness. Only by continuously consolidating our own technological and market strength can we take the initiative in the global competition for analog chips and promote the high-quality rise of China's analog chip industry.