集邦咨询：汽车电动化与智能化加速 预估2029年车用半导体市场规模达近千亿美元

Group 1 - The growth in the automotive chip market is uneven, with high-performance computing (HPC) chips like logic processors and high-end memory significantly outpacing traditional components like microcontrollers (MCUs), indicating a market shift towards core technologies that support smart and electric vehicles [2] - TrendForce forecasts that by 2025, the penetration rate of electric vehicles (including BEV, PHEV, FCV, HEV) in the new car market will rise to 29.5%, necessitating advancements in electronic and electrical architecture (E/E Architecture) from decentralized to centralized systems, driven by the increasing demand for computational power from multi-sensor configurations and AI models [2] - The integration of various functions such as body control, remote processing, smart driving, and smart cockpit by automakers is crucial, with chip manufacturers playing a significant role in this process [3] Group 2 - The competition among chip manufacturers is intensifying, with companies like NVIDIA and Qualcomm leveraging their high-performance chips and extensive software-hardware ecosystems to penetrate the automotive smart technology sector [4] - Chinese companies like Horizon Robotics are rapidly emerging due to technological advancements, domestic policies, and high demand for intelligent solutions, posing challenges to traditional automotive chip manufacturers [4] - Traditional automotive chip manufacturers still hold advantages due to their broad product portfolios, reliability, and strong customer relationships, which are essential for competing against new entrants [4]