6.1 自动驾驶 SOC 格局：四大阵营参与 SOC 芯片竞争，地平线异军突起 .................................... 55
6.2 智能座舱 SOC 格局：高通处于领导者地位，国产厂商有望逐步渗透 ....................................... 63
7 国外公司 ................................................................................................................................................. 69
7.1 英伟达（NVDA.O） ......................................................................................................................... 69
7.2 高通（QCOM.O） ............................................................................................................................ 75
7.3 恩智浦半导体（NXPI.O） ............................................................................................................... 78
7.4 德州仪器（TXN.O） ........................................................................................................................ 79
7.5 Mobileye（MBLY.O） ...................................................................................................................... 81
8 建议关注 ................................................................................................................................................. 84
8.1 瑞芯微（603893.SH） ...................................................................................................................... 84
8.2 晶晨股份（688099.SH） .................................................................................................................. 85
8.3 全志科技（300458.SZ） ................................................................................................................... 86
8.4 兆易创新（603986.SH） .................................................................................................................. 87
8.5 富瀚微（300613.SZ） ....................................................................................................................... 89
8.6 国芯科技（688262.SH） .................................................................................................................. 90
8.7 四维图新（002405.SZ） ................................................................................................................... 92
8.8 英恒科技（1760.HK）...................................................................................................................... 94
8.9 地平线 ................................................................................................................................................. 96
8.10 华为 ................................................................................................................................................. 99
8.11 黑芝麻 ............................................................................................................................................... 102
8.12 芯驰 ............................................................................................................................................... 103
8.13 芯擎科技 ....................................................................................................................................... 106
8.14 领骏科技 ....................................................................................................................................... 107
8.15 追势科技 ....................................................................................................................................... 109
8.16 映驰科技 ........................................................................................................................................ 111
8.17 宏景智驾 ....................................................................................................................................... 114
9 风险提示 ............................................................................................................................................... 115
9.1 中美关系不确定导致先进制程代工受限 ....................................................................................... 115
9.2 新技术替代风险 ............................................................................................................................... 115
9.3 高级别自动驾驶落地不及预期 ....................................................................................................... 116
9.4 行业竞争加剧 ................................................................................................................................... 116
