GUOXIN MICRO(SZ:002049) Ju Chao Zi Xun·2025-12-21 02:33Core Insights - The company, Unisoc, is making substantial progress in its chip layout within the strategic emerging field of commercial aerospace, with various products including FPGA, refresh chips, memory, and bus interfaces being gradually introduced into this sector [1][3] - Unisoc's image AI smart chips also show potential applications in the commercial aerospace field, indicating a systematic expansion of its technology accumulation in special integrated circuits into the promising commercial aerospace industry chain [3] Industry Overview - The commercial aerospace industry features a long supply chain, high technical density, and a massive demand for integrated circuits, with high-reliability and high-performance chips being essential across all segments from launch vehicles and satellites to ground equipment and applications [3] - Recent years have seen rapid development in satellite internet and space exploration due to the continuous relaxation of domestic commercial aerospace policies and technological advancements, leading to strong demand for reliable, radiation-resistant, and miniaturized aerospace-grade and industrial-grade chips [3] - As a leading supplier of special integrated circuits in China, Unisoc's core products like FPGA and memory have been widely applied and validated in traditional special fields, and the company's focus on commercial aerospace is expected to provide new performance growth points while showcasing its technical strength in high-reliability application scenarios [3]