Yutai Microelectronics, a leading Ethernet chip designer, reported a 43.41% revenue growth in H1 2025, reaching 220 million yuan, with losses narrowing. Its 2.5G Ethernet PHY chips earned 72.9 million yuan (up 88.34%), and automotive chips surged 215.48%. Founded in 2017, the company, listed on Shanghai’s STAR Market in 2023, focuses on high-speed communication chips, achieving import substitution in key metrics. With seven product lines and 160 automotive certifications, Yutai drives China’s chip self-reliance. Explore its breakthroughs and market impact.
Domestic Ethernet Chip Breakthrough
Yutai, headquartered in Suzhou and Shanghai, specializes in Ethernet PHY chips, covering OSI layers 1-3. Its H1 revenue hit 220 million yuan, Q2 at 140.79 million yuan (up 71.39% YoY, 73.74% QoQ).
The 2.5G netcom Ethernet PHY chip led with 72.9 million yuan (up 88.34%), poised to exceed 100 million yuan annually after 2024’s breakthrough. Automotive chips, including 100M/1G PHY and TSN switches, grew 215.48%, certified for 160+ vehicles.
Yutai’s 7 product lines include automotive Ethernet (AEC-Q100 compliant) and industrial chips, serving OSI physical, data link, and network layers.
Automotive Ethernet Dominance
Yutai’s automotive Ethernet chips hold 70% domestic market share, per company data. The 100M PHY chip, mass-produced in 2020, supports 10 million+ vehicles. Its 1G PHY and TSN switches enable high-speed in-vehicle networks, crucial for autonomous driving.
In April 2025, Yutai and GAC released the first domestic automotive-grade 1G TSN switch, joining the “Automotive Chip Ecosystem Plan.” This aids intelligent vehicles, with chips in 160+ models.
Industrial and High-Speed Innovations
Yutai’s industrial Ethernet chips withstand extreme conditions (-40°C to 125°C), serving robotics and automation. Its 2.5G/5G/10G PHY chips target data centers and 5G base stations, with 2.5G chips in operator tenders.
The company invests heavily in R&D, with H1 expenses up, focusing on 25G/50G chips for future networks.
Ecosystem and Future Outlook
Yutai collaborates with universities like Nanjing University of Posts and Telecommunications and co-built innovation centers. It participates in standards like “Vehicle Ethernet” and ASA, enhancing global influence.
With 160+ patents, Yutai leads import substitution, projecting continued growth in 2025.
Conclusion
Yutai Micro’s 43.41% growth in 2025 underscores China’s chip independence. From automotive dominance to high-speed innovations, it shapes tech futures. Track its role in self-reliant chains!
