内容概况：车载信息娱乐系统（IVI）的发展源于人们对驾驶过程中舒适性与娱乐性需求的不断提升， 尤其是在长时间行车过程中缓解枯燥感、提升出行品质逐渐成为普遍诉求。随着信息技术的飞速发展和 汽车智能化浪潮的持续推进，车载信息娱乐系统（IVI）日益受到消费者和汽车行业的高度重视，已成 为汽车产业中至关重要的研发与应用领域。近年来，在我国汽车产业持续发展及相关政策的大力支持 下，国内一批汽车电子企业通过不断加强研发投入、提升工艺制造水平和质量控制能力，逐步突破多项 技术壁垒并获得市场广泛认可，推动我国车载信息娱乐系统（IVI）产业整体规模持续扩大。据统计， 中国车载信息娱乐系统（IVI）行业市场规模从2018年的289亿元增长至2024年的449亿元，年复合增长 率为7.62%。未来，随着人工智能、5G通信、大数据等前沿技术的不断融合与应用，车载信息娱乐系统 将持续演进与创新，进一步优化人机交互体验、丰富服务生态，为驾乘者带来更安全、便捷和愉悦的出 行生活。 相关上市企业：索菱股份（002766）、德赛西威（002920）、均胜电子（600699）、天有为 （603202）、中科创达（300496）、紫光国微（002 ...

Core Viewpoint - Nvidia's Q1 financial report indicates strong revenue growth driven by data center and gaming segments, despite challenges from inventory write-downs related to the H20 chip [1][22][25] Data Center Business - In Q1, Nvidia's data center revenue reached $39.11 billion, a year-over-year increase of 73.3%, primarily driven by the Blackwell product line [2][4] - The data center segment's revenue is projected to grow significantly, with estimates of $100.69 billion for FY2024 and $152.5 billion for FY2025, reflecting a compound annual growth rate of approximately 208% from FY2022 [4][9] - The product mix is shifting, with the H100/H200 series expected to dominate revenue contributions in the coming years, while the A100's share declines [6][9] Gaming Business - The gaming segment experienced fluctuations, with revenue of $3.375 billion in FY2022, surging to $11.186 billion in FY2023, and slightly declining to $9.781 billion in FY2024 [12][15] - GeForce products remain the core of the gaming business, contributing 80%-85% of revenue, with expectations of $9.536 billion in FY2025 [13][15] - Future forecasts indicate potential revenue of $14.043 billion in FY2026, but with risks from competition and market saturation [15][16] Automotive Business - Nvidia's automotive revenue has grown from $566 million in FY2022 to an expected $2.42 billion in FY2025, driven by demand for autonomous driving and AI applications [18][20] - The DRIVE platform is central to this growth, with significant orders from over 25 automakers, and projections of $3.845 billion in FY2026 [19][20] China Market Impact - Recent U.S. export restrictions on the H20 chip have significantly impacted Nvidia's business in China, leading to a $4.5 billion inventory write-down [22][24] - Despite these challenges, global demand for AI chips remains strong, with Nvidia's infrastructure still in high demand [22][23] Financial Guidance - For Q2 FY2026, Nvidia expects revenue to reach $45 billion, with a GAAP gross margin of 71.8%, despite the anticipated impact of the H20 chip ban [25]