智能驾驶芯片行业专题:智能驾驶进入快车道 地平线机器人-W 和黑芝麻智能的投资价值分析

国信证券股份有...
Feb 07, 2025

智能驾驶芯片行业:千亿市场空间大赛道,国产芯片厂商崭露头角。技术进步+成本下降+消费者接受度高,智能驾驶行业渗透率加速提升,在ADAS 功能进一步普及的推动下,全球ADAS SoC 市场预计从2023 年的275 亿元增至2028 年的925 亿元,CAGR 为27.5%。自动驾驶SoC 供应商方面,中国的主要自动驾驶SoC 市场参与者包括地平线、黑芝麻智能等;其他国家的主要自动驾驶SoC 市场...

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