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安凯微:前三季度研发费用占比超30% 发布多款芯片开启多模态智能体新未来
Zheng Quan Shi Bao Wang· 2025-10-27 11:56
Core Insights - Ankai Microelectronics (安凯微) reported a stable revenue of 351 million yuan for the first three quarters of 2025, with R&D expenses reaching 105 million yuan, accounting for 30.13% of revenue, indicating a 5.18% year-on-year increase, which lays a solid foundation for the company's long-term development [1] Group 1: Product Development and Innovation - The company launched multiple new chip products at the "2025 Ankai Microelectronics Developer Technology Forum," focusing on key areas such as visual processing, audio interaction, and power management, showcasing its technological achievements [1][2] - Ankai Micro has released a total of 8 chip products since the beginning of the year, covering the entire link from visual perception to voice interaction and control execution, providing foundational technology support for the "multi-modal + intelligent body" ecosystem [2] - The company demonstrated seven categories of application scenarios, including solar-powered smart cameras and AI glasses, expanding the practical application boundaries of edge intelligent systems [2] Group 2: Strategic Partnerships and Ecosystem Development - The forum gathered key partners and experts to discuss the integration of multi-modal perception and edge intelligence technologies, clarifying the company's strategic path in the intelligent body direction [4] - Ankai Micro has successfully taped out chips that cover major functional forms such as AI audio glasses and AI display glasses, now entering large-scale promotion and customer product development stages [3] - The company is enhancing its system capabilities from underlying hardware to terminal applications, continuously improving the adaptability and application breadth of edge intelligent solutions [7] Group 3: Future Directions and Market Trends - The DINO-X model, developed by the IDEA Research Institute, is highlighted as a leading general visual model with strong capabilities in open-world object detection and understanding, applicable in various fields such as intelligent security and autonomous driving [5] - Industry experts noted that while multi-modal large models have established numerous application scenarios, there remains significant room for improvement in specialized scenarios, particularly in balancing computing power costs and energy consumption [6] - Ankai Micro is expected to continue iterating and upgrading its products under the trends of high integration and low power consumption, leveraging its self-developed IP and SoC architecture technology [6]