专访 || 加特兰创始人兼CEO陈嘉澍：创新驱动突围 加特兰撬动智能汽车发展“芯”引擎

Core Insights - The automotive semiconductor industry is becoming a core driver of industrial transformation, with significant advancements in technology and applications [1][3] - The 2025 Automotive Semiconductor Ecosystem Conference held during the Shanghai Auto Show highlighted these trends, with Gateron participating and releasing the "2024 China New Energy Vehicle Industry Blue Book" [1] Company Overview - Gateron, a leading supplier of automotive-grade millimeter-wave radar chips, emphasizes disruptive innovation as key to success in the semiconductor design sector [3] - The company has focused on original innovation and differentiation, moving away from traditional domestic substitution paths [3] Technological Innovations - Gateron has made significant breakthroughs in chip integration, scene-specific processing architecture, and the industrial application of AiP technology, filling domestic technological gaps and breaking through international market barriers [4] - The company has developed high-integration SoCs and introduced AiP technology, which has reduced system complexity and development costs [3][4] Market Position and Growth - Gateron's cumulative shipment has exceeded 16 million units, with over 300 models equipped, indicating a steady increase in market share both domestically and internationally [4] - The global automotive market, particularly in China, is experiencing growing demand for automotive chips, providing ample market space for semiconductor companies [6] Future Prospects - The value of automotive chips is expected to rise significantly, with potential increases from $200-300 to over $1,000 per vehicle, indicating new development opportunities [6] - Gateron plans to expand its semiconductor portfolio by launching automotive-grade UWB chip products, aiming to become the first domestic supplier to achieve mass production in this area [15][16] Strategic Considerations - The UWB technology has vast application prospects in the automotive sector, particularly as a core technology for third-generation digital keys [16] - Gateron's extensive experience in millimeter-wave radar chips provides a solid foundation for entering the UWB market, leveraging commonalities in underlying technologies [16]