Group 1 - The company reported that the current order situation remains normal, with six engineering samples of chips returned after trial production since November last year, and new products from customers are entering trial production, expected to contribute to sales growth starting in Q4 [2] - In the first half of the year, the company launched three new IoT camera chip engineering samples, including KM01A, KM01W, and AK3918AV130 series, which are now in trial production [2] - The KM01A and KM01W low-power intelligent vision chips support AOV technology, with power consumption under 30mW in AOV mode, a maximum image resolution of 12MP, and capabilities for 16x digital zoom, targeting various applications from smart security to wearable devices [2] Group 2 - The company indicated an increasing shipment volume of computing power chips, with future product development focusing on high-performance NPU for large model applications to empower more intelligent terminals [3] - Financial results for the first half of the year showed operating revenue of 234.31 million yuan, a year-on-year decrease of 3.02%, and a net profit attributable to shareholders of -49.25 million yuan, a decrease of 43.39 million yuan year-on-year [3] - The net profit after deducting non-recurring gains and losses was -49.33 million yuan, a year-on-year decrease of 38.73 million yuan [3]

蓝牙芯片方面，第五代蓝牙音频芯片已正式发布，支持经典蓝牙+BLE双模，具备低功耗、高品质音 频、稳定兼容性等优势，适用于AI耳机、AI头盔等智能音频设备。BLE芯片新品AK1037系列已完成试 产准备，面向智能门锁控制主板，客户项目正陆续推进。音频SoC产品AK1080在A2DP播放模式下功耗 仅为4mA，并支持端侧唤醒与云端语音助手结合，实现人机智能语音交互。 在人机交互方向，公司HMI芯片产品应用持续扩展，KM02X/Y芯片已进入中控屏、智能玩具等场景； 第五代HMI应用处理器正在研发中，将进一步强化边缘计算能力。 不仅如此，公司在智能门锁、智能录音笔、AI玩具等细分领域持续推进产品量产落地。例如，面向智 慧办公推出的智能录音笔方案，可对接多家主流大模型平台，快速调取语音识别与内容摘要功能，具备 毫秒级响应与动态功耗控制能力，已进入市场化阶段。 8月13日晚，安凯微(688620)发布2025年半年度报告，报告期内，公司聚焦智能化终端与物联网终端需 求的深度融合，持续加大研发投入，夯实核心技术能力，推动多款创新型芯片产品进入试产或量产阶 段。围绕智能视觉、音频通信、人机交互、智能穿戴等核心方向，公司不断拓 ...