国内芯片企业加速入局车规级UWB市场

Core Viewpoint - The automotive industry is undergoing significant transformation driven by the "new four modernizations," with increasing semiconductor content in vehicles, leading to a surge in demand for automotive semiconductors, particularly UWB (Ultra-Wideband) technology [1][2]. Group 1: UWB Technology in Automotive - The newly released UWB SoC chip "Dubhe" by Gateron aligns with the IEEE 802.15.4ab standard, highlighting the growing importance of UWB technology in the automotive sector [1]. - The semiconductor value per vehicle is projected to rise from under $500 for traditional fuel vehicles to over $1,500 for smart electric vehicles, indicating a substantial market opportunity [1]. - UWB technology, which offers centimeter-level positioning accuracy, low power consumption, and anti-interference capabilities, is becoming increasingly integrated into vehicles, with early adopters like BMW implementing digital key functions [1][2]. Group 2: Market Penetration and Growth - UWB digital key penetration was only 2.1% in 2022, with a market size of $0.96 million, but is expected to exceed 50% penetration and reach a market size of $22.56 million by 2027 due to technological advancements and cost reductions [2]. - Gateron has established a dedicated UWB development team of over 100 experts and has filed over 60 patents in the UWB field, including two essential patents [2][3]. Group 3: Competitive Landscape - The UWB chip market has historically been dominated by foreign companies like NXP and Qorvo, but domestic companies are now entering the market to capture the domestic replacement opportunities [3]. - Companies such as Nuerui and Hangzhou Youzhilian are accelerating the mass production of automotive-grade UWB chips, indicating a shift towards domestic production capabilities [3].