聚辰股份汽车级芯片业务高速增长 营收占比已超10%

Core Insights - The company has made significant progress in automotive electronics and industrial equipment, addressing investor concerns about business structure and product upgrades [1][2] - The revenue from automotive-grade storage chips has exceeded 10% of total revenue, indicating successful product structure optimization [1] Group 1: Business Performance - The company has successfully leveraged opportunities in AI integration into smart terminal devices, with WLCSP EEPROM chips being widely adopted in major AI eyewear products [1] - Sales and revenue of automotive-grade storage chips and high-performance industrial-grade storage chips have experienced rapid growth compared to the same period last year [1] Group 2: R&D Investment - In the first half of 2025, the company invested 103 million yuan in R&D, with Q2 investment reaching 62 million yuan, a more than 50% increase quarter-on-quarter, marking the highest level for the same period historically [2] - The R&D investments have led to tangible market results, including the successful integration of automotive-grade NOR Flash chips in mainstream automotive visual perception and smart cockpit systems [2] Group 3: Future Strategy - The company plans to develop next-generation storage chips with improved performance, lower power consumption, and higher reliability, adapting to market changes and new technology trends [2] - The company aims to enhance its product layout through both internal development and external acquisitions, ensuring a balanced and risk-resistant business structure for sustainable long-term growth [2]