{"id":943,"date":"2025-08-01T14:39:08","date_gmt":"2025-08-01T14:39:08","guid":{"rendered":"https:\/\/www.wallisemi.com\/?p=943"},"modified":"2025-09-21T05:14:17","modified_gmt":"2025-09-21T05:14:17","slug":"su-bung-no-cua-lai-xe-thong-minh-tai-sao-co-phieu-chip-o-to-lai-tro-thanh-con-sot-vang-moi","status":"publish","type":"post","link":"https:\/\/www.wallisemi.com\/vi\/blog\/industry-insights\/smart-driving-surge-why-automotive-chip-stocks-are-the-new-gold-rush\/","title":{"rendered":"L\u00e0n s\u00f3ng l\u00e1i xe th\u00f4ng minh: T\u1ea1i sao c\u1ed5 phi\u1ebfu chip \u00f4 t\u00f4 l\u1ea1i tr\u1edf th\u00e0nh \u201cc\u01a1n s\u1ed1t v\u00e0ng\u201d m\u1edbi"},"content":{"rendered":"<p>L\u00e1i xe th\u00f4ng minh \u0111\u00e3 nhanh ch\u00f3ng tr\u1edf th\u00e0nh m\u1ed9t trong nh\u1eefng l\u0129nh v\u1ef1c n\u0103ng \u0111\u1ed9ng v\u00e0 c\u1ea1nh tranh nh\u1ea5t trong ng\u00e0nh c\u00f4ng nghi\u1ec7p \u00f4 t\u00f4. T\u1eeb c\u00e1c bu\u1ed5i tr\u00ecnh di\u1ec5n h\u1ec7 th\u1ed1ng l\u00e1i t\u1ef1 \u0111\u1ed9ng tr\u00ean \u0111\u01b0\u1eddng cao t\u1ed1c \u0111\u1ebfn c\u00e1c b\u00e0i \u0111\u00e1nh gi\u00e1 chi ti\u1ebft v\u1ec1 hi\u1ec7u su\u1ea5t, l\u00e1i xe th\u00f4ng minh \u0111ang thu h\u00fat s\u1ef1 quan t\u00e2m c\u1ee7a c\u00f4ng ch\u00fang. N\u1eb1m \u1edf trung t\u00e2m c\u1ee7a l\u00e0n s\u00f3ng c\u00f4ng ngh\u1ec7 n\u00e0y l\u00e0 m\u1ed9t y\u1ebfu t\u1ed1 then ch\u1ed1t:&nbsp;<strong>chip \u00f4 t\u00f4<\/strong>. Trong nh\u1eefng n\u0103m g\u1ea7n \u0111\u00e2y, nh\u1eefng con chip n\u00e0y \u2014 v\u1ed1n l\u00e0 y\u1ebfu t\u1ed1 thi\u1ebft y\u1ebfu cho c\u00e1c h\u1ec7 th\u1ed1ng l\u00e1i xe t\u1ef1 \u0111\u1ed9ng \u2014 \u0111\u00e3 tr\u1edf th\u00e0nh t\u00e2m \u0111i\u1ec3m c\u1ee7a c\u1ea3 s\u1ef1 \u0111\u1ed5i m\u1edbi c\u00f4ng ngh\u1ec7 l\u1eabn s\u1ef1 quan t\u00e2m n\u1ed3ng nhi\u1ec7t t\u1eeb th\u1ecb tr\u01b0\u1eddng v\u1ed1n. Ng\u00e0y nay, c\u1ed5 phi\u1ebfu c\u1ee7a c\u00e1c c\u00f4ng ty s\u1ea3n xu\u1ea5t chip \u00f4 t\u00f4 \u0111ang \u0111\u01b0\u1ee3c ca ng\u1ee3i l\u00e0 \u201cm\u1ecf v\u00e0ng\u201d th\u1eddi hi\u1ec7n \u0111\u1ea1i, thu h\u00fat s\u1ef1 ch\u00fa \u00fd ch\u01b0a t\u1eebng c\u00f3 t\u1eeb c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0.