台IC設計廠報喜 敦泰晶片傳打入特斯拉鏈 - 工程師

By Kyle
at 2021-04-28T12:18
at 2021-04-28T12:18
Table of Contents
※ [本文轉錄自 Reewalker 信箱]
作者: oao1002 (吃飯睡覺打東東) 看板: Stock
標題: [新聞] 台IC設計廠報喜 敦泰晶片傳打入特斯拉鏈
時間: Tue Apr 27 22:43:22 2021
原文標題:台IC設計廠報喜 敦泰晶片傳打入特斯拉鏈
(請勿刪減原文標題)
原文連結:https://reurl.cc/qmWv8g
(請善用縮網址工具)
發布時間:2021-04-27 04:29
(請以原文網頁/報紙之發布時間為準)
原文內容:
車用市場成為下一波科技新主流,吸引IC設計廠聯發科、敦泰(3545)、聯詠、奇景、瑞
昱、矽創競逐。因神盾出脫持股,神盾與敦泰已宣布停止技術合作,外傳敦泰下半年車用
觸控與驅動整合IC(TDDI)將送樣給電動車大廠特斯拉(Tesla)認證,有望打入特斯拉
供應鏈。
在電動車應用興起下,車用TDDI需求快速茁壯,主要是電動車儀表板與中控台的電子觸控
螢幕愈來愈大,如果螢幕尺寸超過10吋,需要至少兩顆TDDI。此外,不少車廠也逐漸在後
座配備娛樂系統觸控螢幕,也少不了IC。
敦泰車用TDDI從去年第4季開始出貨,並打入陸系車廠供應鏈。敦泰耕耘車用市場數年,
目前已打入比亞迪、五菱凱捷等供應鏈,在手相關開發案有30多件,市場傳出預計下半年
送樣特斯拉認證。敦泰表示,不便對單一客戶評論,但公司在車用領域布局居產業領導地
位,擁有完整產品線。該公司去年車用TDDI出貨量不到100萬顆,預計今年將增長到500萬
顆,明年進一步挑戰逾1,000萬顆,業績比重將達一成。
驅動IC大廠奇景布局車用市場十年,陸續傳出切入特斯拉與歐洲車廠供應鏈,看好今年來
自車用市場成長動能強勁,該公司目前在全球車用面板驅動IC的市占率約三成。在觸控功
能逐漸導入到車輛後,公司也切入車用TDDI,從2019年底開始出貨。據了解,奇景正開發
可讓更大尺寸螢幕使用的車用LTDI晶片。
去年奇景的車用業績占比13%。據了解,奇景已打入特斯拉與歐洲車廠供應鏈,雖然公司
不透露個別車廠客戶訊息,預期今年來自車用市場業績動能強勁。
至於驅動IC龍頭聯詠在車用市場主攻面板驅動IC,未來規畫進一步踏入車用TDDI產品,搶
占商機。
聯發科在車用晶片業務則是從中央影音處理系統切入,其Autus車用平台,主要有智慧座
艙、車載資通訊系統、毫米波雷達解決方案,及視覺先進駕駛輔助系統等,瞄準前裝市場
。瑞昱在車用晶片布局方面,目前專攻車用乙太網路,是業界少數成功切入這塊領域的廠
商,雖然業績占比仍低,但持續穩定成長中。
矽創近期分割車載事業部門到100%子公司力領,其車用驅動IC已打入不少一線車廠客戶
供應鏈。鈺太的數位MEMS麥克風(D-MIC)應用於車內資訊娛樂系統,陸續打入兩家日本
與一家美系車廠供應鏈。
心得/評論: ※必需填寫滿20字
已反應?
明天電梯會向???
