Core Viewpoint - Guoxin Technology has established a strategic cooperation framework with international automotive parts supplier Aptiv to promote the localization of automotive core chips and reduce dependence on foreign chips [2] Group 1: Company Development and Strategy - Guoxin Technology focuses on "self-controllable" and "domestic substitution" in its development, aiming to cover 95% of the market dominated by international manufacturers with its automotive electronic chip products [2] - The company has developed a complete product line of 12 automotive-grade chip products, including domain control chips, advanced driver assistance processing chips, and dedicated DSP chips for active noise cancellation, targeting high-end applications in power systems and safety airbags [2] - The vision and development strategy of Guoxin Technology is to develop domestically scarce products with high technical barriers and achieve performance levels comparable to international chip giants [2] Group 2: Competitive Positioning - Guoxin Technology is directly competing with international chip giants and advancing domestic substitution, having integrated key safety airbag chips into a single solution [3] - The demand for chips in vehicles has increased from 600-800 in traditional fuel vehicles to over 1000 in modern vehicles, making the self-controllable capability of domestic chips a key competitive factor [3] Group 3: Product Development and Market Expansion - In 2024, Guoxin Technology's cumulative shipments of automotive electronic chips are expected to exceed 10 million units, with ongoing development of products supporting 48V power systems [5] - The company is actively developing high-end autonomous chips and modules in fields such as information security and artificial intelligence, aiming to integrate AI technology with existing products [5] - Guoxin Technology has successfully tested a high-performance cloud security chip based on the RISC-V architecture, achieving industry-leading performance metrics [5][6] Group 4: Future Prospects - The company plans to expand its cloud security and quantum security chip designs, including the development of quantum-resistant cryptographic chips [6] - Guoxin Technology has launched two AIMCU chips based on the RISC-V CPU architecture, promoting applications in smart home and industrial automation sectors [6]

如果您希望可以时常见面，欢迎标星收藏哦~ 众多趋势表明，AI，不再只是"云端的特权"，而是正快速成为"终端的标配"。而在这一发展 趋势下，微控制器（MCU）大厂似乎早已嗅到其中端倪。 在AI芯片领域，曾长期由GPU和专用ASIC主导，但这些解决方案往往功耗高昂、灵活性不 足，难以适应电池供电、尺寸受限的终端设备。相比之下，MCU具备天然的低功耗、可定制 性强的优势。当AI的浪潮从数据中心涌向边缘设备，整个MCU行业也随之进入转型的风口。 MCU，这一曾经以成本、功耗和实时性著称的嵌入式主力军，如今正承载着越来越多智能化 的野心。 过去几年，MCU厂商们主要通过在软件工具包（SDK）中添加AI功能来提升现有产品，但自 去年开始，硬件层面的集成已成为行业发展的主流趋势。尤其是MCU与NPU（神经处理单 元）的集成，标志着MCU硬件在AI应用中的潜力被彻底释放。边缘智能时代的MCU竞争，已 然拉开帷幕。 为什么AI一定要走到终端？ 一句话总结：用户需求逼着AI"下沉"。 试想一下，我们在用扫地机器人、可穿戴设备、安防摄像头的时候，都希望设备能"自己做决定"， 而不是每次都把数据传到云端再等结果。这不仅慢，还容易涉及 ...

点击 关注我们 报告发布日期：2025年2月9日 报告名称:《 国芯科技（688262.SH）-营收突破历史新高，汽车电子定点充裕 》 分析师：胡剑 S0980521080001/胡慧 S0980521080002/ 叶 子 S0980522100003 / 詹浏洋 S0980524060001 / 张大为 S0980524100002/ 李书颖 S0980522100003 联系人：连欣然 完整报告请扫描下方二维码 风险提示 行业竞争加剧风险；原材料采购价格上涨风险；产品研发进度不及预期风险；客户验证导入不及预期风险；下 游需求不及预期风险等。 核心观点 24年营收创历史新高，汽车MCU与定制芯片同步增长 公司发布2024年年度业绩预告，预计2024年实现营收5.77亿元(YoY +28.42%)；预计实现归母净利润-1.77亿 元，较上年同期增加843.26万元；预计实现扣非归母净利润-2.3亿元，较上年同期增加667.74万元。收入增长 主要来自于汽车电子MCU芯片产品的需求稳健增长，以及公司定制芯片量产服务的收入提升。研发费用方 面，公司继续加大研发投入，预计研发费用同比增长13.64%。此外，公司确 ...