【投资要点】算力集中加速落地,车载SoC 从功能芯片升级为整车核心算力底座。随着E/E 架构由分布式向域控与中央计算平台演进,端到端自动驾驶模型显著抬升算力门槛,L4 场景中Thor-X 单片算力达1000TOPS 并形成2000 TOPS 系统级方案,推动高集成、高复用SoC在智驾与舱驾融合中的价值权重持续提升。智能汽车与端侧AI 共振放量,SoC 需求进入高确定性成长通道。全球智能设备SoC ...
Source Link【投资要点】算力集中加速落地,车载SoC 从功能芯片升级为整车核心算力底座。随着E/E 架构由分布式向域控与中央计算平台演进,端到端自动驾驶模型显著抬升算力门槛,L4 场景中Thor-X 单片算力达1000TOPS 并形成2000 TOPS 系统级方案,推动高集成、高复用SoC在智驾与舱驾融合中的价值权重持续提升。智能汽车与端侧AI 共振放量,SoC 需求进入高确定性成长通道。全球智能设备SoC ...
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