Beijing Junzheng (Ingenic) Technology Breakthroughs and Market Layout in 2025: How Domestic Chip Leaders Can Lead the AIoT and In-vehicle Storage Tracks
2025-03-10 16:54:02
Beijing Junzheng (Ingenic) Technology Breakthroughs and Market Layout in 2025: How Domestic Chip Leaders Can Lead the AIoT and In-vehicle Storage Tracks
Against the backdrop of rapid expansion of the global electronic components market in 2025, domestic chip brand **Beijing Junzheng (Ingenic)** has continued to consolidate its leading position in AIoT (Artificial Intelligence Internet of Things), automotive electronics, and storage chips by virtue of technological innovations and strategic mergers and acquisitions. This article combines the latest industry news and company trends to analyze Junzheng's core competitiveness and future growth points.
I. Technological Innovation: MPU X2600 and DRAM New Process Lead the Industry Frontier
MPU X2600 released, upgrading cross-border computing and control capabilities
In 2023, Beijing Junzheng launched Ingenic MPU X2600, which adopts 22nm process and focuses on industrial-grade application scenarios. The chip combines the self-developed dual-core design of XBurst®2 (MIPS architecture) and Victory®0 (RISC-V architecture), combining high-performance computing and real-time control capabilities, supporting 4K display interfaces, H.264 codecs and multi-type printer control, and consuming as low as 0.5W, which is suitable for high-demand scenarios, such as industrial robots and smart homes.8 This product further strengthens the technological barriers of Ingenic in the embedded processor market. This product further strengthens the technological barriers in the embedded processor market.
DRAM New Process Breakthrough, Seizing the High Ground in Automotive Electronics
In March 2025, Junzheng announced that it was developing new 21nm and 20nm DRAM processes and expected to provide samples to customers within the year. Its DDR3 products have dominated the automotive electronics sector with stable gross margins, and it plans to expand the AI DRAM and 3D DRAM markets to meet the data processing needs of autonomous driving and smart cockpits.29 This technological breakthrough consolidates its global competitiveness in automotive-grade memory chips.
II. Market Layout: Multi-disciplinary Synergies after ISSI Acquisition
The leading position of in-vehicle storage highlights
Through the acquisition of ISSI in 2020, Junzheng integrated ISSI's automotive-grade memory chip technology with Lumissil's analog interconnect technology, forming a “storage+computing+analog” whole industry chain layout. At present, its DRAM products account for 60% of the storage business revenue, mainly used in automotive electronics and industrial control field, storage chip revenue accounted for 75% in 202269.
AIoT and Consumer Electronics Double Wheel Drive
In the field of intelligent video chips, Junzheng cooperates with Hikvision, Xiaomi and other enterprises, covering security monitoring, intelligent door locks and other scenes; microprocessor products are applied to wearable devices and educational hardware, and 80% of the revenue of computing chips will come from domestic customers in 2025, highlighting the advantages of domestic substitution29.
Third, industry trends: domestic substitution and intelligent demand for opportunities
Domestic substitution accelerated, Weir shares increased to show confidence
In 2022, Weir announced that it had increased its stake in Junzheng to 10.38%, and the two sides will have in-depth synergy in the field of automotive electronics and AI chips. Junzheng's storage chip localization rate has exceeded 20%, analog chip domestic revenue accounted for 50%, technical autonomy to help it take the initiative in trade friction94.
Automotive intelligence has given rise to a storage market of hundreds of billions of dollars
It is predicted that the global automotive semiconductor market will exceed USD 80 billion in 2025, with L4-level autonomous driving generating 1TB of data per hour, driving the demand for high-capacity DRAM and NAND. Junzheng's automotive-grade memory chips have been certified by AEC-Q100, adapted to ADAS and smart cockpit systems, and have become the core suppliers of Tesla, BYD and other automobile enterprises59.
With its self-developed CPU technology, automotive-grade memory chips and cross-border computing capabilities, Beijing Junzheng will occupy an important position in the electronic components market in 2025. With the deepening of AIoT and automotive intelligence, its “technology + market” dual-wheel drive model will continue to release growth potential. Investors and industry practitioners can focus on the progress of its new DRAM process and the dynamics of international market share expansion.
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