德賽西威(002920.SZ):高算力平台IPU04已在理想汽車等客户上實現規模化量產 有大量在手訂單將陸續實現量產配套
格隆匯7月14日丨德賽西威(002920.SZ)近期在接待機構投資者調研時表示,公司智能駕駛業務在技術水平、量產規模方面均保持行業領先,在軟件設計、質量管理、網絡安全、功能安全等領域已達到國際領先水平,獲得業界廣泛認可。智能駕駛域控制器方面,公司的量產規模已居於國內市場前列,且產品矩陣將覆蓋更多的算力區間,以滿足更大範圍的市場需求。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;相關傳感器和 T-Box 產品方面獲得市場領先地位,其中高清攝像頭、ADAS 攝像頭已實現規模化量產,毫米波角雷達、BSD 雷達均在多個客户量產應用,同時 4D 及國產化雷達方案已完成產業技術佈局; 5G+V2X T-BOX+智能天線方案已順利在上汽通用、紅旗等客户上實現規模化量產,並在 2022 年獲取國內頭部 OEM 多款車型的出海業務。
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