<\/p>\n\n\n\n<p>S\u1ef1 gia t\u0103ng \u0111\u1ed9t bi\u1ebfn v\u1ec1 nhu c\u1ea7u c\u00f3 m\u1ed1i li\u00ean h\u1ec7 ch\u1eb7t ch\u1ebd v\u1edbi s\u1ef1 ph\u00e1t tri\u1ec3n c\u1ee7a c\u00e1c c\u1ea5p \u0111\u1ed9 l\u00e1i xe t\u1ef1 \u0111\u1ed9ng, t\u1eeb L0 (kh\u00f4ng t\u1ef1 \u0111\u1ed9ng) \u0111\u1ebfn L5 (t\u1ef1 \u0111\u1ed9ng ho\u00e0n to\u00e0n). Khi m\u1ee9c \u0111\u1ed9 t\u1ef1 \u0111\u1ed9ng h\u00f3a ng\u00e0y c\u00e0ng cao, nhu c\u1ea7u v\u1ec1 chip c\u0169ng t\u0103ng theo c\u1ea5p s\u1ed1 nh\u00e2n. \u1ede c\u1ea5p \u0111\u1ed9 2 tr\u1edf l\u00ean, xe ph\u1ea3i x\u1eed l\u00fd l\u01b0\u1ee3ng d\u1eef li\u1ec7u kh\u1ed5ng l\u1ed3 t\u1eeb camera, radar v\u00e0 LiDAR theo th\u1eddi gian th\u1ef1c \u0111\u1ec3 th\u1ef1c hi\u1ec7n nh\u1eadn th\u1ee9c m\u00f4i tr\u01b0\u1eddng, ra quy\u1ebft \u0111\u1ecbnh v\u00e0 \u0111i\u1ec1u khi\u1ec3n xe. T\u1ea5t c\u1ea3 nh\u1eefng \u0111i\u1ec1u n\u00e0y \u0111\u1ec1u kh\u00f4ng th\u1ec3 th\u1ef1c hi\u1ec7n \u0111\u01b0\u1ee3c n\u1ebfu kh\u00f4ng c\u00f3 c\u00e1c chip hi\u1ec7u su\u1ea5t cao, ti\u1ebft ki\u1ec7m n\u0103ng l\u01b0\u1ee3ng \u0111\u01b0\u1ee3c thi\u1ebft k\u1ebf d\u00e0nh ri\u00eang cho m\u00f4i tr\u01b0\u1eddng \u00f4 t\u00f4.<\/p>\n\n\n\n<p>T\u1eeb nh\u1eadn th\u1ee9c \u0111\u1ebfn ra quy\u1ebft \u0111\u1ecbnh v\u00e0 th\u1ef1c thi, chip \u0111\u00f3ng vai tr\u00f2 trung t\u00e2m. Ch\u00fang ph\u00e2n t\u00edch d\u1eef li\u1ec7u t\u1eeb c\u1ea3m bi\u1ebfn \u0111\u1ec3 nh\u1eadn di\u1ec7n ng\u01b0\u1eddi \u0111i b\u1ed9, ph\u01b0\u01a1ng ti\u1ec7n giao th\u00f4ng v\u00e0 bi\u1ec3n b\u00e1o; x\u1eed l\u00fd b\u1ea3n \u0111\u1ed3 \u0111\u1ed9 ph\u00e2n gi\u1ea3i cao \u0111\u1ec3 t\u00ednh to\u00e1n l\u1ed9 tr\u00ecnh t\u1ed1i \u01b0u; \u0111\u1ed3ng th\u1eddi \u0111\u1ea3m b\u1ea3o ki\u1ec3m so\u00e1t ch\u00ednh x\u00e1c c\u00e1c thao t\u00e1c t\u0103ng t\u1ed1c, phanh v\u00e0 \u0111\u00e1nh l\u00e1i. Khi c\u00e1c h\u1ec7 th\u1ed1ng c\u1ea5p \u0111\u1ed9 2+ ng\u00e0y c\u00e0ng ti\u1ebfn g\u1ea7n \u0111\u1ebfn vi\u1ec7c \u0111\u01b0\u1ee3c \u00e1p d\u1ee5ng r\u1ed9ng r\u00e3i, ng\u00e0nh c\u00f4ng nghi\u1ec7p \u00f4 t\u00f4 \u0111ang b\u01b0\u1edbc v\u00e0o m\u1ed9t k\u1ef7 nguy\u00ean v\u1edbi nhu c\u1ea7u chip t\u0103ng tr\u01b0\u1edfng b\u00f9ng n\u1ed5.