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又一国内知名芯片巨头欲登陆A股,未来AI手机将大幅拉动相关芯片增长
Xuan Gu Bao· 2025-06-29 23:32
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]