（文/罗叶馨梅）12月10日，泰凌微（688591.SH）在投资者互动平台表示，公司与谷歌在智能家居、音频等多个领域已展开具体项目合作，合 作范围正由早期的遥控器芯片供应延伸至更广泛的智能终端场景。公司称，双方关系已升级为涵盖音频、智能家居及端侧AI等多领域的深度合 作。 在端侧AI方向，泰凌微基于TL721X系列芯片推出TL-EdgeAI平台，支持谷歌LiteRT、TVM等开源模型部署，面向低功耗物联网与可穿戴设备 场景。公司表示，该平台在功耗控制和连接协议支持方面具备优势，目标是为多种智能家居与音频终端提供轻量化AI推理能力。 公开资料显示，泰凌微主营低功耗无线连接及系统级芯片，产品广泛应用于智能遥控器、智能家居设备、可穿戴设备等消费电子领域。公司通 过在蓝牙、射频前端及边缘计算等方向的布局，逐步构建围绕智能家居和物联网的芯片与平台体系，以提升整机厂客户的一站式配套能力。 公司认为，在AI与物联网融合趋势下，端侧设备对低功耗算力与多协议连接的需求正在提升，大型互联网企业与芯片供应商之间的生态协同将 更加紧密。借助与谷歌在音频、智能家居和端侧AI场景的合作，公司期望进一步验证自家平台在国际主流终端上的适配能 ...

Core Viewpoint - The company, TaiLing Microelectronics (688591.SH), has expanded its collaboration with Google from supplying remote control chips to a deep partnership covering multiple areas such as audio, smart home, and edge AI [1] Group 1: Partnership Development - The collaboration with Google now includes specific project cooperation in various fields [1] - The relationship has evolved from a single product focus to a comprehensive partnership [1] Group 2: Product Innovation - The company has launched the TL-EdgeAI platform based on the TL721X series chips, which supports Google's LiteRT and TVM open-source models [1] - The TL-EdgeAI platform is noted to be the world's lowest power consumption smart IoT connection protocol platform [1] Group 3: Market Application - The company's chips have been adopted in Google's Pixel Bud Pro 2 smart earphone solution [1]

Core Viewpoint - The company has established a deep collaborative relationship with Google, expanding from a single remote control chip supplier to multiple fields including audio, smart home, and edge AI [1] Group 1: Partnership Development - The collaboration with Google now encompasses various projects in smart home and audio sectors [1] - The company has transitioned from supplying only remote control chips to a broader partnership involving advanced technologies [1] Group 2: Product Innovation - The company launched the TL-EdgeAI platform based on the TL721X series chips, which supports Google's LiteRT and TVM open-source models [1] - The TL-EdgeAI platform is noted as the world's lowest power consumption smart IoT connection protocol platform [1] Group 3: Market Application - The company's chips have been integrated into Google's Pixel Bud Pro2 smart earphone solution [1] - The company aims to further deepen its collaboration with Google in the future [1]

Core Viewpoint - The performance forecast for the first half of 2025 indicates significant growth for TaiLing Microelectronics, with revenue and net profit expected to exceed the entire year of 2024, driven by strong sales across multiple product lines and a strategic focus on AI and IoT technologies [1][2][4]. Financial Performance - TaiLing Microelectronics anticipates approximately 503 million yuan in revenue for the first half of 2025, representing a year-on-year increase of about 37% [1] - The expected net profit attributable to shareholders is around 99 million yuan, reflecting a staggering growth of approximately 267% [1] - The gross margin is projected to rise by 4.52 percentage points to 50.7%, while the net margin is expected to increase significantly from 7.38% to 19.7% [2] Product and Market Development - The company has achieved substantial growth across all product lines, particularly in BLE, multi-mode, and audio products, with new AI chips entering mass production and gaining market recognition [5][6] - TaiLing Microelectronics has launched new products, including the TL721X and TL751X series, which are designed for low-power AI applications and support multiple wireless communication protocols [7][8] - The introduction of the TL7 series has led to significant sales in various sectors, including smart audio, smart home, and wearable technology, with revenues reaching the million yuan level in the second quarter [8] Strategic Positioning - The comprehensive layout of TaiLing Microelectronics in various communication protocols and product applications has begun to show results, enhancing its competitive edge in the market [3][4] - The company's strategic focus on integrating AI capabilities into its products positions it well for future growth, particularly as the demand for AIoT solutions increases [6][9] - The rapid expansion of overseas business and the increasing proportion of international revenue highlight the company's growing global presence [5]

