Group 1: Company Updates - Ansem Semiconductor welcomes the U.S. authorities' decision to suspend the "penetration rule" for one year, which could have impacted its operations as a subsidiary of Wingtech Technology [1] - Ansem has had to suspend direct wafer supply to its factories in China since October 29, while operations in Europe and other regions continue normally [1] - Honda is adjusting its strategy to manage existing parts amid ongoing semiconductor supply chain issues affecting the automotive industry [1][2] Group 2: Automotive Industry Insights - The automotive industry has faced multiple production disruptions due to natural disasters and supply chain issues, highlighting the importance of supply chain stability [2] - China's automotive production and sales are projected to reach 31.28 million and 31.43 million units in 2024, with a year-on-year growth of 3.7% and 4.5% respectively [3] - The penetration rate of new energy vehicles in China is expected to exceed 40%, providing significant market demand for automotive chip manufacturers [3] Group 3: Semiconductor Market Developments - Domestic automotive chip production is accelerating, with a high import ratio still present in the automotive chip market [4] - Horizon Robotics announced that its chip family has surpassed 10 million units in production, indicating a strong growth trajectory in the SoC segment [5] - Black Sesame Technologies has successfully integrated its A1000 chip into multiple vehicle models, with plans for further production in 2025 [5][6] Group 4: MCU and Power Device Trends - The automotive MCU market is expected to exceed 100 billion by 2029, with domestic MCU production rapidly increasing [7] - Chip manufacturers like Chipone Technology and GigaDevice have reported significant milestones in MCU and SoC product lines, indicating robust growth in the automotive electronics sector [7] - Power devices are becoming increasingly critical in hybrid and electric vehicles, with domestic manufacturers like Silan Microelectronics gaining market share [11][12] Group 5: Industry Challenges and Future Outlook - The automotive semiconductor industry faces challenges in high-end product capacity, while domestic brands are covering mid-to-low-end products [8] - The Chinese automotive semiconductor market is expected to grow, but collaboration among automakers, Tier 1 suppliers, and chip manufacturers is essential for a complete development model [14] - The future of the semiconductor supply chain will require a shift from linear models to collaborative networks among various stakeholders [14][15]

Core Viewpoint - Unisoc (002049) has established a leading position in the domestic automotive chip sector, focusing on two main types of chips: automotive safety chips and automotive control chips [1] Group 1: Product Overview - The company’s automotive safety chip solutions are well-developed and have been mass-produced with several leading Tier 1 suppliers and OEMs, achieving an annual shipment volume of several million units [1] - The first generation of the automotive domain control chip THA6 has entered mass production, while the second generation is compatible with over ten mainstream toolchains and basic software, having been adopted by multiple OEMs and Tier 1 suppliers [1] Group 2: Market Position - The company has accumulated several key technologies in the domestic automotive chip field, which provides it with a certain competitive advantage [1] - The company is actively seeking to introduce more opportunities for its products in the automotive sector [1]

Core Insights - The "2025 China Automotive Chip Supply Handbook" has been officially released, led by the China Automotive Chip Industry Innovation Strategic Alliance, with participation from nearly a hundred chip design companies, providing support for chip selection, promotion of domestic chips, and industry standard formulation [1] Group 1: Chip Categories - ChipWang Microelectronics has developed a diverse chip matrix covering three core categories: control chips, driver chips, and communication chips, with nearly a hundred product models based on the self-developed KungFu core [2] - Control chips have been applied in over 200 vehicle models, providing computational support for core automotive control scenarios [2] - Driver chips focus on chassis braking, air suspension, and valve control, featuring high integration and reliability, and have already been mass-produced for vehicles [2] - Communication chips excel in RF performance for scenarios like keyless entry and tire pressure monitoring, designed for low power consumption and flexible communication protocol configuration [2] Group 2: System Coverage - ChipWang's chips penetrate four major automotive systems: chassis power, body systems, cockpit systems, and intelligent driving systems, facilitating technological transformation in the industry [4] - Recommended chips for chassis power include KF32A136 and KF32A158 MCUs, along with the SMC6008AF dedicated braking chip [4] - For body systems, recommended chips include KF8A100 and KF32A136 MCUs, as well as the SRT1200 RF chip [4] - Cockpit systems also utilize KF8A100 and KF32A136 MCUs, while intelligent driving systems recommend KF32A136 and KF32A151 MCUs [4] Group 3: Market Performance - ChipWang has achieved significant market performance with over 160 million automotive-grade MCUs shipped, and the self-developed KungFu MCU has surpassed 1 billion units shipped [6] - The application of KungFu MCUs in high-safety systems like steering and braking exceeds 10 million units, demonstrating the product's penetration and reliability in the automotive sector [6] Group 4: Supply Chain Security - ChipWang has implemented four key measures to ensure supply chain security, including self-developed core technology, domestic industrial chain coverage, and self-developed toolchains for MCU development [7] - The company has adopted a "virtual IDM model" to enhance its capabilities in chip design, wafer manufacturing, and testing, thereby strengthening its autonomous capabilities [8] - Through a comprehensive layout, ChipWang aims to inject momentum into the domestic automotive chip industry, supporting the transition of the automotive sector towards high-end and intelligent development [8]

