星宸科技近日发布2025年上半年业绩预告，归母净利润预计达8.2亿-9亿元，同比增长583%-650% [1]。营收方面，公司上半年营收预计为26.2亿-27.2亿元，同比增长87%-94% [1]。作为全球最大视觉AI SoC供应商，星宸科技2024年在视觉AI SoC领域的全球市场份额达26.7%，在安防芯片领域更是占据全球第一的地位，份额为41.2% [1]。
业绩增长的动力来自多个方面。公司的利润增速得益于基数较低、子公司富芮坤纳入并表、产品涨价传导以及新产品线出货量增加等因素 [1]。星宸科技收购了富芮坤53.3087%的股权，该公司2025年上半年营收约5875万元，业绩承诺2026-2028年累计净利润不低于1亿元 [1]。在客户拓展方面，星宸科技的业务范围已从传统安防领域扩展至机器人、车载、AI眼镜等新兴领域 [1]。上半年出货数据显示，安防芯片出货超1.2亿颗，机器人芯片超1000万颗，车载芯片超1300万颗，智能物联芯片超4100万颗 [1]。其中，机器人视觉芯片在全球市场中排名第二，份额占23.0% [1]。
Xingchen Technology, a leading supplier of edge AI semiconductors, has announced projected net profit attributable to shareholders of 820 million to 900 million yuan for the first half of 2025, representing a year-over-year increase of 583% to 650% [1]. The company also reported revenues of 2.62 billion to 2.72 billion yuan during the same period, up 87% to 94% compared to the prior year [1].
The profit surge stems from multiple drivers, including favorable pricing conditions and expanded product shipments across new market segments [1]. In the first half of 2025, the company shipped over 10 million robot vision chips, more than 41 million smart IoT chips, over 13 million automotive chips, and over 120 million security and surveillance chips [1]. Xingchen Technology holds the world's largest share of the visual AI SoC market at 26.7% as of 2024, and maintains the leading global position in security surveillance semiconductors with a 41.2% market share [1]. The company also ranks second globally in robot vision chips with a 23.0% market share in the first half of 2025 [1].
The company's growth trajectory reflects its strategic expansion beyond traditional security applications into emerging sectors including robotics, automotive, and AI wearables [1]. In October 2025, Xingchen Technology acquired a 53.31% stake in Furyxuan Technology, a move that contributed to the consolidated results [1]. MediaTek, the company's largest shareholder with a 28.74% stake, has been instrumental in supporting its development, though Xingchen Technology has no single controlling shareholder [1].
