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<!DOCTYPE html>
<html lang="zh-CN">
<head>
<meta charset="utf-8" />
<meta name="viewport" content="width=device-width, initial-scale=1, shrink-to-fit=no">
<title>端侧AI芯片 - 行业洞察报告</title>
<link href="https://fonts.googleapis.com/css2?family=Inter:wght@300;400;500;600;700;800&display=swap" rel="stylesheet" />
<link href="https://cdn.jsdelivr.net/npm/tailwindcss@2.2.19/dist/tailwind.min.css" rel="stylesheet">
<link href="https://cdn.jsdelivr.net/npm/daisyui@5/dist/full.min.css" rel="stylesheet" type="text/css" />
<script src="https://cdn.tailwindcss.com"></script>
<script src="https://cdn.jsdelivr.net/npm/chart.js"></script>
<script src="https://cdn.jsdelivr.net/npm/tsparticles@3/tsparticles.bundle.min.js"></script>
<style>
body {
font-family: 'Inter', sans-serif;
background: linear-gradient(135deg, #0f172a 0%, #1e293b 100%);
color: #e2e8f0;
}
.card {
background: rgba(30, 41, 59, 0.7);
backdrop-filter: blur(10px);
border: 1px solid rgba(148, 163, 184, 0.1);
}
.timeline-dot {
position: relative;
}
.timeline-dot::before {
content: '';
position: absolute;
width: 16px;
height: 16px;
border-radius: 50%;
background: #3b82f6;
left: -8px;
top: 6px;
}
.timeline-line {
position: absolute;
width: 2px;
background: #334155;
left: 0;
top: 0;
bottom: 0;
}
.gradient-text {
background: linear-gradient(90deg, #3b82f6, #8b5cf6);
-webkit-background-clip: text;
-webkit-text-fill-color: transparent;
}
.table-container {
overflow-x: auto;
}
@media (max-width: 768px) {
.table-container {
font-size: 0.8rem;
}
}
#particles-js {
position: fixed;
width: 100%;
height: 100%;
top: 0;
left: 0;
z-index: -1;
}
</style>
</head>
<body class="min-h-screen">
<div id="particles-js"></div>
<div class="container mx-auto px-4 py-8 max-w-6xl">
<!-- 标题部分 -->
<div class="text-center mb-12">
<h1 class="text-4xl md:text-5xl font-bold mb-4 gradient-text">端侧AI芯片</h1>
<p class="text-xl text-slate-300 max-w-3xl mx-auto">AI大模型从云端向终端迁移的核心载体2025年或为放量元年</p>
</div>
<!-- 概念事件时间轴 -->
<div class="card rounded-xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 text-blue-400">概念事件时间轴</h2>
<div class="relative pl-8">
<div class="timeline-line"></div>
<div class="space-y-6">
<div class="timeline-dot">
<h3 class="text-lg font-semibold mb-2">2024Q4</h3>
<p class="text-slate-300">高通骁龙8 Gen3、联发科天玑9300发布支持<strong>百亿参数级</strong>端侧模型</p>
</div>
<div class="timeline-dot">
<h3 class="text-lg font-semibold mb-2">2025Q1</h3>
<p class="text-slate-300">小米AI眼镜50万台预期、华为眼镜2、Rokid20万订单发布</p>
</div>
<div class="timeline-dot">
<h3 class="text-lg font-semibold mb-2">2025Q2</h3>
<p class="text-slate-300">字节AIOT大会4月、Meta财报4月23日更新AI眼镜数据</p>
</div>
<div class="timeline-dot">
<h3 class="text-lg font-semibold mb-2">2025Q3</h3>
<p class="text-slate-300">苹果开发者大会6月或发布端侧AI框架</p>
</div>
</div>
</div>
</div>
<!-- 核心观点摘要 -->
<div class="card rounded-xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 text-blue-400">核心观点摘要</h2>