Core Viewpoint - The company has successfully launched a new generation of chips that support edge AI and various IoT wireless connectivity technologies, achieving significant sales growth and entering mass production by the second quarter of 2025 [1][4]. Market Expansion - The company is strategically expanding its product lines to meet the growing demand for edge AI capabilities in chips, providing solutions that include chips, modules, and AI software and hardware development platforms [1]. - The TL721X series is recognized as a leading low-power edge AI multi-protocol IoT wireless SoC chip, designed to meet the high standards of next-generation smart IoT terminal products [2]. - The TL751X series offers high performance and integration, supporting multiple wireless connectivity protocols, making it suitable for various smart wireless IoT applications [2]. Market Impact - The successful scale sales of the new edge AI products indicate substantial progress in integrating machine learning and AI hardware and software technologies, driving innovation in smart audio, smart home, and smart office applications [3]. - The TL7 series products have quickly gained traction in multiple sectors, including wireless audio, smart home, and wearable technology, achieving sales revenue in the million RMB range by the second quarter of this year [4]. - The company aims to deepen collaborations with leading domestic and international brands, enhancing its core competitiveness in the edge AI market [4].

Core Insights - The company announced the launch of a new generation of chips supporting edge AI and multiple IoT wireless connectivity technologies by the end of 2024, with sales reaching tens of millions of RMB by Q2 2025 [1] - The rapid growth in customer demand for integrated edge AI capabilities and the diversification of AIoT products have led the company to strategically develop different series of chip product lines [1] - The TL721X series is recognized as an industry-leading low-power edge AI multi-protocol IoT wireless SoC chip, designed to meet the high standards of ultra-low power AI computing and various wireless connectivity for next-generation smart IoT terminal products [1] - The TL751X series offers high performance, multi-protocol support, and high integration, featuring advanced multi-core designs including CPU, NPU, and DSP, suitable for various smart wireless IoT and audio SoC applications [1] Product Certification and Development Support - The TL7 series chips are among the first in China to receive certification for the latest BLE 6.0 Bluetooth protocol [2] - The company provides a TL-EdgeAI development platform for developers, supporting mainstream edge AI models such as Google LiteRT, TVM, and PyTorch, allowing customers to integrate trained AI models into the chips within hours [2] - A certification module based on the TL721X will be launched soon to further assist customers in shortening development timelines and accelerating time-to-market [2]

Core Insights - The company, TaiLing Microelectronics (688591.SH), has successfully launched a new generation of chips that support edge AI integration and multiple IoT wireless connectivity technologies by the end of 2024, responding to the growing demand from customers for these capabilities [1] - The new products have quickly gained customer favor and entered mass production, with sales reaching tens of millions of RMB by the second quarter of 2025, marking a significant achievement in promoting edge AI products [1] Product Development - The company has strategically developed different series of chip product lines to meet the rapid growth in customer demand for edge AI capabilities and the diversification of AIoT products [1] - The TL721X series is recognized as an industry-leading low-power edge AI multi-protocol IoT wireless SoC chip, featuring an ultra-low power consumption of 1mA, which meets the high standards for AI computing power and various wireless connections in next-generation smart IoT terminal products [1] - The TL751X series offers high performance, multi-protocol support, and high integration, combining advanced multi-core designs including CPU, NPU, and DSP, providing robust AI processing capabilities and support for almost all mainstream IoT wireless connection protocols such as BLE, Zigbee, Thread, and Matter [1] Developer Support - The TL7 series chips are among the first in China to receive certification for the latest BLE 6.0 Bluetooth protocol, enhancing their market competitiveness [2] - The company provides a TL-EdgeAI development platform for developers, supporting mainstream edge AI models such as Google LiteRT, TVM, and PyTorch, allowing customers to integrate trained AI models into the chips within hours [2] - The upcoming certification module based on the TL721X will further assist customers in shortening development timelines and accelerating time-to-market for their products [2]