Guoxin Micro embarks on a new development chapter under the restructured Unigroup system as a frontrunner in specialized integrated circuits. First, the company adopts a “Two Core, One Emerging” strategic layout. Serving as the core semiconductor platform of the new Unigroup Group, it focuses on two primary businesses — specialized ICs and intelligent security chips — while expanding into quartz crystal frequency devices. Second, the launch of equity incentives demonstrates strong internal confidence. In October 2025, the company rolled out a share‑based incentive plan covering 464 key employees, with performance assessment targets spanning 2025 to 2028, effectively aligning the interests of core talent with long‑term corporate growth. Third, the firm’s financial performance has stabilized and rebounded notably. In Q1 2026, Guoxin Micro recorded revenue of RMB 1.5 billion, up 46.1% year‑over‑year, and net profit attributable to shareholders of RMB 330 million, surging 180.3% year‑over‑year, supported by robust order inflows and steady shipments in its specialized IC segment.
The global semiconductor industry is undergoing structural upgrading, unlocking substantial growth potential for high‑end chip design. Domestic chip design capability continues to expand. According to CSIA data, China’s chip design industry achieved total sales of approximately RMB 835.7 billion in 2025, representing a 29.4% year‑over‑year increase, with ample room for further penetration of high‑end IC products.
Booming space economy drives robust demand for space‑based computing. The global commercial aerospace sector completed 296 launches in 2025, deploying 4,434 satellites into orbit, up 65% year‑over‑year. On‑orbit intelligent processing has become indispensable for large‑scale constellation operations, making the upgrading of space‑borne computing architectures increasingly critical.
Intelligent security chips are experiencing structural demand upgrades. Per JWEI data, the global smart card chip market is expected to exceed USD 65.38 billion by 2030, with IoT eSIM chips maintaining the fastest growth trajectory. Global eSIM demand is projected to surpass 2.5 billion units in 2025. Meanwhile, the automotive electronics market sustains high prosperity. Data from China Industry Research Institute shows that China’s automotive electronics market reached roughly RMB 1.3 trillion in 2025, up 8% year‑over‑year, with powertrain control and chassis & safety control systems accounting for 28.7% and 26.7% of the total market respectively.
Industry concentration continues to rise among leading fabless chip designers. According to ASPENCORE’s 2026 China Fabless 100 ranking, Guoxin Micro secures a top‑tier position among domestic chip design enterprises.
Domestic substitution and technical upgrading are accelerating across the quartz crystal component sector. Fueled by expanding downstream applications including consumer electronics, communication equipment, automotive electronics, IoT, new energy and satellite communications, China’s quartz crystal component market size reached USD 1.102 billion in 2025, up 18.8% year‑over‑year and accounting for 26.14% of the global market, based on Zhiyan Consulting statistics.
As a premier specialized IC vendor, Guoxin Micro is poised to unlock new long‑term growth curves driven by commercial aerospace, automotive electronics and eSIM deployment. Its core revenue pillars consist of specialized ICs and intelligent security chips. In 2025, specialized ICs contributed 52.3% of total revenue with gross margins above 70%; intelligent security chips accounted for 41.4% of revenue with a 42.7% gross margin; and quartz crystal frequency devices made up the remaining 5.2% of revenue.
The company possesses mature aerospace‑grade chip technologies. Its product portfolio including FPGAs, read‑refresh chips, memory devices and bus interface chips is steadily penetrating aerospace supply chains, covering both first‑generation and second‑generation low‑orbit satellite projects. In May 2026, Guoxin Micro officially launched an all‑in‑one high‑reliability IC solution for commercial aerospace scenarios. The integrated system comprises an information processing platform centered on high‑reliability FPGAs, a control system powered by enhanced MCUs, and a health management system enabling full‑lifecycle monitoring and on‑orbit reconfiguration.
The company’s automotive electronics business advances steadily. By the end of 2025, it had launched the new‑generation automotive security chip T97‑415E. The first batch of THA6 series control chips has been deployed in mass‑produced vehicle models, while the upgraded second‑generation products are compatible with mainstream global toolchains and have achieved mass shipment to leading automakers and Tier 1 suppliers.
Guoxin Micro has secured breakthrough progress in eSIM product commercialization. In 2025, the company accelerated eSIM penetration and shipment volume, accompanied by substantial growth in anti‑counterfeiting chip deliveries. Additionally, the E450R, the world’s first open‑architecture security chip developed by the firm, has achieved official commercial adoption, consolidating its technological and market advantages in high‑end security chip segments.
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