德賽西威(002920.SZ):伴隨着國內L2、L2+級ADAS產品滲透率的快速提升,公司輕量級智能駕駛域控制器有望迅速迎來爆發式增長
格隆匯6月1日丨德賽西威(002920.SZ)於2023年5月31日接受機構調研,交流環節中,就“公司智能駕駛域控IPU02和IPU04的業務拓展如何?”,公司回覆稱,公司高算力平台IPU04已在理想汽車等客户上實現規模化量產,並有大量在手訂單將陸續實現量產配套,為智能駕駛業務保持高速增長提供強有力的支撐。輕量級智能駕駛域控制器IPU02將推出更多新方案,適配國內車市的中低至中高價位區間車型這一最大的細分市場,伴隨着國內L2、L2+級ADAS產品滲透率的快速提升,公司輕量級智能駕駛域控制器有望迅速迎來爆發式增長。
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