<div class="grid md:grid-cols-3 gap-6">
<div class="bg-slate-800/50 p-5 rounded-lg">
<div class="text-blue-400 text-3xl mb-3">01</div>
<h3 class="text-lg font-semibold mb-2">阶段判断</h3>
<p class="text-slate-300">端侧AI芯片处于<strong>"技术验证→商业化落地"临界点</strong>2025年或为<strong>放量元年</strong>(渗透率<130%的甜蜜期</p>
</div>
<div class="bg-slate-800/50 p-5 rounded-lg">
<div class="text-blue-400 text-3xl mb-3">02</div>
<h3 class="text-lg font-semibold mb-2">核心驱动力</h3>
<p class="text-slate-300"><strong>模型压缩技术成熟</strong>(量化/蒸馏)+<strong>硬件算力跃升</strong>NPU 30-50TOPS+<strong>大厂生态补贴</strong>字节豆包、小米澎湃OS</p>
</div>
<div class="bg-slate-800/50 p-5 rounded-lg">
<div class="text-blue-400 text-3xl mb-3">03</div>
<h3 class="text-lg font-semibold mb-2">未来潜力</h3>
<p class="text-slate-300">2028年全球端侧AI设备或达<strong>40亿台</strong>ABI Research芯片ASP从<strong>1元→100元</strong>中科蓝讯AI眼镜Soc</p>
</div>
</div>
</div>
<!-- 核心逻辑与市场认知分析 -->
<div class="card rounded-xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 text-blue-400">核心逻辑与市场认知分析</h2>
<div class="grid md:grid-cols-2 gap-6">
<div>
<h3 class="text-lg font-semibold mb-4 text-purple-400">核心驱动力</h3>
<ul class="space-y-3">
<li class="flex items-start">
<span class="text-blue-400 mr-2"></span>
<span><strong>技术突破</strong>DeepSeek等模型压缩技术使<strong>7B参数模型</strong>可在端侧运行炬芯科技MMSCIM架构能效比<strong>6.4TOPS/W</strong></span>
</li>
<li class="flex items-start">
<span class="text-blue-400 mr-2"></span>
<span><strong>成本拐点</strong>AI耳机Soc单价从<strong>1元→10元</strong>中科蓝讯AI眼镜Soc达<strong>100元</strong>(百倍增长)</span>
</li>
<li class="flex items-start">
<span class="text-blue-400 mr-2"></span>
<span><strong>场景爆发</strong>AI眼镜15亿存量市场、AI玩具10亿存量渗透率<1<strong>字节/小米补贴</strong>加速渗透</span>
</li>
</ul>
</div>
<div>
<h3 class="text-lg font-semibold mb-4 text-purple-400">市场热度与预期差</h3>
<div class="space-y-4">
<div>
<h4 class="font-medium mb-2">市场热度</h4>
<p class="text-slate-300">2025年1-3月端侧AI相关报道<strong>月均20+篇</strong>CES后达峰值机构路演90场中<strong>80%共识看好</strong>,但担忧<strong>Q1业绩验证</strong></p>
</div>
<div>
<h4 class="font-medium mb-2">预期差</h4>
<p class="text-slate-300"><strong>低功耗ISP芯片</strong>星宸科技、富瀚微稀缺性被低估AI眼镜需<strong>双ISP+6nm制程</strong>(恒玄科技领先)</p>
</div>
</div>
</div>
</div>
</div>
<!-- 关键催化剂与未来发展路径 -->
<div class="card rounded-xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 text-blue-400">关键催化剂与未来发展路径</h2>
<div class="grid md:grid-cols-2 gap-6">
<div>
<h3 class="text-lg font-semibold mb-4 text-green-400">近期催化剂3-6个月</h3>
<div class="space-y-3">
<div class="bg-slate-800/50 p-4 rounded-lg">
<h4 class="font-medium mb-1">小米AI眼镜发布4-5月</h4>
<p class="text-slate-300 text-sm"><strong>100万→1亿关注度</strong>的质变类比TWS耳机历史</p>
</div>
<div class="bg-slate-800/50 p-4 rounded-lg">
<h4 class="font-medium mb-1">字节AIOT大会4月2日</h4>
<p class="text-slate-300 text-sm">或发布<strong>豆包眼镜</strong>多模态交互方案</p>
</div>
<div class="bg-slate-800/50 p-4 rounded-lg">
<h4 class="font-medium mb-1">恒玄/瑞芯微一季报</h4>
