Desay SV(SZ:002920) Zhong Guo Qi Che Bao Wang·2026-02-06 10:33Core Insights - The auxiliary driving industry is transitioning from L2+ to L3, with "all-weather, all-scenario, high redundancy" perception capabilities becoming a consensus and core pursuit [1] Industry Overview - By 2025, the penetration rate of millimeter-wave radar in China's passenger vehicles is expected to exceed 50%, making 4D millimeter-wave radar a focal point in market competition [3] - The implementation of new national standards like AEB is highlighting the shortcomings of traditional 3D millimeter-wave radar, while the enhanced perception capabilities of 4D millimeter-wave radar are becoming a key choice for automakers to balance regulatory compliance and user experience [3] Company Developments - Desay SV's 8T8R 4D millimeter-wave radar has been recognized as a global leader, with the first model supporting satellite architecture already secured for deployment with major domestic automakers, aiming for mass production by 2026 [3] - The upgrade to 4D millimeter-wave radar is not just a hardware iteration but a system engineering effort combining "sensors + domain control," achieving significant technological breakthroughs [4] Technological Advancements - The 8T8R radar features a 30% improvement in angular accuracy, 150% increase in point cloud density compared to the 6T8R solution, and enhanced anti-interference capabilities, allowing for stable perception in extreme conditions [4] - The radar can detect objects over 300 meters away, reliably identifying traffic cones at 120 meters and stationary vehicles at 280 meters, meeting industry standard requirements [4] Future Outlook - The 4D millimeter-wave radar supports a satellite architecture that allows direct output of high-fidelity ADC raw data to central domain controllers, reducing hardware costs and power consumption [5] - Over the next three years, 4D millimeter-wave radar is expected to rapidly penetrate the mainstream passenger vehicle market priced around 150,000 yuan [5] - Desay SV has a strong foundation in the millimeter-wave radar field, with over a million units shipped annually during the 3D radar era, and is well-positioned for the rapid rollout of 4D technology [5] Strategic Positioning - Desay SV aims to provide a complete perception solution that is quickly producible, adaptable, and continuously evolving, marking a significant step in the high-level intelligent driving sensor field with the launch of the 8T8R 4D millimeter-wave radar [6]