Shanghai Awinic Technology · 上海艾为电子技术股份有限公司

Fabless

The archetypal volume-first Chinese consumer-analog house — where import substitution is done and the fight is now price: FY2025 revenue ¥28.54亿 (-2.7%) wi…
Published

October 11, 2026

Chinese name: 上海艾为电子技术股份有限公司 (Àiwéi)

TipWhy This Matters

The archetypal volume-first Chinese consumer-analog house — where import substitution is done and the fight is now price: FY2025 revenue ¥28.54亿 (-2.7%) with profit +24% on mix, then H1 2026 归母 net profit -39.4% (ex-items -91.4%) as memory-driven smartphone cost inflation hit customers. Its ¥1.90 billion convertible (issued 22 January 2026) is earmarked for the auto/industrial escape, which is showing in the design wins — robot customers 拓竹/宇树/智元/优必选 disclosed in the H1 report, plus first car-grade LIN ambient-light SoCs in volume — but capital-markets pressure persists: in August the downward-revision clause on the convertible triggered and the board declined to reprice, leaving the bond deeply out-of-the-money.

What does this firm design?

Audio/haptic/PMIC/RF analog for smartphones, wearables, robotics and increasingly automotive.

Key Facts

Category Fabless
Founded 2008
Location Shanghai, Shanghai Municipality
Product Focus Smartphone/IOE analog portfolio — audio amps, haptics, PMIC (charge pump/backlight/AMOLED), RF switches/LNA, LED/motor drivers
Node Sophistication Mature BCD/analog nodes; no advanced-node dependency
Entity List No
Last Verified Newest source dated 20 Aug 2026 (2 sources)

Design Score

3.2/5

Sources

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