芯原股份：预计第二季度营业收入约5.84亿元 环比增长49.9%

Core Viewpoint - The company, Chip Origin Co., Ltd. (688521), anticipates a significant increase in revenue and order backlog by the second quarter of 2025, driven by growth in intellectual property licensing and mass production business [1] Financial Performance - The company expects to achieve approximately 584 million yuan in revenue for the second quarter of 2025, representing a quarter-on-quarter growth of 49.9% [1] - The projected order backlog by the end of the second quarter of 2025 is 3.025 billion yuan, marking a 23.17% increase from the end of the first quarter of 2025, setting a new historical high for the company [1] Revenue Breakdown - The anticipated revenue from intellectual property licensing for the second quarter of 2025 is 187 million yuan, reflecting a quarter-on-quarter growth of 99.63% and a year-on-year growth of 16.97% [1] - The expected revenue from mass production business for the second quarter of 2025 is 261 million yuan, with a quarter-on-quarter growth of 79.01% and a year-on-year growth of 11.65% [1] Profitability Outlook - The company forecasts continued improvement in profitability for the second quarter of 2025, with a significant reduction in quarterly losses compared to previous periods [1]