Event Threads事件脉络

Ingenic Semiconductor北京君正 300223.SZ

News braided into Storylines新闻,编织成故事线

Drag across the price strip to zoom into a time span在股价条上拖拽可放大某段时间
¥237¥43¥237SHARE PRICE股价T-series smart video chipsT系列智能视频芯片ISSI automotive memory & analoISSI车规存储与模拟芯片Product & Technology Developme产品与技术研发RISC-V CPU core developmentRISC-V CPU内核开发Shareholder & insider share re股东与内部人减持Financial results & dividends财务业绩与分红Shanghai Yingzhanike & other s上海英瞻尼克及其他子公司21nm/20nm process node advancement21nm/20nm制程节点推进UFS & eMMC mass productionUFS与eMMC量产Product clarifications & denia产品澄清与否认Robot & smart hardware applica机器人与智能硬件应用Security & Technology Clarific安全与技术澄清Optical module & LiDAR chips光模块与激光雷达芯片AI technology & NPU deploymentAI技术与NPU部署Equity incentive & restricted 股权激励与限制性股票计划Related-Party Transactions & L关联交易与租赁Market & Application Segments市场与应用领域C200/CW200 pan-video chipC200/CW200泛视频芯片Inventory & Supply Chain库存与供应链Trade policy & tariff impact贸易政策与关税影响Supply chain & foundry partner供应链与代工合作Israel subsidiary (Ingenic Israel)以色列子公司(君正以色列)Smart glasses & wearable appli智能眼镜与可穿戴应用IP & Software Copyrights知识产权与软件著作权Corporate governance & board c公司治理与董事会变更Financial Performance & Margin财务表现与毛利率Competitive Landscape & Substi竞争格局与国产替代A2 chip developmentA2芯片开发LPDDR5 & DDR5 roadmapLPDDR5与DDR5路线图Capital allocation & M&A s资本配置与并购立场X-series & X2600/X2000 SoCX系列及X2600/X2000 SoPartnerships & customer deals合作伙伴与客户交易Industry Events & Promotion行业展会与推广3D DRAM R&D project3D DRAM研发项目Analog & interconnect product 模拟与互联产品线Executive & Governance高管与公司治理Hefei Ingenic & smart video R&合肥君正与智能视频研发Hong Kong H-share listing香港H股上市GreenPHY & G.vn interconnectGreenPHY与G.vn互联S10/G32S10M AI MCUS10/G32S10M AI MCU
good news利好bad news利空neutral中性storyline begins故事线起点share price股价

The storylines故事线

Click a development’s source links to open the original article.点击进展下方的来源链接可打开原文。

T-series smart video chipsT系列智能视频芯片 35 · 2024-01-02 → 2026-05-22
Development, launch, and market adoption of T-series chips for security cameras and smart glasses.T系列芯片在安防摄像头和智能眼镜领域的开发、发布及市场应用。
2024-01-02Ingenic confirmed that the T50 chip is still under development.北京君正确认T50芯片尚在研发中。
2024-02-23Ingenic Semiconductor stated its edge AI products can meet various customer needs in the security industry.北京君正表示其端侧AI产品可满足安防行业不同客户的多种需求。
2024-03-08Xinruishi launched the R2 pet companion robot based on Ingenic's high-performance AI vision chip (1.2 TOPS), featuring pet recognition, tracking, and interactive functions.芯睿视基于北京君正高性能AI视觉芯片(1.2 TOPS)推出R2宠物陪伴机器人,具备宠物识别、跟踪及互动功能。
2024-03-11Ingenic confirmed its AI technology is mainly applied in the IPC (IP camera) product market.北京君正确认其AI技术主要应用于IPC(网络摄像机)产品市场。
2024-04-07Shenzhen Xinruishi Technology launched the RS-W33 three-lens camera based on Ingenic's T23 chip, featuring ultra-low power consumption (240mW typical), AI ISP, and 24/7 recording.深圳芯睿视科技基于北京君正T23芯片推出RS-W33三目摄像机,具备超低功耗(典型240mW)、AI ISP和全天候录像功能。
2024-04-12Ingenic's AOV (Always on Video) ultra-low-power continuous imaging technology was applied on the T41 flagship chip; Hangzhou Mairui Technology launched a 24-hour recording product based on T41.北京君正AOV超低功耗持续成像技术在T41旗舰芯片上应用;杭州觅睿科技基于T41推出24小时录像产品。
2024-12-30Ingenic Semiconductor confirmed its T-series products are chips targeting the camera market.北京君正确认其T系列产品为面向摄像头市场的芯片产品。
2025-01-21Ingenic confirmed its T40 AIoT chip has achieved large-volume sales.北京君正确认其T40 AIoT芯片已大批量销售。
2025-02-17Ingenic Semiconductor stated that T32 began providing samples at the end of last year, with many customers developing products and some already starting volume purchases.北京君正表示,T32于去年末开始提供样品,已有较多客户进行产品研发并已有客户开始批量采购。
2025-02-28Ingenic Semiconductor stated that T42 is still under development.北京君正表示,T42尚在开发中。
2025-03-13Ingenic Semiconductor stated that its smart video chips can be used in smart glasses products, and customers have already launched AI glasses.北京君正表示其智能视频芯片可用于智能眼镜产品,目前已有客户推出AI眼镜。
2025-03-19Ingenic Semiconductor stated that its T-series products are mainly used in the security surveillance market, and T42 has not entered the automotive certification stage.北京君正表示T系列产品主要用在安防监控市场,T42尚未进入车规认证阶段。
2025-03-24Ingenic Semiconductor stated that its computing chip T32 can be used in smart cameras, smart glasses, hunting cameras, smart locks, etc., with multiple customers in design-in and some already in volume procurement.北京君正表示其计算芯片T32可应用于智能摄像头、智能眼镜、打猎相机、智能门锁等产品,目前有多家客户进行设计导入,部分客户已实现批量采购。
2025-04-23Ingenic Semiconductor stated that T42 is an upgrade of T41 and is still under development; final process will be determined later.北京君正表示,T42是T41的升级产品,目前尚处于研发中,最终工艺将根据实际情况确定。
2025-07-02Ingenic stated that its 3D DRAM product is still in the R&D stage; its T31, T32, T41 chips can be used in smart glasses, and the C200 chip for the pan-video field is still being designed and optimized.北京君正表示,其3D DRAM产品仍在研发阶段;T31、T32、T41芯片可用于智能眼镜,面向泛视频领域的C200芯片仍在设计优化中。
2025-07-11Ingenic stated that its T41 chip has a computing power of 1.2T@int8 / 4.8T@int4, and its CW200 chip does not reach 10 TOPS.北京君正表示,其T41芯片算力为1.2T@int8/4.8T@int4,CW200芯片算力达不到10TOPS。
2025-07-21Ingenic stated that its chips are used in products such as the BL4 AI smart feeder (based on T31 chip) and the R2 pet companion robot, and can be applied to various smart hardware products in the pet economy.北京君正表示,其芯片已用于BL4 AI智能喂食器(基于T31芯片)和R2宠物陪伴机器人等产品,可应用于宠物经济中的多类智能硬件。
2025-08-21Ingenic Semiconductor stated that T33 is a new technology upgrade and cost optimization, superior to T31.北京君正表示T33是全新的技术升级与成本优化,整体优于T31。
2025-08-21Ingenic Semiconductor confirmed that T50 is still in early planning stage.北京君正确认T50尚处于前期规划阶段。
2025-09-01Ingenic Semiconductor stated that its T41 product is not discontinued; only a few specific models were discontinued to optimize the supply chain.北京君正表示T41没有停产,仅个别细分型号停产以优化供应链。
2025-12-23Ingenic stated it has no LPDDR5 products; T-series chips are mainly used in smart security and pan-vision fields.北京君正表示目前没有LPDDR5产品;T系列芯片主要应用于智能安防及泛视觉领域。
2025-12-30Ingenic stated that cumulative shipments of the T series have exceeded 100 million units.北京君正表示T系列累积出货量已超亿颗。
2026-01-16Ingenic's T43 chip is in early-stage R&D.北京君正的T43芯片正在前期研发中。
2026-01-19Ingenic's T-series products are used by most customers in the AI glasses field; its new C-series products are in sample verification and optimization, with some customers having launched smart glasses and more in R&D.北京君正T系列产品被AI眼镜领域大部分客户采用;C系列新产品处于样品验证和优化阶段,部分客户已发布智能眼镜产品,更多客户尚在研发中。
2026-01-30Ingenic's T40 and T41 computing chips have entered mass production and sales; T42 is under development.北京君正T40、T41计算芯片已量产销售,T42正在研发中。
2026-03-13Smart vision product line new products are progressing smoothly; some are in sample testing, some have entered mass production and sales.智能视觉产品线新产品总体进展顺利,部分处于样品测试阶段,部分已量产销售。
2026-05-22Ingenic disclosed that 3D DRAM and T42 are under development, and all three product lines plan to launch new products this year.北京君正披露3D DRAM和T42在研发中,三大产品线今年均有计划推出新产品。
ISSI automotive memory & analog chipsISSI车规存储与模拟芯片 103 · 2024-01-02 → 2026-06-23
ISSI's automotive-grade SRAM, DRAM, and analog interconnect chips for Tier1 suppliers and global automakers.ISSI面向Tier1供应商和全球车企的车规级SRAM、DRAM及模拟互联芯片。
2024-01-31Ingenic disclosed that analog product revenue from automotive market is expected to exceed 50% in 2023; overall 2023 analog revenue declined but limited, with recovery expected in 2024.北京君正披露模拟产品车规市场收入预计2023年超过50%;2023年模拟收入下降但幅度有限,预计2024年恢复增长。
2024-01-31Ingenic noted that DDR4 and LPDDR4 sales are trending upward gradually; Nor Flash automotive market share is about 40%+.北京君正指出DDR4、LPDDR4销售趋势逐渐提升;Nor Flash中汽车市场占比约40%多。
2024-02-21Ingenic Semiconductor stated its storage chips mainly serve automotive, industrial, and medical markets, with automotive-grade SRAM and DRAM ranking among the top globally.北京君正表示其存储芯片主要应用于汽车、工业和医疗市场,车规级SRAM和DRAM在全球名列前茅。
2024-02-23Ingenic Semiconductor stated its SRAM products are mainly used in automotive and industrial markets, not consumer.北京君正表示其SRAM产品主要应用于车规和工业市场,而非消费市场。
2024-03-11Ingenic stated it will gradually iterate its DRAM process technology.北京君正表示将逐步对DRAM工艺进行迭代。
2024-03-18Ingenic stated it currently has no plans to raise DRAM prices despite competitor Winbond's 20% DDR3 price hike, as its DRAM targets automotive and industrial markets.北京君正表示,尽管竞争对手华邦电DDR3涨价两成,但公司DRAM面向汽车和工业市场,目前暂未考虑涨价。
2024-03-20Ingenic stated its automotive-grade storage chips are used in ADAS (Advanced Driver Assistance Systems).北京君正表示其车规存储芯片在ADAS(高级驾驶辅助系统)中有应用。
2024-03-26Ingenic stated that the 2024 DRAM price rally has no impact on its business as it focuses on automotive, industrial, and medical markets.北京君正表示2024年DRAM涨价对其业务没有影响,因其专注于汽车、工业和医疗市场。
2024-04-15Ingenic indicated that its storage chip prices are not expected to rise significantly; future growth will mainly come from volume increases as industry demand recovers.北京君正表示存储芯片价格预计不会大幅上涨,未来增长主要来自行业需求回暖带来的量增。
