美国时间10 月20 日，特斯拉（TSLA.O）发布2021Q3 季报：多项数据再创历史新高，Q3 交付量24.14 万辆，同比大增73%，环比增长20%，已经连续6 个季度刷新交付记录。特斯拉单季度收入、净利润、毛利率等也全部新高。

10月 23 日，韦尔股份发布公告称其全资企业绍兴韦豪拟以自有资金人民币5.5 亿元参与认购北京君正向特定对象发行的股票，目前该事项已获得公司董事会审议通过。北京君正此次向特定对象发行股票的募集资金总额不超过13.07 亿元，募集资金将主要用于嵌入式MPU 系列芯片、智能视频系列芯片、车载LED 照明系列芯片和车载ISP 系列芯片等的研发与产业化项目。

月度数据回顾 乘联会发布2021 年9 月乘用车产销数据：当月零售销量 为158.2 万辆，同比-17.3%，环比+9.1%；批发销量为173.7 万辆，同 比-16.1%，环比+15%；产量为172.1 万辆，同比-14.8%，环比+16.1%。

受缺芯影响，9 月乘用车终端零售同比下降13.68%，但新能源车同/环 比增长189.7%/42.1%。传统汽车板块三季报承压，预计四季度芯片供给 将逐月改善。坚定看好新能源，同时重视汽车板块预期改善行情。

新能源汽车等下游应用需求高起带动第三代半导体在大功率电力电子器件 领域起量。快充装置、输变电系统、轨道交通、电动汽车和充电桩等都需要 大功率、高效率的电力电子器件，基于SiC、GaN 的电子电力器件因其物理 性能优异在相关市场备受青睐。AIoT 时代，智慧化产品渗透率将迅速提 升，智能家居照明的商机空间广阔。GaN 在蓝光等短波长光电器件方面优 势明显。5G 时代驱动GaN 射频器件快速发展。GaN 器件工作效率和输出 功率优异，成为5G 时代功率放大器主要技术。

A review for the European Commission estimated that driver distraction is a likely factor in 10% to 30% of road collisions in Europe each year. Driver monitoring system enhances a vehicle’s safety by addressing the critical challenge of monitoring driver drowsiness and attention. The automotive industry has accepted and adopted DMS as a critical component for vehicles with partial and conditional autonomous driving features, which involves handover of dynamic driving tasks between the driver and the system.

The study assesses the global two-wheeler (2W) industry. It not only presents a holistic view of all regions in the world, but also focuses on key countries that dominate the global industry, such as India, China, Vietnam, Indonesia, the Philippines and Thailand. This research service offers insights into the production, sales, and OEM strategies. This study outlines future growth opportunities in key technology areas, such as connected services, advanced rider assistant technologies, shared mobility services, and electric vehicle strategies. It also provides a sales forecast until 2025 and a forecast discussion for each country.

5G is being tested for C-V2X use-cases. C-V2X based on 5G will significantly increase the safety and the automated driving capabilities of connected/autonomous vehicles. •Low latency, massive bandwidth capability, and improved processing capacity are the major advantages that 5G will offer to the AVs of the future. The pace at which data is uploaded will be crucial for potential autonomous use-cases. Large quantities of data from sensors, radars, cameras, and other devices will be constantly gathered from cars, uploaded to the cloud, and exchanged in real time with other vehicles. Existing 5G download and upload rates are insufficient for AVs to perform ultra-reliable and low-latency use-cases. In the event of a network interruption (for example, a storm or a hurricane), AVs can migrate to the 5G edge cloud without affecting third-party services such as charging stations, fuel stations, and hospitals.

ables reduction in friction and the number of steps in customer journeys. A new revenue model that defines how a company creates and capitalizes economic value, typically impacting its value proposition, product offering, operational strategies, and brand positioning.

Global company car leasing (financial and operational leasing) market fell by 17.0% year-on-year (YoY) with annual sales of 6,000,605 units in 2020. It accounted for 49.5% of the total true fleet cars (company cars) registered in 2020. Corporate customers delayed their fleet renewal decision amidst the pandemic resulting in the market decline.