“模拟之王”TI 掏出 1200 TOPS 算力怪兽，这一回要革 NVIDIA 的命？

橙芯视界01-10

2026年1月5日，在 CES 2026 的现场，一向以“稳健（甚至保守）”著称的半导体巨头德州仪器（TI），突然撕掉了自己“模拟芯片厂”的标签。TI 正式发布了新一代车载 SoC 家族 “TDA 5”，其旗舰型号算力飙升至 1200 TOPS。要知道，TI 上一代产品 TDA4 的天花板才 32 TOPS。从“精打细算”到“力大砖飞”，TI 这次不仅是“违背祖训”，更是要拿着性价比的屠龙刀，...

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href=http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260110215738a70b0081&s=b><strong>橙芯视界</strong></a>\n\n\n</h4>\n\n</header>\n<article>\n<div>\n<p>2026年1月5日，在 CES 2026 的现场，一向以“稳健（甚至保守）”著称的半导体巨头 德州仪器（TI），突然撕掉了自己“模拟芯片厂”的标签。TI 正式发布了新一代车载 SoC 家族 “TDA 5”，其旗舰型号算力飙升至 1200 TOPS。要知道，TI 上一代产品 TDA4 的天花板才 32 TOPS。从“精打细算”到“力大砖飞”，TI 这次不仅是“违背祖训”，更是要拿着性价比的屠龙刀，杀...</p>\n\n<a href=\"http://gu.qq.com/resources/shy/news/detail-v2/index.html#/?id=nesSN20260110215738a70b0081&s=b\">网页链接</a>\n\n</div>\n\n\n</article>\n</div>\n</body>\n</html>\n","isBrief":false,"type":0,"news_type":1,"symbol":"LU2430703095.HKD","symbol_name":"WELLINGTON MULTI-ASSET HIGH INCOME \"AM4\" (HKD) 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life?","themeId":null,"isJumpTheme":false,"ttsUrl":null,"symbols_score_info":{"2NVD.UK":0.6,"NVDD":0.6,"NVDS.UK":0.6,"NVD2.UK":0.6,"NVDY":0.6,"NVIW.SI":0.6,"NVD3.UK":0.6,"NVD":0.6,"TXN":1.96,"NVDA":1.87,"3NVD.UK":0.6,"NVDS":0.6,"NVDX":0.6,"NVDU":0.6,"SNVD.UK":0.6},"content_text":"2026年1月5日，在 CES 2026 的现场，一向以“稳健（甚至保守）”著称的半导体巨头 德州仪器（TI），突然撕掉了自己“模拟芯片厂”的标签。TI 正式发布了新一代车载 SoC 家族 “TDA 5”，其旗舰型号算力飙升至 1200 TOPS。要知道，TI 上一代产品 TDA4 的天花板才 32 TOPS。从“精打细算”到“力大砖飞”，TI 这次不仅是“违背祖训”，更是要拿着性价比的屠龙刀，杀进 NVIDIA 和 Qualcomm 统治的 AI 腹地。1. 跨越两个数量级的“暴力堆料”TI 这次发布最让人掉下巴的，是性能跨度。从 32 到 1200：前代 TDA4 主打低功耗和性价比，算力区间在 4~32 TOPS，被广泛用于泊车和低阶行车辅助。而 TDA 5 直接将上限拉到了 1200 TOPS，这是 Level 3+ 甚至 Level 4 自动驾驶的入场券。为了 VLA 而生：TI 明确表示，这种狂暴算力是为了应对 End-to-End（端到端） 自动驾驶的终极形态——VLA（Vision Language Action） 模型。当参数量达到数十亿级时，传统的几十 TOPS 芯片只能看戏。Chiplet 封装：为了实现这一跃迁，TI 在高端型号上引入了 Chiplet（芯粒） 技术，通过 UCIe 标准将 NPU、GPU 和 CPU 像搭积木一样封装在一起。[图片 1] TI TDA 5 开发板实拍图注：这块红色的开发板承载着 TI 重回数字巅峰的野心。TDA 5 采用车规级 5nm 工艺，试图在算力和功耗之间找到新的平衡。