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納芯微(688052.SH):帶保護功能的隔離驅動產品已經在部分新能源車客户主驅應用中實現量產
格隆匯 10-25 09:18

格隆匯10月25日丨納芯微(688052.SH)投資者關係活動會議紀要顯示,隔離方面,帶保護功能的隔離驅動產品已經在部分新能源車客户主驅應用中實現量產,並已經在今年產生不錯的營收增量貢獻,功能安全主驅隔離驅動產品預計明年量產推向市場,另外隔離驅動產品也在逐步替代光耦驅動,應用於光伏逆變器和工業電機驅動上,部分頭部客户正逐步進行替代,並且不斷提升份額,這也是隔離領域的增長點;

傳感器方面,磁傳感器產品取得不錯進展,磁電流傳感器從去年中開始量產,隨着磁電流傳感器在光伏、汽車三電系統的快速推廣,磁電流傳感器今年增量貢獻也較為顯著,同時,在第三季度我們也推出了基於TMR的超低功耗磁開關產品,為數字位置檢測提供高精度的解決方案,可被廣泛應用於工業與消費領域的位置檢測。

電源管理產品方面,公司推出的單通道/三通道/12通道尾燈LED驅動芯片已經導入汽車車燈頭部客户,並且實現大規模出貨;驅動產品方面,公司在三季度也陸續量產了新一代隔離半橋驅動以及多路半橋馬達驅動產品,並且開始逐步上量和貢獻增量營收。

功率器件方面,公司已經發布SiC二極管和MOSFET產品,並逐步進行客户送樣和驗證工作,公司佈局功率器件的思路還是圍繞着目標市場和應用,補全在客户端的產品佈局,目標是為客户提供完整的芯片級解決方案。

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