Shipment volume increased by more than 5 times! The wireless charging market has been completely ignited by apple

Release date：2017-11-27   Views：2483

No matter how controversial the iPhone 8 / 8 plus and iPhone X are, the wireless charging market is really on fire.

In September, Apple launched three new products, iPhone 8 / 8 plus and iPhone x, all of which were equipped with wireless charging for the first time. As a wind vane of mobile phone industry technology, apple once again played its super strong "carrying" ability in the electronic field, driving the domestic wireless charging market to double its shipment, and even the market was in short supply

Shipment volume increased by 5-6 times

"After the release of Apple's iPhone 8 and iPhone x, the wireless charging market can be said to have a blowout growth." Shao Libin, general manager of Jinxin microelectronics, a domestic wireless charging chip manufacturer, said in an interview with international electronic business information.

It is understood that Jinxin micro is currently the largest manufacturer of chips in China, and the shipment volume has already exceeded KK (million). Shao Libin disclosed to the author that after the release of Apple's new machine, the overall shipment volume of Jinxin micro increased by 5-10 times.

The surge in shipments also occurred at another chip manufacturer.

Wen bin, sales director of Voda semiconductor, told the author that before July this year, the overall shipment volume of Voda semiconductor was not large, but in the past few months from August to now, the company's shipment volume has soared, and it is estimated that the company can ship more than 700k in November.

"According to the data I have learned in the industry, the market is now about 5-6 times more than before (before Apple's new machine was released), and will continue to grow several times next year." Wen Bin said.

Wen bin told the author that he could clearly feel that after the release of Apple's new machine, the heat of the whole market and the players participating in it showed a completely different state. Now, more enterprises have joined the wireless charging industry.

The instant growth of the wireless charging market seems to have caught the industry chain by surprise. Although the whole industry chain has been waiting and preparing for a long time, it has seen several times of growth in just two or three months, which is beyond the expectation of the industry.

"In fact, we didn't expect such a big growth in this market. Now the market demand is very strong, but the supply chain is not ready, and the production capacity and devices are insufficient. At present, there is a feeling that the supply is in short supply." Shao Libin said that if the preparation is sufficient, the overall market growth will be greater.

On the one hand, the demand is surging and the industry chain is not well prepared. On the other hand, electronic components such as capacitors, MOS tubes and coils are out of stock to varying degrees. Now there is a supply gap in the wireless charging market.

Wireless charging industry chain enterprises (incomplete statistics)

"This year, everyone is growing wildly and growing rapidly, and the domestic market is in a stage of rapid growth. However, the industry has not yet formed a regular pattern. We can see all kinds of ecology." Wen Bin said.

In his view, the overall rise of the industrial chain has not yet developed

However, with the gradual expansion of the market scale, starting from next year's Q2 and Q3, there will be shuffling of the upstream and downstream industries, and the industrial chain will gradually enter an orderly and stable state.

Shao Libin said that now there are many enterprises that did not belong to the wireless charging field before, including many enterprises with speculative mentality. He believes that the overall integration of the industry will be higher and higher, the competition will be more intense, and the system cost will also be reduced. At that time, there may be an oversupply situation, because everyone has high expectations in the wireless charging market Period.

In all kinds of players in the wireless charging industry, the traces of domestic listed companies can be seen frequently, and the wireless charging industry has received great attention in the capital field.

At present, a series of Listed Companies in China, such as shunluo electronics, helitech, jingquanhua, Xinwei communication, Lixun precision, and Shuo Beide, have increased their codes to lay out wireless charging. From the information of these listed companies, it can be seen that domestic investment institutions and listed companies themselves are quite optimistic about the development prospects of wireless charging market, and institutional funds are also large-scale layout of wireless charging related concept stocks.

The following is the latest information of several related listed companies in the field of wireless charging recently:

Jingquanhua: it has wireless charging technology reserve supply for some overseas customers

Beijing Quanhua main magnetic components, power supply and special transformer R & D, production and sales business. On November 13, Beijing Quanhua said on the investor interaction platform that the company's directional wireless charging technology mainly supplies customized products of some overseas customers; at present, the company has relevant technical reserves, and will make relevant planning according to the business needs of customers in downstream industries.

Xinwei communication: provide FC + payment + wireless charging integrated solution

Xinwei communication is a leading enterprise in the development of domestic small antenna industry. On November 11, Xinwei Communications said on the investor interaction platform that the company's wireless charging business mainly focused on the mobile payment needs of big customers and provided customers with NFC + payment + wireless charging integrated solution. At present, Xinwei communication has a national RF measurement laboratory, and continues to invest in research and development of related new materials. It has the advantage of providing integrated solutions such as test, R & D, design and production in the field of wireless charging. It can provide customized solutions for different price models of customers.

At the same time, the surge in demand for wireless charging has also put pressure on the supply chain. Previously, the price of 104 NPO capacitors soared due to the demand for wireless charging, up 10 times.

According to Shao Libin's observation, at present, the domestic wireless charging industry chain enterprises are expanding production, and the low-end market has seen varying degrees of price increases.

The transmitter market has exploded in the receiver's spring next year

It should be pointed out that at present, the domestic manufacturers' shipment is concentrated in the transmitter end, that is, the wireless charging board, back clip and other accessories market.

