在近日的北京车展上,比亚迪创始人王传福表示,新能源车的电动化水平取决于电池,而智能化水平则取决于芯片。统计显示,近90%的中国新能源车装载了高通8155座舱芯片,本土芯片厂商的市占率不足10%。据高工智能汽车研究院数据,2020年中国市场(不含进出口)前装标配的高通8155芯片的新能源车交付量为206.23万辆,同比增幅达238.3%。分析认为,高通在座舱芯片市场的优势在于其在成本、产品性能、生态上的先发优势,形成降维打击,其他从PC端、手机端转型到汽车端的芯片厂商短期内难以超越。然而,随着市场竞争加剧,高通在智舱界的统治地位未必不会松动。中商产业研究院预测,2026年中国智能座舱SoC市场规模将达到266亿元,吸引PC和手机端的传统芯片企业以及芯片新势力试图分食高通的市场份额。
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新能源车智能化水平受芯片影响 高通车载芯片市场份额近90%
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The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
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The above content is for informational or educational purposes only and does not constitute any investment advice related to Futu. Although we strive to ensure the truthfulness, accuracy, and originality of all such content, we cannot guarantee it.
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