裕太微(688515.SH):預計車載PHY使用量還將有更大突破
格隆匯2月27日丨裕太微(688515.SH)近日在接待機構投資者調研時表示,根據中國汽車技術研究中心有限公司的預測數據,2022年-2025年,全球以太網物理層芯片市場規模預計保持25%以上的年複合增長率,2025年全球以太網物理層芯片市場規模有望突破300億元。隨着5G和AI技術的普及,這一數據在後續還會有大量的上調空間。其中車載領域用量將隨着智能化網聯化程度的加深與加快,有更多的以太網PHY應用。根據Mouser數據統計,2025年,國內的車用PHY芯片市場規模有望達到156億元,相較於2020年的12億元體量,對應66%的CAGR,市場空間充沛,潛力較大。而隨着2023年開始,許多車廠鑑於整車智能化要求和成本要求,加速推進新車型整體架構從分佈式走向域架構,預計車載PHY使用量還將有更大突破。
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