【招商电子】瑞芯微:国内AIoT SoC芯片领先厂商,端侧AI应用驱动成长

招商电子
Jul 14, 2025

点击招商研究小程序查看PDF报告原文公司是国内AIoT SoC领先企业,产品下游应用领域广泛。2025年上半年以旗舰产品及次新品引领的各AIoT多产品线占有率持续提升,助力全年业绩实现强劲增长。我们认为伴随端侧AI应用爆发,汽车电子、机器视觉、工业应用和机器人等多领域成长空间广阔,对应SoC芯片算力及性能需求持续提升,公司有望受益于自身新品突破和下游应用场景拓展。首次给予“xx”投资评级。瑞芯微:...

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