<p class="text-slate-300 text-sm">验证AI Soc<strong>毛利率提升</strong>恒玄BS2800单价<strong>7美元→15美元</strong></p>
</div>
</div>
</div>
<div>
<h3 class="text-lg font-semibold mb-4 text-green-400">长期路径</h3>
<div class="space-y-3">
<div class="bg-slate-800/50 p-4 rounded-lg">
<h4 class="font-medium mb-1">2025-2026</h4>
<p class="text-slate-300 text-sm">AI眼镜/耳机<strong>渗透率10%</strong>ASP 50-100元机器人Soc起量全志科技小米CyberDog主控</p>
</div>
<div class="bg-slate-800/50 p-4 rounded-lg">
<h4 class="font-medium mb-1">2027-2028</h4>
<p class="text-slate-300 text-sm"><strong>系统级AI</strong>苹果M4 Ultra云端协同<strong>存算一体</strong>炬芯科技第三代12nm芯片<strong>15.6TOPS/W</strong></p>
</div>
</div>
</div>
</div>
</div>
<!-- 产业链与核心公司深度剖析 -->
<div class="card rounded-xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 text-blue-400">产业链与核心公司深度剖析</h2>
<div class="mb-6">
<h3 class="text-lg font-semibold mb-4 text-purple-400">产业链图谱</h3>
<div class="grid md:grid-cols-3 gap-4">
<div class="bg-slate-800/50 p-4 rounded-lg text-center">
<h4 class="font-medium mb-2 text-blue-400">上游</h4>
<p class="text-slate-300">IP芯原股份、代工台积电6nm、存储佰维存储</p>
</div>
<div class="bg-slate-800/50 p-4 rounded-lg text-center">
<h4 class="font-medium mb-2 text-blue-400">中游</h4>
<p class="text-slate-300">Soc芯片恒玄、瑞芯微、全志科技、ISP星宸科技</p>
</div>
<div class="bg-slate-800/50 p-4 rounded-lg text-center">
<h4 class="font-medium mb-2 text-blue-400">下游</h4>
<p class="text-slate-300">AI眼镜歌尔代工、AI耳机字节Ola Friend、机器人宇树科技</p>
</div>
</div>
</div>
<div>
<h3 class="text-lg font-semibold mb-4 text-purple-400">核心玩家对比</h3>
<div class="overflow-x-auto">
<table class="w-full text-sm">
<thead>
<tr class="border-b border-slate-700">
<th class="text-left py-3 px-4">公司</th>
<th class="text-left py-3 px-4">优势</th>
<th class="text-left py-3 px-4">风险</th>
<th class="text-left py-3 px-4">验证点</th>
</tr>
</thead>
<tbody>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-medium">恒玄科技</td>
<td class="py-3 px-4">6nm ISP芯片量产小米眼镜主控</td>
<td class="py-3 px-4">估值高PE 50x</td>
<td class="py-3 px-4">Q1毛利率是否<strong>>50%</strong></td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-medium">中科蓝讯</td>
<td class="py-3 px-4">出货量<strong>20亿颗</strong>→AI Soc单价百倍</td>
<td class="py-3 px-4">中低端市场竞争加剧</td>
<td class="py-3 px-4">AI耳机<strong>渗透率</strong>是否>5%</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-medium">炬芯科技</td>
<td class="py-3 px-4">MMSCIM架构<strong>能效比领先</strong></td>
<td class="py-3 px-4">客户导入进度慢</td>
<td class="py-3 px-4">第二代芯片<strong>300GOPS</strong>落地</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium">全志科技</td>
<td class="py-3 px-4">小米机器人主控,宇树投资方</td>
<td class="py-3 px-4">机器人放量节奏不确定</td>
<td class="py-3 px-4">2025年收入<strong>30亿元</strong>目标</td>
</tr>
</tbody>
</table>
</div>
</div>
</div>
<!-- 潜在风险与挑战 -->
<div class="card rounded-xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 text-blue-400">潜在风险与挑战</h2>
<div class="grid md:grid-cols-2 gap-6">
<div class="space-y-4">
