2025.06. 15 本文字数：1128，阅读时长大约2分钟 作者 | 第一财经 肖逸思 根据ICV数据，2022年UWB数字钥匙的渗透率仅为2.1%，市场规模也只有0.96亿美元。但随着技术 的提升、相关法规的完善以及成本的下降，汽车主机厂们将会更积极地导入UWB数字钥匙解决方 案，预计到2027年UWB数字钥匙的渗透率将超过50%，市场规模有望达到22.56亿美元。 正是看到了这样的趋势，陈嘉澍表示，2023年加特兰就正式决定进入到车用UWB芯片的开发，在行 业内招募了50位无线通信领域的资深专家，和公司已有的数模车规芯片的开发团队构建了超过百人 的专职UWB开发团队。迄今，加特兰在UWB领域已申请60余项专利，包含2项标准必要专利。 近日，车规级无线感知和通信芯片企业加特兰发布符合IEEE 802.15.4ab新标准的车规级UWB SoC芯 片，该芯片命名为"Dubhe"（天枢）。 加特兰创始人兼CEO陈嘉澍公开表示，汽车"新四化"的变革和汽车电子、电气方面的创新密不可 分、相辅相成，汽车的半导体含金量也会越来越高。单车的半导体价值会从过去一辆燃油车时代的单 车不到500美元，迅速增长到未来一辆智能电 ...

Core Insights - The automotive industry is undergoing a transformation driven by the "new four modernizations," with increasing semiconductor content in vehicles, projected to rise from under $500 for traditional fuel vehicles to over $1,500 for smart electric vehicles [1] - The introduction of the "Dubhe" UWB SoC chip by Gateron aligns with the growing demand for high-precision, bidirectional positioning in smart vehicles, marking a significant opportunity in the automotive semiconductor market [1] Industry Trends - UWB technology, initially introduced in 1989, gained mainstream attention in 2019 with Apple's UWB chip, and has since penetrated the automotive sector, starting with BMW's digital key feature in 2021 [1] - The adoption of UWB technology is expanding among mid to high-end vehicles, with brands like BYD, Mercedes-Benz, and others incorporating UWB as standard or optional features [2] - The penetration rate of UWB digital keys was only 2.1% in 2022, with a market size of $0.96 million, but is expected to exceed 50% penetration and reach a market size of $22.56 million by 2027 due to technological advancements and cost reductions [2] Company Developments - Gateron has established a dedicated UWB development team of over 100 experts, including 50 specialists in wireless communication, to capitalize on the growing UWB market [2] - The company has filed over 60 patents in the UWB field, including two essential patents, indicating a strong commitment to innovation and market leadership [2] - The domestic UWB chip market is still in its early stages, with companies like NXP and Qorvo previously dominating, but local firms are now entering the space, aiming for domestic substitution opportunities [3] - Gateron's UWB chip, "Dubhe," is expected to begin mass production by the end of this year, following sample delivery in July [3]

Core Insights - The automotive semiconductor industry is experiencing significant transformation driven by the advancement of automotive intelligence and electrification, with companies like 加特兰 leading the charge through disruptive innovation [2][4] - 加特兰's focus on disruptive innovation has allowed it to establish a competitive edge in the millimeter-wave radar chip sector, differentiating itself from traditional domestic alternatives [3][4] - The demand for automotive chips is expected to rise significantly, with the value per vehicle projected to increase from $200-$300 to over $1,000, indicating substantial growth potential in the market [4] Company Developments - 加特兰 has achieved over 16 million units shipped and has integrated its products into more than 300 vehicle models, enhancing its market presence both domestically and internationally [3] - The company is set to launch automotive-grade UWB chips, aiming to become the first domestic supplier to achieve mass production in this area, further expanding its semiconductor portfolio [4][5] - 加特兰's strategic entry into the UWB market is based on the technology's vast application potential in the automotive sector, particularly as a core technology for digital keys [6] Industry Trends - The global automotive market, particularly in China, is witnessing a surge in demand for automotive chips, providing a broad market space for semiconductor companies [4] - The increasing penetration of intelligent assisted driving technologies is expected to accelerate the application potential of automotive millimeter-wave radar chips [4] - 加特兰's innovations in chip integration and processing architecture are filling domestic technological gaps and breaking through international market barriers [3]

Core Insights - The global semiconductor industry is undergoing rapid restructuring, with Longgang, Shenzhen, aiming for a semiconductor industry scale of 250 billion yuan by 2025, targeting a 40% share from the region [1] - Longgang has established a collaborative innovation ecosystem, forming a complete industrial chain that includes IC design, manufacturing, packaging, testing, equipment, materials, and platforms [1] Group 1: Industry Development - Longgang has created four major integrated circuit industrial bases, including Bantian, Baolong, Longcheng, and Pinghu, which collectively host over a thousand technology companies [1] - The region is focusing on third-generation semiconductors, AI chips, and sensors, leveraging a dual-driven approach of "innovation + scenarios" to build a technological moat [1] Group 2: Technological Innovations - The world's first automotive-grade UWB chip, developed by Nuri Chip Technology, achieves a distance measurement accuracy of ±1 cm and is integrated into smart cars and AR/VR applications [2] - The DeepEdge10 series chip, designed with a unique "computing block" concept, is expected to see an 81% revenue growth in 2024, with applications in over a thousand scenarios including government and transportation [3] Group 3: Policy and Talent Support - Longgang's semiconductor industry growth is supported by a combination of policies, scenarios, and talent acquisition, including the "Shenzhen Longgang Talent Program" to attract high-end talent [4] - A 5 billion yuan integrated industry fund and computing power planning provide comprehensive support for enterprises from laboratory to market [4] - The establishment of an IC testing center and design platform aims to create a full-cycle service system for the semiconductor industry [4]