國芯科技(688262.SH):已經實現車身和網關控制芯片、汽車域控制芯片、車聯網安全芯片等汽車電子MCU產品的批量出貨
格隆匯6月2日丨有投資者向國芯科技(688262.SH)提問:請問當前公司汽車電子業務的進展如何?
國芯科技回覆:在汽車電子芯片領域,受國家對汽車產業政策帶動、國產替代等因素的推動,公司汽車電子芯片業務獲得較為快速的發展。公司的汽車電子芯片產品覆蓋面較全,已在車身和網關控制芯片、汽車動力總成控制芯片、汽車域控制芯片、新能源電池管理芯片、車聯網安全芯片、汽車電子混合信號類芯片和汽車電子專用SoC芯片等7條產品線上實現系列化佈局,結合公司已有產品優勢,公司考慮將在安全氣囊和智能座艙相關芯片進行新的拓展,安全氣囊芯片組包括主控MCU(CCFC2012BC)和汽車點火芯片(CCL1600B),智能座艙芯片組包括功能安全控制和信息處理芯片(CCFC3009PT)、高性能聲學處理芯片(CCD5001)等。公司繼續與埃泰克汽車電子(蕪湖)有限公司、科世達(上海)管理有限公司等10多家的Tier1模組廠商,與濰柴動力、奧易克斯等多家發動機及模組廠商,和比亞迪、奇瑞、長安、上汽、東風等眾多汽車整機廠商都有較為緊密的合作關係。公司與一批汽車電子領域頭部客户保持良好的合作關係,目前已經實現車身和網關控制芯片、汽車域控制芯片、車聯網安全芯片等汽車電子MCU產品的批量出貨。
目前,公司與奇瑞汽車建立了聯合實驗室,促進車規級芯片技術、市場開發等方面的協同創新,致力於推動我國芯片生態與零部件生態、整車生態融合發展;由公司牽頭並與蘇州高新區等共同建設的蘇州汽車電子芯片技術研究院,以國產化為抓手,面向新能源車等不同應用場景與各零部件、軟件、主機廠商合作、合資開發智能汽車電子產品和芯片,實現蘇州以及長三角區域汽車電子產業鏈的延伸。隨着公司汽車電子業務的持續發展,公司獲得了市場的認可和良好的業界口碑,公司致力於成為國內汽車電子芯片的領先供應商。
今年一季度以來,雖然受到整車降價等帶來的壓力,但整體機遇大於挑戰,降價本身也有助於繼續擴大汽車電子芯片的需求,擴展汽車電子國產替代的空間,我們在汽車電子領域依舊面臨着重大發展機遇,公司汽車電子業務發展正常推進,公司將持續加大研發和市場投入,加快推出汽車電子芯片新產品羣,加大力度開拓整車廠和Tier1模組廠商的市場,努力打造國芯科技在汽車電子領域的品牌形象,促進汽車電子業務的持續發展。
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