泰凌微:端侧AI芯片2025年下半年继续保持放量出货趋势 但营收占比不会很高

Core Viewpoint - TaiLing Micro (688591) anticipates a continued growth trend in the shipment of edge AI chips in the second half of 2025, although this segment will not significantly contribute to overall revenue in that year. The company expects a substantial increase in shipment scale by 2026 [1] Group 1: Business Outlook - The edge AI chip business is projected to maintain a growth trend in shipments through the second half of 2025 [1] - The revenue contribution from edge AI chips in 2025 is expected to be low, with a more significant impact anticipated in 2026 [1] Group 2: Application Areas - Currently, edge AI chips are primarily utilized in the audio sector, but projects are also advancing in smart home, industrial, health, and indoor positioning fields [1]