Core Viewpoint - The company, Unisoc, has made significant progress in its automotive electronics business, particularly in the production of safety chips, which are now being mass-produced for several leading Tier 1 suppliers and OEMs [1][3]. Group 1: Automotive Electronics Business Progress - The company reported that its annual shipment volume for safety chips has reached several million units, covering multiple mass-production models from various automakers [1]. - The automotive electronic chips are primarily focused on two categories: safety chips and domain control chips, with safety chips emphasizing vehicle identity authentication, data security, and functional safety [3]. - The company is experiencing accelerated customer onboarding, leading to stable volume growth for related products [3]. Group 2: Domain Control Chips - The domain control chips are mainly applied in critical areas such as power and chassis, where safety requirements are extremely high, and the industry adoption cycle is lengthy with stringent OEM certification standards [3]. - The company is advancing verification and customer-side adaptation according to automotive regulations, focusing on computing power, interfaces, and safety mechanisms for continuous iteration [3]. Group 3: Industry Trends and Strategic Focus - The domestic automotive industry's international expansion and the increasing penetration of intelligent connected vehicles are driving close communication between customers and the company regarding chip upgrades in product forms and usage [3]. - The company aims to enhance its product matrix in line with automakers' platform needs and ensure long-term supply capabilities through quality systems and supply chain management [3]. - The industry trend indicates that domestic substitution is a crucial direction for automotive electronic chips, with the company prepared in technology research and customer certification, focusing on functional safety, information security, and reliability to seize structural opportunities brought by smart electrification [3].
紫光国微:安全芯片已在多家头部Tier1及主机厂量产落地,年出货量数百万颗