一、智能控制器是嵌入式軟件嗎

智能控制器(qi)是電(dian)子產(chan)品(pin)、設備(bei)、裝(zhuang)置及系統(tong)中的控制單元，控制其完成特定(ding)的功能，在終端產(chan)品(pin)中扮演(yan)“神經中樞”及“大腦”的角(jiao)色。

智能控制器一般是以微控制器(qi)（MCU）芯(xin)片或(huo)數字信號處(chu)理器(qi)（DSP）芯(xin)片為(wei)核心，依(yi)據(ju)不同功能要求輔以外圍模(mo)擬及(ji)數字電(dian)(dian)(dian)子(zi)線路，并置(zhi)入(ru)(ru)相應的(de)計算機軟(ruan)件程序，經電(dian)(dian)(dian)子(zi)加工(gong)工(gong)藝制造而形成的(de)電(dian)(dian)(dian)子(zi)部件，是典型(xing)的(de)嵌入(ru)(ru)式軟(ruan)件產品，因此智(zhi)能控制器(qi)行業深受(shou)上游技術(shu)更迭和下(xia)游行業景氣(qi)指數影(ying)響。

二、智能控制器產業鏈分析

智(zhi)(zhi)能(neng)控(kong)制器(qi)(qi)(qi)(qi)產業鏈(lian)上(shang)游主要包括IC芯片(pian)、分立器(qi)(qi)(qi)(qi)件、PCB、電(dian)阻電(dian)容、顯示器(qi)(qi)(qi)(qi)、連接(jie)器(qi)(qi)(qi)(qi)等元(yuan)器(qi)(qi)(qi)(qi)件；中游為(wei)智(zhi)(zhi)能(neng)控(kong)制器(qi)(qi)(qi)(qi)的生產制造過程，包括電(dian)子(zi)型智(zhi)(zhi)能(neng)控(kong)制器(qi)(qi)(qi)(qi)、標(biao)準型智(zhi)(zhi)能(neng)控(kong)制器(qi)(qi)(qi)(qi)和通訊型智(zhi)(zhi)能(neng)控(kong)制器(qi)(qi)(qi)(qi)三類；下游應用于(yu)家用電(dian)器(qi)(qi)(qi)(qi)、智(zhi)(zhi)能(neng)家居、智(zhi)(zhi)能(neng)樓宇、汽車電(dian)子(zi)、電(dian)動工(gong)具、工(gong)業與自動化(hua)等領域(yu)。

1、上游端分析

近(jin)年來，在市場拉動和政策支(zhi)持(chi)下，我國集(ji)(ji)(ji)成電(dian)(dian)路產(chan)業快速發展，整體實(shi)力顯(xian)(xian)著提升，集(ji)(ji)(ji)成電(dian)(dian)路設計、制(zhi)造能力與(yu)國際(ji)先進水(shui)平差距不斷縮小，封裝(zhuang)測試技(ji)術逐步接近(jin)國際(ji)先進水(shui)平，集(ji)(ji)(ji)成電(dian)(dian)路產(chan)量也隨(sui)之不斷增(zeng)長。據資(zi)料(liao)顯(xian)(xian)示，2021年我國集(ji)(ji)(ji)成電(dian)(dian)路產(chan)量達3594.3億塊，同(tong)比增(zeng)長37.5%。

2、下游端分析

汽(qi)車(che)電(dian)(dian)(dian)子(zi)(zi)是智(zhi)能(neng)(neng)控制器最大下游應用領域，隨著近年(nian)來(lai)汽(qi)車(che)智(zhi)能(neng)(neng)化(hua)和電(dian)(dian)(dian)動化(hua)趨勢的影響，汽(qi)車(che)電(dian)(dian)(dian)子(zi)(zi)廣泛(fan)應用于汽(qi)車(che)各(ge)種領域中。受益于汽(qi)車(che)電(dian)(dian)(dian)子(zi)(zi)市場(chang)的快速成長，汽(qi)車(che)電(dian)(dian)(dian)子(zi)(zi)類應用逐漸成為全球(qiu)被動元件大廠(chang)的支柱性收入。