集成电路行业作为快速发展的高科技行业，各种新技术、新产品不断更新，一方面产生了巨大的市场机 遇，另一方面也导致市场变化较快。 "公司当下面临的挑战主要包括技术升级迭代和市场竞争加剧等风险。"易慧敏在回答《证券日报》记者 提问时表示，针对挑战，2025年上半年，公司不断加大研发投入，投入总额为1.25亿元。 半年报显示，芯朋微累计获得341项知识产权有效授权。其中，2025年上半年新增授权专利7项，新增集 成电路布图登记8项。其中，新器件工艺封装技术类占比44%，驱动技术类占比13%，电源技术类占比 43%。截至2025年6月底，该公司研发人员达到272人，占公司员工的比例为71.77%。 "公司始终聚焦主业，坚持研发创新；高度看好和长期坚持'半导体能源赛道'，以全面覆盖智能家电、 电力能源、智能终端、工业控制和AI计算等五大重点市场应用领域的功率半导体需求为战略目标，持 续取得创新突破，不断扩大在上述战略应用市场TOP客户信任和市场占有率。截至目前，公司在多项新 技术领域和新市场取得关键突破和丰硕成果。"张立新表示。 本报记者 曹卫新 9月22日，无锡芯朋微电子股份有限公司（以下简称"芯朋微"）召开2025年 ...

Core Viewpoint - The company achieved record high revenue in Q2 2025, with significant growth in non-ACDC product lines and the industrial market entering a harvest phase [4] Financial Performance - In the first half of 2025, the company reported revenue of 636 million yuan (YoY +40.32%) and a net profit attributable to shareholders of 90 million yuan (YoY +106.02%). The net profit excluding non-recurring items was 68 million yuan (YoY +50.56%). The gross margin increased by 0.9 percentage points to 37.33%. In Q2 2025, revenue reached 335 million yuan (YoY +34%, QoQ +11%), setting a new quarterly record, with a net profit of 49.42 million yuan (YoY +146%, QoQ +20%) and a gross margin of 37.91% (YoY +1.6 percentage points, QoQ +1.2 percentage points) [5] Product Development - The company has developed nearly 1,800 product models across six product lines, including ACDC power products, DCDC power products, Digital PMIC power products, driver products, power device products, and power module products. The revenue from non-ACDC categories grew by 73% year-on-year in the first half of the year [6][7] Industrial Market Growth - Revenue from the industrial market increased by 57% year-on-year in the first half of 2025. The company has established a comprehensive power solution from primary to tertiary power sources, achieving significant breakthroughs and mass production in high-reliability AC-DC products for industrial clients [8]