芯原股份: 2025年第二季度经营情况的自愿性披露公告

Group 1 - The company expects to achieve an operating revenue of approximately 584 million yuan in the second quarter of 2025, representing a quarter-on-quarter growth of 49.90% [1] - The company's order backlog is projected to reach 3.025 billion yuan by the end of the second quarter of 2025, marking a 23.17% increase from the end of the first quarter of 2025, and setting a new historical high [1][2] - The revenue growth is primarily driven by an increase in intellectual property licensing fees and volume business revenue, with expected licensing fee revenue of 187 million yuan, a quarter-on-quarter increase of 99.63% and a year-on-year increase of 16.97% [1] Group 2 - The company has been focusing on key application areas such as Chiplet technology and its applications in generative AI and smart driving, while continuously exploring emerging markets and expanding its client base [2] - The order backlog consists of nearly 90% one-stop chip customization business, indicating a significant increase in chip design business orders [2] - The company anticipates a decrease in the proportion of R&D investment as chip design business orders increase, with an estimated conversion rate of orders within one year being significant [2]