2024-05-29Ingenic Semiconductor stated that its memory products mainly target automotive, industrial, and medical markets, with current prices relatively stable.北京君正表示,存储产品主要面向汽车、工业和医疗等市场,目前价格相对稳定。
2024-05-31Ingenic Semiconductor disclosed that analog and interconnect gross margin remained above 50% in Q1; Green PHY products are still in promotion stage with limited revenue contribution; memory gross margin stable at ~36%; DDR4 has achieved mass production and sales; 21nm process products are under development.北京君正披露模拟与互联毛利率一季度仍超50%;Green PHY产品仍在推广阶段,收入贡献有限;存储芯片毛利率稳定在36%左右;DDR4已实现量产销售;21nm产品在研中。
2024-06-24Ingenic Semiconductor stated in an investor survey that its analog and interconnect product lines include LED drivers, DC/DC, GreenPHY, G.vn, LIN, CAN chips, primarily targeting automotive. The company has no plans for large-scale analog expansion but will consider M&A if opportunities arise.北京君正在投资者调研中表示,模拟与互联产品线包括LED驱动、DC/DC、GreenPHY、G.vn、LIN、CAN等芯片,主要面向汽车;暂无大模拟计划,但会考虑合适并购机会。
2024-08-12Responded that post-acquisition synergy with ISSI in technology, products, market, and sales is progressing continuously.回应称收购ISSI后在技术、产品、市场和销售等方面的协同发展持续推进。
2024-10-16Ingenic stated that its G.vn technology is still in the promotion and solution development stage.北京君正表示,公司G.vn目前仍在推广和方案研发中。
2024-10-29Ingenic stated that the security surveillance market is the most competitive among its three product lines; it expects the automotive market to improve next year; DRAM declined slightly QoQ in Q3 while Flash grew.北京君正表示,安防监控是三个产品线中竞争最激烈的;预计明年汽车市场好转;第三季度DRAM环比小幅下降,Flash环比增长。
2024-11-13Disclosed that ~80% of revenue comes from overseas; DDR3 accounts for ~50% of DRAM revenue; DDR4 and LPDDR4 shares are still small.披露约80%收入来自境外;DDR3占DRAM收入约50%;DDR4和LPDDR4占比还不大。
2024-11-13Disclosed that analog chips are mainly LED drivers, with automotive market accounting for >50% of analog sales.披露模拟芯片主要是LED驱动芯片,汽车市场销售占比超过50%。
2024-11-28Disclosed storage market breakdown: automotive ~40%+, industrial & medical ~30%, communication & consumer ~20%.披露存储市场收入占比:汽车约40%以上,工业和医疗约30%,通信和消费约20%。
2024-12-24Ingenic Semiconductor reported that some customers have made small-batch purchases of its interconnect chips for domestic automakers and charging pile clients.北京君正表示部分客户已对其互联芯片进行小批量采购,用于国内车厂和充电桩客户。
2024-12-30Ingenic Semiconductor stated that most domestic and foreign automakers use its chips, including those from the ISSI acquisition.北京君正表示国内外大部分车企都采用其芯片(包括收购ISSI后的产品)。
2025-01-10Ingenic confirmed its DDR4 and LPDDR4 are already in mass production and sales; LPDDR5 R&D has not yet started.北京君正确认DDR4和LPDDR4已量产销售,尚未开展LPDDR5研发。
2025-01-13Ingenic revealed its Nor FLASH automotive-grade products account for nearly 50%, manufactured at Wuhan Xinxin (XMC).北京君正透露Nor FLASH车规产品占比近50%,在武汉新芯代工。
2025-01-13Ingenic stated DDR3 products have the highest sales volume among its memory products.北京君正表示DDR3类产品销量最高。
2025-02-11Ingenic Semiconductor stated that its storage products mainly target automotive, industrial, and medical fields, and has not yet started LPDDR5 development but has plans.北京君正表示,其存储产品主要面向汽车、工业和医疗领域,暂未开始LPDDR5研发但后续有规划。
2025-02-14Ingenic Semiconductor disclosed that most computing chip customers are domestic; storage chips have ~20% domestic revenue; analog chips have ~50% domestic revenue.北京君正披露,计算芯片大部分客户是国内客户;存储芯片约20%收入来自国内;模拟芯片约50%收入来自国内。
2025-02-21Ingenic Semiconductor stated that its storage chips are used in smart cockpits, assisted driving, and ADAS.北京君正表示,其存储芯片在智能座舱、辅助驾驶、ADAS等领域均有应用。
2025-02-21Ingenic Semiconductor stated that Luomingxin (a subsidiary) mainly designs and develops LED driver chips, providing automotive-grade LED driver chips for the domestic market.北京君正表示,络明芯主要从事LED驱动芯片的设计研发,面向国内汽车市场提供车规LED驱动芯片产品。
2025-02-26Ingenic Semiconductor disclosed that its DRAM foundry mainly relies on Powerchip (力晶), and it is monitoring the AI DRAM market which it sees as promising.北京君正披露,其DRAM代工主要依赖力晶,并关注AI DRAM市场,认为该领域前景良好。
2025-03-27Ingenic Semiconductor stated that its storage chips are used in most domestic automotive manufacturers, including Xiaomi cars.北京君正表示其存储芯片在国内大部分车厂均有应用,包括小米汽车。
2025-04-03Ingenic Semiconductor stated that most major global Tier1 suppliers are its customers, and most automotive brands use its chips; it has no current DRAM price increase plan.北京君正表示,全球大部分主要Tier1厂商均为其客户,对应大部分汽车品牌均采用其芯片;目前没有DRAM涨价计划。
2025-04-03Ingenic Semiconductor said DDR3 currently accounts for a large proportion, and DDR4 sales share is expected to gradually increase; it will adopt more advanced process nodes for larger-capacity chip R&D.北京君正表示,目前DDR3占比较大,预计未来DDR4的销量占比会逐渐提升;将采用更先进的制程进行更大容量的芯片产品研发。
2025-04-23Ingenic Semiconductor disclosed that its storage products are mainly produced at Powerchip (力积电) and Wuhan Xinxin (武汉新芯) fabs.北京君正披露,其存储产品主要在力积电和武汉新芯等晶圆厂生产。
2025-04-28Ingenic Semiconductor stated that its storage and analog chips are used in robotics, currently mainly industrial robots.北京君正表示,其存储和模拟芯片均有产品用于机器人领域,目前主要为工业机器人。
2025-06-26Ingenic Semiconductor noted that following Samsung and Micron's DDR4 production halt, it has received inquiries from new industrial control customers, but product verification cycles are long.北京君正表示,三星美光停产DDR4后,陆续有新的工控客户沟通验证需求,但行业市场验证周期较长。
2025-07-11Ingenic stated that it has not raised prices for existing customers on its storage products, and has no price increase plan for DRAM products in the next quarter.北京君正表示,目前存储产品对现有客户基本没有涨价,下季度DRAM产品暂无提价计划。
2025-10-13Automotive-grade SRAM and DRAM products rank first among mainland China-headquartered companies per Frost & Sullivan survey.根据弗若斯特沙利文调研数据,公司车规SRAM、车规DRAM产品于总部位于中国大陆的公司中均排名第一。
2025-10-29New-process DDR4 products have begun customer sampling; revenue contribution expected from 2026. LPDDR5 products are under planning.新制程DDR4产品已开始给客户送样,预计2026年起贡献收入;LPDDR5产品正在规划中。
2025-10-29Storage chips and analog chips are used in industrial robots and hotel robots; computing chips are used in扫地机器人 (sweeping robots) and斗宠机器人 (pet-fighting robots).存储芯片和模拟芯片已应用于工业机器人、酒店机器人等领域;计算芯片应用于扫地机器人、斗宠机器人等领域。
2025-10-29Storage products are compatible with Qualcomm's main control chips.存储产品有配合高通的主控芯片。
2025-11-14Ingenic states that ISSI eMMC 32GB/128GB has entered mass production; market supply is tight and customers need to place orders on time.北京君正表示ISSI eMMC 32GB/128GB已量产,目前市场较紧缺,客户需按时下单。
2025-11-14Ingenic says its new process (16nm) DDR4 products have been sampled to customers; expects DDR4 revenue share to grow in 2026.北京君正表示新工艺制程(16nm)的DDR4产品已送样,预计2026年DDR4收入占比将持续增长。
2025-11-14Ingenic states that LPDDR5 products are still in the planning stage.北京君正表示LPDDR5产品目前还在规划中。
2025-11-14Ingenic says its NAND/eMMC products mainly serve automotive and industrial markets; ISSI prioritizes supply to automotive/industrial, may consider consumer if capacity allows.北京君正表示NAND/eMMC产品主要面向汽车和工业市场;ISSI以保供汽车工业为主,若有多余产能可考虑消费类。
2025-11-20Ingenic says NAND products currently account for a small share; the company is actively planning more products and has already adjusted NAND prices according to market conditions.北京君正表示NAND目前占比不大,公司正积极规划更多产品,并根据市场情况已对NAND产品进行了价格调整。
2025-11-25Ingenic states that under the upward memory cycle, continued DRAM price increases benefit product promotion and sales; the company will adjust prices based on market conditions.北京君正表示存储周期向上趋势下,DRAM持续涨价有利于产品推广和销售,公司将根据市场情况进行价格调整。
2025-12-01Ingenic stated that it has differentiated competition with Micron in the memory field.北京君正表示在存储器领域与美光存在差异化竞争。
2025-12-08Ingenic stated that product prices are being adjusted gradually.北京君正表示产品在陆续调整价格。
2025-12-16Ingenic stated that prices of some storage chip products have been raised according to market conditions.北京君正表示公司存储芯片部分产品价格根据市场情况有所上调。
2025-12-23Ingenic stated that for L3 autonomous driving and above, ISSI's some products meet ISO26262 ASIL-B functional safety requirements.北京君正表示L3以上自动驾驶对功能安全有要求,ISSI部分产品满足ISO26262 ASIL-B。
2025-12-23Ingenic stated that some storage and computing chip products have had price adjustments, with some products executing new prices in Q4; adjustments vary by region and customer.北京君正表示部分存储芯片和计算芯片进行了价格调整,部分产品在四季度已执行新价格,不同区域和客户调价情况有所不同。
2025-12-30Ingenic stated that its SRAM products rank second globally and first in mainland China according to Frost & Sullivan industry data; SRAM is not used for L3 autonomous driving.北京君正表示根据沙利文行业数据,公司SRAM产品全球排名第二,中国大陆排名第一;SRAM未用于L3自动驾驶。
2025-12-30Ingenic stated that its Nor Flash products include process nodes of 50nm and 65nm, with capacities from 256Kb to 2Gb, mainly used in automotive, industrial, and medical markets.北京君正表示其Nor Flash产品工艺包括50nm和65nm,容量从256Kb至2Gb,主要应用于汽车、工业医疗等市场。
2026-01-06Ingenic's subsidiary ISSI set up a negotiation area outside the 2026 CES exhibition to showcase storage products and invite customers.北京君正子公司ISSI在2026年CES展期间在场外设有洽谈区,展示各类存储产品并邀请客户洽谈。
2026-01-15Ingenic expects DDR4/LPDDR4 product revenue share to increase significantly from 2026, as it shifts production from DDR3 to higher-margin DDR4.北京君正预计从2026年起DDR4/LPDDR4产品占比将显著提高,将产能从DDR3转向毛利更高的DDR4。
