车载SerDes芯片迎开放化变革，裕太微计划2026年量产首代产品

Industry Overview - The automotive SerDes (Serializer/Deserializer) chip market is crucial for data transmission in smart vehicles, facilitating high-speed and reliable data transfer between cameras, LiDAR, displays, and domain controllers [1] - The global market size for automotive SerDes chips is approximately $447 million in 2023, projected to grow to $1.677 billion by 2030, with a compound annual growth rate (CAGR) of 20.28% [1] - The market is currently dominated by Texas Instruments (TI) and Analog Devices (ADI), but is undergoing changes due to the push for open technology standards and the Chinese automotive industry's demand for supply chain security and autonomy [1] Company Developments - Yutai Microelectronics, a leading domestic automotive wired communication chip company, is advancing its SerDes chip series YT78/79, currently in the sample delivery and system-level verification testing phase, with plans for mass production by 2026 [2] - The YT78/79 series includes three serializer chips and six deserializer chips, supporting transmission rates from 2 Gbps to 6.4 Gbps, catering to high-definition video transmission needs for various automotive applications [2] - Yutai Micro's strategy focuses on "open standards" and "full-stack capabilities," being one of the few companies in the HSMT alliance to achieve complete interoperability, which reduces supply chain risks and replacement costs for automakers [2] Technological Trends - Yutai Micro is not only providing standalone SerDes chips but is also building a full-stack solution of "PHY + Switch + SerDes" in response to the shift from distributed to domain-centric automotive electronic architectures [3] - The industry anticipates that 2025 to 2026 will be a critical window for the mass production of L3-level autonomous driving systems, which will significantly increase the demand for high-performance SerDes chips due to their requirements for bandwidth, real-time performance, and reliability [3] - Yutai Micro's product mass production timeline is aligned with market trends, leveraging its existing experience and customer relationships in automotive communication chips to support the development, verification, and market introduction of its SerDes products [3]