<\/p>\n\n\n\n<p>Xu h\u01b0\u1edbng n\u00e0y \u0111\u00e3 \u0111\u01b0\u1ee3c ph\u1ea3n \u00e1nh tr\u00ean th\u1ecb tr\u01b0\u1eddng ch\u1ee9ng kho\u00e1n. Gi\u00e1 c\u1ed5 phi\u1ebfu c\u1ee7a c\u00e1c doanh nghi\u1ec7p h\u00e0ng \u0111\u1ea7u trong l\u0129nh v\u1ef1c chip \u00f4 t\u00f4 \u0111\u00e3 t\u0103ng m\u1ea1nh, khi c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0 \u0111\u1eb7t c\u01b0\u1ee3c v\u00e0o tri\u1ec3n v\u1ecdng t\u0103ng tr\u01b0\u1edfng d\u00e0i h\u1ea1n nh\u1edd s\u1ef1 ph\u1ed5 bi\u1ebfn c\u1ee7a c\u00f4ng ngh\u1ec7 l\u00e1i xe th\u00f4ng minh. M\u1ed7i c\u00f4ng ty \u0111\u1ec1u s\u1edf h\u1eefu nh\u1eefng th\u1ebf m\u1ea1nh ri\u00eang bi\u1ec7t:<\/p>\n\n\n\n<ul class=\"wp-block-list\">\n<li><strong>BYD<\/strong>\u00a0n\u1ed5i b\u1eadt nh\u1edd k\u1ebft h\u1ee3p vai tr\u00f2 v\u1eeba l\u00e0 nh\u00e0 s\u1ea3n xu\u1ea5t \u00f4 t\u00f4 v\u1eeba l\u00e0 nh\u00e0 thi\u1ebft k\u1ebf chip. Vi\u1ec7c t\u1ef1 ph\u00e1t tri\u1ec3n c\u00e1c vi \u0111i\u1ec1u khi\u1ec3n (MCU), IGBT v\u00e0 linh ki\u1ec7n b\u00e1n d\u1eabn c\u00f4ng su\u1ea5t mang l\u1ea1i cho c\u00f4ng ty l\u1ee3i th\u1ebf chi\u1ebfn l\u01b0\u1ee3c \u2014 gi\u00fap t\u00edch h\u1ee3p chip v\u00e0o xe m\u1ed9t c\u00e1ch li\u1ec1n m\u1ea1ch v\u00e0 \u0111\u1ea9y nhanh qu\u00e1 tr\u00ecnh c\u1ea3i ti\u1ebfn s\u1ea3n ph\u1ea9m.<\/li>\n\n\n\n<li><strong>ESMT (Eastsoft Microelectronics)<\/strong>, m\u1ed9t c\u00f4ng ty h\u00e0ng \u0111\u1ea7u trong l\u0129nh v\u1ef1c gi\u1ea3i ph\u00e1p b\u1ed9 nh\u1edb, \u0111ang t\u1eadn d\u1ee5ng nhu c\u1ea7u ng\u00e0y c\u00e0ng t\u0103ng v\u1ec1 hi\u1ec7u su\u1ea5t l\u01b0u tr\u1eef trong c\u00e1c ph\u01b0\u01a1ng ti\u1ec7n k\u1ebft n\u1ed1i v\u00e0 t\u1ef1 h\u00e0nh. C\u00e1c chip b\u1ed9 nh\u1edb t\u1ed1c \u0111\u1ed9 cao c\u1ee7a c\u00f4ng ty \u0111ang \u0111\u01b0\u1ee3c th\u1ecb tr\u01b0\u1eddng \u0111\u00f3n nh\u1eadn r\u1ed9ng r\u00e3i, th\u1ec3 hi\u1ec7n qua s\u1ef1 t\u0103ng tr\u01b0\u1edfng \u1ed5n \u0111\u1ecbnh c\u1ee7a gi\u00e1 c\u1ed5 phi\u1ebfu.