2026-01-15Ingenic confirmed its 8/16GB NAND uses 2D Raw NAND, while 32GB and above uses 3D Raw NAND; the company does not focus on the consumer segment.北京君正确认8/16GB NAND采用2D Raw NAND,32GB及以上采用3D Raw NAND,公司不聚焦消费类领域。
2026-01-26Micron's exit from the DDR4 market will have a positive impact on Ingenic's expansion in the industrial market.美光退出DDR4市场对北京君正在行业市场的拓展会产生积极影响。
2026-01-26Ingenic's eMMC capacity is tight; it cooperates with Huali Microelectronics mainly on SRAM.北京君正eMMC产能紧张;与华力微的合作主要涉及SRAM。
2026-01-30Ingenic's automotive-grade products account for about 40% of its storage revenue.北京君正车规类产品在存储收入中占比约40%多。
2026-03-13IS32CG5317 chip has entered mass production.IS32CG5317芯片已量产。
2026-03-16Nor Flash business will continue to operate under ISSI as the main entity, unifying the brand; joint venture Shanghai Xinkai's operations are being consolidated.Nor Flash后续以ISSI为主体运营,统一品牌;合资公司上海芯楷运营被整合。
2026-03-24SLC NAND flash solutions are currently offered.目前公司提供SLC NAND flash解决方案。
2026-04-01Ingenic disclosed that as of end-2025 inventories reached nearly 3 billion yuan, mostly DRAM; it uses quarterly allocation to manage tight supply; DRAM prices rose sharply in China (some products >100%) while overseas rises are slower; Flash price increases are smaller than DRAM.北京君正披露2025年底存货近30亿元,主要为存储产品;采用季度分货机制应对供应紧张;DRAM国内价格涨幅较大(部分产品超一倍),海外涨幅较小且较慢;Flash涨价幅度小于DRAM。
2026-04-08Ingenic stated that DDR4 and LPDDR4 are in short supply and their revenue share is expected to rise in 2026; DRAM demand is very strong and prices are expected to continue rising; gross and net margins are expected to improve quarter by quarter.北京君正表示DDR4和LPDDR4供不应求,预计2026年营收占比提升;DRAM市场需求旺盛,价格预计继续上涨;毛利率和净利率预计逐季提升。
2026-04-08Ingenic said that for domestic customers, Q1 price increases are typically reflected in Q2 results; for overseas customers, the lag may be longer (Q2 or Q3).北京君正表示国内客户一季度涨价通常在二季度体现;海外客户情况复杂,可能在二季度或三季度体现。
2026-04-14Ingenic stated that it will increase investment in NAND Flash, which currently accounts for a small share of its memory revenue.北京君正表示将加大NAND Flash领域的投入,目前该产品在存储芯片收入中占比尚小。
2026-04-14Ingenic disclosed that automotive-grade memory chips are the largest contributor to its memory revenue; 3D DRAM has not yet been taped out and is not expected to generate revenue this year.北京君正披露车规存储芯片为存储芯片收入占比最大的部分;3D DRAM尚未投片,预计今年尚无收入贡献。
2026-04-14Ingenic stated that its DRAM process has advanced to 20nm, 18nm, and 16nm at three new foundries; global DRAM capacity remains very tight in 2026.北京君正表示其DRAM工艺已提升至20nm、18nm和16nm,在三家新代工厂生产;2026年全球DRAM产能非常紧张。
2026-04-20Ingenic's wholly-owned subsidiary ISSI provided a guarantee for its Taiwan branch (ISSI Cayman Taiwan Branch) to secure funding for payments to Powerchip Semiconductor Manufacturing Corporation (PSMC) for purchase orders, effective from Jun 1, 2026 to Sep 30, 2029.北京君正全资子公司ISSI为其台湾分公司(ISSI开曼台湾分公司)提供担保,以确保向力积电(PSMC)支付采购订单款项,担保生效日期为2026年6月1日至2029年9月30日。
2026-05-22Ingenic stated that its LPDDR4 products are in strong demand, with sales share of total DRAM products continuously growing; the company will consider customer demand for production arrangements.北京君正表示LPDDR4产品需求旺盛,占DRAM产品销售比重持续增长,将综合考虑客户需求安排生产。
2026-05-25Ingenic stated its storage products are mainly used in automotive, industrial/medical, communications, AI servers, and optical modules; 3D DRAM will target edge-side AI applications.北京君正表示存储产品主要应用于汽车、工业医疗、通信、AI服务器、光模块等领域;3D DRAM将面向端侧AI领域。
2026-06-04Ingenic disclosed that its DRAM has four foundry partners, including Powerchip (力积电), and three additional foundries subject to confidentiality agreements. 3D DRAM production is expected to be delayed due to capacity constraints.北京君正披露DRAM有四家代工伙伴,除力积电外新增三家代工厂(有保密约定);3D DRAM受产能影响预计投产延后。
2026-06-04Ingenic stated that its storage products are sold in the optical module and LiDAR fields; Flash products are sold in server and optical module markets.北京君正表示存储产品在光模块和激光雷达领域有销售,Flash产品在服务器和光模块领域销售。
2026-06-04Ingenic stated that its new process products can be used in smart cockpit and intelligent driving scenarios.北京君正表示新制程的部分产品可应用于智能座舱、智能驾驶等场景。
2026-06-04Ingenic disclosed that in 2025 it ranked 5th in global automotive-grade niche DRAM, 1st in global automotive-grade SRAM, and 4th in global automotive-grade NOR Flash (Frost & Sullivan data).北京君正披露2025年公司在全球车规级利基型DRAM市场排名第五、车规级SRAM市场排名第一、车规级NOR Flash市场排名第四(弗若斯特沙利文数据)。
2026-06-11Ingenic stated that its storage products are already supplying multiple server companies; LPDDR5 is under planning; 3D DRAM is under R&D.北京君正表示存储产品已向多家服务器企业供货;LPDDR5正在规划中;3D DRAM在研发中。
2026-06-23Ingenic disclosed in an institutional survey that DRAM pricing is accepted by customers; DDR4 and LPDDR4 combined revenue exceeded DDR3 in Q1 and is expected to become the largest DRAM product category in 2026. The industry cycle is expected to last until 2027.北京君正在机构调研中表示DRAM涨价客户基本接受;一季度DDR4和LPDDR4合计收入已超过DDR3,预计2026年将成为DRAM中占比最大的部分;行业周期预计持续至2027年。
Product & Technology Development产品与技术研发 11 · 2024-01-11 → 2025-12-16
Ingenic's chip products, technology development, and new product tape-out plans.君正芯片产品、技术研发及新产品流片计划。
2024-09-12Ingenic Semiconductor plans to launch a new computing chip for the mid-range consumer smart hardware market in 2024 to enhance product competitiveness.北京君正计划2024年推出一颗新的计算芯片,面向中端消费类智能硬件市场,提升产品线竞争力。
2024-10-25Ingenic stated that multi-spectral fusion and multi-camera stitching technologies are under development.北京君正表示,多光谱融合和多目拼接相关技术正在研发中。
2025-03-04Ingenic Semiconductor stated that its SoC chips integrate self-developed CPU, VPU, NPU, ISP modules, with the latest process at 12nm, and over 80% of computing chips target the security surveillance market.北京君正表示其SoC芯片集成了自研的CPU、VPU、NPU、ISP等模块,最新工艺为12nm,计算芯片80%以上面向安防监控市场。
2025-04-28Ingenic Semiconductor confirmed it has gesture recognition technology.北京君正确认公司有手势识别技术。
2025-11-20Ingenic says its smart vision chips target smart security and general vision fields and do not require 3D technology.北京君正表示智能视觉芯片主要面向智能安防、泛视觉等领域,无需3D技术。
2025-12-03Ingenic stated that 3D NAND products are already being sold, and some products are under development.北京君正表示3D NAND已有产品销售,目前部分产品在研发中。
RISC-V CPU core developmentRISC-V CPU内核开发 15 · 2024-01-23 → 2026-06-22
Self-developed RISC-V cores (Victory series) and transition from MIPS to RISC-V architecture.自研RISC-V内核(Victory系列)及从MIPS向RISC-V架构的迁移。
2024-01-23Ingenic disclosed it has developed a RISC-V large core comparable to ARM A53, while its Victory1 CPU does not reach A53 performance.北京君正披露已研发对标ARM A53的RISC-V大核,而Victory1小核未达到A53性能。
2024-02-29Ingenic Semiconductor stated that its RISC-V CPU cores (comparable to ARM A53/A55 series) are under R&D and optimization.北京君正表示其对标ARM A53/A55系列的RISC-V CPU核正在研发和优化中。
2025-05-12Ingenic stated that Victory3 is a RISC-V CPU core, not an SoC chip, and is still under development.北京君正表示,Victory3是基于RISC-V的CPU内核,并非SoC芯片,目前尚在研发中。
2025-07-21Ingenic stated that its Victory3 (V3) CPU core's application scenario depends on the overall chip definition, not pre-targeted for cross-platform use.北京君正表示,其Victory3(V3)CPU核的应用场景取决于芯片整体定义,并非预先瞄准跨端多平台。
2025-11-06Ingenic confirms that its self-developed CPU core V2 (Victory 2) has been applied in some dual-core products.北京君正确认自研CPU核V2(Victory 2)已应用于部分双核产品中。
2025-11-20Ingenic confirms that its self-developed CPU core V3 is under development.北京君正确认自研CPU核V3正在研发中。
2025-12-16Ingenic stated that the V3 CPU is still under development.北京君正表示V3 CPU尚在研发中。
2026-01-26Ingenic stated that all future computing chip products will gradually transition to RISC-V CPU.北京君正表示后续新的计算芯片产品均会逐步转向RISC-V CPU。
2026-01-30Ingenic stated that its RISC-V CPU is self-developed and currently has no cooperation with other manufacturers (denying partnership with Alibaba T-Head).北京君正表示其RISC-V CPU为自主研发,目前暂未与其他厂商合作(否认与阿里平头哥合作)。
2026-03-03RISC-V series products are not automotive-grade; no plan for automotive-grade RISC-V MCU.RISC-V系列产品非车规级;暂无车规级RISC-V MCU的规划。
2026-05-14Ingenic confirmed that products based on the XBurst2 core have been mass-produced and sold, and future products will gradually transition to RISC-V architecture.北京君正确认基于XBurst2内核的产品已量产销售,后续产品将陆续转入RISC-V架构。
2026-06-22Ingenic stated that its self-developed RISC-V CPU core has been used in some chip products, with cumulative shipments exceeding 100 million units.北京君正表示自研RISC-V CPU核已应用于部分芯片产品,出货量累计超过1亿颗。
Shareholder & insider share reductions股东与内部人减持 30 · 2024-01-24 → 2026-06-23
Planned and completed share reductions by controlling shareholders, directors, and institutional investors.控股股东、董事及机构投资者的计划内及已完成减持。
2024-08-09Shareholder Shanghai Wuyuefeng Integrated Circuit Equity Investment Partnership plans to reduce holdings by up to 870,000 shares (0.1807% of total) via centralized竞价 from Sep 2 to Dec 1, 2024, citing capital planning.持股5%以上股东上海武岳峰集成电路股权投资合伙企业计划于2024年9月2日至12月1日以集中竞价方式减持不超过87万股(占总股本0.1807%),原因为资金规划。
