Introduction to SerDes Chips

SerDes (Serializer/Deserializer) chips are crucial components for high-speed data transmission. They are responsible for converting multiple low-speed parallel signals into a single high-speed serial signal at the transmit end and perform the reverse operation at the receive end. This conversion reduces the need for physical channels while increasing the data transfer rate and lowering the cost of the transmission medium. SerDes technology is widely used in high-speed interface standards and protocols such as PCIe, USB3.0, SATA, InfiniBand, and Ethernet, with products on the market capable of reaching transfer rates of up to 56Gbps or even 112Gbps.

Intelligentization of Vehicles Drives Demand Growth

In 2023, the Chinese automotive market saw significant growth, with both production and sales exceeding 30 million units, and the new energy passenger car market's penetration rate of new energy vehicles surpassing 50%. With the surge in the new energy vehicle market, there is a sharp increase in demand for intelligent driving, smart cockpits, and other intelligent vehicle functions, which in turn has rapidly increased the demand for vehicle SerDes chips.

Accelerated Deployment by Domestic Manufacturers

Although the vehicle SerDes chip market is currently dominated by international giants such as TI and ADI, domestic manufacturers are rising rapidly. Listed companies like Yutai Microelectronics and Loongson Technology have begun to lay out SerDes products, while Ruifac, Ruitaiwei, and Renxin Technology have already put related products into mass production.

● Yutai Microelectronics: Is developing SerDes products for the MIPI A-PHY protocol, with sample chips expected by the end of 2025.

● Loongson Technology: Has developed a vehicle audio and video signal extension chip set with a high-speed single-channel rate of up to 8.1Gbps.

● Ruifac: Offers SerDes products from consumer to automotive grades, supporting 15-megapixel cameras and 4K@60Hz displays.

● Ruitaiwei: Launched a 12G vehicle SerDes product, supporting image transmission for 18Mega@30fps cameras.

● Renxin Technology: The 16G "R-linC" high-performance vehicle SerDes chip product has been mass-produced since the first quarter of 2024, supporting transfer rates from 1.6bps to 16Gbps.

Market Prospects and Challenges

Although the vehicle SerDes chip market is not large, it is developing rapidly. The entry of domestic manufacturers suggests that the market competition will be very intense in the future. Although it is challenging to break the market monopoly of international giants in the short term, as domestic SerDes products gradually mature and enter mass production, it is expected that there will be more intense market competition in the future. This will promote technological innovation and cost reduction, accelerating the development and popularization of intelligent vehicle technology.

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