构建车载通信全栈能力 裕太微以SerDes完善产业拼图

Core Insights - The automotive sector is experiencing rapid growth in revenue from vehicle-mounted SerDes chips, with a projected increase of 215.48% in revenue for the first half of 2025 compared to the entire year of 2024, driven by the rising penetration of new energy vehicles and advancements in assisted driving applications [1] Group 1: Company Developments - Yutai Micro's YT78/79 series SerDes chips are set to enter mass production in 2026, currently undergoing customer sampling and system validation [1] - The YT78/79 series includes three serializer chips and six deserializer chips, supporting transmission rates from 2Gbps to 6.4Gbps, suitable for high-definition video transmission for vehicle cameras ranging from 2 million to 12 million pixels [1] - The company has shipped a total of 12 million vehicle Ethernet chips, indicating a strong market presence [3] Group 2: Product Features and Standards - The YT78/79 series is designed to meet automotive-grade requirements, featuring high reliability with ESD protection up to 8kV and passing Class A 200mA current injection interference tests [2] - The product adheres to the public open standard set by the China Automotive Standardization Technical Committee for vehicle wired high-speed media transmission, ensuring interoperability with mainstream competitor chips [2] - The "open interoperability" feature enhances supply chain flexibility for manufacturers by breaking the traditional binding of serializers and deserializers [2] Group 3: Strategic Direction - Yutai Micro is not limited to SerDes chips but aims to develop a comprehensive vehicle wired communication solution that includes vehicle Ethernet PHY, switches, and SerDes, aligning with the long-term trend of centralized computing in automotive electronic architectures [3] - This strategic direction allows manufacturers to reduce the number of underlying chip suppliers, improving system integration performance and accelerating development processes [3] - The full-stack solution approach positions Yutai Micro to transition from a component supplier to a platform-level partner, fostering deeper collaboration with clients and establishing a robust market competitive barrier [3]