Core Viewpoint - Sensirion Co., Ltd. (688286) has achieved profitability in the first half of 2025, with revenue from pressure product lines surpassing that of sensors, while also expanding into the humanoid robot sensor field [1][2]. Financial Performance - In the first half of this year, the company reported a net profit attributable to shareholders of 25.19 million yuan, marking a significant turnaround from losses [1]. - The overall gross profit margin for products increased to 31.64%, up by 10.21 percentage points year-on-year [1]. - The second quarter saw the company leading in profit growth within the analog chip sector [1]. Product Development and Market Position - The growth in performance is primarily attributed to the widespread application of MEMS acoustic sensors in consumer electronics and automotive electronics, as well as the ongoing expansion of MEMS pressure sensors in electronic cigarettes, medical devices, and industrial control markets [1]. - The high-margin pressure product line has now surpassed the acoustic product line, becoming the largest contributor to the company's revenue [1]. - The revenue share from inertial sensor products is also rapidly increasing, contributing to the overall improvement in product gross margins [1]. Strategic Initiatives - The company has entered multiple brand selections for waterproof barometer products and is promoting these devices for mobile phone applications, aiming to expand from smartwatches to mobile downstream applications [2]. - The company’s inertial product shipments are gradually increasing, with the market remaining competitive, primarily focused on consumer products [2]. - The company’s subsidiary, Zhonghong Weiyu, has seen significant revenue growth in its IMU (Inertial Measurement Unit) products and is developing future applications for automotive, robotics, and agricultural machinery [2]. Research and Development Focus - The company is actively laying out plans in the humanoid robot sensor field, initiating research projects for six-dimensional force sensors, IMUs for robots, and glove-type pressure and temperature sensors [2]. - With the introduction of new AI models, there is a growing demand for high signal-to-noise ratio digital microphones, prompting the company to develop low-power digital microphones for applications in AI assistants, AI phones, and AI glasses [3]. - The company aims to diversify its pressure products from wearable devices to mobile applications, expanding its market share among well-known brands and focusing on mobile altimeter applications [3].

Core Viewpoint - The company, Minxin Co., Ltd. (688286.SH), is expanding its presence in the robotics sector by developing various sensors for humanoid robots, indicating a strategic move towards advanced robotics technology [1] Group 1: Company Developments - The company has initiated research and development projects for six-dimensional force sensors, IMUs for robots, and glove-type pressure and temperature sensors [1] - The company is actively engaging in technical exchanges and promoting product applications with relevant manufacturers [1] Group 2: Industry Trends - Sensors have a wide range of applications in the robotics field, highlighting the growing importance of sensor technology in enhancing robotic capabilities [1]