市场监管总局："十四五"时期国家标准总数达4.8万项 编辑：王永乐 广告等商务合作，请点击这里 本文为转载内容，授权事宜请联系原著作权人 与此同时，市场监管部门还完善缺陷产品召回制度，5年来共召回汽车1074次、3803.52万辆，消费品 4190次、4040.19万件。 "十四五"以来，市场监管部门聚焦人工智能、量子信息、新能源汽车等战略性新兴产业和未来产业，启 动实施质量强链十大标志性项目，取得了一批成效。 顾绍平介绍，截至目前，中国已研制国际标准12项、国家标准103项，以及一批计量、检验检测、认证 领域的技术规范和装置，从源头筑牢产业发展质量根基。比如，汽车芯片领域，完成25款关键芯片认证 审查，累计装车量突破2000万片，帮助整车企业平均缩短选型上车周期3个月、验证费用下降约40%， 为"新能源汽车产业"提质升级提供关键支撑。(完) 来源：中国新闻网 中新网北京1月29日电 (记者 刘亮)市场监管总局29日召开推进质量强国建设工作专题新闻发布会。发布 会披露，"十四五"时期，中国质量标准体系持续健全，制修订国家标准1.3万项，国家标准总数达4.8万 项。 市场监管总局质量发展局局长顾绍平当天在会上介 ...

Core Insights - The report outlines ten strategic technology trends in China's technology mobility industry for 2026, focusing on cost reduction, user experience enhancement, and ecological innovation [1][4][5]. Group 1: Cost Reduction and Efficiency Enhancement - The Chiplet technology is expected to drive the iteration of vehicle chip architecture, addressing the conflict between computing power and energy efficiency [1][7]. - The automotive industry is moving towards comprehensive domestic production of automotive-grade chips, with a significant shift in the communication and power semiconductor sectors anticipated by 2026 [1][13][16]. Group 2: User Experience Enhancement - The AI Box is emerging as a flexible solution for on-vehicle AI computing, enabling local operation of large models (7B and above) without altering existing vehicle hardware [1][11][12]. - The transition to a 3.0 era of smart cockpits is expected, driven by the innovative reasoning capabilities of large models, enhancing user interaction and experience [1][25][27]. Group 3: Ecological Innovation Development - The introduction of vehicle-mounted optical communication technology is projected to alleviate bandwidth crises, with pilot projects expected to commence in 2026 [1][17][21]. - The 48V low-voltage architecture is anticipated to gradually be adopted in vehicles, supporting the application of high-power intelligent components [1][19][22]. - The line control steering technology is set to scale up, with the integration of chassis control across X/Y/Z axes accelerating [1][23][24]. Group 4: Safety and Rational Development - The L3 level of autonomous driving is expected to see phased implementation, with a focus on safety and rational development in the industry [1][28][32]. - The industry is shifting from an overemphasis on technology competition to a balanced approach prioritizing safety and user experience [1][28][32]. Group 5: Interaction and Experience Innovation - In the context of homogenization of central screens, smaller screens are expected to create differentiated multi-touchpoint interaction experiences [1][30][33]. - The evolution of smart cockpits is moving towards a system that perceives, thinks, and collaborates, enhancing the interaction between humans, vehicles, and the environment [1][30][33]. Group 6: Physical AI and Ecosystem Collaboration - Physical AI technology is anticipated to facilitate multi-ecosystem collaboration, aiding manufacturers and supply chains in diversifying their business layouts [1][34][36]. - The core capabilities of Physical AI are expected to be rapidly reused across various applications, including humanoid robots and low-altitude flying vehicles, enhancing the value potential of the supply chain [1][36][38].

Core Viewpoint - The company Siwei Tuxin (002405.SZ) is expected to turn a profit in 2025, with a projected net profit of between 90 million to 117 million yuan, alongside significant revenue growth driven by the booming automotive assisted driving market [1] Group 1: Financial Performance - The company forecasts a revenue of 4.06 billion to 4.34 billion yuan for 2025, representing a year-on-year growth of 15.42% to 23.50% [1] - The anticipated revenue growth is attributed to the explosion of the automotive assisted driving market and the increasing demand for data compliance and safety regulation measures [1] Group 2: Data Compliance Business - The company provides a full-chain data compliance management service, which includes data collection, desensitization, and application, establishing a secure and controllable data circulation foundation [1] - The data compliance business has a high market share, with significant revenue growth expected from the Zhiyun segment in 2025 [1] Group 3: Automotive Electronics Chip Business - The company's subsidiary, Hefei Jiefa Technology, has over 10 years of experience in automotive electronic chip design and has products certified by AEC-Q100, suitable for electrical standards in over 100 countries [2] - In 2025, the company plans to launch its first multi-core high-frequency MCU chip, AC7870, based on the ARM Cortex-R52 core, which supports ASIL-D level functional safety [2] - The MCU product line is expected to see substantial revenue growth due to increased shipments in 2025 [2]

