国芯科技聚焦核心方向 推动AI与量子技术融合发展

Core Viewpoint - Guoxin Technology aims to focus on two main directions: trusted computing and information security, as well as automotive electronics and industrial control by 2025, while integrating AI and quantum technologies into its product offerings [1] Financial Performance - In 2024, Guoxin Technology achieved revenue of 574 million yuan, a year-on-year increase of 27.78%, but reported a net loss of 181 million yuan attributable to shareholders [1] - For Q1 2025, the company reported revenue of 87.27 million yuan, with a net loss of 34.75 million yuan, primarily due to extended production cycles for custom chips [3] Business Segments - The trusted computing and information security segment generated revenue of 140 million yuan, a decrease of 3.9% year-on-year [1] - The automotive electronics segment saw significant growth, with revenue of 75.78 million yuan, an increase of 87.17% year-on-year [1] - The industrial control chip segment reported revenue of 17.58 million yuan, a decrease of 47.47% year-on-year [1] - AI and advanced computing services generated revenue of 341 million yuan, an increase of 48.41% year-on-year, driven by custom chip services [1] Product Development - In the automotive electronics sector, Guoxin Technology has achieved full series coverage of automotive MCU and DSP chip product lines, enhancing competitiveness [2] - The company launched new high-end MCU chips suitable for advanced driver-assistance systems (ADAS) and is expanding its market presence among major automotive manufacturers [2] - In the quantum security chip field, Guoxin Technology has developed leading domestic quantum security chips and modules, which are already in limited use by clients [3] Strategic Focus - Guoxin Technology plans to reduce unnecessary expenses, optimize personnel structure, and enhance production cost control to improve efficiency [3] - The company aims to drive growth through a dual strategy of self-developed chips and custom chip services, with a focus on edge AI technology and quantum security solutions [3]