<\/li>\n\n\n\n<li><strong>Fudan Vi \u0111i\u1ec7n t\u1eed<\/strong>\u00a0t\u1eadn d\u1ee5ng chuy\u00ean m\u00f4n s\u00e2u r\u1ed9ng v\u1ec1 c\u00f4ng ngh\u1ec7 FPGA. Nh\u1edd t\u00ednh linh ho\u1ea1t v\u00e0 kh\u1ea3 n\u0103ng t\u00f9y ch\u1ec9nh c\u1ee7a chip FPGA, c\u00f4ng ty \u0111\u00e3 thi\u1ebft l\u1eadp \u0111\u01b0\u1ee3c quan h\u1ec7 \u0111\u1ed1i t\u00e1c v\u1edbi c\u00e1c nh\u00e0 s\u1ea3n xu\u1ea5t \u00f4 t\u00f4 h\u00e0ng \u0111\u1ea7u, qua \u0111\u00f3 c\u1ee7ng c\u1ed1 v\u1ecb th\u1ebf c\u1ee7a m\u00ecnh trong l\u0129nh v\u1ef1c h\u1ec7 th\u1ed1ng ra quy\u1ebft \u0111\u1ecbnh v\u00e0 \u0111i\u1ec1u khi\u1ec3n.<\/li>\n\n\n\n<li><strong>GigaDevice<\/strong>\u00a0\u0111\u00e3 kh\u1eb3ng \u0111\u1ecbnh \u0111\u01b0\u1ee3c v\u1ecb th\u1ebf v\u1eefng ch\u1eafc tr\u00ean th\u1ecb tr\u01b0\u1eddng NOR Flash v\u00e0 MCU, v\u1edbi c\u00e1c s\u1ea3n ph\u1ea9m \u0111\u00f3ng vai tr\u00f2 l\u00e0 y\u1ebfu t\u1ed1 then ch\u1ed1t cho vi\u1ec7c l\u01b0u tr\u1eef d\u1eef li\u1ec7u v\u00e0 \u0111i\u1ec1u khi\u1ec3n ph\u01b0\u01a1ng ti\u1ec7n trong c\u00e1c h\u1ec7 th\u1ed1ng l\u00e1i xe t\u1ef1 \u0111\u1ed9ng. S\u1ef1 m\u1edf r\u1ed9ng kinh doanh nhanh ch\u00f3ng c\u1ee7a c\u00f4ng ty \u0111ang t\u1ea1o ra \u0111\u00e0 t\u0103ng tr\u01b0\u1edfng m\u1ea1nh m\u1ebd cho c\u1ed5 phi\u1ebfu.<\/li>\n<\/ul>\n\n\n\n<p>Qu\u1ef9 \u0111\u1ea1o t\u0103ng tr\u01b0\u1edfng c\u1ee7a ng\u00e0nh chip \u00f4 t\u00f4 \u0111\u01b0\u1ee3c th\u00fac \u0111\u1ea9y b\u1edfi ba y\u1ebfu t\u1ed1: s\u1ef1 \u0111\u1ed5i m\u1edbi c\u00f4ng ngh\u1ec7 kh\u00f4ng ng\u1eebng, c\u00e1c ch\u00ednh s\u00e1ch h\u1ed7 tr\u1ee3 c\u1ee7a ch\u00ednh ph\u1ee7 d\u00e0nh cho xe \u0111i\u1ec7n v\u00e0 giao th\u00f4ng th\u00f4ng minh, c\u00f9ng v\u1edbi qu\u00e1 tr\u00ecnh th\u01b0\u01a1ng m\u1ea1i h\u00f3a \u1ed5n \u0111\u1ecbnh c\u00e1c t\u00ednh n\u0103ng l\u00e1i xe t\u1ef1 \u0111\u1ed9ng. C\u00e1c doanh nghi\u1ec7p s\u1edf h\u1eefu t\u00e0i s\u1ea3n tr\u00ed tu\u1ec7 v\u00e0 c\u00f4ng ngh\u1ec7 c\u1ed1t l\u00f5i \u0111\u1ed9c quy\u1ec1n c\u00f3 kh\u1ea3 n\u0103ng s\u1ebd duy tr\u00ec \u0111\u01b0\u1ee3c l\u1ee3i th\u1ebf l\u00e2u d\u00e0i.