Black Sesame Intelligence's 2025 Interim Report: Global Revenue Grows by 40.4%, Overseas Orders Reach a New High

On August 29th, Black Sesame Technologies released its mid - term performance report for 2025. The financial report shows that Black Sesame Technologies achieved a revenue of 253 million yuan in the first half of the year, a year - on - year increase of 40.4%. The overseas market performed particularly well. During the reporting period, the number of overseas designated models and the quantity of Black Sesame Technologies both reached record highs, and its global business map continued to expand.

As the core business segment of the company, during the reporting period, Black Sesame Technologies presented a good pattern of coordinated progress in mass production, technology, and market in the field of automotive SoC chips.

In terms of the mass - production process, the pace of large - scale mass production of the A1000 series of chips has significantly accelerated. Black Sesame Technologies has continuously deepened its cooperative relationships with leading customers such as Geely, BYD, Dongfeng, and FAW, and successfully introduced the A1000 series of chips into the production systems of multiple models, including Geely Galaxy E8, Xingyao 8, the new model of Dongfeng Yipai 007, and Dongfeng Yipai 008, achieving large - scale mass production and laying a solid foundation for subsequent business expansion.

In terms of technology, the C1200 series and A2000 series of chips have become the key drivers for improving the assisted driving capabilities.

Relying on the C1200 series of chips, Black Sesame Technologies has achieved full - line connectivity of NOA. Currently, the solutions based on the C1200 series of chips have completed tests in multiple cities and are about to enter the mass - production deployment stage of projects of multiple new - energy vehicle customers, accelerating the transformation of assisted driving from "technical verification" to "practical application". The high - computing - power chip A2000 shows stronger technological foresight. This series of chips supports all - scenario functions of NOA and can be extended to the L3/L4 - level autonomous driving level. It is also equipped with a Transformer large - model and end - to - end algorithms, reserving sufficient space for the iteration of high - order intelligent driving functions.

With the dual support of mass - production capabilities and technological levels, the market map of Black Sesame Technologies has achieved a breakthrough expansion.

During the reporting period, the number of overseas designated models and the quantity of Black Sesame Technologies both reached record highs. The company is collaborating with leading Tier 1 and algorithm partners with the goal of achieving mass - production designation within the year and promoting intelligent driving solutions with both openness and technological leadership to a broader market.

Goldman Sachs previously issued a research report stating that Black Sesame Technologies' chipset will be an early beneficiary of the growth trend of ADAS/AD in China, further confirming its industry potential.

While consolidating its core business of automotive intelligent chips, Black Sesame Technologies also extends its mature mass - production experience to emerging fields such as humanoid robots by building an open technological ecosystem, and fully promotes the strategic leap from "vehicle - end penetration" to "full - scenario coverage" to create a new growth engine in the field of edge - side AI.

In the key track of the robotics field of embodied intelligence, Black Sesame Technologies has completed the technological layout in advance and achieved scenario implementation. Its C1200 family of chips has been applied in the "dexterous hand" embodied intelligent hardware products in cooperation with Fourier Intelligence. At the same time, Black Sesame Technologies has also been deeply involved in the R & D of the "Tianwen" humanoid robot of Wuhan University.

Moreover, Black Sesame Technologies expands robot scenarios through capital operations such as participating in the investment of enterprises in relevant fields, accurately grasps industry demands and technological trends, develops suitable chip solutions, promotes business breakthroughs in both domestic and overseas markets simultaneously, and accelerates the commercialization process of the robotics track.

In other emerging fields, the phased achievements are also remarkable. During the reporting period, the company's L4 unmanned logistics system has achieved low - speed autonomous driving in closed scenarios such as ports and industrial parks and has entered the continuous shipment stage. The intelligent imaging solution has been extended to new - form products such as AI smart glasses and has currently achieved commercial implementation with multiple customers.

In addition, to strengthen the edge - side AI layout and create a full - scenario AI inference solution, the company is actively promoting the acquisition of cost - effective and low - power - consumption AI chip enterprises with the goal of becoming a leader in the field of edge - side AI chips and injecting more impetus into long - term development.