Core Insights - The global semiconductor industry is expected to experience a new growth wave in 2025 driven by surging AI computing demand, the rapid penetration of smart vehicles, and the rise of commercial aerospace [1] Financial Performance - In the first half of the year, the company reported revenue of 3.047 billion yuan, a year-on-year increase of 6.07% - The net profit attributable to shareholders was 692 million yuan, a year-on-year decrease of 6.18% - The net profit excluding non-recurring items was 653 million yuan, a year-on-year increase of 4.39% [1] Industry Position and R&D Investment - The company is a major player in the domestic integrated circuit market, focusing on special integrated circuits and smart security chips, while also expanding into quartz crystal frequency devices [2] - R&D investment reached 687 million yuan in the first half of the year, a year-on-year increase of 1.41% - The company obtained 26 invention patents and 6 utility model patents during the reporting period [2] Product Development and Market Expansion - The company has over 800 shelf products in the special integrated circuit business, covering various fields including AI+ visual perception, processors, and storage [3] - The analog chip segment accounts for approximately 40% to 50% of the special integrated circuit business, with a growth rate of about 18% to 20% [3] - The company has made significant breakthroughs in the emerging commercial aerospace market, launching a series of products for space applications [3] Smart Security Chip Business - The company maintains a strong position in the global SIM card chip market, with multiple eSIM solutions commercialized in various countries [4] - The automotive electronics segment has become a highlight, with millions of automotive security chips shipped to major Tier 1 suppliers and OEMs [4] - The launch of the new generation automotive security chip T97-415E supports domestic automotive brands in expanding overseas [4] Future Outlook - The company is well-positioned to benefit from the ongoing growth in the global semiconductor market and the rapid development of the domestic digital economy [4] - The comprehensive layout in special integrated circuits, smart security chips, and quartz crystal frequency devices, along with active expansion into emerging fields like commercial aerospace and automotive electronics, will provide sustained momentum for future growth [4]

格隆汇8月20日丨紫光国微(002049.SZ)于近期投资者关系活动表示，公司FPGA芯片产品上半年出货量 和市场占有率维持在一个高位；新一代FPGA及RF-SOC芯片等产品市场拓展比较顺利，备货比较充 足，可以满足2025年的市场需求。公司也在统筹各方面资源，筹划新一代FPGA及RF-SOC芯片等产品 的未来市场推广工作，以实现可持续高质量发展。 ...

格隆汇8月20日丨紫光国微(002049.SZ)于近期投资者关系活动表示，目前高端AI＋视觉感知芯片主要应 用于特种集成电路领域的目标识别和跟踪；该产品比较偏前期，需要结合下游需求进行落地。 ...

格隆汇8月20日丨紫光国微(002049.SZ)于近期投资者关系活动表示，目前，公司车载MCU芯片的整体销 售规模尚处于较低水平，业务开展以向客户提供样品、推进产品测试验证及市场导入工作为主，规模化 量产销售暂未全面启动。 ...

Core Viewpoint - The company has made technological advancements in hardware related to digital currencies and stablecoins, with existing chip products capable of meeting core demands in these application scenarios [1] Group 1: Technological Development - The company has established a technical layout for hardware related to digital currencies and stablecoins [1] - Current chip products possess the technical capabilities to cover the core needs of these applications [1] Group 2: Market Performance - The company has achieved certain market results in the digital RMB wallet sector, although this application scenario has not yet been widely adopted [1] - Existing customer collaborations have led to the development of actual payment application cases based on the company's chip products, validating the feasibility of the company's technical solutions [1] Group 3: Future Outlook - Future development is contingent upon policy guidance, market demand, and user habits [1] - The company is prepared in terms of technology and product offerings, but the promotion of specific applications will depend on market development and collaboration among industry players [1]

格隆汇8月20日丨紫光国微(002049.SZ)于近期投资者关系活动表示，公司FPGA芯片产品上半年出货量 和市场占有率维持在一个高位；新一代FPGA及RF-SOC芯片等产品市场拓展比较顺利，备货比较充 足，可以满足2025年的市场需求。公司也在统筹各方面资源，筹划新一代FPGA及RF-SOC芯片等产品 的未来市场推广工作，以实现可持续高质量发展。 ...

格隆汇8月20日丨紫光国微(002049.SZ)于近期投资者关系活动表示，目前高端AI视觉感知芯片主要应用 于特种集成电路领域的目标识别和跟踪；该产品比较偏前期，需要结合下游需求进行落地。 ...

格隆汇8月20日丨紫光国微(002049.SZ)于近期投资者关系活动表示，在宇航业务方面，公司推出了耐辐 照的产品。目前该业务发展良好，是公司业绩的新增量之一。 ...

Core Viewpoint - The company, Unisoc, has indicated a positive outlook for its special integrated circuit business, particularly in the analog chip segment, which constitutes approximately 40% to 50% of its operations, with a growth rate of about 18% to 20% [1] Summary by Category Business Performance - The analog chip segment accounts for around 40% to 50% of the company's special integrated circuit business [1] - The growth rate for this segment is projected to be between 18% and 20% [1] Future Outlook - For 2025, the company holds an optimistic view regarding overall orders in the special integrated circuit business [1] - However, it is currently challenging to predict the order situation for 2026 and 2027 [1] Strategic Initiatives - The company plans to continue diversifying its product offerings to capture more market share in downstream markets [1] - There is a focus on consolidating and enhancing market share [1]

Core Viewpoint - The company, Unisoc (紫光国微), has indicated that its switch chips are currently not involved in AI data center applications, although it is monitoring this market direction [1]. Company Summary - Unisoc's switch chips do not currently cater to AI data center applications [1]. - The company is paying attention to the developments in the AI data center market [1].