國芯科技(688262.SH)：正在大力發展汽車電子芯片業務
格隆匯7月15日丨國芯科技(688262.SH)接受特定對象調研時表示，公司正在大力發展汽車電子芯片業務，在研發、市場上都進行了重點投入，近年來已經取得長足進展，公司在汽車電子芯片業務上堅持"頂天立地"和"鋪天蓋地"的發展戰略，持續推進國產替代。
所謂“頂天立地”，是指公司將瞄準目前尚被國際大公司壟斷的芯片產品，組織資源全力開發，重點填補國內在汽車電子領域的重要的開發難度大而又尚屬鮮有國產化的產品。如公司開發的安全氣囊點火驅動芯片、加速度傳感器芯片和高集成門驅芯片，由於技術難度大、可靠性要求極高等原因，技術和市場長期被國外廠商壟斷。公司目前已推出安全氣囊點火芯片CCL1600B+MCU主芯片+加速度傳感器CMA2100B的全自主方案，有望形成公司新的優勢競爭力。
所謂“鋪天蓋地”，是指公司積極對標國際大公司，對汽車MCU上主要的芯片產品進行廣泛佈局，努力實現產品線的全系列化和全覆蓋，建立起豐富的MCU芯片產品羣。汽車電子芯片廠商的競爭是全系列產品的競爭，只有一兩款芯片產品是無法和國外公司展開有效競爭的。公司為抓住汽車芯片國產化替代的歷史機遇，加大力氣投入研發，迅速擴展公司汽車電子MCU芯片產品羣，目前產品線包括汽車車身和網關控制芯片、動力總成控制芯片、域控制芯片、新能源電池管理芯片、車聯網安全芯片、數模混合信號類芯片、主動降噪專用DSP芯片、線控底盤芯片、儀表及小節點控制芯片、安全氣囊芯片、輔助駕駛處理芯片和智能傳感芯片等12條產品線，產品豐富度極大提升。
公司未來仍將堅持“頂天立地”和“鋪天蓋地”的發展戰略不動搖，持續保持戰略定力，既要持續打造公司在高端汽車電子MCU芯片產品領域的優勢，又要積極豐富汽車電子MCU芯片產品的品類，推進資源優化和聚焦，注重產品技術平台化，發揮後來者居上和本地化優質服務的優勢，積極解決客户使用芯片產品存在的痛點問題，用技術和服務贏得更廣闊的市場空間，為國產汽車電子MCU芯片的突破做出應有的貢獻。
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