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国芯科技(688262.SH):已开展为多个客户提供AI芯片的定制设计和量产服务

GuoXin Technology (688262.SH): Custom design and mass production services for AI Chips have been launched for multiple clients.

Gelonghui Finance ·  Dec 26, 2024 16:21

On December 26, Glonghui reported that Guoxin Technology (688262.SH) stated on the investor interaction platform that in the field of automotive electronics, the company focuses on developing highly integrated mixed-signal ASIC chip products and technologies, and expanding the MCU+ASIC chip set. The company has successively launched ASIC chips such as CCL1600B, CNF7160, CIP4100B, CCL1100B, and CCL2200B, while internally testing the CBC2100B chip. Among them: the CCL1600B chip is comparable to Bosch CG904 and is specifically designed for airbag ignition, which has already been implemented in vehicles and targeted development with several OEMs and airbag ACU manufacturers. The introduction of the MCU+CCL1600B chip series has made Guoxin Technology the first domestic company to provide control+ignition chip set solutions for airbag ACU applications, enhancing the technical solutions and cost competitiveness of customer products. The integrated drive chip CCL1100B, comparable to ST L99DZ100G/GP series, is mainly aimed at applications for door, window, and rearview mirror actuators and is already undergoing testing and development with multiple door module manufacturers. The NFC radio frequency transceiver chip CNF7160 is primarily aimed at automotive PEPS (keyless entry) applications. The analog-digital mixed MCU chip CBC2100B, comparable to Infineon TLE988x, is mainly targeted at brushless motor actuator applications in autos, covering areas such as automotive fuel pumps, water pumps, and valve control, and is currently undergoing internal testing. The PSI5 transceiver chip CIP4100B, comparable to ELMOS E521.41 series, provides data forwarding capability for PSI5 interface sensors and is already in vehicle testing and targeted development with several automotive OEMs, suspension, and steer-by-wire chassis module manufacturers. CCL2200B is an integrated electromagnetic valve driver ASIC chip for automotive electronic stability control (ESC/ESP/OneBox), comparable to NXP Semiconductors SC900719 or STMicroelectronics L9388, working with the company's high-performance MCU CCFC3008PC to form a complete control+drive solution in the steer-by-wire chassis field. The R&D of analog-digital mixed ASIC chips further enriches the company's automotive electronics product line, enhancing the technical solutions and cost competitiveness for customers facing specific applications, thus better serving customers' product innovation and iteration. In addition, the company has been engaged in customized chip service business for a long time, with the customized service revenue increasing year by year since its listing. In 2022, Guoxin Technology's customized chip service revenue was 0.229 billion yuan, an increase of 147.66% compared to the same period last year; in 2023, the customized chip service revenue was 0.284 billion yuan, an increase of 24% compared to the same period last year; in the first half of 2024, the revenue reached 0.176 billion yuan, a year-on-year increase of 9.17%. The company is actively laying out customized services for AI field chips, fully utilizing the CNI Resource Index formed by over 20 years of customized chip service business, closely integrating with major customers' AI chip development needs, and has begun providing customized design and mass production services for multiple customers, with related business revenue becoming an important part of the company’s overall business revenue. Orders in the customized AI chip service sector remain abundant.

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