算法、架构和IP全栈自研：杰理科技树立国产AI音频SoC新范式

Core Viewpoint - The article highlights the significant transformation in the TWS (True Wireless Stereo) earphone market, emphasizing the rise of domestic Bluetooth chip manufacturers like JieLi Technology, which has gained substantial market share and technological advancements over the past decade [1][4]. Group 1: Company Overview - JieLi Technology, established in 2010, has evolved from a startup focused on audio chips to a leading manufacturer with an annual output exceeding 1.5 billion chips, recognized as a national "manufacturing single champion" [1][3]. - The company has successfully integrated its chips into the supply chains of major domestic brands such as Xiaomi, Honor, and Vivo, as well as international brands like JBL [1]. Group 2: Technological Development - JieLi Technology adopted a forward-looking strategy by gradually diversifying its technology modules from a single audio module to include RF, video, and information collection, ultimately creating a rich product line of SoC (System on Chip) chips [3][5]. - The company has built a flexible R&D platform that standardizes core technology modules, allowing for rapid market response and adaptation to new product demands [5][12]. - As of June 30, 2025, JieLi holds 370 authorized invention patents, ranking first among comparable domestic companies in the industry [5]. Group 3: Market Strategy - JieLi Technology employs a dual-driven market strategy, effectively covering both brand clients and the white-label market through differentiated service capabilities [8][10]. - The company has established a one-hour rapid response mechanism for brand clients, enhancing its competitive edge through quick technical support [8]. Group 4: Product Ecosystem - JieLi's product matrix encompasses various segments, including TWS earphones, open-ear headphones, Bluetooth speakers, and smartwatches, indicating a comprehensive approach to market penetration [12]. - The company is transitioning from a chip supplier to a comprehensive solution provider, offering integrated solutions that include hardware, algorithm optimization, and software development [12]. Group 5: Industry Trends and Future Outlook - The introduction of Bluetooth 5.2 and LE Audio standards has opened new technological opportunities for the wireless audio industry, allowing JieLi to position itself strategically for future growth [14]. - JieLi's new generation Bluetooth audio chips, such as the JL703N and JL708N, demonstrate industry-leading specifications, including low power consumption and high signal-to-noise ratios [14][15]. - The company is also integrating AI capabilities into its SoC chips, enhancing features like noise cancellation and voice recognition, which are becoming essential in the evolving audio chip market [15][16]. - The global market for Bluetooth audio devices is projected to reach 1.3 billion units by 2028, with JieLi poised to play a significant role in this expanding trillion-dollar market [16].