2024-10-08Shareholder Beijing Yitang Shengxin Semiconductor Industry Investment Center (LP) plans to reduce its stake by up to 800,000 shares (0.1661% of total capital) via centralized竞价 from Oct 30 to Nov 10, 2024, citing operational capital needs.股东北京屹唐盛芯半导体产业投资中心(有限合伙)计划于2024年10月30日至11月10日通过集中竞价方式减持不超过80万股(占总股本0.1661%),原因为运营资金需求。
2024-10-15Shareholder Shanghai Wuyuefeng Integrated Circuit Equity Investment Partnership (LP) completed a reduction of 870,000 shares (0.1807% of total capital), reducing its holding to 42.7522 million shares (8.88% of total capital).股东上海武岳峰集成电路股权投资合伙企业(有限合伙)完成减持87万股(占总股本0.1807%),持股降至4275.22万股(占总股本8.88%)。
2025-02-25Ingenic Semiconductor announced that shareholders including Beijing Sihaijunxin, controlling shareholder Li Jie, director Xian Yonghui, supervisor Zhang Yanxiang, and senior executive Zhang Min plan to reduce holdings via centralized竞价 from March 19 to June 18, 2025, totaling 2.53 million shares (~0.53% of total shares).北京君正公告,股东四海君芯、控股股东李杰、董事冼永辉、监事张燕祥、高管张敏计划于2025年3月19日至6月18日通过集中竞价减持,合计253万股(约占总股本0.53%)。
2025-03-05Shareholder Beijing Yitang Shengxin Semiconductor Industry Investment Center cumulatively reduced its stake by 7.5844 million shares from 2022-06-29 to 2025-03-04, a reduction of 1.5749%.股东北京屹唐盛芯半导体产业投资中心自2022年6月29日至2025年3月4日累计减持758.4421万股,减持比例达1.5749%。
2025-03-06Director and senior executive Zhang Jin reduced his stake by 600,000 shares on March 5, accounting for 0.1246% of total share capital.董事、高管张紧于3月5日减持公司股份60万股,占公司总股本0.1246%。
2025-03-06Shareholder Beijing Sihai Junxin plans to reduce 800,000 shares (0.1661% of total) via centralized bidding from 2025-03-19 to 2025-06-18; controlling shareholder and director Li Jie plans to reduce 700,000 shares in the same period.股东北京四海君芯计划在2025年3月19日至6月18日期间减持80万股(占总股本0.1661%);控股股东、实控人之一、董事李杰计划同期减持70万股。
2025-05-19Shareholder Zhang Jin reduced his stake by 600,000 shares (0.1246% of total share capital) through centralized竞价 trading.股东张紧通过集中竞价方式减持60万股,占公司总股本的0.1246%。
2025-07-17Shareholder Beijing Yitang Shengxin Semiconductor Industry Investment Center (Limited Partnership) reduced its stake by 4.8254 million shares (1% of total share capital) via centralized竞价 from June 30 to July 16, 2025.股东北京屹唐盛芯半导体产业投资中心(有限合伙)于2025年6月30日至7月16日通过集中竞价减持482.54万股(占总股本1%)。
2025-07-21Ingenic announced that shareholder Beijing Sihai Junxin Co., controlling shareholder Li Jie, director Xian Yonghui, director Zhang Yanxiang, and senior executive Zhang Min plan to reduce holdings via centralized竞价 within three months: Sihai Junxin 800,000 shares (0.1658%), Li Jie 800,000 shares (0.1658%), Xian Yonghui 600,000 shares (0.1243%), Zhang Yanxiang 180,000 shares (0.0373%), Zhang Min 250,000 shares (0.0518%).北京君正公告,股东北京四海君芯有限公司、控股股东李杰、董事冼永辉、董事张燕祥、高级管理人员张敏计划三个月内集中竞价减持:四海君芯80万股(0.1658%)、李杰80万股(0.1658%)、冼永辉60万股(0.1243%)、张燕祥18万股(0.0373%)、张敏25万股(0.0518%)。
2025-09-30Director Zhang Yanxiang reduced 10,000 shares (0.0021% of total share capital) on Sep 30, 2025.董事张燕祥于2025年9月30日减持公司股份1.0万股,占公司总股本0.0021%。
2025-10-21Shareholder Beijing Yitang Shengxin Semiconductor Industry Investment Center (Limited Partnership) reduced 4.825 million shares (1.000007%) via centralized竞价 (competitive bidding) from Sep 16 to Oct 20, 2025.股东北京屹唐盛芯半导体产业投资中心(有限合伙)于2025年9月16日至10月20日通过集中竞价方式减持公司股份482.5441万股,减持比例为1.000007%。
2025-10-28Shareholder Shanghai Wuyuefeng Integrated Circuit Equity Investment Partnership (Limited Partnership) reduced 4.7475 million shares (0.9839%) from Mar 4 to Oct 27, 2025.股东上海武岳峰集成电路股权投资合伙企业(有限合伙)于2025年3月4日至10月27日间合计减持474.75万股,占公司总股本的0.9839%。
2026-03-19Shareholder Shanghai Wuyuefeng Integrated Circuit Equity Investment Partnership (Limited Partnership) reduced holdings by 4,825,393 shares (1% of total) via centralized竞价 from 2025-10-29 to 2026-03-18.股东上海武岳峰集成电路股权投资合伙企业(有限合伙)于2025年10月29日至2026年3月18日通过集中竞价减持482.5393万股(占总股本1%)。
2026-04-07Shareholders Sihai Junxin plans to sell up to 4 million shares (0.83% of total), Li Jie up to 2 million shares (0.41%), Zhang Min up to 300,000 shares (0.06%), Liu Fei up to 300,000 shares (0.06%), Zhang Yanxiang up to 180,000 shares (0.04%) via block trades or centralized竞价 from Apr 29 to Jul 28, 2026, citing personal funding needs.股东四海君芯计划减持不超过400万股(占总股本0.83%),李杰不超过200万股(0.41%),张敏不超过30万股(0.06%),刘飞不超过30万股(0.06%),张燕祥不超过18万股(0.04%),减持期间为2026年4月29日至7月28日,原因为个人资金需求。
2026-05-13Non-independent director Li Jie sold 200,000 shares via block trade on May 12, 2026, cashing out approx. RMB 27.898 million.非独立董事李杰于2026年5月12日通过大宗交易减持20万股,套现约2789.8万元。
2026-05-14Controlling shareholder and its concert parties (Beijing Sihai Junxin, Li Jie, Liu Fei) reduced holdings by 3.1582 million shares (0.6545% of total) via centralized竞价 and block trades from May 6-13, 2026.控股股东及其一致行动人(四海君芯、李杰、刘飞)于2026年5月6日至13日通过集中竞价及大宗交易合计减持315.82万股(占总股本0.6545%)。
2026-05-20Shareholder Shanghai Wuyuefeng Integrated Circuit Equity Investment Partnership reduced 4.8254 million shares (1.0001% of total) from March 19 to May 19, 2026, cashing out approx. RMB 601 million.股东上海武岳峰集成电路股权投资合伙企业于2026年3月19日至5月19日减持482.54万股(占总股本1.0001%),套现约6.01亿元。
2026-05-26Employee representative director Zhang Yanxiang sold 30,000 shares via竞价 trade on May 26, 2026, cashing out approx. RMB 4.4814 million.职工代表董事张燕祥于2026年5月26日通过竞价交易减持3万股,套现约448.14万元。
2026-05-27Non-independent director Li Jie sold another 300,000 shares via block trade on May 27, 2026, cashing out approx. RMB 45.603 million.非独立董事李杰于2026年5月27日再次通过大宗交易减持30万股,套现约4560.3万元。
2026-05-27Vice general manager and board secretary Zhang Min sold 50,000 shares via竞价 trade on May 27, 2026, cashing out approx. RMB 8.378 million.副总经理及董事会秘书张敏于2026年5月27日通过竞价交易减持5万股,套现约837.8万元。
2026-06-23Ingenic non-independent director Li Jie (李杰) sold 200,000 shares via竞价交易 on June 23, 2026, cashing out approximately RMB 38.61 million. Cumulative disposals by Li Jie total 11.6238 million shares, cashing out about RMB 1.125 billion.北京君正非独立董事李杰于2026年6月23日通过竞价交易减持20万股,套现约3861万元;累计减持1162.38万股,累计套现约11.25亿元。
Financial results & dividends财务业绩与分红 23 · 2024-01-26 → 2026-05-12
Annual, semi-annual, and quarterly financial results, dividend distributions, and performance forecasts.年度、半年度和季度财务业绩、股利分配及业绩预告。
2024-01-26Ingenic released 2023 annual performance forecast: net profit attributable to shareholders is approximately 465-557 million yuan, down 29.47%-41.13% YoY. Computing chip revenue grew YoY due to smart video, while storage and analog interconnect chip revenue declined due to weak auto/industrial demand.北京君正发布2023年度业绩预告:归母净利润约4.65亿-5.57亿元,同比下降29.47%-41.13%。计算芯片因智能视频市场增长而同比增长,存储和模拟互联芯片因汽车/工业需求下降而下滑。
2024-04-24Q1 2024 results: revenue RMB 1.007 billion (-5.80% YoY), net profit RMB 87.26 million (-23.90% YoY); computing chip sales grew while storage chip sales declined due to weak industrial/medical demand.2024年一季报:营业收入10.07亿元(同比-5.80%),净利润8725.99万元(同比-23.90%);计算芯片销售收入同比增长,存储芯片因工业/医疗需求疲软同比下降。
2024-06-25Ingenic Semiconductor reported Q1 2024 revenue of 1.007 billion yuan, down 5.80% YoY; net profit attributable to shareholders was 87.2599 million yuan, down 23.90% YoY.北京君正2024年第一季度营业收入10.07亿元,同比下降5.80%;归属净利润8725.99万元,同比下降23.90%。
2024-07-19Ingenic Semiconductor reported Q1 2024 revenue of 1.007 billion yuan, down 5.80% YoY; net profit attributable to parent of 87.26 million yuan, down 23.90% YoY.北京君正2024年第一季度实现营业收入10.07亿元,同比减少5.80%;归属净利润8725.99万元,同比减少23.90%。
2024-10-27Q3 2024 results: revenue 3.201 billion yuan (-6.39% YoY), net profit 304 million yuan (-17.37% YoY); Q3 alone: revenue 1.094 billion yuan (-8.70% YoY), net profit 107 million yuan (-26.89% YoY).2024年第三季度业绩:前三季度营收32.01亿元(同比-6.39%),净利润3.04亿元(同比-17.37%);第三季度营收10.94亿元(同比-8.70%),净利润1.07亿元(同比-26.89%)。
2025-03-24Ingenic Semiconductor announced it will release its first-quarter report on April 25, 2025.北京君正宣布将于2025年4月25日披露第一季度报告。
2025-04-18Ingenic Semiconductor released 2024 annual report: revenue 4.213 billion yuan, down 7.03% YoY; net profit 366 million yuan, down 31.84% YoY; plans to distribute 1 yuan per 10 shares (tax included).北京君正发布2024年年报:营业收入42.13亿元,同比下降7.03%;净利润3.66亿元,同比下降31.84%;拟每10股派发现金红利1元(含税)。
2025-04-24Ingenic Semiconductor released Q1 2025 results: revenue 1.06 billion yuan, up 5.28% YoY; net profit 73.905 million yuan, down 15.3% YoY; net profit fell due to new equity incentive expenses of 11.892 million yuan and gross margin fluctuation.北京君正发布2025年一季报:营业收入10.6亿元,同比增长5.28%;净利润7390.5万元,同比下降15.3%;净利润下降因新增股权激励费用1189.20万元及毛利率波动。
2025-05-04Ingenic Semiconductor reported Q1 2025 revenue of 1.060 billion yuan, up 5.28% YoY, but net profit attributable to parent fell 15.30% YoY to 73.905 million yuan, marking the tenth consecutive quarter of decline; non-recurring net profit was 66.3479 million yuan, down 18.83% YoY; gross margin was 36.4%, down 1.05 ppts.北京君正公布2025年一季度营收10.60亿元,同比增长5.28%,但归母净利润同比下降15.30%至7390.5万元,连续第十个季度下滑;扣非净利润6634.79万元,同比下降18.83%;毛利率36.4%,同比下降1.05个百分点。
