系统级解决方案
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艾为电子全球研发中心园区正式开工
Zhong Zheng Wang· 2025-10-23 13:44
据悉,该研发中心将成为汇聚全球高端研发人才的核心平台,进一步强化艾为电子在汽车电子、工业互 联等前沿领域的探索与创新,为芯片行业注入强劲的"艾为动能"。随着全球研发中心的落成,艾为电子 将以更加开放的姿态、更加前瞻的技术布局,继续夯实从芯片设计到系统级解决方案的全链路竞争力。 "公司始终坚持高质量研发投入,研发占比超15%,技术人员超70%。"艾为电子董事长孙洪军表示,今 天破土动工的全球研发中心,正是公司践行"技术立企"的又一里程碑。公司将全力打造绿色智能的现代 化科技园区,并与各方伙伴共同构建芯片产业创新生态圈。 中证报中证网讯(记者乔翔)10月23日,记者从艾为电子获悉,位于上海市闵行区友东路与顾戴路交叉口 的艾为电子全球研发中心园区正式开工。此举标志着艾为电子"技术立企、创新驱动"发展战略落地。 ...
收购一家亏损企业,晶晨股份要花3.16亿元……
IPO日报· 2025-09-18 00:33
Core Viewpoint - Recently, Jingchen Semiconductor (Shanghai) Co., Ltd. announced its plan to acquire 100% equity of Chipmy Microelectronics (Jiaxing) Co., Ltd. for a total cash consideration of 316 million yuan [2][6]. Group 1: Acquisition Details - The acquisition will result in Chipmy Microelectronics becoming a wholly-owned subsidiary of Jingchen and included in the consolidated financial statements [3]. - The acquisition price of 316 million yuan is based on the valuation of Chipmy Microelectronics, which was determined through market principles and negotiations, considering its registered capital and historical financial contributions [6]. Group 2: Company Performance - Since its IPO in 2019, Jingchen has shown a growth trend despite some fluctuations, with total revenue of 3.33 billion yuan in the first half of 2025, a year-on-year increase of 10.42%, and a net profit of 497 million yuan, up 37.12% year-on-year [4]. - Chipmy Microelectronics has not performed well financially, reporting revenues of 0 yuan and 679,300 yuan for 2024 and the first half of 2025, respectively, with net losses of 90.31 million yuan and 40.06 million yuan [5]. Group 3: Strategic Intent - The acquisition is aimed at enhancing technological synergy and complementing capabilities in the fields of IoT, automotive networking, and mobile smart terminals, where Chipmy has established a strong R&D team and product offerings [4]. - Concurrently, Jingchen plans to issue H-shares and apply for listing on the Hong Kong Stock Exchange to strengthen its capital base and enhance its competitive position internationally [7].
旋极信息:公司的核心竞争力体现在提供整体的系统级解决方案上
Zheng Quan Ri Bao Wang· 2025-08-13 11:47
证券日报网讯旋极信息(300324)8月13日在互动平台回答投资者提问时表示,软件著作权主要保护的 是软件作品的版权,但公司的核心竞争力体现在提供整体的系统级解决方案上,包括但不限于硬件设 计、软件优化以及系统集成能力。对于"有限动态功耗芯片系统的串联供电任务调度方法"这一授权专 利,能体现公司在芯片设计中提高能效、降低能耗方面的能力,特别是大芯片的设计中电源管理是高性 能芯片不可或缺的一部分,它直接影响到芯片的整体性能和用户体验。公司也会在后续研发过程中,持 续进行专利等知识产权的申请。另外,公司对该芯片性能进行了现场核验,同时专业机构也出具了检测 结果。 ...
恩智浦(NXPI.US)小摩会议分享要点:业务尚未受关税影响 工业领域市场份额有望扩大
Zhi Tong Cai Jing· 2025-05-15 08:37
Core Insights - NXP's business has not been significantly impacted by tariffs, with no major effects seen in customer order patterns or direct tariff costs [1] - The company is experiencing a positive trend in orders and backlog, indicating potential cyclical recovery [1] - Customer feedback does not suggest any signs of inventory buildup [1] Supply Chain and Market Strategy - NXP's strong supply chain diversification strategy is expected to mitigate tariff impacts, with approximately 17%-18% of revenue coming from products manufactured for China [2] - One-third of these products are already manufactured locally in China, with plans to increase this proportion [2] - The company is reallocating more R&D resources to the Chinese market and is on track with its 200mm wafer integration plan [2] Automotive and Industrial Growth - Despite a weak overall automotive market, demand for NXP's S32 software-defined vehicle platform, radar, electrification, and connectivity remains strong [2] - The CoreRide software-defined vehicle platform is highly recognized by customers and is expected to drive revenue growth starting in 2028 [2] - NXP aims to expand its market share in the industrial sector through system-level solutions and a broad market channel strategy [3] Technological Advancements - The company is focusing on edge applications with a rich product portfolio and strong software stack, offering 25 different system-level solutions across various industries [3] - NXP's system-level solutions in sub-industries generally have higher design win amounts compared to single components, indicating strong market appeal [3] - The development of an internal NPU for AI/ML applications and the acquisition of Kinara are expected to accelerate NXP's positioning in edge AI [3] Analyst Ratings - JPMorgan has a "neutral" rating on NXP's stock, with a target price of $205 set on April 29 [4]