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炬芯科技:用AI将美好声音做到极致
■《科创中国》系列调研活动 2014年从美股退市开启"二次创业"新征程,2021年登陆科创板,2025年引领存内计算技术商业化落 地……炬芯科技董事长、总经理周正宇带领技术团队,用十一年的时间,在中高端音频芯片细分赛道实 现了从"追赶者"到"领跑者"的蜕变。 在这场关于声音与科技的征程中,周正宇始终坚信:人类对美好声音的追求永无止境,中国芯片企业的 创新空间,同样没有边界。"未来五年,炬芯科技将聚焦'人周边,办公室周边,家庭周边'三大场景, 构建'芯片+算法+解决方案'的完整生态,让每一个智能设备都能'听懂声音,传递温度'。"周正宇说。 走出舒适区 "二次创业"重塑内核 炬芯科技主营业务为中高端智能音频SoC芯片的研发、设计及销售,专注于为无线音频、智能穿戴及智 能交互等基于人工智能的物联网(AIoT)领域提供专业集成芯片产品及解决方案,是中国领先的低功 耗AIoT芯片设计厂商。 2025年上半年,在AI技术的加持下,炬芯科技的业绩十分亮眼:实现营业收入4.49亿元,同比增长 60.12%;实现归属于上市公司股东的净利润9137.54万元,同比增长123.19%。 取得这般卓越的业绩,并非一朝一夕之功。 "2 ...
炬芯科技(688049):2025年半年度业绩预告点评:25Q2业绩再创新高,CIM端侧产品商业化进展亮眼
Huachuang Securities· 2025-07-16 07:02
Investment Rating - The report maintains a "Strong Buy" rating for the company, expecting it to outperform the benchmark index by over 20% in the next six months [22]. Core Views - The company is projected to achieve a revenue of 449 million yuan in the first half of 2025, representing a year-on-year increase of 60.07%, and a net profit of 91 million yuan, reflecting a year-on-year growth of 122.28% [1]. - The second quarter of 2025 is expected to see revenues of 257 million yuan, up 58.64% year-on-year and 33.91% quarter-on-quarter, with a net profit of 50 million yuan, marking a year-on-year increase of 52.91% [1]. - The company is focusing on the commercialization of its CIM edge products, driven by strong demand for low-power, high-performance edge devices in the AI sector [7]. Financial Summary - Total revenue is forecasted to grow from 652 million yuan in 2024 to 1.663 billion yuan by 2027, with a compound annual growth rate (CAGR) of 30.4% [3]. - Net profit is expected to increase from 107 million yuan in 2024 to 354 million yuan in 2027, with a CAGR of 33.9% [3]. - The earnings per share (EPS) is projected to rise from 0.73 yuan in 2024 to 2.42 yuan in 2027 [3]. - The company’s price-to-earnings (P/E) ratio is estimated to decrease from 78 times in 2024 to 23 times in 2027, indicating improving valuation [3]. Product Development and Market Position - The company is a leading low-power AIoT chip designer, focusing on the mid-to-high-end smart audio SoC market, and is a major supplier for Bluetooth audio SoCs [7]. - The introduction of the MMSCIM architecture is aimed at meeting the growing demand for low-power edge AI products, with significant advancements in product penetration and sales growth [7]. - The company has successfully launched several AI audio chips and is actively working on the second generation of CIM technology to enhance performance and efficiency [7].
炬芯科技: 关于端侧AI音频芯片新品推广的自愿性披露公告
Zheng Quan Zhi Xing· 2025-06-18 10:34
Core Viewpoint - The company has successfully launched a series of edge AI audio chips based on in-memory computing technology, achieving significant progress in promoting these new products [1][2]. Group 1: Market Expansion of Edge AI Audio Chips - The company is focused on meeting the requirements of AIoT devices for low latency, low power consumption, high data privacy, and personalization through innovative in-memory computing technology, which integrates storage and computation [1]. - The newly launched ATS323X series chips have entered mass production and are being adopted by brand clients in the low-latency private wireless audio sector, leading to rapid growth in product uptake shortly after client terminal products began mass production [2]. Group 2: Impact on the Company - The rapid introduction of edge AI new products validates the company's judgment on the upgrade trend of AIoT products and marks a significant achievement in embracing the AI transformation of edge products [2]. - The ongoing promotion of these product series is expected to enhance the company's core competitiveness, solidify its market position in the edge AI audio field, and lay a solid foundation for long-term development [2].