2025年 车载芯片行业词条报告 头豹分类/制造业/计算机、通信和其他电子设备制造业/智能 消费设备制造/智能车载设备制造 Copyright © 2025 头豹 企业竞争图谱：2025年车载芯片 头豹词条报告系列 苏显涵 · 共创作者 苏 2025-09-26 未经平台授权，禁止转载 行业分类： 制造业/智能车载设备制造 摘要 车载芯片是专为汽车电子系统设计的半导体集成电路，是ECU核心部件，广泛应用于各类汽车领域。随着汽车技术发展，芯片应用愈发广泛。行业特征方面，电动化拉动需 求增长，到2035年全球电动车和自动驾驶汽车渗透率将大幅提升，汽车芯片市场增速较高；国产化替代明显，政策引导下全产业链布局初步形成；技术壁垒较高，车规芯片 认证严格且费用高昂。行业规模上，产业链动荡和新能源汽车发展带动车载芯片用量提升，未来新能源汽车和自动驾驶发展及政策支持将推动市场持续增长。 行业定义 车载芯片（汽车芯片或车规级芯片）是指专门为汽车电子系统设计、制造，并符合严苛的车规级标准的半导体集成电路。其为汽车电子控制 单元（ECU）的核心部件，负责处理、存储、传输数据以及执行控制功能，广泛应用于传统燃油车、新能源汽车、智能网 ...

Group 1 - The company held an investor relations event from September 17 to 19, analyzing the storage market trends and predicting a comprehensive price increase in the fourth quarter due to sustained demand for AI servers [1] - The company’s enterprise-level SSD products have gained recognition from multiple leading clients, ranking third in total capacity for enterprise-level SATA SSDs in China for 2024, and first among domestic brands [1] - The company has launched SOCAMM2 memory products specifically designed for AI data centers, which, while not yet generating revenue, possess significant application potential [3] Group 2 - The company has partnered with SanDisk to implement a TCM model, with its self-developed UFS4.1 products outperforming mainstream market products in terms of performance and power consumption, and is accelerating the introduction of these products [3] - As of the end of July, the cumulative deployment of the company’s main control chip series exceeded 80 million units, demonstrating rapid growth [3] - The company reported a revenue of 10.196 billion yuan and a net profit attributable to shareholders of 14.77 million yuan for the mid-2025 period, indicating ongoing breakthroughs in enterprise-level SSD and AI data center applications that may enhance competitiveness in the AI-driven storage market cycle [3]

Market Performance - The main board led the gains with notable stocks such as Fenghuo Communication (+10.02%), Kesen Technology (+10.01%), and Guanghe Technology (+10.01) [1] - The ChiNext board saw significant increases with Anlian Ruishi (+19.99%), Guangku Technology (+15.00%), and Longyang Electronics (+10.26%) [1] - The Sci-Tech Innovation board was led by Dekeli (+20.00%), Huicheng Co. (+14.16%), and Zhongwei Company (+11.43%) [1] - Active sub-industries included SW Communication Cables and Accessories (+5.44%) and SW Semiconductor Equipment (+5.28%) [1] Domestic News - Shangle Electronics announced plans to acquire an 88.79% stake in Ligong Technology through its wholly-owned subsidiary, aiming for a "1+1>2" synergy effect to enhance competitiveness [1] - Xingchen Technology revealed that it has chips suitable for AI glasses already shipped to end customers and is in discussions with various clients [1] - Jiangbolong reported over 80 million units of its main control chips deployed by the end of July, with continued rapid growth expected [1] - Huawei's rotating chairman announced the launch timeline for its Ascend chips, with the Ascend 950PR expected in Q1 2026 [1] Company Announcements - Zhejiang Shusu Culture announced a cash dividend of 0.08 yuan per share, totaling approximately 101.45 million yuan [3] - Focus Technology declared a cash dividend of 6 yuan for every 10 shares, based on a total share capital of approximately 317.24 million shares [3] - Yake Technology announced a cash dividend of 3.20 yuan for every 10 shares, totaling around 152.30 million yuan [3] - Yunzhu Technology reported receiving government subsidies amounting to 20.12 million yuan [3] Overseas News - According to DigiTimes, NAND and DRAM contract prices are expected to rise by 15-20% in Q4 2025, driven by AI infrastructure and supply constraints [4] - Reports indicate that Apple plans to launch the "iPhone Ultra" foldable phone in H2 2026, with initial shipment targets between 7 million and 10 million units [4] - Meta launched the new generation of smart glasses, Meta Ray-Ban Display, featuring high-resolution displays for various functionalities [4] - Schaeffler's inverter brick, equipped with Rohm's SiC MOSFET, has begun mass production, supporting higher battery voltages for electric vehicles [4]

