裕太微(688515.SH):公司研發的車載以太網千兆PHY芯片在量產流片回片測試中反響較好,即將於2023年年底量產出貨
格隆匯10月30日丨裕太微(688515.SH)在投資者互動平台表示,2023年上半年,公司產品與技術研發完成了四項突破,其中,在報吿期內,有三項屬於高端芯片研發的突破。第一,公司實現了 2.5G PHY芯片產品的客户端測試,並已經開始量產出貨。而2.5G PHY芯片目前在大陸地區的國產化率還是微乎其微,目前市場上依然以百兆和千兆的PHY芯片為主,但2.5G PHY芯片在後續幾年將獲得越來越多的使用空間。第二,在以太網物理層芯片5G和10G產品的測試芯片以及時間敏感網絡(TSN)交換芯片的預研工作也已完成。光纖、銅雙絞線,一般以10G傳輸速率作為分界,各自在不同的速率範圍和應用領域發展。在銅雙絞線領域,目前,標準以太網百米距離下10G PHY芯片可以作為巔峯之作。第三,公司研發的車載以太網千兆PHY芯片在量產流片回片測試中反響較好,即將於2023年年底量產出貨。車載以太網千兆PHY芯片在大陸地區的國產化水平極低,技術也較為前沿,應用領域目前也還未大規模普及。後續,隨着車載智能化、網聯化程度的不斷加深,車載以太網千兆PHY芯片的應用場景也將逐步擴大。
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