<\/p>\n\n\n\n<p>Tuy nhi\u00ean, kh\u00f4ng n\u00ean b\u1ecf qua nh\u1eefng r\u1ee7i ro. Ng\u00e0nh c\u00f4ng nghi\u1ec7p n\u00e0y \u0111ang ph\u00e1t tri\u1ec3n v\u1edbi t\u1ed1c \u0111\u1ed9 ch\u00f3ng m\u1eb7t, \u0111\u00f2i h\u1ecfi ph\u1ea3i li\u00ean t\u1ee5c \u0111\u1ea7u t\u01b0 v\u00e0o nghi\u00ean c\u1ee9u v\u00e0 ph\u00e1t tri\u1ec3n \u0111\u1ec3 tr\u00e1nh b\u1ecb l\u1ea1c h\u1eadu. C\u1ea1nh tranh ng\u00e0y c\u00e0ng gay g\u1eaft khi ng\u00e0y c\u00e0ng c\u00f3 nhi\u1ec1u doanh nghi\u1ec7p gia nh\u1eadp th\u1ecb tr\u01b0\u1eddng, trong khi s\u1ef1 mong manh c\u1ee7a chu\u1ed7i cung \u1ee9ng v\u1eabn l\u00e0 m\u1ed9t \u0111i\u1ec3m ngh\u1ebdn ti\u1ec1m \u1ea9n \u2014 b\u1ea5t k\u1ef3 s\u1ef1 gi\u00e1n \u0111o\u1ea1n n\u00e0o c\u0169ng c\u00f3 th\u1ec3 g\u00e2y ra hi\u1ec7u \u1ee9ng domino tr\u00ean to\u00e0n h\u1ec7 sinh th\u00e1i.<\/p>\n\n\n\n<p>Tuy nhi\u00ean, tri\u1ec3n v\u1ecdng d\u00e0i h\u1ea1n v\u1eabn r\u1ea5t kh\u1ea3 quan. Khi c\u00f4ng ngh\u1ec7 l\u00e1i xe th\u00f4ng minh chuy\u1ec3n t\u1eeb nh\u1eefng t\u00ednh n\u0103ng cao c\u1ea5p sang tr\u1edf th\u00e0nh xu h\u01b0\u1edbng ph\u1ed5 bi\u1ebfn, nhu c\u1ea7u v\u1ec1 chip \u00f4 t\u00f4 hi\u1ec7u su\u1ea5t cao s\u1ebd ng\u00e0y c\u00e0ng gia t\u0103ng. \u0110\u1ed1i v\u1edbi c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0, c\u1ed5 phi\u1ebfu chip \u00f4 t\u00f4 c\u00f3 th\u1ec3 v\u1eabn l\u00e0 m\u1ed9t trong nh\u1eefng ph\u00e2n kh\u00fac n\u00f3ng nh\u1ea5t tr\u00ean th\u1ecb tr\u01b0\u1eddng v\u1ed1n. Tuy nhi\u00ean, ch\u00eca kh\u00f3a th\u00e0nh c\u00f4ng n\u1eb1m \u1edf vi\u1ec7c ph\u00e2n bi\u1ec7t r\u00f5 r\u00e0ng gi\u1eefa c\u01a1n s\u1ed1t ng\u1eafn h\u1ea1n v\u00e0 nh\u1eefng doanh nghi\u1ec7p c\u00f3 n\u1ec1n t\u1ea3ng c\u01a1 b\u1ea3n b\u1ec1n v\u1eefng.<\/p>\n\n\n\n<p>Cu\u1ed9c c\u00e1ch m\u1ea1ng l\u00e1i xe th\u00f4ng minh \u0111ang \u0111\u1ecbnh h\u00ecnh l\u1ea1i kh\u00e1i ni\u1ec7m v\u1ec1 di chuy\u1ec3n, v\u00e0 chip \u00f4 t\u00f4 ch\u00ednh l\u00e0 tr\u00e1i tim c\u1ee7a cu\u1ed9c c\u00e1ch m\u1ea1ng n\u00e0y. \u0110\u1ed1i v\u1edbi c\u1ea3 nh\u1eefng ng\u01b0\u1eddi trong ng\u00e0nh l\u1eabn c\u00e1c nh\u00e0 \u0111\u1ea7u t\u01b0, l\u0129nh v\u1ef1c n\u00e0y kh\u00f4ng ch\u1ec9 l\u00e0 m\u1ed9t l\u0129nh v\u1ef1c c\u00f4ng ngh\u1ec7 ti\u00ean phong m\u00e0 c\u00f2n l\u00e0 c\u01a1 h\u1ed9i \u0111\u1ea7y ti\u1ec1m n\u0103ng \u0111\u1ec3 \u0111\u00f3n \u0111\u1ea7u l\u00e0n s\u00f3ng t\u0103ng tr\u01b0\u1edfng ti\u1ebfp theo.