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研判2025!中国汽车网关行业产业链、市场规模及未来趋势分析:架构跃迁与服务化转型叠加,奠定智能网联神经中枢地位[图]
Chan Ye Xin Xi Wang· 2026-01-06 01:24
内容概况:作为承载车辆信息交互的"神经中枢",汽车网关在汽车智能化的浪潮中扮演着决定性角色。 2024年,中国汽车网关行业市场规模约为77亿元,同比增长22.22%。技术方面,随着汽车电子电气架 构自身的演进,行业正加速从传统的分布式ECU架构向域集中/区域架构跃迁。同时,随着软件定义汽 车(SDV)理念的落地,推动网关功能从硬件集成向服务化转型,服务型网关已成为下一代主流。这意 味着网关不再仅是简单的协议转换器,而是能支持SOA架构、5G/V2X、边缘计算及主动式AI安全防护 的综合性智能平台,其价值与复杂性同步跃升。 关键词:汽车网关、汽车网关市场规模、汽车网关行业现状、汽车网关发展趋势 一、行业概述 汽车网关(Automotive Gateway)是整车电子电气架构中的核心数据交互枢纽,相当于汽车网络的"神经 中枢"或"联合国翻译官"。它负责在不同网络之间进行安全可靠的数据传输和协议转换,使车内多个异 构网络(如CAN、LIN、MOST、FlexRay、以太网等)能够相互通信。汽车网关按架构分类主要分为中 央网关和区域网关两大类。 汽车网关分类 二、行业产业链 汽车网关行业产业链上游主要包括芯片、微处理 ...
菲菱科思(301191) - 2025年11月20日投资者关系活动记录表
2025-11-20 13:08
Group 1: Company Strategy and Business Growth - The company focuses on its core business, developing a multi-dimensional business system including "CT communication + computing + high-end IT PCBA manufacturing + automotive electronics manufacturing" [2] - The company is actively expanding its overseas market presence, with successful business development in international markets [2] - In the automotive electronics sector, the company has achieved mass production and delivery of products such as vehicle networking and intelligent control T-BOX displays [2] Group 2: Shareholder and Order Management - The controlling shareholder has no current plans for share reduction, focusing instead on strengthening the main business [3] - The company has a robust order backlog for Q4, with production lines in Shenzhen operating at full capacity [3] Group 3: International Market Development - The company is currently targeting clients in Japan and South Korea, providing ODM services and complete solutions [3] - The company aims to expand its customer base in Africa, Europe, and North America based on initial successes in Asia [3] Group 4: Product Development and Incentives - The company has become a qualified supplier for several automotive manufacturers, with ongoing projects involving T-BOX, P-BOX, and domain controllers [4] - The 2025 stock option incentive plan includes 6,934,200 options, representing 2.01% of the total share capital, with performance targets set for revenue growth of 35% in 2026, 60% in 2027, and 90% in 2028 [4]