2025-05-04Ingenic Semiconductor's full-year 2024 revenue was 4.213 billion yuan, down 7.03% YoY; net profit attributable to parent fell 31.84% YoY; memory chip revenue was 2.589 billion yuan, down 11.06% YoY, with gross margin down 1.93 ppts.北京君正2024年全年营收42.13亿元,同比下降7.03%;归母净利润同比下降31.84%;存储芯片营收25.89亿元,同比下降11.06%,毛利率下降1.93个百分点。
2025-06-16Ingenic Semiconductor announced a cash dividend of 0.997988 yuan per 10 shares (total ~48.16 million yuan), with record date June 23 and ex-dividend date June 24, 2025.北京君正公告每10股派发现金红利0.997988元(含税),共分配约4816万元,股权登记日2025年6月23日,除权除息日2025年6月24日。
2025-10-27Q3 2025 revenue 1.187 billion yuan, +8.50% YoY; net profit 41.19 million yuan, -61.48% YoY. 9M revenue 3.437 billion yuan, +7.35% YoY; net profit 244 million yuan, -19.75% YoY. Net profit decline due to NTD exchange rate impact on storage chip cost and gross margin.2025年第三季度营收11.87亿元,同比增长8.50%;净利润4118.94万元,同比下降61.48%。前三季度营收34.37亿元,同比增长7.35%;净利润2.44亿元,同比下降19.75%。净利润下降因台币汇率波动影响存储芯片成本及毛利率。
2025-11-24Ingenic corrects its Q3 2025 report: reduces management expenses by 11.4378 million yuan, increases net profit by the same amount, and reclassifies the cash flow item from operating to financing activities, related to Hong Kong listing advisory fees.北京君正更正2025年三季报:调减管理费用1143.78万元,调增净利润1143.78万元,并将相关现金流从经营活动重分类至筹资活动,涉及香港上市申报中介费用。
2025-11-24Ingenic reports Q1-Q3 2025 revenue of 3.437 billion yuan, up 7.35% YoY; net profit attributable to shareholders of 255.74 million yuan, down 15.99% YoY.北京君正报告2025年前三季度营业收入34.37亿元,同比增长7.35%;归母净利润2.5574亿元,同比下降15.99%。
2026-01-29Ingenic issued 2025 annual performance forecast: revenue ~47.4 billion yuan (+12.52% YoY); net profit 370-403 million yuan (+1.05%-10.05% YoY), driven by recovery in automotive/industrial/medical markets and the upturn in niche DRAM demand.北京君正发布2025年度业绩预告:营业收入约47.4亿元(同比增长12.52%);净利润3.70亿元-4.03亿元(同比增长1.05%-10.05%),受益于汽车/工业/医疗市场复苏及利基型DRAM需求上行周期。
2026-04-28Ingenic reported Q1 2026 revenue of 1.56 billion yuan, up 47.12% YoY; net profit of 319 million yuan, up 331.61% YoY; gross margin 43.49%, up 7.09 ppt YoY; net margin 20.54%, up 13.59 ppt YoY.北京君正发布2026年一季报:营业收入15.6亿元,同比增长47.12%;净利润3.19亿元,同比增长331.61%;毛利率43.49%,同比上升7.09个百分点;净利率20.54%,同比上升13.59个百分点。
2026-05-11Ingenic Semiconductor reported Q1 2026 revenue of RMB 1.56 billion, up 47.12% YoY; net profit of RMB 319 million, up 331.61% YoY. Storage chip revenue growth mainly driven by price increases.北京君正公布2026年第一季度营收15.6亿元,同比增长47.12%;归母净利润3.19亿元,同比增长331.61%。存储芯片收入增长主要来自价格提升。
2026-05-12Ingenic announced 2025 annual cash dividend: RMB 1.5 per 10 shares (tax incl.), total RMB 72.38 million, with record date May 19 and ex-dividend date May 20, 2026.北京君正公告2025年度分红:每10股派发现金红利1.5元(含税),合计7238.11万元,股权登记日5月19日,除权除息日5月20日。
Shanghai Yingzhanike & other subsidiaries上海英瞻尼克及其他子公司 3 · 2024-01-30 → 2026-03-27
Status of subsidiaries with no specific business operations or minor roles.无具体业务运营或角色较小的子公司状态。
2024-01-30Ingenic reported that its subsidiary Shanghai Yingzhanike Microelectronics (英瞻尼克) currently has no specific business operations.北京君正表示子公司上海英瞻尼克微电子目前暂无具体业务。
2024-12-29Ingenic Semiconductor's wholly-owned subsidiary Shenzhen Ingenic Times invested as a limited partner in Hefei Fengyuan Renxin Equity Investment Partnership, focusing on semiconductor and new energy sectors.北京君正全资子公司深圳君正时代作为有限合伙人投资合肥冯源仁芯股权投资合伙企业,聚焦半导体及新能源领域。
2026-03-27Company plans to invest 200 million yuan in cash to subscribe for new capital of Rongxin Semiconductor (Ningbo) Co., Ltd., acquiring approximately 1.91% equity post-investment.公司拟以现金2亿元对荣芯半导体(宁波)有限公司增资,预计增资完成后持有其约1.91%股权。
21nm/20nm process node advancement21nm/20nm制程节点推进 11 · 2024-01-31 → 2025-08-04
Development of 21nm and 20nm DRAM and logic process nodes for next-gen products.为下一代产品开发21nm和20nm DRAM及逻辑制程节点。
2024-01-31Ingenic stated its 21nm process chip is under research and development.北京君正表示21nm工艺芯片正在研发中。
2024-06-24Ingenic Semiconductor disclosed that its DRAM product line is comprehensive, with R&D focus on Flash and DRAM; the key challenge is process node breakthrough, and the company plans to introduce higher-process-node products in the future.北京君正披露DRAM产品线齐全,研发重点在Flash和DRAM,工艺节点突破是难点,未来将推出更高工艺节点产品。
2024-10-29Ingenic disclosed that it will launch the T42 product next year, and the C200 product will gradually be in place; 21nm memory products are expected to generate small revenue next year and mass revenue the year after or later.北京君正披露,明年将推出T42产品,C200逐步到位;21nm存储产品预计明年产生少量收入,后年或更晚产生大规模收入。
2024-12-03Ingenic Semiconductor expects to release 21nm samples around the end of 2024, based on market demand and product planning.北京君正预计2024年年末前后推出21nm样品,基于市场需求和产品规划。
2025-01-13Ingenic disclosed it is developing 21nm and 20nm processes; 21nm/20nm products expected to launch this year, first improving DDR3 performance, then DDR4 and LPDDR4.北京君正披露正在研发21nm和20nm工艺,预计今年推出,先用于提升DDR3性能,后续用于DDR4和LPDDR4。
2025-02-26Ingenic Semiconductor disclosed in investor relations that DRAM 21nm and 20nm processes are under development, with samples expected to be provided to customers this year.北京君正在投资者关系活动中披露,DRAM的21nm和20nm工艺正在研发中,预计今年将向客户提供样品。
2025-03-07Ingenic Semiconductor stated it is actively advancing DRAM product iteration, with new products using 20nm process expected to release samples this year, and will launch DRAM products with more advanced processes for the automotive market.北京君正表示公司积极推进DRAM产品更新迭代,采用20nm工艺的新产品今年将推出样品,后续将推出更新工艺的DRAM产品以满足汽车市场需求。
2025-08-04Ingenic Semiconductor stated that its C100, CW200 use 22nm process; C200 is still at sample stage.北京君正表示C100、CW200采用22nm工艺;C200仍在样品阶段。
UFS & eMMC mass productionUFS与eMMC量产 2 · 2024-01-31 → 2025-03-19
Mass production preparation and ramp-up of UFS 3.1 and eMMC 5.1 products.UFS 3.1和eMMC 5.1产品的量产准备与爬坡。
2024-01-31Ingenic reported that its UFS 3.1 product is still in mass production preparation stage.北京君正表示UFS 3.1产品仍在量产准备中。
Product clarifications & denials产品澄清与否认 21 · 2024-02-21 → 2025-07-21
Clarifications on no GPU, no CXL, no SRAM replacing HBM, no SparkLink, no Moore Threads, no 3D sensing, no AI chip, etc.关于无GPU、无CXL、无SRAM替代HBM、无星闪、无摩尔线程、无3D传感、无AI芯片等的澄清。
2024-03-11Ingenic stated it has no GPU products.北京君正表示公司没有GPU产品。
2024-03-11Ingenic stated its products are not used in smartphones, PCs, or servers.北京君正表示其产品不用于手机、电脑和服务器。
2024-07-04Ingenic Semiconductor stated on investor platform that it does not have an independent GPU product; its main products are embedded MPU processors.北京君正在投资者互动平台表示,公司没有独立的图形处理器产品,主要产品为嵌入式MPU处理器产品。
2024-08-23Confirmed that the company is not a member of the SparkLink Alliance (星闪联盟).确认公司不是星闪联盟成员。
2024-10-16Ingenic stated it has no current application related to Tesla's G.vn technology.北京君正表示,目前没有与特斯拉G.vn技术相关的应用。
2024-11-18Disclosed no 7nm products and no GPU chip development plan.披露没有7nm产品,且没有研发GPU芯片规划。
2024-12-24Ingenic Semiconductor clarified it does not produce custom chips.北京君正澄清没有定制芯片。
2025-02-28Ingenic Semiconductor stated that it has no plan to spin off its CPU team into a subsidiary to promote RISC-V market development.北京君正表示,目前无计划将CPU团队独立出来成立子公司以促进RISC-V市场开发。
2025-03-05Ingenic Semiconductor denied cooperation rumors with Winbond Electronics on CUBE technology, stating it is actively laying out the 3D DRAM market but the claimed collaboration is untrue.北京君正否认与华邦电子在CUBE技术上的合作传闻,表示公司正在积极布局3D DRAM市场,但所称合作不属实。
2025-06-26Ingenic Semiconductor confirmed it is not a member of the CXL (Compute Express Link) consortium.北京君正确认目前不是CXL联盟成员。
2025-07-09Ingenic stated that it currently has no products used in AI PCs.北京君正表示,公司暂无产品用于AIPC。
2025-07-14Ingenic stated that it has no plans to develop Micro-LED technology.北京君正表示,目前没有开发Micro-LED技术的计划。
2025-07-21Ingenic stated that its video chips currently do not cover the market direction of humanoid robots like Unitree and Zhiyuan.北京君正表示,目前视频芯片尚不覆盖宇树机器人、智元机器人等市场方向。
Robot & smart hardware applications机器人与智能硬件应用 8 · 2024-02-23 → 2025-12-30
Chips used in robot vacuums, pet robots, 3D printers, and smart home devices.用于扫地机器人、宠物机器人、3D打印机和智能家居设备的芯片。
2025-03-24Ingenic Semiconductor stated that its storage products are mainly used in industrial robots, and it will actively follow up on the robot market to develop new customers.北京君正表示其存储产品在机器人领域的应用目前主要为工业机器人,公司将积极跟进机器人市场,不断开拓新客户。
2025-05-12Ingenic disclosed that its computing chips are currently used in products such as sweepers and pet-fighting robots, and it will continue to monitor market dynamics for industrial robot and automotive applications.北京君正披露,其计算芯片目前应用于扫地机、斗宠机器人等产品,将持续关注工业机器人和汽车领域的市场动态。
2025-06-04Ingenic Semiconductor stated that its products are not currently used in humanoid robots.北京君正表示,公司产品目前未应用于人形机器人领域。
2025-12-30Ingenic stated that its storage and analog chips are used in industrial robots and hotel robots; computing chips are used in扫地机器人 (sweeping robots) and斗宠机器人 (pet-fighting robots).北京君正表示公司存储芯片和模拟芯片应用于工业机器人、酒店机器人等领域,计算芯片应用于扫地机器人、斗宠机器人等领域。
Security & Technology Clarifications安全与技术澄清 4 · 2024-02-29 → 2025-04-10
