Core Viewpoint - Aojie Technology is one of the few companies covering multi-standard cellular and multi-protocol non-cellular chips, with a strong focus on mobile baseband and IoT sectors, and possesses key self-developed IP reserves [1] Group 1: Business Performance - The 5G mobile chip has been taped out and is expected to continue ramping up in the future [1] - The ASIC segment is projected to experience exponential growth, with expected performance in 2026 being several times higher than in 2024 [1] - In the IoT sector, the baseband chip is used in areas such as vehicle networking and wearables, with a market share of nearly 50% in the Cat.1bis segment for 2024, leading the industry [1] Group 2: Product Development - The shipment volume of Cat.4 is expected to double year-on-year in 2024, while the new generation Cat.7 product has been successfully introduced to clients such as ZTE [1] - In the mobile sector, the 4G octa-core smartphone chip has been successfully introduced to clients in the first half of 2025, and the 5G mobile chip is in the late stages of development, with client introduction expected in the second half of 2026 [1] Group 3: Future Outlook - Continuous product launches and client expansion are anticipated to drive sustained growth in baseband chip revenue [1] - AI ASIC is expected to become a second growth curve for the company, with good order intake for custom chip business, projecting several times growth in revenue by 2026 compared to 2024 [1]

Group 1 - The core viewpoint of the article is that Aojie Technology is progressing in its chip development, with the 6nm 4G octa-core mobile chip expected to be taped out by the end of September and the 5G mobile chip already having completed the tape-out process [1] Group 2 - Aojie Technology's chairman and chief strategy officer, Dai Baojia, provided updates on the company's chip development during the 2025 semi-annual performance meeting [1] - The company is focusing on advancing its technology in both 4G and 5G mobile chipsets, indicating a commitment to staying competitive in the semiconductor industry [1]

Group 1 - Unisoc (紫光展锐) has initiated its IPO counseling registration on June 27, indicating its growth trajectory in the semiconductor industry [1] - Unisoc is one of the three global companies in the 5G mobile chip market, with expertise in various communication technologies including 2G/3G/4G/5G, Wi-Fi, Bluetooth, and satellite communication [1] - The projected sales revenue for Unisoc in 2024 is 14.5 billion yuan, reflecting an approximate 11% year-on-year growth, with total chip shipments expected to exceed 1.6 billion units [1] Group 2 - According to Counterpoint Research, Unisoc holds a 10% market share in the global smartphone AP-SoC market as of Q1 2025, ranking fourth behind MediaTek (36%), Qualcomm (28%), and Apple (17%) [1] - The AI smartphone market is anticipated to grow significantly, with a forecasted compound annual growth rate (CAGR) of 63% from 2023 to 2028, driven by increasing consumer demand for AI features [1] - Canalys predicts that by 2024, 16% of global smartphone shipments will be AI smartphones, with this figure expected to rise to 54% by 2028, further stimulating the development of AI smartphone chips [1]