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又一国产AI芯片IPO来了!芯片首富虞仁荣参投,估值百亿
Sou Hu Cai Jing· 2026-01-26 05:01
Core Viewpoint - Aixin Yuanzhi, an AI chip unicorn based in Ningbo, Zhejiang, is preparing for its IPO on the Hong Kong Stock Exchange, showcasing its significant growth in the AI chip market and its strategic focus on high-performance AI inference systems for edge computing and terminal devices [2][4]. Company Overview - Aixin Yuanzhi was founded in May 2019 by former CTO of Unisoc, Qiu Xiaoxin, and specializes in AI inference system chips (SoC) [4][17]. - The company has developed five generations of SoCs by September 30, 2025, with over 165 million units delivered, focusing on applications in visual terminal computing, smart vehicles, and edge AI inference [4][30]. Market Position - Aixin Yuanzhi is the largest provider of mid-to-high-end visual edge AI inference chips globally, with a market share of 24.1% in 2024, and ranks fifth in overall visual edge AI inference chips with a 6.8% market share [5][6]. - The company is the second-largest domestic supplier of smart driving SoCs in China, having sold over 518,000 units, and ranks third in edge AI inference chips with a 12.2% market share [5][7]. Financial Performance - Revenue figures for Aixin Yuanzhi from 2022 to the first nine months of 2025 are as follows: 0.50 billion, 2.30 billion, 4.73 billion, and 2.69 billion RMB, respectively. Net profits during the same period were -6.12 billion, -7.43 billion, -9.04 billion, and -8.56 billion RMB [7][10]. - The adjusted net profits were -4.44 billion, -5.42 billion, -6.28 billion, and -4.62 billion RMB, totaling -20.76 billion RMB [10]. Research and Development - Aixin Yuanzhi invests heavily in R&D, with expenses of 4.46 billion, 5.15 billion, and 6.28 billion RMB in 2022, 2023, and 2024, respectively [7][12]. - As of September 30, 2025, the company employed 499 R&D personnel, accounting for approximately 80% of its total workforce, with over half holding master's degrees or higher [38][39]. Product Development - The company has launched several SoC series, including the AX520, AX620, AX630, AX650, and M55H, with applications in smart vehicles and edge AI inference [31][34]. - Aixin Yuanzhi's core technology includes the Axera Neutron NPU and Axera Proton AI-ISP, which enhance AI inference performance and image processing capabilities [35][37]. Sales and Distribution - The majority of Aixin Yuanzhi's revenue comes from direct sales and distribution, with significant contributions from major clients, accounting for 91.5% of total revenue in 2022 [40][41]. - The company anticipates continued growth in its smart vehicle and edge computing SoC sales, with substantial year-on-year increases projected [27][34].
“中国边缘AI芯片第一股”真的要来了!
是说芯语· 2026-01-25 23:28
据IPO最新消息, 爱芯元智 已成功通过港交所上市聆讯,并于2025年1月25日正式披露聆讯后资料集,由中金公司、国泰海通和交银国际担任联席保荐 人。这一进展意味着爱芯元智有望成为中国首家在边缘AI芯片领域成功登陆资本市场的上市公司。 公司构建了以"爱芯智眸AI-ISP"和"爱芯通元混合精度NPU"为核心的双轮驱动技术平台。其中,AI-ISP技术通过深度融合人工智能算法与图像信号处理,大 幅提升了在复杂光照条件下的图像质量;而混合精度NPU则采用创新的多线程异构多核架构,不仅原生支持CNN、Transformer、BEV等主流网络结构, 还能高效适配DeepSeek、Qwen等前沿大模型,为边缘端AI应用的规模化落地提供了坚实的算力支撑。 在产品商业化方面,爱芯元智展现了强大的执行力。 截至2025年9月30日,公司累计芯片交付量已突破1.65亿颗 ,这一数字充分验证了其产品的市场认 可度和规模化供应能力。 成立于2019年的爱芯元智,从创立之初就精准聚焦于边缘计算与终端设备AI推理芯片的研发与产业化。在AI应用从云端向边缘端加速迁移的产业趋势 下,公司前瞻性地确立了"技术通用、芯片专用"的发展战略,致力于为 ...
落户宁波,她刚刚融资10亿
投资界· 2025-04-11 07:24
城市竞赛。 又一笔现象级融资诞生。 作者 I 刘博 报道 I 投资界PEdaily 投资界获悉,爱芯元智宣布已于近期顺利完成C轮融资,融资金额超过10亿元人民币。本轮投资方包括宁波通商基 金、镇海产投、重庆产业投资母基金、重庆两江基金、元禾璞华、韦豪创芯等知名投资机构。 这家芯片公司掌舵者是一位女性——仇肖莘,这在中国半导体圈并不多见。1991年,仇肖莘从清华大学硕士毕业后 去到美国南加州大学深造,并先后在美国多家巨头公司任职,直到2 018年回国担任紫光展锐CTO一职。2019年,她 投身创业,成立爱芯元智,身后集结了一份长长的投资人名单。 你可能不知道,爱芯元智总部所在的浙江宁波,这座海港城市正在集成电路产业后程发力,呼啸而来。 女博士造芯 刚刚融资超十亿 今年57岁的仇肖莘,无疑是爱芯元智的灵魂人物。 时间回到1991年,刚刚在清华大学拿到硕士文凭的仇肖莘,前往美国南加州大学继续攻读博士学位。博士毕业后, 她先后在美国电信巨头AT&T、芯片巨头博通等公司任职。 直至2018年的一天,一个电话改变仇肖莘的人生轨迹——国内芯片公司紫光展锐CTO这一职位有了空缺,想邀请她 回国。衡量再三,仇肖莘只身一人从新泽 ...