Clarifications on chip-level security hardware, no NearLink development, no 6nm demand, no 3D NAND plan.澄清芯片级安全硬件、未开发星闪技术、无6nm需求、无3D NAND计划。
2024-10-16Ingenic stated it has over 700 R&D personnel and has not developed Spark (NearLink) technology.北京君正表示,目前研发人员七百多人,未研发星闪技术。
2025-04-10Ingenic Semiconductor stated it has no current plan to develop 3D NAND flash.北京君正表示,公司目前没有计划研发3D NAND闪存。
Optical module & LiDAR chips光模块与激光雷达芯片 4 · 2024-03-18 → 2026-01-26
Photoelectric conversion driver chips for GPON and gigabit optical modules.用于GPON和千兆光模块的光电转换驱动芯片。
2024-03-18Ingenic confirmed its chips can be used in optical communication modules.北京君正确认其芯片可应用于光通信模块。
2025-04-23Ingenic Semiconductor confirmed it has a photoelectric conversion driver chip for GPON (gigabit optical modules).北京君正确认,公司有用于千兆光模块(GPON)的光电转换驱动芯片。
2025-06-26Ingenic Semiconductor reported that its 5G/1.25G asymmetric optoelectronic driver chips for gigabit optical modules have been shipping steadily.北京君正表示用于千兆光模块的5G/1.25G非对称光电转换驱动芯片一直在稳定出货。
AI technology & NPU deploymentAI技术与NPU部署 18 · 2024-03-26 → 2026-05-11
Edge AI, NPU integration, and AI algorithm deployment in computing chips for smart cameras and IoT.边缘AI、NPU集成及AI算法在计算芯片中的部署,用于智能摄像头和物联网。
2024-03-29Ingenic confirmed that its chips have inference capability at the terminal level.北京君正确认其芯片在终端算力上具有推理能力。
2024-06-21Ingenic Semiconductor held an investor event, disclosing its 'Compute + Storage + Analog' product strategy, global market strategy, and focus on automotive electronics, industrial, medical, security surveillance, and AIoT. The company stated its self-developed AI computing engine is continuously improving, and it is developing higher-process-node products.北京君正举办投资者活动,披露‘计算+存储+模拟’产品战略、全球化市场战略,重点布局汽车电子、工业、医疗、安防监控、智能物联网等领域;自研AI算力引擎持续增强,并正在研发更高工艺节点产品。
2024-06-24Ingenic Semiconductor reported that its self-developed AI computing engine (NPU) is integrated into its chip products, with increasing processing capability and enriched AI algorithms, offering chips with varying intelligence levels for different market needs.北京君正表示自研AI算力引擎(NPU)内置于芯片产品中,处理能力增强,AI算法丰富,针对不同市场推出不同智能化程度的芯片。
2024-12-09Ingenic Semiconductor clarified it does not produce AI chips, but has AI technologies such as algorithms and NPU applied in some computing chip products.北京君正澄清没有AI芯片,但有算法、NPU等AI技术,应用在部分计算芯片产品中。
2024-12-30Ingenic Semiconductor confirmed it is conducting R&D on edge-side algorithms and related technologies.北京君正确认正在进行端侧算法及相关技术的研发。
2025-02-12Ingenic Semiconductor disclosed that its AI computing power engine balances computing efficiency and flexibility, with low-bit quantization enhancing low-power and low-bandwidth AI computing capabilities.北京君正披露,其AI算力引擎兼顾计算效能与灵活性,低比特量化技术强化了低功耗与低带宽AI计算能力。
2025-02-17Ingenic Semiconductor stated that large models do not run directly on its chips, but some customer products as edge devices connect to different cloud large models.北京君正表示,大模型并未直接运行在其芯片上,但有些客户的产品作为端侧接入不同的云端大模型。
2025-03-13Ingenic Semiconductor stated that its neural network processor (NPU) can be used for audio processing.北京君正表示其神经网络处理器(NPU)可以用于音频处理。
2025-03-19Ingenic Semiconductor stated that its self-developed new-generation AISP supports dual-light fusion.北京君正表示公司自研的新一代AISP支持双光融合。
2025-05-14Ingenic stated at the 2024 annual performance briefing that its R&D investment is focused on CPU cores and high-compute NPUs, and it plans to launch higher-compute chips for broader applications; recovery in automotive and industrial markets and AI development will drive growth.北京君正在2024年度业绩说明会上表示,研发投入聚焦CPU内核和高算力NPU,计划推出更高算力芯片以应用于更多领域;汽车、工业行业复苏及AI发展将推动增长。
2025-07-21Ingenic stated that its AI SoC supports multiple multimodal large models including Qwen (Tongyi Qianwen).北京君正表示,其AI SoC支持包括通义千问在内的多种多模态大模型。
2025-11-06Ingenic states it has no standalone AI computing chip; its NPU technology is applied in its computing chip products.北京君正表示公司没有单独的算力芯片,NPU技术应用在计算芯片产品中。
2026-03-05AI technology is primarily focused on edge-side applications.AI技术主要面向端侧应用。
2026-05-11Ingenic stated that its computing chips incorporate self-developed CPU cores and NPU modules, which have been widely adopted.北京君正表示其计算芯片包含自研CPU核和NPU模块,已得到大量应用。
Equity incentive & restricted stock plan股权激励与限制性股票计划 7 · 2024-04-12 → 2026-06-03
2024 restricted stock incentive plan grants, vesting, and adjustments.2024年限制性股票激励计划的授予、归属与调整。
2024-04-12Ingenic announced a 2024 restricted stock incentive plan: up to 4.3235 million shares (0.90% of total) at RMB 31.09 per share, covering 351 initial grantees including directors, senior management, and core staff.北京君正公布2024年限制性股票激励计划:拟授予不超过432.35万股(占总股本0.90%),授予价31.09元/股,首次授予激励对象351人,包括董事、高管及核心骨干。
2024-05-14Ingenic Semiconductor's board approved the 2024 restricted stock incentive plan, granting 3.917 million shares at RMB 31.09 per share on May 14, 2024.北京君正董事会批准2024年限制性股票激励计划,首次授予391.7万股,授予价格31.09元/股,授予日为2024年5月14日。
2025-06-11Ingenic Semiconductor announced the first vesting of its 2024 restricted stock incentive plan: 970,000 shares (0.20% of total shares) became tradable on June 13, 2025, covering 311 participants.北京君正公告2024年限制性股票激励计划首次授予第一个归属期归属结果:97万股(占总股本0.20%)于2025年6月13日上市流通,涉及311名激励对象。
2026-05-22Ingenic's board approved adjusting the grant price of the 2024 restricted stock incentive plan.北京君正董事会审议通过调整2024年限制性股票激励计划授予价格的议案。
2026-06-03Ingenic completed the vesting of 1,123,644 restricted shares under the 2024 incentive plan (first grant second tranche and reserved grant first tranche), covering 360 employees, effective June 8, 2026.北京君正完成2024年限制性股票激励计划首次授予第二个归属期及预留授予第一个归属期的归属登记,合计归属112.36万股,涉及360名激励对象,归属日为2026年6月8日。
Related-Party Transactions & Leasing关联交易与租赁 2 · 2024-04-12 → 2025-08-21
Leasing idle office space to Beijing Huaru Technology as related-party transaction.向北京华如科技出租闲置办公场所的关联交易。
2024-04-122024 related-party transaction estimate: leasing idle office space to Beijing Huaru Technology for up to RMB 8.5 million.2024年度日常关联交易预计:将闲置办公用房租赁给北京华如科技,金额不超过850万元。
Market & Application Segments市场与应用领域 3 · 2024-04-15 → 2025-01-13
Computing chip end-market breakdown: >80% security surveillance, rest fragmented.计算芯片终端市场分布:超80%安防监控,其余碎片化市场。
2024-04-15Ingenic stated that its computing chip business has completed a global sales network layout for video products and will promote overseas markets.北京君正表示,视频业务已完成全球销售网络布局,后续将在海外市场推广。
2025-01-13Ingenic said its computing chips are over 80% for security surveillance (civilian cameras), with the rest in fragmented markets like QR code devices, biometrics, education electronics, smart locks, printers.北京君正表示计算芯片80%以上用于安防监控(民用摄像头),其余用于二维码设备、生物识别、教育电子、智能门锁、打印机等碎片化市场。
C200/CW200 pan-video chipC200/CW200泛视频芯片 4 · 2024-04-17 → 2025-12-03
Development and sampling of C200 and CW200 chips for pan-video applications.面向泛视频应用的C200和CW200芯片的开发与样品阶段。
2024-04-17Ingenic confirmed that the C200 chip is in iterative tape-out.北京君正确认C200芯片正在迭代投片。
2025-04-28Ingenic Semiconductor stated that CW200 is still in the R&D stage.北京君正表示,CW200目前还在研发阶段。
2025-09-01Ingenic Semiconductor confirmed that its C200 product is currently in the sample stage.北京君正确认C200目前处于样品阶段。
2025-12-03Ingenic stated that the C200 is a tentative model name under the C series and may be renamed later based on series planning.北京君正表示C200是C系列下的暂定型号,后续可能根据该系列规划重新命名。
Inventory & Supply Chain库存与供应链 4 · 2024-05-07 → 2026-06-22
Inventory levels, DRAM stocking, and KGD supply constraints affecting shipments.库存水平、DRAM备货及KGD供应限制影响出货。
2024-05-07Ingenic Semiconductor disclosed that inventory levels remain high, mainly for industrial market products, and expects inventory to decline this year; consumer memory chip price cuts are small, while computing chip prices fluctuate more.北京君正披露存货水平偏高,主要是行业市场产品,预计今年存货规模下降;消费类存储芯片价格下调幅度不大,计算芯片价格变动较大。
2025-11-20Ingenic reports inventory of 2.920 billion yuan as of September 30, 2025, due to continuous DRAM product stocking since late 2024.北京君正报告截至2025年9月30日存货为29.20亿元,系自2024年末起对部分DRAM产品持续备货所致。
2026-05-11Ingenic disclosed that its computing chip capacity is tight due to KGD (Known Good Die) supply constraints.北京君正披露计算芯片因KGD(良品晶粒)影响出现产能紧张。
2026-06-22Ingenic disclosed in an institutional survey that its computing chip business grew nearly 50% in Q1 2026; due to KGD shortage, it uses allocation to control shipments; Q2 is expected to maintain growth. Analog chip grew steadily in Q1 and is expected to maintain stable growth in Q2.北京君正在机构调研中披露一季度计算芯片增长近50%,因KGD缺货采用分货方式控制出货,二季度预计继续增长;模拟芯片一季度稳定增长,二季度预计维持稳定增速。
Trade policy & tariff impact贸易政策与关税影响 3 · 2024-05-17 → 2025-04-21
Impact of US tariffs and trade war on exports and imports.美国关税和贸易战对进出口的影响。
2024-05-17Ingenic Semiconductor stated that its exports from China to the US account for a small portion of sales, and US tariff increases have little impact.北京君正表示,由中国大陆向美国出口的产品销售占比较小,美国加收关税影响不大。
2025-04-21Ingenic Semiconductor stated that tariffs affect both its DRAM and analog product lines; for DRAM, US-based production may be impacted; for analog, China's origin tariffs may boost domestic chip sales and price stability.北京君正表示,关税对其DRAM和模拟两条产品线均有影响;DRAM方面,美系厂商在美国的生产基地可能受影响;模拟方面,中国原产地关税可能促进国内芯片销售和价格稳定。
