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整体毛利率在60%左右。相比之下,芯原股份2025年上半年一站式芯片定制业务毛利率为18.17%。公司表示,随着技术的发展和市场竞争的加剧,公司必须根据市场需求不断进行技术的迭代升级和创新,若公司未能正确判断下游需求变化、技术实力停滞不前或行业地位下降,将导致公司一站式芯片定制业务毛利率出现下降的风险。值得注意的是,东吴证券也表示,芯原股份定制芯片业务毛利率取决于下游客户情况,公司定制业务的客户合

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