You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
裕太微(688515.SH):直接涉及到以太網端口數的以太網物理層芯片已經規模量產
格隆匯 08-12 15:32

格隆匯8月12日丨裕太微(688515.SH)在投資者互動平台表示,根據中國汽車工業協會數據,2024年1-2月,中國品牌乘用車銷量206.6萬輛,同比增長26.7%。在物理層芯片方面,每一個傳感器(包括攝像頭、激光雷達、毫米波雷達、超聲波雷達等)側都需要部署一個PHY 芯片以連接到ADAS 域的交換機上,每個交換機節點也需要配置若干個PHY 芯片。根據以太網聯盟的預測,隨着汽車智能化應用需求推動的車聯網技術不斷髮展,未來智能汽車單車以太網端口將超過百個,為車載以太網芯片帶來巨大的市場空間。根據Mouser數據統計,包含了PHY芯片和交換機芯片的國內車載以太網芯片市場的規模在2025年將增長到293億元。公司致力於車載高速有線通信芯片的研發,其中車載以太網芯片已經有較大突破,直接涉及到以太網端口數的以太網物理層芯片已經規模量產。後續,在智能化網聯化不斷髮展和深入的過程中,公司車載芯片會有更大的市場空間。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account