Supply chain & foundry partnerships供应链与代工合作 5 · 2024-07-19 → 2025-12-05
Foundry partners (Powerchip, XMC, TSMC, GlobalFoundries, Huali) and supply guarantees.代工合作伙伴(力晶、武汉新芯、台积电、格芯、华力)及供应担保。
2024-07-19Ingenic's wholly-owned subsidiary Beijing Xicheng Semiconductor provided a guarantee for its subsidiary Luomingxin Microelectronics International to purchase products from Vanguard International Semiconductor Corporation, effective July 18, 2024.北京君正全资子公司北京矽成半导体为全资子公司络明芯微电子国际向Vanguard International Semiconductor Corporation购买产品提供担保,生效日期为2024年7月18日。
2024-11-08Disclosed that NOR Flash is mainly manufactured at Wuhan Xinxin (XMC), computing chips at GlobalFoundries and TSMC.披露NOR Flash主要在武汉新芯代工,计算芯片在格罗方德和台积电代工。
2025-03-21Ingenic Semiconductor's wholly-owned subsidiary Beijing Sisheng Semiconductor provided guarantees for three subsidiaries' purchase orders with TSMC, effective from 2025-04-01 for two years.北京君正全资子公司北京矽成半导体为三家子公司向台积电的采购订单提供担保,自2025年4月1日起生效,担保期限两年。
2025-07-02Ingenic stated that it will consider foundry partners' technology, process, and capacity when developing next-generation DRAM products, in response to a question about cooperation with Powerchip on MOSAIC memory technology.北京君正表示,开发新一代DRAM产品时会综合考虑代工厂的技术、工艺和产能等因素,回应关于与力积电合作MOSAIC内存技术的问题。
2025-12-05Ingenic stated that it is mainly R&D and sales, products are outsourced, and it cooperates with multiple well-known foundries, planning production in advance based on demand.北京君正表示公司主要是研发和销售,产品为委外加工,与多个知名代工厂合作,会根据需求提前进行生产规划。
Israel subsidiary (Ingenic Israel)以色列子公司(君正以色列) 3 · 2024-08-05 → 2025-01-06
Normal operations of Israel subsidiary focusing on interconnect product R&D and promotion.以色列子公司正常运营,专注于互联产品的研发与推广。
2024-08-05Confirmed that Israel subsidiary (Ingenic Israel) operates normally, focusing on interconnect product R&D and promotion; refuted rumors of prolonged abnormal operations.确认以色列子公司(君正以色列)经营正常,主要从事互联类产品的研发和推广,否认长期无法正常经营的传闻。
2024-09-27Ingenic Semiconductor confirmed that its Israeli subsidiary, which focuses on interconnect product R&D and promotion, is operating normally.北京君正确认其以色列子公司(主要从事互联类产品研发和推广)经营一切正常。
2025-01-06Ingenic Semiconductor confirmed its Israeli subsidiary is operating normally, refuting rumors of dissolution.北京君正确认其以色列子公司正常经营,辟谣解散传闻。
Smart glasses & wearable applications智能眼镜与可穿戴应用 4 · 2024-08-19 → 2026-05-14
Chips adopted in AI glasses, smart glasses, and wearable products like M200S.用于AI眼镜、智能眼镜和M200S等可穿戴产品的芯片。
2024-08-19Stated that the company's products currently have no application in AI smart glasses.表示公司产品目前没有在AI智能眼镜领域的应用。
2026-05-14Ingenic stated it has NOR Flash solutions for AI glasses, but no eMCP solution currently.北京君正表示针对AI眼镜有NOR Flash解决方案,目前没有eMCP方案。
IP & Software Copyrights知识产权与软件著作权 2 · 2024-08-31 → 2024-11-29
New software copyrights registered for DPU, LVGL, system test, and screening tools.新登记的DPU、LVGL、系统测试及筛选工具软件著作权。
2024-08-31Registered 3 new software copyrights: Junzheng DPU-based display sync interaction software V1.0, Junzheng LVGL home panel interaction software V1.0, Junzheng X2670 system-level test software V1.0.新注册3项软件著作权:《君正基于DPU的显示同步交互软件V1.0》、《君正LVGL家居面板交互软件V1.0》、《君正X2670系统级测试软件V1.0》。
2024-11-29New software copyright registered: 'Ingenic GDBC Screening Tool Software V1.01'.新注册《君正GDBC筛片工具软件V1.01》软件著作权。
Corporate governance & board changes公司治理与董事会变更 6 · 2024-09-10 → 2026-03-26
Board elections, supervisor elections, sponsor representative changes, and independent director resignations.董事会选举、监事选举、保荐代表人变更及独立董事辞职。
2024-09-10Ingenic Semiconductor announced a change in the sponsor representative for its major asset restructuring (acquisition of Beijing Xicheng Semiconductor and Shanghai Chengyu), with Guan Renhao replacing Zhang Jianlei.北京君正公告重大资产重组(收购北京矽成半导体和上海承裕)的独立财务顾问主办人变更,管仁昊接替张建磊。
2024-12-04Ingenic Semiconductor announced the convening of its first extraordinary general meeting of 2024 on December 20, to elect the sixth board of directors and approve independent director allowances.北京君正公告于2024年12月20日召开2024年第一次临时股东大会,审议第六届董事会选举及独立董事津贴等议案。
2024-12-04Ingenic Semiconductor held a职工代表大会 on December 3, electing Zhou Yue as the employee representative supervisor for the sixth board of supervisors.北京君正于2024年12月3日召开职工代表大会,选举周悦为第六届监事会职工代表监事。
2024-12-20Ingenic Semiconductor held its sixth board's first meeting, appointing a new board secretary and completing board elections.北京君正召开第六届董事会第一次会议,聘任董事会秘书并完成董事会换届。
2025-08-25Ingenic Semiconductor announced independent director Liu Yue resigned; Xiang Zuo nominated as replacement, pending SZSE approval.北京君正公告独立董事刘越辞职,提名向左为继任者,待深交所审核。
2026-03-26Director Yu Renrong resigned due to personal work reasons, effective immediately; he will no longer hold any position in the company.董事虞仁荣因个人工作原因辞职,辞职后不再担任公司任何职务。
Financial Performance & Margins财务表现与毛利率 4 · 2024-09-12 → 2026-04-08
Gross margin disclosures for computing, storage, and analog chips across periods.各季度计算、存储、模拟芯片毛利率披露。
2024-09-12Ingenic Semiconductor stated that its storage chip gross margin was 35.35% in the first half of 2024, remaining relatively stable.北京君正表示其存储芯片2024年上半年毛利率为35.35%,保持相对稳定。
2025-02-14Ingenic Semiconductor disclosed that its computing chips are over 80% used in security surveillance, with gross margin above 30% in the first three quarters; storage chip gross margin ~34%; analog & interconnect chip gross margin above 50%.北京君正披露,计算芯片80%以上用于安防监控,前三季度毛利率30%以上;存储芯片毛利率约34%;模拟与互联芯片毛利率50%以上。
2026-04-08Ingenic stated that prices for computing chips have also been raised; specific growth will be disclosed in the Q1 report.北京君正表示计算芯片销售价格也已上调,具体增长情况关注一季报。
Competitive Landscape & Substitution竞争格局与国产替代 2 · 2024-10-24 → 2024-11-08
Domestic substitution capability and analog chip competitors (TI, Infineon, Melexis).国产替代能力及模拟芯片竞争对手(TI、英飞凌、Melexis)。
2024-10-24Ingenic stated that its products can achieve domestic substitution (import replacement).北京君正表示,公司产品可实现国产替代。
A2 chip developmentA2芯片开发 2 · 2024-11-11 → 2025-09-01
Development status of the A2 chip with undetermined tape-out schedule.A2芯片的开发状态,流片时间未定。
LPDDR5 & DDR5 roadmapLPDDR5与DDR5路线图 6 · 2024-11-13 → 2026-04-08
Planning and development of LPDDR5 and DDR5 memory products for automotive and industrial.面向汽车和工业应用的LPDDR5和DDR5内存产品的规划与开发。
2024-11-13Disclosed that the company has no LPDDR5 product currently.披露公司目前没有LPDDR5产品。
2024-12-05Ingenic Semiconductor stated it currently has no plans to develop LPDDR5 memory.北京君正表示目前暂无研发LPDDR5的计划。
2026-04-08Ingenic disclosed that it is developing 3D DRAM, which in the future may integrate memory and computing chips; LPDDR5 is also under development.北京君正披露正在研发3D DRAM,未来有望将存储芯片和计算芯片结合;同时也在研发LPDDR5。
Capital allocation & M&A stance资本配置与并购立场 10 · 2024-11-13 → 2026-03-27
Wealth management, project changes, no M&A plans, no share buyback, and no 3D NAND investment.理财、项目变更、无并购计划、无股份回购及无3D NAND投资。
2024-11-13Disclosed that currently there is no M&A plan.披露目前暂无并购计划。
2024-11-18Disclosed no plan to acquire or invest in 3D NAND.披露目前未考虑收购或参股3D NAND。
2024-11-25Disclosed no plan for share buyback; cash dividend plan to be disclosed in annual report.披露暂无回购计划;现金分红计划请关注后续年度报告。
2024-12-04Ingenic Semiconductor and its subsidiaries plan to use up to 2 billion yuan of idle自有资金 to purchase low-risk wealth management products, effective for one year from board approval.北京君正及其控股子公司拟使用不超过20亿元闲置自有资金购买低风险理财产品,有效期自董事会审议通过之日起一年内。
2024-12-24Ingenic Semiconductor stated it currently has no share buyback plan.北京君正表示目前暂无回购计划。
2025-04-23Ingenic Semiconductor stated it currently has no M&A plans.北京君正表示,目前暂无并购计划。
2025-06-04Ingenic Semiconductor stated it has no current M&A plans.北京君正表示,公司目前没有并购计划。
2025-12-12Ingenic's 6th Board of Directors 8th meeting on Dec 10 approved the proposal on using part of idle raised funds for cash management.北京君正第六届董事会第八次会议于12月10日审议通过了《关于使用部分闲置募集资金进行现金管理的议案》。
2026-03-27Board approved adjustments to two募投 projects: adding AI MCU chips to the embedded MPU project, extending implementation to Shenzhen Junzheng, and extending completion to 2029-09-01.董事会批准调整两个募投项目:嵌入式MPU项目增加AI MCU芯片,实施地点扩展至深圳君正,完成时间延长至2029年9月1日。
X-series & X2600/X2000 SoCX系列及X2600/X2000 SoC 9 · 2024-11-20 → 2025-08-21
Heterogeneous multi-core processors for AIoT smart hardware, robot vacuums, and 3D printers.面向AIoT智能硬件、扫地机器人和3D打印机的异构多核处理器。
2024-12-17Ingenic Semiconductor's heterogeneous multi-core processors X2600 and T41 have been applied in robot vacuum cleaners and fighting robot toys.北京君正的异构多核处理器X2600、T41已应用在扫地机器人、斗宠机器人等领域。
2025-02-11Ingenic Semiconductor stated that its computing chips are mainly SoC chips, currently including T-series and X-series.北京君正表示,其计算芯片主要是SoC芯片,目前主要有T系列和X系列。
2025-02-25Ingenic Semiconductor stated that its X-series SoC chips are used in AIoT smart hardware including QR code devices, biometrics, education electronics, printers, smart locks, and robot vacuums.北京君正表示,其X系列SoC芯片用于AIoT智能硬件,包括二维码设备、生物识别、教育电子、打印机、智能门锁、扫地机等。