格隆汇9月17日｜江波龙在电话会议上表示，根据CFM闪存市场预测，随着AI服务器出货规模持续扩 大，下半年服务器NAND市场备货需求升温，手机新品发布将催生新一轮换机需求，叠加存储晶圆原厂 兼顾投入产出比的供应策略影响，四季度存储市场价格将迎来全面上涨。此外截止至7月底，公司主控 芯片全系列产品累计实现超过8000万颗的批量部署，并且部署规模仍在保持快速增长。搭载自研主控的 UFS4.1产品正处于多家Tier1厂商的导入验证阶段，全年来看，自研主控芯片部署规模将实现放量增 长。 ...

Core Viewpoint - Jiangbolong has relocated its Shanghai headquarters to the core area of the Lingang New Area, focusing on key storage businesses such as enterprise-grade and automotive-grade storage products [1] Company Summary - The new Shanghai headquarters will concentrate on the research and development of main control chips, enterprise-grade, industrial-grade, and automotive-grade storage products [1] - Jiangbolong has launched six self-developed main control chips that cover mainstream and high-end products including eMMC, SD cards, UFS, and USB mobile storage [1] Industry Summary - The service areas for Jiangbolong's products include rapidly growing markets such as artificial intelligence, data centers, smart vehicles, smart grids, and industrial IoT [1]

Core Insights - Jiangbolong's Shanghai headquarters has been established to enhance chip-level R&D capabilities, focusing on enterprise-grade and automotive-grade storage businesses [1][2] - The headquarters spans 14 acres with a total construction area of 43,000 square meters, accommodating over 1,000 R&D engineers [1] - The facility is designed as a high-end chip and storage product R&D center, featuring advanced research areas and specialized laboratories [1] Company Strategy - Jiangbolong aims to create a dual-engine model of "storage chips + high-end storage devices," integrating R&D operations from its Shenzhen headquarters and manufacturing capabilities from its Zhongshan storage industrial park [2] - The company plans to establish a dual-circulation supply chain model that includes domestic R&D, domestic and overseas manufacturing, and global sales [2] - The chairman and general manager, Cai Huabo, emphasized that the Shanghai headquarters marks a key milestone in Jiangbolong's global layout, leveraging the advantages of the Lingang New Area [2]

Core Viewpoint - The document emphasizes the need for accelerating the domestic replacement of core components such as high-voltage silicon carbide modules and main control chips in the charging infrastructure industry [1] Group 1: Policy Initiatives - The National Development and Reform Commission and three other departments issued a notice to promote the scientific planning and construction of high-power charging facilities [1] - Charging operation companies are encouraged to enhance the technological upgrade of charging equipment to improve the operational efficiency and lifespan of high-power charging facilities [1] Group 2: Technological Advancements - The document advocates for the adoption of high-power charging priority power distribution strategies for split-type equipment [1] - It calls for research and pilot applications of megawatt-level charging technology aimed at large-capacity and high-rate power battery applications, including electric heavy trucks, ships, and aircraft [1] Group 3: Industry Upgrades - The initiative aims to promote an overall upgrade of the charging industry chain, covering components, system integration, and operational services [1] - The use of intelligent power management, drone inspections, charging safety warnings, and smart firefighting technologies is encouraged to enhance the intelligent safety management of high-power charging stations [1]