Core Insights - The automotive chip discussion is shifting towards centralized and domain-controlled architectures as software-defined vehicles (SDVs) enter the engineering phase [1] - Traditional MCU manufacturers are adapting by introducing advanced processes and higher system integration to compete in the core architecture of software-defined vehicles [1][7] - The competition is intensifying as established chipmakers like NXP, Renesas, and TI aim to reclaim control over vehicle core functions against high-performance computing firms like Qualcomm and NVIDIA [8][19] Industry Transition - The traditional automotive electronic architecture was highly distributed, with vehicles using numerous ECUs for specific functions, which worked well in a mechanical-dominated industry [2] - The automotive MCU market was valued at $6 billion in 2020, accounting for 40% of the global MCU market, dominated by traditional automotive electronics manufacturers [3] - The rise of intelligent vehicles has disrupted this balance, with companies like Qualcomm and NVIDIA entering the market with superior computing power and software ecosystems [3][4] Competitive Landscape - Qualcomm has established a stronghold in the cockpit chip market, with a 67% share in the Chinese passenger vehicle cockpit chip market as of 2024 [4] - NVIDIA has dominated the autonomous driving sector, with its Orin chip achieving 254 TOPS of computing power and the upcoming Thor chip expected to reach 2000 TFLOPS [5] - Traditional MCU manufacturers face challenges as they adapt to the new architecture, with their products still important but no longer sufficient [6] Strategic Responses - As SDVs become the industry consensus, traditional MCU giants are launching new products to regain control over vehicle core functions [7][19] - NXP's S32N7 processor focuses on vehicle core functions, while Renesas' R-Car Gen 5 X5H is the first multi-domain automotive SoC built on a 3nm process [9][13] - TI's TDA5 series emphasizes energy efficiency with a maximum of 1200 TOPS computing power while maintaining a competitive power consumption ratio [16][18] Future Outlook - The collective efforts of MCU giants signify a redefinition of the automotive value chain, transitioning from background roles to central players in vehicle core functions [19] - The competition will evolve to encompass full-stack capabilities, from cloud to edge, and from perception to execution, with MCU manufacturers leveraging their expertise in real-time performance and reliability [21]

根据泄露的PCB设计文件，5070 Super采用GB205核心，将12GB显存升级至18GB，成为首款在中端卡 中突破16GB容量限制的产品。其CUDA核心数量也从6144小幅增加4%至6400个，不过显存位宽保持 192-bit不变。更令人意外的是5070 Ti Super的曝光，这款定位次旗舰的产品通过全系3GB颗粒实现24GB 显存，核心数维持8960个不变却将功耗提升16%至350W。 除消费级硬件领域的新动态外，英伟达极有可能在企业级核心平台进展方面释放重要信息。这其中，或 许会涵盖其下一代核心算力平台，以及备受瞩目的Vera Rubin芯片。不过，该芯片也有可能需要等到 2026年3月举办的GTC2026大会上，才会迎来全面且深入的重磅解读。 当全球科技圈的目光聚焦拉斯维加斯，半导体行业的"奇点时刻"，正随着CES 2026的倒计时加速逼近。 这场盛会之上，AI 正在悄然催生一场产业风暴。 01 AI芯片，"神仙打架" AI的爆发式增长，最终要落到算力支撑上。本届CES，全球半导体巨头正集体亮剑。 英伟达GeForce RTX 50 Super系列 CES2026期间，英伟达CEO黄仁勋将通过多 ...

