Core Viewpoint - Unisoc's revenue for the first half of 2025 increased by 6.07% year-on-year, with significant growth in the special integrated circuit business, while facing challenges in predicting future orders for 2026 and 2027 [1] Group 1: Financial Performance - In the first half of 2025, Unisoc reported revenue of 3.047 billion yuan, with a net profit attributable to shareholders declining by approximately 6% [1] - The second quarter saw a revenue increase of 97% quarter-on-quarter and 17% year-on-year, with a non-GAAP net profit rising by 451% quarter-on-quarter and 39% year-on-year [1] - Cash flow net amount increased by 420% quarter-on-quarter [1] Group 2: Business Segments - The special integrated circuit business experienced significant growth, with second-quarter revenue reaching 1.059 billion yuan, a 158% increase quarter-on-quarter [1] - The revenue from logic and storage chips in this segment accounted for nearly 95%, indicating a stable structure [1] - The company is focusing on expanding its product categories and market share in the downstream market [1] Group 3: Product Development and Market Strategy - Unisoc is planning to enhance its market promotion for sustainable high-quality development [1] - The eSIM chip has the capability for mass shipment globally, but domestic market activation is pending policy changes [1] - In the automotive electronics sector, the company has launched mass production of automotive safety chip solutions, with millions of units shipped annually [1] Group 4: Future Outlook - The company is exploring potential in digital currency hardware, with development contingent on policy factors [1] - Demand for quartz crystal frequency devices is rising due to the growth in consumer electronics, indicating a stable business outlook [1] - Unisoc is focusing on emerging markets to enhance market share and penetration [1]

8月18日，紫光国微发布2025年半年度报告。报告显示，公司上半年实现营业收入30.47亿元，同比增长 6.07%；归母净利润6.92亿元，同比下降6.18%。公司三大主营业务板块均取得积极进展，在特种集成电 路、智能安全芯片和石英晶体频率器件领域持续深耕。 在特种集成电路领域，紫光国微展现出强劲的技术实力和市场竞争力。报告期内，公司优化研发组织架 构，显著缩短研制周期；自建封装线顺利投产，产品质量达到行业先进水平。FPGA和系统级芯片产品 继续保持行业领先地位，新一代高性能产品实现批量交货。在特种存储器方面，公司保持国内技术最先 进、系列最全的优势地位。新推出的交换机芯片批量交货，应用范围持续扩大。值得关注的是，公司在 宇航应用领域取得突破，新推出的宇航用FPGA、回读刷新芯片等产品获得核心用户批量应用。 智能安全芯片业务在产品技术和市场拓展方面不断取得新突破。公司持续保持在全球SIM卡芯片市场的 领先地位，eSIM产品导入多家头部手机厂商并实现批量发货。在金融IC卡领域，搭载全球首款开放式 软硬件架构安全芯片E450R的银行卡试点首发。更引人注目的是，公司在汽车电子领域取得显著进展， 汽车安全芯片解决方案 ...