反正我空手 嘻嘻
----------------------------------發文提醒-------------------------------
1.發文前請先詳閱[新聞]分類發文規範,未依規範發文將受處份。
2.連結過長請善用 https://bit.ly/ 縮網址,連結能不能點擊者板規1-2-2處份。
3.心得/評論請盡量充實,心得過短或濫竽充數將會以1-2-3&一行文規範水桶處份
4.發文請依照格式文章標明段落,不符合格式者依4-1刪文處分。
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作者: oao1002 (吃飯睡覺打東東) 看板: Stock
標題: [新聞] 台IC設計廠報喜 敦泰晶片傳打入特斯拉鏈
時間: Tue Apr 27 22:43:22 2021
原文標題:台IC設計廠報喜 敦泰晶片傳打入特斯拉鏈
(請勿刪減原文標題)
原文連結:https://reurl.cc/qmWv8g
(請善用縮網址工具)
發布時間:2021-04-27 04:29
(請以原文網頁/報紙之發布時間為準)
原文內容:
車用市場成為下一波科技新主流,吸引IC設計廠聯發科、敦泰(3545)、聯詠、奇景、瑞
昱、矽創競逐。因神盾出脫持股,神盾與敦泰已宣布停止技術合作,外傳敦泰下半年車用
觸控與驅動整合IC(TDDI)將送樣給電動車大廠特斯拉(Tesla)認證,有望打入特斯拉
供應鏈。
在電動車應用興起下,車用TDDI需求快速茁壯,主要是電動車儀表板與中控台的電子觸控
螢幕愈來愈大,如果螢幕尺寸超過10吋,需要至少兩顆TDDI。此外,不少車廠也逐漸在後
座配備娛樂系統觸控螢幕,也少不了IC。
敦泰車用TDDI從去年第4季開始出貨,並打入陸系車廠供應鏈。敦泰耕耘車用市場數年,
目前已打入比亞迪、五菱凱捷等供應鏈,在手相關開發案有30多件,市場傳出預計下半年
送樣特斯拉認證。敦泰表示,不便對單一客戶評論,但公司在車用領域布局居產業領導地
位,擁有完整產品線。該公司去年車用TDDI出貨量不到100萬顆,預計今年將增長到500萬
顆,明年進一步挑戰逾1,000萬顆,業績比重將達一成。
驅動IC大廠奇景布局車用市場十年,陸續傳出切入特斯拉與歐洲車廠供應鏈,看好今年來
自車用市場成長動能強勁,該公司目前在全球車用面板驅動IC的市占率約三成。在觸控功
能逐漸導入到車輛後,公司也切入車用TDDI,從2019年底開始出貨。據了解,奇景正開發
可讓更大尺寸螢幕使用的車用LTDI晶片。
去年奇景的車用業績占比13%。據了解,奇景已打入特斯拉與歐洲車廠供應鏈,雖然公司
不透露個別車廠客戶訊息,預期今年來自車用市場業績動能強勁。
至於驅動IC龍頭聯詠在車用市場主攻面板驅動IC,未來規畫進一步踏入車用TDDI產品,搶
占商機。
聯發科在車用晶片業務則是從中央影音處理系統切入,其Autus車用平台,主要有智慧座
艙、車載資通訊系統、毫米波雷達解決方案,及視覺先進駕駛輔助系統等,瞄準前裝市場
。瑞昱在車用晶片布局方面,目前專攻車用乙太網路,是業界少數成功切入這塊領域的廠
商,雖然業績占比仍低,但持續穩定成長中。
矽創近期分割車載事業部門到100%子公司力領,其車用驅動IC已打入不少一線車廠客戶
供應鏈。鈺太的數位MEMS麥克風(D-MIC)應用於車內資訊娛樂系統,陸續打入兩家日本
與一家美系車廠供應鏈。
心得/評論: ※必需填寫滿20字
已反應?
明天電梯會向???
反正我空手 嘻嘻
----------------------------------發文提醒-------------------------------
1.發文前請先詳閱[新聞]分類發文規範,未依規範發文將受處份。
2.連結過長請善用 https://bit.ly/ 縮網址,連結能不能點擊者板規1-2-2處份。
3.心得/評論請盡量充實,心得過短或濫竽充數將會以1-2-3&一行文規範水桶處份
4.發文請依照格式文章標明段落,不符合格式者依4-1刪文處分。
------------------ 以上注意事項請勿刪除 違者4-1 刪文處分-----------------
--
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