适配硅负极电池的DC/DC芯片
Search documents
希荻微2025半年报:营收同比翻番 AI应用驱动业绩向好
Zhong Zheng Wang· 2025-08-30 07:03
Core Insights - The company reported a significant revenue increase of 102.73% year-on-year, reaching 466 million yuan, while narrowing its net loss to 44.68 million yuan [1] - The growth is attributed to the company's penetration in consumer electronics and automotive electronics, as well as successful expansion into emerging markets like AI terminal applications [1][2] - The company achieved a gross profit of 137 million yuan, a 71.57% increase year-on-year, with a quarterly revenue of 289 million yuan in Q2, reflecting a 62.52% quarter-on-quarter growth [1] Revenue Breakdown - Power management chips generated 182 million yuan in revenue, serving as a core pillar for the company [1] - Autofocus and optical image stabilization chips contributed 142 million yuan, becoming another important growth driver [1] - Other businesses, including port protection, signal switching chips, and sensor chips, also showed steady development, contributing to a diversified and healthy business ecosystem [1] AI and Automotive Electronics - The company made significant strides in the AI sector, launching a DC/DC chip compatible with silicon anode batteries for AI smartphones, entering the supply chains of major brands like Xiaomi, OPPO, and vivo [2] - In the automotive electronics sector, the company's automotive-grade chips have been applied in brands such as Audi, Hyundai, and Xiaopeng, with ongoing new product launches [2] - The company is actively pursuing the acquisition of Chengxin Micro, which is expected to enhance resource integration and strengthen its industry position [2] R&D and Innovation - The company invested 134 million yuan in R&D, marking an 11.18% year-on-year increase, with over 60% of its workforce dedicated to research [2] - The company holds 247 invention patents, showcasing its commitment to technological innovation [2] - Its core technologies in power management and optical stabilization have allowed several products to enter global leading chip platform reference designs, competing effectively with international products [2] Future Outlook - The company is poised to leverage its technological accumulation and clear strategy to unlock long-term growth potential as market demand recovers [3]