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光峯科技(688007.SH):就全球智能汽車市場2025年市場規模預計將達到17,000億元
格隆匯 05-23 09:55

格隆匯5月23日丨有投資者向光峯科技(688007.SH)提問:請問公司有沒有測算過車載業務相關的市場空間,怎麼看待這個賽道?

光峯科技回覆:車載業務是一個不同於公司現有業務的新賽道,這個賽道空間大,需求很新穎,而公司的技術切入到這個賽道具備了很多人無我有、人有我優的優勢。

首先,從用户和需求的層面看,汽車消費羣體正在呈現年輕化的趨勢。SIC數據顯示,2020年,購車羣體中90後佔比為26%左右;預計到2025年,這一比例將快速提升至38%;到2030年,將有超過52%的購車用户為90後。隨着Z世代逐步成為購車主力人羣,消費者對於智能駕駛、高科技等配置的偏好更高,汽車急需進一步提升智能化配置,以及打造出差異化。

其次,關於賽道自身,國家出台了多項政策條例,助力汽車產業電動智能化升級,汽車正逐步從出行工具向第三空間演進。根據前瞻產業研究院、Global Market-sights、ICV、Trendforce等研究機構的報吿,總結來看,就全球智能汽車市場,2025年市場規模預計將達到17,000億元人民幣。而細分市場來説,車燈領域2025年預計全球市場規模將達到2,600億元人民幣;HUD領域2025年預計全球市場規模將達到450億元人民幣;而座艙顯示領域,到2028年預計全球市場規模將達到1,600億元人民幣。公司車載業務錨定了激光大燈、HUD和智能座艙三大發展路線,並已取得初步的成績,對於車載業務的前景和確定性充滿信心。

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