冲破千亿美元大关:2029 车用半导体市场的“算力”与“整合”之战

橙芯视界
Dec 20, 2025

汽车,正在从“装着轮子的沙发”进化为“行走的超级电脑”。TrendForce最新发布的震撼预测显示,全球车用半导体市场将在 2029 年逼近 1,000 亿美元大关。然而,在这看似光鲜的增长数字背后,一场残酷的存量博弈与技术清洗正在上演:传统 MCU 的荣光逐渐褪去,取而代之的是逻辑芯片与高带宽内存的爆发式增长。2025 年,作为“舱驾一体”的商业化元年,英伟达、高通与中国芯片新贵们的战争,才...

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