泰凌微(688591.SH)：端側AI新品的推廣取得階段性成果
格隆匯6月23日丨泰凌微(688591.SH)公佈，隨着客戶對芯片端側AI集成能力需求的不斷增長，公司積極投入研發，2024年底成功推出了新一代的同時支持端側AI和多項物聯網無線連接技術的芯片產品，產品推出後憑藉卓越性能與創新特性，迅速贏得了客戶的青睞，並進入規模量產階段，2025年二季度新產品的銷售額已經達到人民幣千萬元規模，端側AI新品的推廣取得階段性成果。
針對客戶對於芯片端側AI能力集成需求的快速增長，以及AIOT產品多元化的發展趨勢，公司戰略性地佈局了不同系列的芯片產品線並配套了相對應的模塊。新產品集成了先進的端側AI運算能力，支持多種物聯網無線連接協議。TL721X系列以其1mA超低功耗，成爲業界領先的低功耗端側AI多協議物聯網無線SoC芯片，滿足了新一代智能物聯網終端產品對超低功耗的AI算力和多種無線連接的高標準要求。TL751X系列則通過其高性能、多協議和高集成度，結合先進的多核設計包括CPU、NPU和DSP，提供了強大的AI運算處理能力和幾乎所有主流物聯網無線連接協議（BLE、Zigbee、Thread、Matter等）的支持，適用於各種智能無線物聯網和無線音頻SoC等領域。
上述兩款TL7系列芯片是國內最早通過最新的BLE6.0藍牙協議認證的芯片產品。公司同時提供面向廣大開發者的基於這兩款芯片的TL-EdgeAI開發平臺，支持包括谷歌LiteRT、TVM、PyTorch等在內的主流端側AI模型，客戶只需幾個小時就可以把訓練好的AI模型植入公司芯片內並且實現所需的AI功能。這是全球行業內功耗最低的智能物聯網連接協議平臺之一，特別適合各類電池供電的智能產品，爲AI端側應用的發展提供巨大助力，使藍牙等物聯網無線連接芯片脫離了傳統無線通訊芯片的單一傳輸功能，實現了可自行學習，可參與、對接大模型和應用小模型。公司近期還將推出以TL721X爲基礎的認證模塊，進一步幫助客戶縮短開發時程，加速產品上市時間(Time-to-Market)。
Follow us
Find us on
Facebook,
Twitter ,
Instagram, and
YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the
uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app！
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