Core Viewpoint - Unisoc (紫光国微) is actively expanding its automotive chip business, achieving significant sales and technological advancements in the domestic automotive chip sector [1] Group 1: Automotive Chip Business - The company has established a leading position in the domestic automotive chip market, focusing on high-security chip solutions for automotive electronics [1] - Unisoc's automotive safety chip solutions have been successfully implemented in multiple leading Tier 1 suppliers and OEMs, with annual shipments reaching millions of units [1] - New domain control chip products have been introduced to several major Tier 1 suppliers and OEMs, indicating strong market penetration [1] Group 2: Core Business Focus - Unisoc concentrates on two main areas: special integrated circuits and intelligent security chips, while also engaging in quartz crystal frequency devices and power semiconductors [1] - The company's products are deeply integrated into various sectors, including mobile communications, finance, government, automotive, industrial, and the Internet of Things [1]

谈及本次展出的亮点，高峰首先强调了围绕"核心应用场景"的产品布局思路。在智能座舱方面，纳 芯微推出了Class D音频功放芯片NSDA6934-Q1，以低延迟、高采样率和适配复杂车载环境的特 性，满足75瓦、150瓦不同功率级别的需求。此外，基于全国产供应链、采用HSMT公有协议的高 速SerDes接口产品也亮相现场，为ADAS及智能座舱系统中的高速数据传输场景提供关键基础支 撑。 值得一提的是，纳芯微在智能电机控制领域的突破——NovoGenius®系列产品——NSUC1610、 NSUC1602和NSUC1500，单芯片集成丰富接口与专有算法，能够精准控制直流有刷、无刷以及步 进电机，全面支撑HUD抬头显示、大屏旋转等新一代座舱体验。 这一产品线并非一朝一夕之功，高峰表示，纳芯微早在2023年就已悄然发力座舱领域，从最初单 一的驱动器件扩展到如今的系统级方案，技术上的不断演进正是国产芯片厂商在智能化趋势下的缩 影。 如果您希望可以时常见面，欢迎标星收藏哦~ 除了座舱系统，高峰还为我们特别介绍了在新能源汽车三电系统上的一站式布局——涵盖隔离电 源、电源管理、采样接口、马达驱动及传感器产品族，并且首次带来了实 ...

Core Insights - The collaboration between Jihai and GAC Group marks a significant advancement in the domestic automotive chip industry with the launch of the AK2 ultrasonic sensor chip and dual-channel DSI3 network transceiver chip [1][2] - The chips are designed with a focus on "safe driving," integrating technologies for automatic parking, environmental perception, and redundant safety, thereby enhancing the reliability and efficiency of smart vehicles [1][2] Industry Summary - The partnership signifies a new phase in technological collaboration in the automotive chip sector, successfully overcoming foreign technology barriers and utilizing a fully domestic supply chain [1] - The AK2 ultrasonic sensor chip and DSI3 network transceiver chip have completed validation and entered mass production, filling a gap in the domestic market for automotive ultrasonic sensor chips [2] - This strategic alliance aims to advance the entire automotive chip ecosystem, including design, manufacturing capabilities, application ecology, and testing certification systems [2] - The development represents a step towards high-end and safe domestic automotive chips, evolving from single-function to high-precision and high-safety technologies [2] - The focus on user needs will drive further innovation in the domestic automotive chip industry, supporting China's transition from a major automotive nation to a strong automotive nation [2]