<\/p>","protected":false},"excerpt":{"rendered":"<p>Smart driving has rapidly become one of the most dynamic and competitive sectors in the automotive industry. From highway autopilot demonstrations to in-depth performance reviews, intelligent driving is capturing the public\u2019s imagination. At the core of this technological wave lies a critical enabler:&nbsp;automotive chips. In recent years, these chips\u2014essential for autonomous driving systems\u2014have emerged as [&hellip;]<\/p>\n","protected":false},"author":1,"featured_media":942,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[30,31],"tags":[36],"class_list":["post-943","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-industry-insights","category-blog","tag-yvette-wu"],"acf":[],"_links":{"self":[{"href":"https:\/\/www.wallisemi.com\/vi\/wp-json\/wp\/v2\/posts\/943","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/www.wallisemi.com\/vi\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/www.wallisemi.com\/vi\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/www.wallisemi.com\/vi\/wp-json\/wp\/v2\/users\/1"}],"replies":[{"embeddable":true,"href":"https:\/\/www.wallisemi.com\/vi\/wp-json\/wp\/v2\/comments?post=943"}],"version-history":[{"count":2,"href":"https:\/\/www.wallisemi.com\/vi\/wp-json\/wp\/v2\/posts\/943\/revisions"}],"predecessor-version":[{"id":945,"href":"https:\/\/www.wallisemi.com\/vi\/wp-json\/wp\/v2\/posts\/943\/revisions\/945"}],"wp:featuredmedia":[{"embeddable":true,"href":"https:\/\/www.wallisemi.com\/vi\/wp-json\/wp\/v2\/media\/942"}],"wp:attachment":[{"href":"https:\/\/www.wallisemi.com\/vi\/wp-json\/wp\/v2\/media?parent=943"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/www.wallisemi.com\/vi\/wp-json\/wp\/v2\/categories?post=943"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/www.wallisemi.com\/vi\/wp-json\/wp\/v2\/tags?post=943"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}