摄像头传感器
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涨价蔓延!模拟芯片价格暴涨!
国芯网· 2026-03-04 11:50
国芯网[原:中国半导体论坛] 振兴国产半导体产业! 3月4日消息,受AI服务器算力需求拉动与产能周期调整影响,近期存储芯片价格持续上涨,并创下历 史新高。 同时,据最新信息显示,模拟芯片、功率半导体等产业环节也传来涨价信号! 据报道,科创板上市公司思特威、华润微等多家芯片设计企业近期密集发布产品涨价函, 调价幅度普 遍在10%至20%之间,个别高达50%。 近日,国产芯片希荻微在官微表示,近期全球上游原材料及关键贵金属价格大幅攀升,导致芯片行业晶 圆代工与封测成本持续上涨。尽管公司积极提升内部运营效率,仍难以完全抵消由此带来的成本压力。 为确保产品稳定供应及保障服务质量,公司决定对公司部分产品的价格进行适度上调。 早前,国内CIS头部厂商思特威向客户发出涨价函,宣布智慧安防和AIoT产品涨价。 更早之前,士兰微、新洁能等国产功率半导体厂商也纷纷宣布涨价。相较于存储芯片主要因AI需求强 力拉动,功率半导体、摄像头传感器等产品涨价,则由成本和需求双重拉动。既有金属原料涨价等缘 由,也有下游需求旺盛等的影响。 自2025年底以来,中微半导、必易微、国科微、英集芯、美芯晟、欧姆龙、ADI、英飞凌等多家国内外 公司,已 ...
美股异动 禾赛(HSAI.US)涨逾3% 机构:2035年激光雷达和成像雷达市场规模预计将达280亿美元
Jin Rong Jie· 2025-12-30 15:59
Group 1 - The core viewpoint of the article highlights that the global market for Advanced Driver Assistance Systems (ADAS) and Autonomous Driving (AD) sensors is expected to reach $61 billion by 2035 according to Counterpoint Research [1] - Camera sensors are projected to remain the largest segment in terms of sales, with a market size expected to reach $20 billion by 2035, driven by their extensive use in braking systems, lane-keeping systems, and driver monitoring systems [1] - LiDAR and imaging radar are anticipated to be among the fastest-growing segments in terms of value, with a combined market size expected to reach $28 billion by 2035, as automakers seek higher resolution perception and redundancy technologies for advanced autonomous driving features [1]
禾赛(HSAI.US)涨逾3% 机构:2035年激光雷达和成像雷达市场规模预计将达280亿美元
Zhi Tong Cai Jing· 2025-12-30 15:14
Core Viewpoint - The global market for Advanced Driver Assistance Systems (ADAS) and Autonomous Driving (AD) sensors is projected to reach $61 billion by 2035, indicating significant growth in the automotive technology sector [1] Market Segmentation - Camera sensors are expected to remain the largest segment, with a market size projected to reach $20 billion by 2035, driven by their extensive use in braking systems, lane-keeping systems, and driver monitoring systems [1] - LiDAR and imaging radar are anticipated to be among the fastest-growing segments in terms of value, with a combined market size expected to reach $28 billion by 2035, as automakers seek higher resolution perception and redundancy technologies for advanced driving functionalities [1]
美股异动 | 禾赛(HSAI.US)涨逾3% 机构:2035年激光雷达和成像雷达市场规模预计将达280亿美元
智通财经网· 2025-12-30 15:10
Core Viewpoint - The global market for Advanced Driver Assistance Systems (ADAS) and Autonomous Driving (AD) sensors is projected to reach $61 billion by 2035, indicating significant growth in the automotive technology sector [1] Market Segmentation - Camera sensors are expected to remain the largest segment by sales, with a market size projected to reach $20 billion by 2035, driven by their extensive use in braking systems, lane-keeping systems, and driver monitoring systems [1] - LiDAR and imaging radar are anticipated to be among the fastest-growing segments in terms of value, with a combined market size expected to reach $28 billion by 2035, as automakers seek higher resolution perception and redundancy technologies for advanced driving functionalities [1]