<div class="bg-red-900/20 border border-red-800/50 p-4 rounded-lg">
<h3 class="font-semibold mb-2 text-red-400">技术风险</h3>
<p class="text-slate-300"><strong>330亿参数模型</strong><strong>20GB内存</strong>(联发科宣传),手机端<strong>散热瓶颈</strong>未解决</p>
</div>
<div class="bg-red-900/20 border border-red-800/50 p-4 rounded-lg">
<h3 class="font-semibold mb-2 text-red-400">商业化风险</h3>
<p class="text-slate-300">AI眼镜<strong>50万台→350万台</strong>预测依赖<strong>小米爆款</strong>,若<strong>交互体验差</strong>可能证伪</p>
</div>
</div>
<div class="space-y-4">
<div class="bg-red-900/20 border border-red-800/50 p-4 rounded-lg">
<h3 class="font-semibold mb-2 text-red-400">竞争风险</h3>
<p class="text-slate-300">高通/联发科<strong>降维打击</strong>骁龙AR1 Gen1已占AI眼镜高端市场</p>
</div>
<div class="bg-red-900/20 border border-red-800/50 p-4 rounded-lg">
<h3 class="font-semibold mb-2 text-red-400">信息矛盾</h3>
<p class="text-slate-300">路演称<strong>字节合作恒玄</strong>,但新闻提及<strong>乐鑫科技</strong>为字节核心标的(或存在<strong>多供应商策略</strong></p>
</div>
</div>
</div>
</div>
<!-- 综合结论与投资启示 -->
<div class="card rounded-xl p-6 mb-8">
<h2 class="text-2xl font-bold mb-6 text-blue-400">综合结论与投资启示</h2>
<div class="mb-6">
<h3 class="text-lg font-semibold mb-3 text-green-400">阶段判断</h3>
<p class="text-slate-300"><strong>主题炒作→基本面验证过渡期</strong>,需紧盯<strong>Q1业绩+小米眼镜销量</strong></p>
</div>
<div class="mb-6">
<h3 class="text-lg font-semibold mb-4 text-green-400">投资方向</h3>
<div class="space-y-3">
<div class="bg-slate-800/50 p-4 rounded-lg">
<h4 class="font-medium mb-2 text-blue-400">低功耗ISP芯片星宸科技、富瀚微</h4>
<p class="text-slate-300"><strong>预期差最大</strong>AI眼镜必备但市场未充分定价</p>
</div>
<div class="bg-slate-800/50 p-4 rounded-lg">
<h4 class="font-medium mb-2 text-blue-400">中低端AI Soc中科蓝讯</h4>
<p class="text-slate-300"><strong>渗透率弹性</strong>1元→10元+<strong>字节生态绑定</strong></p>
</div>
<div class="bg-slate-800/50 p-4 rounded-lg">
<h4 class="font-medium mb-2 text-blue-400">存算一体(炬芯科技)</h4>
<p class="text-slate-300"><strong>技术稀缺性</strong>,第二代芯片若量产将重塑估值</p>
</div>
</div>
</div>
<div>
<h3 class="text-lg font-semibold mb-4 text-green-400">跟踪指标</h3>
<ul class="space-y-2">
<li class="flex items-start">
<span class="text-blue-400 mr-2"></span>
<span><strong>小米AI眼镜首销数据</strong>4月</span>
</li>
<li class="flex items-start">
<span class="text-blue-400 mr-2"></span>
<span><strong>恒玄/瑞芯微Q1毛利率</strong>验证ASP提升</span>
</li>
<li class="flex items-start">
<span class="text-blue-400 mr-2"></span>
<span><strong>炬芯科技客户导入公告</strong>(第二代芯片落地信号)</span>
</li>
</ul>
</div>
</div>
<!-- 关联股票表格 -->
<div class="card rounded-xl p-6">
<h2 class="text-2xl font-bold mb-6 text-blue-400">关联股票</h2>
<div class="table-container">
<table class="w-full text-sm">
<thead>
<tr class="border-b border-slate-700">
<th class="text-left py-3 px-4">股票名称</th>
<th class="text-left py-3 px-4">行业</th>
<th class="text-left py-3 px-4">下游应用</th>
<th class="text-left py-3 px-4">产业链</th>
<th class="text-left py-3 px-4">关联原因</th>
</tr>
</thead>
<tbody>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-medium">恒玄科技</td>
