东方财富证券：车载CIS高端市场供需错配国产替代加速崛起

智通财经网2025-04-17

智通财经APP获悉，东方财富证券发布研报称，车载CIS芯片在像素规格与配置数量上的双重升级需求持续强化。伴随着近几年智能驾驶方案迭代(像素量产突破8M规格及高端技术渗透)，本土厂商全球CIS市占率有望大幅提升。推荐关注国产车载CIS芯片相关厂商在国产化替代趋势下的投资机会，重点包括：高像素CIS、HDR与LFM技术升级、车规级认证突破等方向。东方财富证券主要观点如下：智驾渗透加速，CIS市场加速...

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东方财富证券：车载CIS高端市场供需错配 国产替代加速崛起

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东方财富证券：车载CIS高端市场供需错配国产替代加速崛起