Core Insights - The company, Hezhima Intelligent, has successfully obtained ISO 26262: 2018 TCL3 automotive functional safety certification for its self-developed Shanhai® AI toolchain, indicating compliance with the highest international automotive functional safety standards [2] - The Shanhai® AI toolchain is designed for the development of advanced driver assistance systems (ADAS), supporting end-to-end capabilities from data processing to model deployment, and is compatible with major training frameworks [3] - Hezhima Intelligent has established a comprehensive functional safety system, becoming one of the few companies in the industry with full-stack safety compliance capabilities, setting a benchmark for the safe application of ADAS technology [3] Company Developments - The Shanhai® AI toolchain supports Tensorflow, Pytorch, and other mainstream training frameworks, enabling efficient model development and deployment for L2 and above ADAS [3] - The company has previously received multiple authoritative certifications, including ISO 26262 functional safety process certification and ASPICE CL2 certification, reinforcing its commitment to safety in automotive technology [3] - Hezhima Intelligent aims to continue innovating in core technologies and optimizing the Shanhai® AI toolchain to meet industry standards and market demands, ensuring the safety of intelligent mobility solutions [4]

公众号记得加星标⭐️，第一时间看推送不会错过。 大会期间，联盟秘书长原诚寅不仅发布了详实的工作报告，还与半导体行业观察展开深度交流，针对 当前汽车芯片行业面临的各类痛点问题，给出了清晰且具指导性的解答。 从"能用"到"好用"： 产业发展的阶段性跨越 五年前，当全球芯片供应链因疫情陷入混乱时，中国汽车产业面对的是最基本的"有无"问题。如今， 这个产业命题已经悄然转变。 "大部分国产芯片已经过了'能用'的阶段，进入'好用'和规模化上车的起步阶段。"在采访中，原诚寅 给出了这样一个关键判断，"90%的紧缺芯片产品我们都有对应产品，且已进入验证过程，部分车型 上国产芯片搭载率已超过20%" 这个判断并非空穴来风。从实验室到量产线，从备选方案到主流选择，国产汽车芯片正在完成质的飞 跃。但原诚寅也清醒地指出："目前仍有10%的核心难题需要攻克，而且并非所有芯片都适合自主研 发，有些产品在技术、成本或性价比上短期内难以超越国外产品，应该把握好全自主化的节奏，有自 主研发能力证明不会被'卡脖子'即可。" 从"能用"到"好用"的跨越，绝不仅仅是技术参数的达标。它意味着产品稳定性、可靠性和成本竞争力 的全面提升，更意味着产业生态 ...

Core Insights - The release of Horizon's fourth-generation BPU architecture "Riemann" and the successful listing of Naxinwei on the Hong Kong stock market highlight the innovative momentum in China's automotive chip industry [2] - The automotive chip industry in China is transitioning from initial development to significant growth, driven by policy standards, core technology advancements, and market applications [2] Industry Developments - The upgraded "Automotive Chip Certification Review Technology System 2.0" was launched, featuring a comprehensive framework with 9 modules and 60 indicators, covering 10 categories of automotive chips for new energy vehicles [2][3] - The implementation of this certification system has improved quality control for chip manufacturers and reduced vehicle manufacturers' selection risks and costs, shortening the onboarding cycle by an average of 3 months [3] Market Performance - Chip manufacturers like Chipone and Horizon are achieving significant milestones, with Chipone's KungFu automotive-grade MCU deliveries surpassing 200 million units and Horizon's HSD system being integrated into more affordable vehicle models [3][9] - The domestic automotive chip industry has seen a rise in the number of companies, with over 1,000 firms involved in the supply chain, and a significant increase in the domestic chip application rate, which is projected to reach 20% by the end of 2024 [5][8] Competitive Landscape - Local companies are rapidly gaining market share in the mid-to-low-end automotive chip market, while high-end markets remain dominated by foreign giants [11] - The collaboration between automotive chip companies and vehicle manufacturers is fostering innovation and enhancing the reliability of domestic chips, which is crucial for market penetration [11][17] Future Opportunities - The automotive chip sector is viewed as a critical growth area, with companies exploring new applications in the robotics industry, which is expected to see significant growth in the coming years [12][14] - The integration of automotive chips with intelligent systems is seen as a pathway for companies to overcome existing growth bottlenecks and explore new market opportunities [14][15] Challenges Ahead - Despite progress, the domestic automotive chip industry still faces challenges, including a reliance on foreign technology for high-end chips and the need for a more robust supply chain [15][16] - The industry must focus on building a comprehensive ecosystem that includes software development capabilities alongside hardware reliability to meet the evolving demands of the automotive market [17]

