2025年 相控阵T/R芯片行业词条报告 头豹分类/制造业/计算机、通信和其他电子设备制造业/电子 器件制造/集成电路制造 Copyright © 2025 头豹 智驭波束——相控阵T/R芯片在军民融合与智能浪潮中的核心跃迁 头豹词条报告系列 梁霄同 · 头豹分析师 梁 2026-02-05 未经平台授权，禁止转载 行业分类： 制造业/集成电路制造 摘要 相控阵T/R芯片是相控阵雷达核心元器件，决定雷达天线参数和整机性能，且探测效能与芯片配置数量紧密相关。其行业特征包括应用领域广泛、军用战略意义强、利润空 间高。2020-2025年，行业市场规模由8.41亿增至24.80亿，预计2026-2030年将增至44.82亿。历史增长得益于智能驾驶与5G基站需求扩张，以及军民融合推动。未来，卫 星互联网加速组网、智能驾驶产业高速发展，将进一步拉动相控阵T/R芯片需求，推动行业规模持续扩大。 行业定义 相控阵T/R芯片是相控阵雷达的核心元器件之一，通常集成于T/R组件内，承担信号发射、接收及幅相调控的关键功能，以此实现雷达的波束 赋形与波束扫描。该芯片的性能指标直接决定雷达天线的参数表现，对整机综合性能起着决定性作用。 ...

2025年 相控阵T/R芯片行业词条报告 头豹分类/制造业/计算机、通信和其他电子设备制造业/电子 器件制造/集成电路制造 Copyright © 2025 头豹 梁霄同 · 头豹分析师 梁 2026-02-05 未经平台授权，禁止转载 行业分类： 制造业/集成电路制造 摘要 相控阵T/R芯片是相控阵雷达核心元器件，决定雷达天线参数和整机性能，且探测效能与芯片配置数量紧密相关。其行业特征包括应用领域广泛、军用战略意义强、利润空 间高。2020-2025年，行业市场规模由8.41亿增至24.80亿，预计2026-2030年将增至44.82亿。历史增长得益于智能驾驶与5G基站需求扩张，以及军民融合推动。未来，卫 星互联网加速组网、智能驾驶产业高速发展，将进一步拉动相控阵T/R芯片需求，推动行业规模持续扩大。 行业定义 相控阵T/R芯片是相控阵雷达的核心元器件之一，通常集成于T/R组件内，承担信号发射、接收及幅相调控的关键功能，以此实现雷达的波束 赋形与波束扫描。该芯片的性能指标直接决定雷达天线的参数表现，对整机综合性能起着决定性作用。除此之外，相控阵雷达的探测效能还与相 控阵T/R芯片的配置数量紧密相关，一部雷达 ...

Group 1 - The core point of the article is that 雷电微力 (Thunder Micro Power) has reported its total number of shareholders as 42,918 as of February 10, 2026 [1]

Group 1 - The company, 雷电微力, focuses on the research and production of millimeter-wave microsystems and core components [2] - The company has not yet engaged in MWPT microwave wireless power transmission technology [2] - The company has also not made any investments in power transmission communication shared technology [2]

Group 1 - The company, 雷电微力, confirmed it is not listed on the procurement dishonesty list and adheres to regulations for business cooperation [2] - The company maintains complete and valid product supply qualifications to continuously meet customer demands [2] - An expected adjustment in the pricing of related mass production products in 2025 is projected to impact the net profit attributable to shareholders by approximately -45.13 million yuan, which has been disclosed in the performance forecast [2]

Group 1 - The company, 雷电微力 (301050.SZ), focuses on the research and production of millimeter-wave microsystems and core components [1] - The company has not yet engaged in MWPT microwave wireless power transmission technology [1] - The company has also not laid out any plans for power transmission communication shared technology [1]

Group 1 - The company, 雷电微力 (301050.SZ), is collaborating with major units in the satellite communication field, indicating strong partnerships within the industry [1] - The development of related products is progressing in phases, with some projects currently in the research verification stage and others in small batch production [1] - The company does not anticipate any capacity bottlenecks if mass production occurs in the future [1]

Group 1 - The core viewpoint of the article emphasizes the rapid development of China's commercial space industry, highlighting significant advancements in launch frequency, satellite internet, and government support [3][4][5][6]. - In 2025, global space launches reached a record high of 337, a 28% increase from 263 in 2024, with China and the U.S. accounting for 84% of total launches [9][11]. - The establishment of commercial space as a strategic emerging industry in China was marked by its inclusion in the government work report in March 2025 and the formation of the Commercial Space Administration in November 2025 [12][18]. Group 2 - China's commercial space sector is entering an accelerated development phase, with a notable increase in private sector participation and a shift towards commercialization since 2015 [15][16]. - The government has significantly increased policy support for commercial space, transitioning from encouragement to institutional establishment and relaxed access [17][19]. - The cost of satellite launches has decreased, with domestic launch costs dropping from 115,000 yuan/kg in 2020 to 75,000 yuan/kg in 2024, although still higher than SpaceX's Falcon 9 [20]. Group 3 - SpaceX is leading the global commercial space industry, conducting 165 launches in 2025, which is 49% of the total, and plans to go public in 2026 [21][22]. - The development model represented by SpaceX focuses on extreme scalability, cost reduction, and continuous innovation, transforming space technology into practical global services [22][23]. - Other companies like Blue Origin and Virgin Galactic are also entering the commercial space sector, focusing on space tourism [23]. Group 4 - The first major application of future commercial space is low-orbit satellite internet, which is expected to enter the consumer market with services like SpaceX's Starlink Direct to Cell [25][27]. - The market potential for low-orbit satellite internet is vast, with estimates suggesting it could reach trillions in scale, as it targets consumer markets rather than just B2B [28][29]. - The second major application is the deployment of AI data centers in space, leveraging the unique environmental advantages of space for energy efficiency and cooling [33][36].

Group 1 - The core point of the article is that 雷电微力 (Thunder Micro Power) clarified that it has no direct cooperation relationship with 星网 (StarNet) [1]

Core Viewpoint - The company has confirmed that its millimeter-wave micro system can be applied in the environmental perception segment of humanoid robots, but currently has no plans to expand into the humanoid robot sector [2] Company Summary - The company's millimeter-wave micro system is a versatile technology applicable in various fields, including humanoid robotics [2] - There are no current plans from the company to enter the humanoid robot market [2]