Core Viewpoint - Yingrun Technology has established itself as a significant player in the domestic storage market since its inception in 2017, evolving from a controller manufacturer to a comprehensive solution provider, with a focus on meeting the diverse needs of clients in various sectors, including consumer, industrial, and enterprise applications [1][3][4]. Group 1: Product Development and Market Strategy - Yingrun Technology has launched 10 main control chips covering consumer, industrial, and enterprise applications, with plans to introduce a 64TB QLC SSD and potentially expand to 128TB [1]. - The company has successfully transitioned from the consumer market to the enterprise-level storage market, leveraging its experience and technological reserves [7]. - The introduction of the IG5222 PCIe Gen4 DRAMless controller targets the consumer market, supporting storage capacities up to 8TB and optimizing performance, power consumption, and chip size [3][10]. Group 2: AI and High-Performance Storage Solutions - In response to the explosive growth in AI computing demands, Yingrun Technology has launched the Dongting-N3 series PCIe 5.0 SSD, designed for data-intensive AI scenarios, achieving sequential read speeds exceeding 14GB/s and low read/write latencies [5][6]. - The Dongting-N3X series enterprise SSD addresses the high-performance and low-latency storage needs for AI server inference, featuring extreme performance metrics such as 13μs read and 4μs write latencies [6]. Group 3: Technological Innovation and Differentiation - Yingrun Technology adopts an innovative strategy of hardware-software co-optimization, utilizing a self-developed hardware acceleration engine to enhance performance without solely relying on advanced process technologies [7][8]. - The integration of RISC-V architecture into storage controllers demonstrates the company's commitment to technological innovation and flexibility, providing customers with more options and improving product performance and reliability [8][9]. Group 4: Future Outlook and Strategic Goals - The company plans to continue product iterations, including the upcoming PCIe 6.0 products to meet the high bandwidth, low latency, and high-density deployment needs of AI-era data centers [13]. - Yingrun Technology is also focusing on collaboration with domestic ecological chains and global expansion, aiming to create differentiated overseas strategies while adapting to the evolving storage control market [13].

Core Viewpoint - Shenzhen Jiangbolong Electronics Co., Ltd. has issued a correction announcement regarding its 2024 annual report, clarifying that the corrections do not affect the financial statements or the company's financial condition and operating results for the year 2024 [1]. Financial Performance Summary - The company's operating revenue for 2024 was CNY 17,463,650,272.14, representing a 72.48% increase compared to CNY 10,125,111,900.80 in the previous year [2]. - The net profit attributable to shareholders of the listed company was CNY 498,684,535.69, a significant increase of 160.24% from a loss of CNY 827,809,358.07 in the previous year [2][3]. - The net cash flow from operating activities was -CNY 1,189,741,403.84, an improvement of 57.48% compared to -CNY 2,798,399,823.91 in the previous year [3][4]. - Total assets at the end of the year were CNY 16,896,667,412.13, up 23.52% from CNY 13,679,845,767.45 the previous year [3][4]. - The net assets attributable to shareholders of the listed company increased by 7.41% to CNY 6,467,489,442.63 from CNY 6,021,129,105.70 [3]. Cash Flow Analysis - The total cash inflow from operating activities was CNY 18,241,551,057.75, a 73.50% increase from CNY 10,513,590,561.80 in 2023 [4]. - The total cash outflow from operating activities was CNY 19,431,292,461.59, which is a 45.97% increase from CNY 13,311,990,385.71 in the previous year [4]. - Cash flow from investment activities showed a net outflow of -CNY 1,101,991,285.03, a decrease of 33.67% compared to -CNY 1,661,459,785.45 in the previous year [4]. Non-Recurring Gains and Losses - The company has indicated that it no longer exerts significant influence over its associate company, Shanghai Jiecai Chuang Co., Ltd., leading to a reclassification of its long-term equity investment as a non-current financial asset measured at fair value with changes recognized in profit or loss [3][4]. Management Discussion and Analysis - The company has acknowledged the need for improved proofreading processes in the preparation of periodic reports to enhance the quality of information disclosure [8].

Core Viewpoint - The company announced a minor share reduction plan by some directors and senior management to alleviate financial pressure related to the subscription of restricted stock, which is not expected to impact the company's governance or operations significantly [1] Group 1: Share Reduction Plan - The company plans to reduce a total of up to 84,125 shares, accounting for no more than 0.0182% of the total share capital [1] - The reduction is aimed at easing the financial burden of subscribing to the 2024 restricted stock incentive plan, which is linked to the company's market value [1] - The management has committed not to reduce their holdings in the secondary market within the current year after the completion of this reduction [1] Group 2: Business Growth and Strategy - The company is one of the few in the industry with advanced storage and packaging capabilities, focusing on innovation in the AI era [2] - Significant growth in revenue and profit is expected in 2024 due to the company's strategic expansion into domestic and international markets [2] - From Q2 2025, the company anticipates a gradual recovery in revenue and gross margin, with projected revenue from AI glasses expected to grow over 500% year-on-year [2] Group 3: Strategic Direction - The company will adhere to the "R&D and Packaging Integration 2.0" strategy, enhancing its core competitiveness in the storage industry through technological innovation and collaboration [3] - The company aims to establish closer partnerships with clients by leveraging its comprehensive solutions in high-performance storage and advanced packaging [3]