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2026北京车展｜慧荣科技段喜亭：卡位舱驾融合存储变局，以长期主义提升供应链韧性
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2026北京车展｜慧荣科技段喜亭：卡位舱驾融合存储变局，以长期主义提升供应链韧性
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<article><section data-type="rtext"><p>【环球网科技报道 记者 郑湘琪】2026年北京国际汽车展览会现场，智能座舱、高阶智驾、AI交互成为各大展台的高频词汇。当大模型加速上车、端侧AI推理成为标配、高阶智驾量产竞速进入深水区，一个隐藏在算力狂欢背后的核心挑战浮出水面：海量数据如何被可靠、高效地存储与吞吐？</p><p>在慧荣科技CAS业务群资深副总段喜亭看来，“以前的车载存储架构较为分散，因此需要配置较多的小容量存储。现在业界趋向于***用单一的存储装置，以更大的容量去服务不同的域。所以大容量化以及向UFS方向的迁移，已经成为一个明显的趋势。”从分散到集中，从小容量到大容量，车载存储的这场升级，正在重塑智能汽车供应链的价值锚点。</p><p><i class="pic-con"></p><p><em data-scene="strong">舱驾融合倒逼存储架构升级</em></p><p>智能座舱正从单一信息娱乐系统向“第三生活空间”全面升维，座舱内部产生与交互的数据吞吐量呈指数级激增。而更大的变量来自舱驾融合趋势——将过去座舱域与智驾域分属的不同计算单元逐步集中化。当算力走向中央集成，存储的集中化便成为必然。</p> <adv-loader __attr__inner="7004636" __attr__style="width: auto;position: relative;float: left;border: 1px solid #ebebeb; padding: 20px;overflow: hidden;margin: 10px 30px 40px 0;"></adv-loader> <p>对于这一趋势，段喜亭有着深入的观察。他分析道，“融合”本质上就是把众多小容量的存储集中变成一块主存储。由于有太多的调用需求同时涌入，主存储必须支持更大的带宽，因此舱驾融合的趋势必然推动存储方案向UFS迁移。</p><p>在技术路线的选择上，不同级别的自动驾驶也对存储提出了差异化要求。段喜亭谈到：“现阶段L3级别以UFS 3.1为主流方案，其传输速率已能满足需求，容量方面128GB基本可以覆盖。而一旦进入L4阶段，这一配置便不再够用。从趋势来看，L4将向UFS 4.0迁移，容量也将提升至256GB至512GB。”他透露，慧荣科技已经提供了完整的产品规划，客户正在积极布局从UFS 3.1到UFS 4.0的平滑迁移路径。</p><p>而针对更远期的技术演进，段喜亭也坦言：“至于UFS 5.0是否会在未来成为刚需？我相信在不远的将来，答案是肯定的。但现阶段谈5.0为时尚早，我们的主控已在预研筹备之中。”在他看来，存储的频宽和速度大约每两年翻一倍，这一节奏在未来仍将持续。</p><p><em data-scene="strong">全链路自主托底供应安全</em></p><p>如果说技术路线的前瞻布局体现的是战略眼光，那么量产阶段的可靠性则是车载存储的生命线。在智能汽车加速普及的背景下，底层硬件的稳定性直接关乎整车安全与用户体验。</p><p>对此，段喜亭强调：“慧荣科技主控、固件、测试均为自主完成，唯一需要依赖外部原厂的只有NAND。正因为这种高度自主的技术体系，许多客户将我们视作接近原厂的存在。品质层面，全链路的自主可控让我们能够实现高品质交付、快速响应以及深度客制化，助力车企缩短研发周期，加速智能车型的规模化落地。”</p><p>在本届车展上亮相的慧荣科技SM2264XT-AT与SM2268XT2-AT车规级存储主控芯片，以及FerriSSD®、Ferri-eMMC®、Ferri-UFS®全系列存储方案，实现了与多个主流车载计算平台的深度适配与兼容。一系列解决方案均通过了严苛的市场验证与车规级测试，并进入多家知名汽车品牌的实际应用及量产车型，为其上述论断提供了实实在在的注脚。</p><p>谈及行业关切的存储供应链韧性问题，段喜亭说，2026年行业供应已相当紧张，但真正的考验将在明年显现。“当前市场仍有一定旧库存可供周转，但旧库存预计在今年消耗殆尽，而供给端并未同步扩张，因此明年将是更为艰难的一年，可能要到2027年底会有缓解的迹象。”</p><p>在行业供应承压的背景下，慧荣科技自身的供应链布局成为其应对挑战的关键筹码。段喜亭表示，慧荣科技与三星、闪迪、长江存储等主要原厂保持着深度的合作关系。“闪存如果没有控制芯片是难以独立完成市场交付的。这些原厂不仅在车载领域，在消费级、企业级同样需要我们的支持。因此，当我们提出供应需求时，他们会将我们列入最优先保障的名单。”段喜亭同时坦言，整体供应量毕竟有限，慧荣科技会优先确保长期合作伙伴的供货稳定，审慎地选择合作伙伴，整体都以长期合作为基本准则。</p><p>展望中国智能汽车行业的前景，段喜亭告诉记者：“AI融入汽车是一个必然的趋势，未来的汽车本质上就是‘一个带着四个轮子的机器人’，随着车辆与驾乘者之间的交互日益紧密，所产生的数据量将持续攀升，这对存储产业而言是一个相当正面的方向。慧荣科技也将继续在车载存储领域筑牢护城河，并以此推动智能汽车产业向前演进。”</p></section><img 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