These companies are catching up

On September 3, Huawei officially released the Changxiang 20 series model. It is worth noting that Huawei Changxiang 20 will have a 5000 MAH battery built in, while the Huawei 20 plus has a 4200 MAH battery capacity, but it is equipped with 40W fast charging technology, which is one of the main selling points of Huawei Changxiang 20 plus. According to media reports, the battery capacity of Apple’s next-generation iPhone, which will be released in the autumn, will shrink across the board, but at the same time, Apple may introduce a fast charger with 20W charging power for the iPhone 12. < / P > < p > with the development of smart phones, the battery capacity of mainstream smart phone brands is about 4000mAh. However, due to the physical characteristics of lithium batteries and the size, weight, heat dissipation performance and cost of mobile phones, the overall growth rate of mobile phone battery capacity is slow. Therefore, fast charging has become an effective solution to improve battery life. < / P > < p > it is worth noting that Wang Fang, an analyst at Minsheng securities, pointed out in a recent research report that the chip is the part with higher value in the cable charger, accounting for about 10% of the whole charger cost. Most of the chip market is monopolized by foreign manufacturers. There is still a big gap between domestic enterprises and foreign manufacturers in terms of technology, with high degree of dispersion and small scale of manufacturers. < / P > < p > then what are the domestic mobile phone fast charging chip manufacturers? Which of these manufacturers has already run in the head of the industry? The reporter tried to investigate. < / P > < p > the upstream of the fast charging industry chain is the design of fast charging scheme, as well as electronic raw materials or electronic components such as Gan, capacitor, connector and wiring harness, charging interface, etc.; in the midstream, there are charger module, fast charging chip, power management chip, cell and battery pack, while the downstream is various charging applications. As the material of charging head, GaN has the characteristics of high efficiency, low heating, high power and small volume, and has more advantages in charging power conversion compared with the same power charger. < / P > < p > take Xiaomi’s 65W Gan charger released in February this year as an example. The charger is 50% smaller than the conventional charger and can charge laptop computers. With millet 10 pro, it can achieve 50 W fast charging, and it only takes 45 minutes to charge from 0 to 100%. According to the Research Report previously released by Bohai Securities, the main cost of Gan charger comes from Gan MOS power chip, and the expensive raw materials lead to the high price of consumer grade Gan charger. < p > < p > the reporter learned that Gan power chip providers include power integration, Inc., Navitas, innoscience, fullman electronics, Ruixin, Shilan, Xinpeng and silijie. PI and nano micro semiconductors are foreign Gan power chip manufacturers. In September 2019, oppo released 65W Gan fast charging based on supervooc 2.0 technology, which uses the powigan series Gan chips of PI; in addition, the Xiaomi 65W Gan fast charging charger mentioned above has built-in ganfast power chips nv6115 and nv6117 of nano micro semiconductor. In contrast, innosecco is regarded as a potential domestic silicon-based Gan manufacturer. According to the official website, innosecco has built the first 8-inch silicon-based Gan epitaxial and chip mass production line in China. Its main products include 30v-650v Gan power and 5g RF devices. < / P > < p > at present, more than 10 enterprises in the field of fast charging have successfully developed fast charging products by using innosecco high-pressure Gan chips and realized mass production. The specific fast charging products include Meizu 65W 2c1a Gan fast charging charger, LaPO 65W Gan fast charging charger, etc. Bohai Securities pointed out in the above research report that with the gradual expansion of application, the scale effect will gradually become prominent, the cost will be lower and lower, and the penetration rate of Gan charger will accelerate. < p > < p > power management chip products exist in almost all electronic products and devices, and are the largest market segment of analog chips. In the fast charging industry chain, power management chip also plays an important role. < p > < p > according to the reporter, Shengbang is a leading enterprise in the domestic substitution of Analog IC products. Its products cover signal chain and power management. The company entered Huawei’s supply chain in 2019. In 2019, the company’s power management products accounted for nearly 70% of the company’s revenue. Saint bond acquired 28.7% of Yutai semiconductor in 2018, and announced at the end of 2019 that it intends to acquire the remaining 71.3% equity of Yutai semiconductor. Yutai semiconductor focuses on the R & D and sales of power management chips. The reporter noted that in terms of disclosure of trading scheme and forward-looking, Yutai semiconductor has developed such architectures as fast charging, high current and high-efficiency charging charge pump in the