<td class="py-3 px-4">低功耗SoC</td>
<td class="py-3 px-4">AI玩具、AI眼镜、AI耳机、AI音箱</td>
<td class="py-3 px-4">端侧AI芯片</td>
<td class="py-3 px-4">表格中行业分类为低功耗SoC下游应用列明AI相关硬件</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-medium">乐鑫科技</td>
<td class="py-3 px-4">低功耗SoC</td>
<td class="py-3 px-4">AI玩具、AI眼镜、AI耳机、AI音箱</td>
<td class="py-3 px-4">端侧AI芯片</td>
<td class="py-3 px-4">表格中行业分类为低功耗SoC下游应用列明AI相关硬件</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-medium">中科蓝讯</td>
<td class="py-3 px-4">低功耗SoC</td>
<td class="py-3 px-4">AI玩具、AI眼镜、AI耳机、AI音箱</td>
<td class="py-3 px-4">端侧AI芯片</td>
<td class="py-3 px-4">表格中行业分类为低功耗SoC下游应用列明AI相关硬件</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-medium">炬芯科技</td>
<td class="py-3 px-4">低功耗SoC</td>
<td class="py-3 px-4">AI玩具、AI眼镜、AI耳机、AI音箱</td>
<td class="py-3 px-4">端侧AI芯片</td>
<td class="py-3 px-4">表格中行业分类为低功耗SoC下游应用列明AI相关硬件</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-medium">安凯微</td>
<td class="py-3 px-4">低功耗SoC</td>
<td class="py-3 px-4">AI玩具、AI眼镜、AI耳机、AI音箱</td>
<td class="py-3 px-4">端侧AI芯片</td>
<td class="py-3 px-4">表格中行业分类为低功耗SoC下游应用列明AI相关硬件</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-medium">博通集成</td>
<td class="py-3 px-4">低功耗SoC</td>
<td class="py-3 px-4">AI玩具、AI眼镜、AI耳机、AI音箱</td>
<td class="py-3 px-4">端侧AI芯片</td>
<td class="py-3 px-4">表格中行业分类为低功耗SoC下游应用列明AI相关硬件</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-medium">芯海科技</td>
<td class="py-3 px-4">低功耗SoC</td>
<td class="py-3 px-4">AI玩具、AI眼镜、AI耳机、AI音箱</td>
<td class="py-3 px-4">端侧AI芯片</td>
<td class="py-3 px-4">表格中行业分类为低功耗SoC下游应用列明AI相关硬件</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-medium">移远通信</td>
<td class="py-3 px-4">物联网模组</td>
<td class="py-3 px-4">AI玩具、AI眼镜、AI耳机、AI音箱、AI机器人、AI摄像</td>
<td class="py-3 px-4">端侧AI芯片</td>
<td class="py-3 px-4">表格中行业分类为物联网模组下游应用列明AI相关硬件</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-medium">广和通</td>
<td class="py-3 px-4">物联网模组</td>
<td class="py-3 px-4">AI玩具、AI眼镜、AI耳机、AI音箱、AI机器人、AI摄像</td>
<td class="py-3 px-4">端侧AI芯片</td>
<td class="py-3 px-4">表格中行业分类为物联网模组下游应用列明AI相关硬件</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-medium">美格智能</td>
<td class="py-3 px-4">物联网模组</td>
<td class="py-3 px-4">AI玩具、AI眼镜、AI耳机、AI音箱、AI机器人、AI摄像</td>
<td class="py-3 px-4">端侧AI芯片</td>
<td class="py-3 px-4">表格中行业分类为物联网模组下游应用列明AI相关硬件</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-medium">翱捷科技-U</td>
<td class="py-3 px-4">连接芯片</td>
<td class="py-3 px-4">AI玩具、AI眼镜、AI耳机、AI音箱、AI机器人、AI摄像</td>
<td class="py-3 px-4">端侧AI芯片</td>
<td class="py-3 px-4">表格中行业分类为连接芯片下游应用列明AI相关硬件</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-medium">泰凌微</td>
<td class="py-3 px-4">连接芯片</td>
<td class="py-3 px-4">AI玩具、AI眼镜、AI耳机、AI音箱、AI机器人、AI摄像</td>
<td class="py-3 px-4">端侧AI芯片</td>
<td class="py-3 px-4">表格中行业分类为连接芯片下游应用列明AI相关硬件</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-medium">瑞芯微</td>