Core Viewpoint - The semiconductor supply chain for the automotive industry is undergoing a fundamental transformation, shifting from an efficiency-first approach to prioritizing safety and controllability in response to recent chip shortages [1][21]. Group 1: Impact of Ansys Semiconductor Crisis - Ansys Semiconductor, as the largest supplier of basic semiconductor devices, holds approximately 40% of the global automotive discrete device market share, and its supply fluctuations have led to production cuts or temporary shutdowns for major automakers like Honda, Ford, Volkswagen, and Nissan [1][3]. - The crisis highlights the structural risks within the automotive chip supply chain, emphasizing the industry's demand for safety and reliability, which complicates the rapid replacement of suppliers [3][4]. Group 2: Changes in Automotive Chip Supply Chain Logic - The automotive industry has experienced its second major chip shortage in five years, with the previous shortage during the pandemic primarily caused by supply-demand imbalances [3][5]. - The current crisis has revealed that the global automotive chip inventory turnover days are generally below 40 days, significantly lower than the 60-day safety level, indicating that the industry's focus on low inventory is unsustainable in the face of supply fluctuations [4][5]. Group 3: Localization Strategies of International Chip Manufacturers - Major international automotive chip manufacturers, including Infineon, STMicroelectronics, NXP, and Texas Instruments, are accelerating their localization strategies in China to enhance supply chain stability [7][11]. - Infineon has launched a "local for local" strategy, aiming for localized production of various products by 2027, while NXP has established a dedicated China division to adapt to local market needs [7][8][9]. Group 4: Opportunities and Challenges for Domestic Chip Manufacturers - The restructuring of the automotive supply chain presents unprecedented opportunities for domestic chip manufacturers, with the localization rate of automotive chips in China expected to rise from less than 5% in 2020 to 20% by the end of 2024 [16][17]. - Despite the opportunities, domestic manufacturers face challenges such as high certification barriers, longer certification cycles, and reliance on foreign EDA tools, which can hinder their competitiveness [17][19]. Group 5: Future Trends in the Automotive Chip Industry - The automotive chip industry is expected to evolve towards a more resilient and diversified supply chain, balancing global and regional strategies, with a focus on local production and multi-source backup [21]. - The trend of "local for local" is becoming a collective action among global semiconductor companies, reflecting a recognition of the importance of the Chinese market and the need for supply chain security [14][12].

Investment Rating - The report maintains an "Outperform" rating for the industry [1] Core Insights - The development of intelligent driving is an inevitable trend supported by national strategies and policies, leading to multi-dimensional improvements in society and industry [2] - Tesla and Huawei are leading the breakthrough in L4 autonomous driving with their end-to-end algorithms, significantly enhancing performance and capabilities [2] - The Robotaxi global market is projected to reach nearly 10 trillion, with ongoing commercialization efforts [2] Summary by Sections 01 Intelligent Driving Regulations: Gradual Policy Implementation - Domestic and international policies are progressively supporting the automation of driving applications, with various local governments exploring intelligent driving scenarios [6][7] 02 High-End Intelligent Driving: Tesla and Huawei's End-to-End Technology - Tesla's FSD V12 and Huawei's ADS 3.0 are leading advancements in L4 capabilities, with significant improvements in algorithm performance and urban coverage [2][20] 03 Intelligent Driving Equality: 2025 Penetration Rate Inflection Point - The penetration rates for highway NOA are expected to grow from 11.3% in 2024 to 39.0% in 2025, while urban NOA is projected to increase from 6.1% to 9.6% [41] - The high-end intelligent driving market is anticipated to reach 23,866 billion by 2025, doubling from 2024 due to increased penetration and market expansion [41] 04 Industry Chain and Component Manufacturer Analysis - BYD's "Tian Shen Zhi Yan" system is set to penetrate the mid-range market, with plans to offer intelligent driving features in vehicles priced below 100,000 [25][29] 05 Robotaxi: The Best Commercialization Scenario for Intelligent Driving - Companies like Waymo and Apollo are leading in the Robotaxi sector, with PONY AI achieving operational cost balance and WeRide aiming for a fleet of 100,000 by 2030 [2]