field of mobile phones. < / P > < p > on the application of power management chips in the fast charging market, the reporter contacted the company today, and its staff said it was inconvenient to accept an interview. < p > < p > it is worth noting that in terms of the overall market share, the main participants in the domestic power management market are still mainly European and American enterprises, accounting for more than 80% of the market share. In addition, Japanese, Korean and Taiwan funded enterprises also occupy a certain share. However, with the transfer of power management chip industry to China, there are also a number of domestic power management chip enterprises gradually rising in the fierce market competition. < p > < p > for example, Xinpeng micro, which recently landed on the science and technology innovation board, based on the reserve digital analog hybrid power technology, the company has launched a large current fast charging power chip with smaller volume and faster charging, which can quickly enter high-end customers in the mobile phone market. The reporter learned that the core research project of Xinpeng micro includes “12V, 27W synchronous rectification boost charging chip for mobile power supply”. One of the objectives of the project is to achieve a power controller interface with high compatibility with fast charging in the market. In addition, according to the report of charging head network, in August this year, dongke semiconductor Semiconductor Co., Ltd. released the first power management chip dkg045q series of closed Gan in China. It is understood that dongke adopts the closed controller + driver + GaN HEMT scheme to reduce the parasitic parameters of the fast charging scheme at high frequency, thus reducing the debugging difficulty of the fast charging power supply, and achieving the purpose of simplifying the peripheral components and improving the power density. < / P > < p > the reporter learned that there are five mainstream fast charging technology manufacturers in the market, namely, Qualcomm, MediaTek, Huawei, oppo and usb-if Association. Each fast charging technology has its own communication protocol. As each fast charging technology is independent of each other, mobile phones equipped with different fast charging technologies need to be equipped with specific charging plug or even data cable, which brings great inconvenience to consumers. Usb-if association hopes to achieve the goal that one charger can quickly charge multiple devices through protocol compatibility. Since 2016, various fast charging technologies have gradually realized the compatibility with usb-pd protocol. < p > < p > the reporter learned that Yunsi semiconductor, a subsidiary of fullman electronics, focuses on the development of USB PD related products, and has launched a series of USB PD controllers in recent years. < p > < p > at the beginning of this year, fullman electronics launched a chip of xpd618 model, which was once regarded as the most integrated PD protocol chip in the industry. Fuman electronics said in this year’s half year report that with the rapid expansion of fast charging products and the development of large customers, the USB type-C PD controller product line began to generate revenue and continue to grow. < / P > < p > it is worth noting that Fuman electronic launched USB The PD series chips have the first mover advantage in the fast charging market. Therefore, in an investor survey conducted in August this year, the company said that although the price of PD chips has been reduced by about 30% since its launch, the company still has about 40% of gross profit. “Unless competitors can make similar integration solutions, otherwise, the price decline of the latter PD chips should be slowed down.”. < / P > < p > in addition, Xinhai Technology, which is currently on the way to the science and technology innovation board, launched the first USB pd3.0 32-bit MCU chip in China in 2018, which is mainly used in the field of power fast charging. According to the prospectus, the company’s sales volume in 2019 was 3006912, an increase of 2982493 compared with that in 2018, an increase of 122.14 times. < / P > < p > in addition, domestic “protocol chip” manufacturers also include Chengyi semiconductor, xinmaowei, Chengxin micro technology, Xunjie technology, Nanxin semiconductor, Shilan micro, etc. In the first half of this year, the company developed a series of fast charging chipsets for smart phones, and a series of multi protocol fast charging solutions for travel charging, mobile power supply and vehicle charging, which were developed by the company in the first half of this year. < / P > < p > Dr. Ning Zhihua, senior product manager of SLM, previously said, “although USB PD was first proposed by European and American manufacturers, the related USB PD protocol chip was first developed by us and Taiwan semiconductor companies. However, after several years of development, the fast charging chips developed by domestic semiconductor companies have caught up with each other and put forward a more grounded gas solution in the application process. ” gather and watch! Huawei P40 Pro evaluation: excellent mobile phone photography elegant design, do you like it?

Author: zmhuaxia