2. 杀手锏：不仅要强，还要“凉快”敢挑战NVIDIA 的人很多，但 TI 的刀法很独特——能效比（TOPS/W）。24 TOPS/W：TI 宣称 TDA 5 的能效比达到了惊人的 24 TOPS/W，是前代的 12 倍。省下的就是赚的：TI 副总裁 Roland Sperlich 算了一笔账：TDA 5 的 NPU 功耗仅为竞品的 1/3。这意味着车企可以省下硕大的水冷散热器。根据车型不同，仅散热系统的成本就能节省 数百到数千美元。在车企疯狂降本的 2026 年，这比单纯谈算力更有诱惑力。[图片 2] TI ADAS SoC 产品线规格表图注：从最左边的 4 TOPS 到最右边的 1200 TOPS，TI 试图用 TDA 5 系列填满从 L2 到 L4 的所有坑位。3. 架构野心：一颗芯片管所有除了算力，TI 还在推行 “舱驾一体” 的极致融合。All in One：TDA 5 的中高阶型号可以单芯片搞定 ADAS（智驾） + IVI（座舱娱乐） + Gateway（网关）。ASIL-D 的执念：TI 依然保留了其在安全领域的传统优势。通常要达到最高功能安全等级 ASIL-D 需要外挂 MCU，但 TDA 5 号称单芯片就能搞定。这意味着又省掉了一颗芯片的钱。[图片 3] TDA 5 内部架构简图图注：不仅接摄像头（ISP）和算力（NPU），还能直接推屏幕和管网络。这是典型的跨域融合架构。[图片 4] 全球主要车载 SoC 量产时间表图注：日经整理的这张表残酷地揭示了 TI 的“迟到”。在 2025 年的量产潮中，TI 是缺席的。1. “违背祖训”的暴力突围：从 TDA4 的克制到 TDA5 的放飞TI 并不是没有数字基因，TDA4 曾凭借“够用就好”的精准刀法（32 TOPS）在 L2/L2+ 市场大杀四方，成为性价比之王。但 TDA 5 的出现，标志着 TI 彻底撕毁了“实用主义”的标签。从 32 TOPS 直接跃升至 1200 TOPS ，这不再是迭代，而是“变异”。TI 似乎终于意识到，在 SDV（软件定义汽车）时代，如果死守中低端，只会被高通和 NVIDIA 慢慢蚕食掉生存空间。这次 TI 选择“违背祖训”，杀入自己曾经最排斥的高功耗、大算力战场，说明在自动驾驶的决赛圈，连“模拟之王”也不得不拿起重机枪扫射了。2. 2027年量产：用“省钱”来对抗“迟到”必须客观看待TI 的时间表：TDA 5 要到 2026年底 才出样，2027年 才能量产 。对比 NVIDIA Thor 和高通 8775（2025/2026量产），TI 确实是个“迟到者”。但 TI 的算盘打得很精——它赌的是 2027 年后的市场风向会从“拼参数”转向“拼能效”。TDA 5 打出的 24 TOPS/W 能效比（前代的12倍）以及节省 数千美元散热成本  的承诺，恰恰击中了车企在后价格战时代的痛点。TI 试图告诉客户：虽然我来得晚，但我帮你省下的电费和散热器钱，比那个早到的家伙多得多。3. 对中国车企的“降维诱惑”TDA 5 对中国市场可能是一个巨大的变量。目前的中国车企陷入了一个两难境地：想上 L3/L4 的噱头，必须用昂贵的 NVIDIA Orin/Thor；想降本，国产芯片的生态又让开发周期变长。TI 带着 TDA 5 杀回来，实际上是提供了一个“豪宅配置，经适房价格”的选项。如果 TI 能维持其一贯的“价格屠夫”本色，把 1000+ TOPS 算力的芯片卖出白菜价，那么对于那些既要面子（高算力）又要里子（低BOM成本）的中国车企来说，TI 可能会再次成为那个“真香”的救世主。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"2","news_tag":"productRelease","news_rank":0,"symbols":[],"gpt_button":0,"need_auth":false,"code":"91000000","status":"200"},"commentList":[],"isCommentEnd":true,"newsSizeData":{"likeSize":0,"commentSize":0,"repostSize":0,"favoriteSize":1,"likeStatus":false,"favoriteStatus":false},"APP":{"userAgent":"Mozilla/5.0 AppleWebKit/537.36 (KHTML, like Gecko; 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