2025-04-28Ingenic Semiconductor stated that its X2600 product has multiple customers in design-in phase, and some customers have started volume purchases.北京君正表示,其X2600产品已有多家客户在导入设计,部分客户已开始批量采购。
2025-06-11Ingenic Semiconductor's heterogeneous multi-core processor X2600 (XBurst2 MIPS + Victory0 RISC-V) has been applied in sweeping robots and pet-fighting robots.北京君正异构多核处理器X2600(XBurst2 MIPS + Victory0 RISC-V)已应用于扫地机器人、斗宠机器人等领域。
2025-07-11Ingenic stated that its X2000 and X2600 series have entered mass production with cumulative shipments in the millions; customers include Creality 3D, Flashforge, and Anker Innovations. The higher-end X3000 series is expected to launch next year.北京君正表示,其X2000、X2600系列已大规模量产,累计出货百万级别,客户包括创想三维、闪铸科技、安克创新;更高端的X3000系列预计明年推向市场。
2025-08-04Ingenic Semiconductor confirmed that its X2500 and X2600 chips have entered volume sales.北京君正确认X2500和X2600芯片已批量销售。
Partnerships & customer deals合作伙伴与客户交易 5 · 2025-01-10 → 2026-04-09
Key partnerships (ChipMotion, Shengdewei) and customer adoptions (Xinruishi, Jianan, Creality, Anker).关键合作伙伴(芯动科技、晟德微)及客户采用(鑫睿视、嘉楠、创想三维、安克)。
2025-01-10Ingenic stated some customers are developing products similar to its Master-Flip F1 AI camera earphone.北京君正表示有部分客户在进行类似Master-Flip F1 AI摄像耳机的产品研发。
2025-01-22Ingenic and ChipMotion (XinDong Technology) celebrated a decade-long partnership, with ChipMotion providing IP and chip customization from 55nm to 3nm, integrated with Ingenic's CPU, NPU, ISP.北京君正与芯动科技庆祝合作十周年,芯动科技提供从55nm到3nm的IP和芯片定制服务,与北京君正的CPU、NPU、ISP深度融合。
2025-09-01Ingenic Semiconductor confirmed it has no cooperation with DJI Technology or Insta360 (影石创新科技).北京君正确认目前与大疆科技和影石创新科技没有合作。
2026-03-03NOR Flash is used in brand customers' intelligent servers; no confirmation of NVIDIA supply chain entry.NOR Flash已用于品牌客户的智能服务器中;未确认进入英伟达供应链。
2026-04-09Ingenic announced a partnership with Shengdewei (晟德微) to launch a millimeter-wave radar solution for two-wheeled vehicles.北京君正宣布与晟德微合作推出两轮车专用毫米波雷达方案。
Industry Events & Promotion行业展会与推广 1 · 2025-01-10
Ingenic marketing staff attended CES 2025 in Las Vegas for product promotion.君正市场人员参加2025年拉斯维加斯CES展会推广产品。
2025-01-10Ingenic's marketing staff attended CES 2025 in Las Vegas for product promotion.北京君正市场人员前往2025年拉斯维加斯CES进行产品推广。
3D DRAM R&D project3D DRAM研发项目 9 · 2025-05-19 → 2026-03-13
Development of 3D DRAM using TSV and hybrid bonding for AI storage, with project change from vehicle ISP.利用TSV和混合键合技术开发面向AI存储的3D DRAM,项目由车规ISP变更而来。
2025-05-19Ingenic's board approved changing the 'Vehicle ISP Chip R&D and Industrialization Project' to '3D DRAM Chip R&D and Industrialization Project', with the project entity changed from Hefei Ingenic Technology to Xincheng Semiconductor (Shanghai); the remaining 235.6028 million yuan in raised funds plus interest will be injected into Xincheng Semiconductor via Beijing Xicheng Semiconductor.北京君正董事会批准将“车载ISP系列芯片的研发与产业化项目”变更为“3D DRAM芯片的研发与产业化项目”,项目承担主体由合肥君正科技变更为芯成半导体(上海);结余募集资金及收益净额23,560.28万元通过北京矽成半导体增资至芯成半导体(上海)。
2025-08-12Ingenic Semiconductor confirmed that 3D DRAM is still under R&D.北京君正确认3D DRAM仍在研发中。
2025-09-01Ingenic Semiconductor disclosed that it is developing 3D DRAM and expects to launch a product this year, acknowledging a later start than GigaDevice.北京君正披露正在研发3D DRAM,预计今年推出产品,并承认研发起步晚于兆易创新。
2025-10-313D DRAM product is still under R&D; original plan is tape-out by end of 2025, not release and sampling.3D DRAM产品仍在研发中;原计划是2025年底投片,而非发布并送样。
2025-12-01Ingenic disclosed that it is developing 3D DRAM chips to match AI storage needs, and plans to launch larger-compute SoC and AI MCU chips for edge AI and large-model applications.北京君正披露正研发3D DRAM芯片以匹配AI存储需求,计划推出更大算力SoC及AI MCU芯片,布局边缘AI与大模型应用。
2025-12-30Ingenic stated that 3D DRAM is under development.北京君正表示3D DRAM正在研发中。
2026-01-26Ingenic confirmed its 3D DRAM uses TSV + hybrid bonding technology and supports coordination with NPU.北京君正确认其3D DRAM采用TSV+混合键合技术,支持与NPU协调。
2026-01-30Ingenic is developing 3D DRAM for the AI storage segment; its niche DRAM, SRAM, and Flash mainly target automotive, industrial, and medical markets.北京君正面向AI存储领域的3D DRAM正在研发中;利基型DRAM、SRAM、Flash主要面向汽车、工业医疗等市场。
2026-03-133D DRAM is currently under development.3D DRAM目前正在研发中。
Analog & interconnect product line模拟与互联产品线 7 · 2025-06-06 → 2026-06-04
LED drivers, DC/DC, LIN/CAN combo chips for automotive and home appliances.面向汽车和家用电器的LED驱动器、DC/DC、LIN/CAN组合芯片。
2025-06-06Ingenic Semiconductor reported that its analog chip gross margin was nearly 50% in Q1 2025, relatively stable.北京君正表示,模拟芯片毛利率2025年一季度将近50%,相对比较稳定。
2025-10-29Developing a multi-in-one vehicle chip integrating MCU, LED driver, touch driver, Lin/CAN bus; has started promotion and small-batch application.正在研发整合MCU、LED驱动、触控驱动、Lin/CAN总线的车用多合一芯片,已开始推广和小批量应用。
2025-12-23Ingenic stated it has no Ethernet products; its LIN and CAN products are combo chips mainly for the LED driver market.北京君正表示没有以太网产品;LIN、CAN产品为面向LED驱动市场的combo芯片。
2026-04-14Ingenic announced that its analog chip product line has launched an SoC integrating MCU, LED driver, touch controller, LIN, and CAN bus.北京君正宣布模拟芯片产品线已推出整合MCU、LED驱动、触控、LIN和CAN总线的SoC产品。
2026-06-04Ingenic said analog chips are not significantly affected by the memory cycle; prices are adjusted based on market conditions.北京君正表示模拟芯片未受存储周期明显影响,价格根据市场情况调整。
Executive & Governance高管与公司治理 2 · 2025-07-14 → 2025-07-16
Controlling shareholder Li Jie's share pledges and releases for personal funding.控股股东李杰因个人资金需求进行股份质押与解除。
2025-07-14Ingenic's controlling shareholder Li Jie pledged 5.0844 million shares (1.05% of total share capital) and released 3.77 million shares from pledge; pledgee is Guotai Haitong Securities, for personal funding needs.北京君正控股股东李杰质押508.44万股(占总股本1.05%),解除质押377万股;质权人为国泰海通证券,用于个人资金需求。
2025-07-16Ingenic's controlling shareholder Li Jie pledged an additional 635,600 shares (0.13% of total share capital); cumulative pledged shares reached 5.72 million shares (1.19% of total share capital).北京君正控股股东李杰补充质押63.56万股(占总股本0.13%);累计质押股份达572万股(占总股本1.19%)。
Hefei Ingenic & smart video R&D合肥君正与智能视频研发 2 · 2025-07-21 → 2026-05-22
Hefei subsidiary's focus on edge AI for smart camera products and video chip R&D.合肥子公司专注于智能摄像头产品的边缘AI及视频芯片研发。
Hong Kong H-share listing香港H股上市 9 · 2025-08-25 → 2026-06-25
Plan to issue H-shares and list on HKEX, including filings and CSRC approvals.发行H股并在港交所上市的计划,包括申报和证监会批准。
2025-10-27Filed H-share listing application with HKEX; China Securities Regulatory Commission requested supplementary materials on business model and large-model involvement.已向港交所提交H股上市申请;中国证监会要求补充说明业务模式及涉及大模型等事项。
2025-11-03CSRC requires Ingenic Semiconductor to supplement explanations on business model and matters involving large models in its overseas listing and issuance filing.中国证监会要求北京君正补充说明业务模式及涉及大模型等事项的境外发行上市备案。
2026-03-16Hong Kong IPO prospectus submitted on 2025-09-15 expired on 2026-03-15; Guotai Junan International was sole sponsor.2025年9月15日递交的港股招股书于2026年3月15日失效,国泰君安国际为独家保荐人。
2026-04-08Ingenic confirmed that its Hong Kong listing plan is still progressing.北京君正确认赴港上市计划仍在推进中。
2026-06-01Ingenic Semiconductor (Beijing Ingenic) re-filed a Hong Kong Stock Exchange main board listing application on May 26, 2026, with Guotai Junan International as the sole sponsor. The company plans an A+H dual listing, aiming to issue up to 61.658 million H-shares.北京君正于2026年5月26日再次向香港联交所主板递交上市申请,独家保荐人为国泰君安国际,计划发行不超过6165.8万股H股,实现A+H两地上市。
2026-06-12China Securities Regulatory Commission (CSRC) accepted Ingenic's overseas listing filing materials for its Hong Kong IPO.中国证监会接收了北京君正境外发行上市(香港IPO)备案材料。
GreenPHY & G.vn interconnectGreenPHY与G.vn互联 1 · 2025-10-23
Promotion and customer adoption of GreenPHY and G.vn interconnect products for automotive.面向汽车应用的GreenPHY和G.vn互联产品的推广与客户采用。
2025-10-23GreenPHY product (IS32CG5317) is being adopted by multiple customers for vehicle-grade applications; mass production sales require time.GreenPHY产品(IS32CG5317)目前有多家用户在做导入,车规应用产品从导入到量产销售需要一定时间。
S10/G32S10M AI MCUS10/G32S10M AI MCU 4 · 2025-11-06 → 2026-04-24
Development and sampling of the new AI MCU for servo control and motor control.面向伺服控制和电机控制的新型AI MCU的开发与样品阶段。
2025-11-06Ingenic confirms that its new AI MCU G32S10M can be extended to high-precision servo system control and CNC machine tools.北京君正确认新品AI MCU G32S10M可向高精度伺服系统控制、数控机床等方向扩展。
2025-11-20Ingenic states that its S10 chip is currently at the DVT (Design Verification Test) stage.北京君正表示S10芯片目前处于DVT(设计验证测试)阶段。
2026-01-06Ingenic's S10 product (G32S10M) is still in the sample stage and has not received large-scale orders.北京君正的S10产品(G32S10M)尚处于样品阶段,未收到大规模订单。
2026-04-24Ingenic stated that its engineering sample G32S10M and development boards are available for evaluation; downstream interest spans image recognition, voice interaction, and motor control across multiple industries.北京君正表示工程样片G32S10M及配套开发板已供意向客户评估,下游意向涉及图像识别、语音交互、电机控制等多个行业。