蔚来、小鹏推高供应商业绩，智能驾驶零部件已成红海

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蔚来、小鹏推高供应商业绩，智能驾驶零部件已成红海

AI财经社2021-08-26

文|AI财经社韩玲编辑|冒诗阳8月23日晚间，德赛西威（SZ 002920）发布了2021年半年度报告。报告显示，德赛西威总营业收入为40.83亿元，同比增长57.25%；归属于上市公司股东的净利润为3.7亿元，同比增长61.01%。其中，旗下智能座舱营收为33.38亿元，同比增长44.13%；智能驾驶营收为5.71亿元，同比增长182.68%；网联服务及其他营收为1.74亿元，同比增长...

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002920）发布了2021年半年度报告。报告显示，德赛西威总营业收入为40.83亿元，同比增长57.25%；归属于上市公司股东的净利润为3.7亿元，同比增长61.01%。其中，旗下智能座舱营收为33.38亿元，同比增长44.13%；智能驾驶营收为5.71亿元，同比增长182.68%；网联服务及其他营收为1.74亿元，同比增长121.30%。然而，资本市场却并未给予德赛西威的业绩增长以好的反馈，该公司股价已从今年7月120元每股的高位，下滑至90元区间。截至8月26日上午收盘，德赛西威91.93元每股，下跌1.47%。事实上，由于智能驾驶和智能座舱等产品的商业化落地，今年上半年德赛西威的营业收入和净利润均实现了较高增长。智能座舱也成为德赛西威最主要的营收来源，今年上半年营收占总营收的比重达到了81.75%；而同期的智能驾驶业务和网联服务等占比也较往年有所提升。AI财经社了解到，德赛西威智能座舱以及智能驾驶相关业务的快速增长，与蔚来、小鹏等新造车势力的合作密不可分。根据乘联会公布的数据显示，蔚来、小鹏、理想在今年1-7月份的累计交付量分别为125528台、38778台，38743台。早在2017年末，蔚来官方对ES8的车身配置做了详细讲解，其中就包括由德赛西威提供的车规级全高清多点触摸屏。之后在2018年，德赛西威在投资者互动平台上透露，公司与蔚来汽车有业务上的合作。虽然并未明确表明合作的业务范围，但也从侧面说明德赛西威在蔚来上市前就已经有过部分合作。紧接着在2018年，小鹏汽车宣布与德赛西威合作，共同研L3级别的自动驾驶系统，并在2020年实现L3级自动驾驶量产落地。这次合作共同研发的L3级别自动驾驶系统将提供低速代客泊车、中速塞车辅助巡航、以及高速代驾三大智能驾驶功能，而小鹏汽车也成为国内首家预定德赛西威最新款自动驾驶域控制器的主机厂。今年5月，德赛西威表示，IPU03自动驾驶域控制器已在小鹏汽车的车型上配套量产，并将配套其他车型。而根据德赛西威最新透露的消息，基于英伟达Orin芯片的下一代自动驾驶域控制器IPU04已与理想汽车展开合作，公司将着力推进其快速规模化量产。即便和新造车势力的合作进行的如火如荼，但德赛西威还是面临着越来越激烈的市场竞争。同赛道的竞争公司里，如华域汽车、均胜电子以及华阳集团等都对德赛西威构成了挑战。以去年的营收入为例，2020年德赛西威的营业收入为67.99亿元，华域汽车、均胜电子和华阳集团分别为1335.78亿元、478.90亿元和33.74亿元。同时，华域汽车隶属于上汽股份有限公司，依靠强大的母公司助力，其客户除了上汽之外，还涵盖了一汽大众、长安福特、神龙汽车、华晨汽车等众多车企。而均胜电子和华阳集团在智能座舱和智能驾驶上的竞争力与德赛西威不相上下，甚至在个别业务板块还更胜一筹。抛开同赛道的竞争对手，百度、滴滴、小米以及华为等互联网科技巨头的入局也使得这个细分领域的竞争更加激烈。今年上海国际车展上，华为宣布入局智能座舱和智能驾驶领域，将自身定位为“智能汽车的零部件供应商”，其目前的业务也基本覆盖了德赛西威所有相关的业务领域。华为这种全链路式的能力让传统供应商如芒在背，就连德赛西威研究院院长黄力也不得不承认，“不担心是假的”。此外，以德赛西威为代表的传统供应商也面临着新势力带来的“自研风”，随着汽车与互联网的深度融合，其垂直供应链的边界也越加模糊。新造车更倾向于自己做垂直整合，导致传统供应商的生存空间势必遭到挤压。未来，国内汽车电子行业的竞争只会越来越激烈，传统供应商能否突出重围实现业绩的拐点，现在还是未知答案。","kind":"news","is_publish_news":true,"is_publish_highlight":false,"is_publish_live":false,"is_publish_wemedia":null,"editions":null,"column":"","sentiment":"0","news_tag":"","news_rank":0,"symbols":[],"gpt_button":1},"commentList":[{"id":810801732,"gmtCreate":1629958593626,"gmtModify":1676530184265,"author":{"id":"3579230207821175","authorId":"3579230207821175","name":"丛郁","avatar":"https://static.laohu8.com/default-avatar.jpg","vip":1,"crmLevel":1,"crmLevelSwitch":0,"idStr":"3579230207821175","authorIdStr":"3579230207821175"},"htmlText":"666","listText":"666","text":"666","images":[],"top":1,"highlighted":1,"essential":1,"paper":1,"likeSize":2,"commentSize":0,"repostSize":0,"link":"https://ttm.financial/post/810801732","repostId":2162690110,"repostType":2,"isVote":1,"likeStatus":false,"favoriteStatus":false,"reportStatus":false,"tweetType":1,"langContent":"EN"}],"hasMoreComments":true,"newsSizeData":{"likeSize":3,"commentSize":1,"repostSize":0,"favoriteSize":0,"likeStatus":false,"favoriteStatus":false}}