<td class="py-3 px-4">高性能SoC</td>
<td class="py-3 px-4">AI机器人、AI电视、AI机顶盒、AI摄像头</td>
<td class="py-3 px-4">端侧AI芯片</td>
<td class="py-3 px-4">表格中行业分类为高性能SoC下游应用列明AI相关硬件</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-medium">晶晨股份</td>
<td class="py-3 px-4">高性能SoC</td>
<td class="py-3 px-4">AI机器人、AI电视、AI机顶盒、AI摄像头</td>
<td class="py-3 px-4">端侧AI芯片</td>
<td class="py-3 px-4">表格中行业分类为高性能SoC下游应用列明AI相关硬件</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-medium">全志科技</td>
<td class="py-3 px-4">高性能SoC</td>
<td class="py-3 px-4">AI机器人、AI电视、AI机顶盒、AI摄像头</td>
<td class="py-3 px-4">端侧AI芯片</td>
<td class="py-3 px-4">表格中行业分类为高性能SoC下游应用列明AI相关硬件</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-medium">星宸科技</td>
<td class="py-3 px-4">高性能SoC</td>
<td class="py-3 px-4">AI机器人、AI电视、AI机顶盒、AI摄像头</td>
<td class="py-3 px-4">端侧AI芯片</td>
<td class="py-3 px-4">表格中行业分类为高性能SoC下游应用列明AI相关硬件</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-medium">国科微</td>
<td class="py-3 px-4">高性能SoC</td>
<td class="py-3 px-4">AI机器人、AI电视、AI机顶盒、AI摄像头</td>
<td class="py-3 px-4">端侧AI芯片</td>
<td class="py-3 px-4">表格中行业分类为高性能SoC下游应用列明AI相关硬件</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-medium">富瀚微</td>
<td class="py-3 px-4">高性能SoC</td>
<td class="py-3 px-4">AI机器人、AI电视、AI机顶盒、AI摄像头</td>
<td class="py-3 px-4">端侧AI芯片</td>
<td class="py-3 px-4">表格中行业分类为高性能SoC下游应用列明AI相关硬件</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-medium">国芯科技</td>
<td class="py-3 px-4">IP</td>
<td class="py-3 px-4">所有行业</td>
<td class="py-3 px-4">端侧AI芯片</td>
<td class="py-3 px-4">表格中行业分类为IP下游应用列明所有行业</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-medium">润欣科技</td>
<td class="py-3 px-4">IP</td>
<td class="py-3 px-4">所有行业</td>
<td class="py-3 px-4">端侧AI芯片</td>
<td class="py-3 px-4">表格中行业分类为IP下游应用列明所有行业</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-medium">芯原股份</td>
<td class="py-3 px-4">IP</td>
<td class="py-3 px-4">所有行业</td>
<td class="py-3 px-4">端侧AI芯片</td>
<td class="py-3 px-4">表格中行业分类为IP下游应用列明所有行业</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-medium">兆易创新</td>
<td class="py-3 px-4">存储</td>
<td class="py-3 px-4">所有行业</td>
<td class="py-3 px-4">端侧AI芯片</td>
<td class="py-3 px-4">表格中行业分类为存储,下游应用列明所有行业</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-medium">佰维存储</td>
<td class="py-3 px-4">存储</td>
<td class="py-3 px-4">所有行业</td>
<td class="py-3 px-4">端侧AI芯片</td>
<td class="py-3 px-4">表格中行业分类为存储,下游应用列明所有行业</td>
</tr>
<tr class="border-b border-slate-700">
<td class="py-3 px-4 font-medium">江波龙</td>
<td class="py-3 px-4">存储</td>
<td class="py-3 px-4">所有行业</td>
<td class="py-3 px-4">端侧AI芯片</td>
<td class="py-3 px-4">表格中行业分类为存储,下游应用列明所有行业</td>
</tr>
<tr>
<td class="py-3 px-4 font-medium">普冉股份</td>
<td class="py-3 px-4">存储</td>
<td class="py-3 px-4">所有行业</td>
<td class="py-3 px-4">端侧AI芯片</td>
<td class="py-3 px-4">表格中行业分类为存储,下游应用列明所有行业</td>
</tr>
</tbody>
</table>
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