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]

Core Insights - Ankai Microelectronics (安凯微) reported a focus on the integration of intelligent terminals and IoT demands, increasing R&D investment to enhance core technology capabilities and drive multiple innovative chip products into trial or mass production stages [1] - The company achieved a revenue of 234.31 million yuan in the first half of 2025, with R&D investment reaching 67.42 million yuan, accounting for 28.78% of revenue, a significant increase of 7.01% year-on-year [1] - The company is expanding its chip product matrix and application scenarios in areas such as smart home, smart security, and intelligent terminals, enhancing its industry influence [1] Group 1: Product Development - Ankai Microelectronics is enhancing camera chip features such as intelligence, high definition, and low power consumption, with three camera chips entering trial production [2] - The KM01A and KM01W chips support Always On Video mode with low power consumption and high image capture capabilities, suitable for various applications [2] - The company launched a 4K video capture solution based on the KM02X chip, supporting multiple recognition algorithms and providing a complete audio-video interaction experience [2] Group 2: Bluetooth and Audio Chips - The fifth-generation Bluetooth audio chip has been officially released, supporting dual-mode and offering low power consumption and high-quality audio [3] - The AK1037 series BLE chip is ready for trial production, targeting smart lock control boards, with ongoing customer projects [3] - The AK1080 audio SoC product operates at low power in A2DP playback mode and supports intelligent voice interaction [3] Group 3: AI Product Line and Incentives - Ankai Microelectronics is actively promoting AI capabilities with a focus on cloud-edge-end collaboration, forming an integrated solution for AI inference [4] - The company has developed lightweight AI algorithms and optimized model parameters for efficient inference execution in smart scenarios [4] - A stock incentive plan was launched, granting 4.0598 million restricted shares to 106 core employees, aimed at enhancing team cohesion and innovation drive [5] Group 4: Future Outlook - The company plans to continue expanding AI application scenarios and develop localized, scene-specific models in collaboration with intelligent chips [4] - Ankai Microelectronics aims to integrate technology and market development, focusing on the trends of AI and IoT, and expanding chip applications in various fields [5]