"I estimate that at present, the total domestic charging board market shipment scale is at least 5kk ~ 6kk per month, which will soon reach 10 million level." Shao Libin said that in his opinion, the overall shipment volume of the wireless charging market is also similar to this figure, because at present, domestic shipping is dominated by the transmitter, while the vast majority of the transmitter's shipment is concentrated in the charging board. At present, the delivery ratio of Jinxin micro in the transmitter and receiver is 10:1.

Wen Bin's forecast is relatively conservative. He thinks that the overall sales volume of the charging board market should be between 2.5kk and 3kk per month, and he believes that it can reach 8kk-10kk per month next year.

However, the domestic transmitter market has broken out, will the spring of the receiver still be far away?

Wireless charging receiver has many application scenarios, such as mobile phones, wearable devices, home appliances, cars, etc., but smart phones are the main form of delivery. According to IHS data, in 2016, the global wireless charging receiver shipped 205 million units, of which 160 million were from smart phones, so the receiving market is waiting for the shipment of smart phones.

It is understood that a small number of domestic wireless charging receivers have been shipped in terms of high-power products such as automobile electronics. However, most of the domestic smart phones are mainly apple and Samsung. Most of the domestic mobile phones are in the design period, and the design cycle is mostly in 6-8 months, so the real output has not been realized. According to industry chain news, domestic mobile phones such as Xiaomi, Huawei, Jinli, glory, vivo and Jinli have been put into the pre research of wireless charging products.

"Domestic mobile phone receivers will be concentrated at the beginning of next year, and there may be new mobile phones with wireless charging at the end of the latest year." Shao Libin said that he said that the chip of mobile phone receiver is the focus of Jinxin micro. "We have cooperated with several brands at the receiving end, and a small number of products have been shipped."

Wen bin also believes that domestic mobile phones will launch new wireless charging mobile phones as soon as next year Q1 and Q2. If it is slow, it will be launched in the second half of next year.

Wen bin disclosed to the author that Voda semiconductor, its investor and apple supplier Dongshan precision cooperated to make a receiver module, and planned to enter the mobile phone market with this product. "At present, we are in contact with domestic mobile phone brands, and have designed in some mobile phone brands and solution providers. We are confident that the chip will be mass produced on mobile phones before June next year."

It can be predicted that with the continuous promotion of apple, Samsung and domestic mobile phones, wireless charging will gradually penetrate from smart phones to tablet computers, notebook computers, wearable devices, intelligent hardware, medical devices, automobiles and other aspects. At that time, the market scale of transmitter and receiver will be further expanded.

Current situation of industrial chain: Savage growth and capital entry

Is the domestic wireless charging industry chain enterprise mature enough? The answer is No.

The wireless charging industry chain can be divided into five parts: chip, magnetic material, charging coil, module manufacturing and scheme design. At present, the majority of domestic enterprises are manufacturing coils and modules. Nowadays, with the popularity of wireless charging, the industry chain attracts all kinds of players to join.

It is reported that the scheme design and power chip links have high technical barriers and high profits (accounting for about 30% of the profits of the wireless charging industry chain respectively). At present, foreign enterprises are the main ones, while the technical barriers of magnetic materials and transmission coils are relatively low. At the same time, there are Chinese and foreign players, accounting for 20% and 14% of the profits respectively. The technical barriers and profits of module manufacturing are relatively low. The main participants are domestic manufacturers, and the proportion of manufacturers' profits is only 6%. At present, such as information and maintenance Communication in China, it can realize the integrated solution of solution module.

Wireless charging industry chain enterprises (incomplete statistics)

"This year, everyone is growing wildly and growing rapidly, and the domestic market is in a stage of rapid growth. However, the industry has not yet formed a regular pattern. We can see all kinds of ecology." Wen Bin said.

In his view, the overall rise of the industrial chain has not yet developed

However, with the gradual expansion of the market scale, starting from next year's Q2 and Q3, there will be shuffling of the upstream and downstream industries, and the industrial chain will gradually enter an orderly and stable state.

Shao Libin said that now there are many enterprises that did not belong to the wireless charging field before, including many enterprises with speculative mentality. He believes that the overall integration of the industry will be higher and higher, the competition will be more intense, and the system cost will also be reduced. At that time, there may be an oversupply situation, because everyone has high expectations in the wireless charging market Period.

In all kinds of players in the wireless charging industry, the traces of domestic listed companies can be seen frequently, and the wireless charging industry has received great attention in the capital field.

At present, a series of Listed Companies in China, such as shunluo electronics, helitech, jingquanhua, Xinwei communication, Lixun precision, and Shuo Beide, have increased their codes to lay out wireless charging. From the information of these listed companies, it can be seen that domestic investment institutions and listed companies themselves are quite optimistic about the development prospects of wireless charging market, and institutional funds are also large-scale layout of wireless charging related concept stocks.

The following is the latest information of several related listed companies in the field of wireless charging recently:

Jingquanhua: it has wireless charging technology reserve supply for some overseas customers

Beijing Quanhua main magnetic components, power supply and special transformer R & D, production and sales business. On November 13, Beijing Quanhua said on the investor interaction platform that the company's directional wireless charging technology mainly supplies customized products of some overseas customers; at present, the company has relevant technical reserves, and will make relevant planning according to the business needs of customers in downstream industries.

Xinwei communication: provide FC + payment + wireless charging integrated solution

Xinwei communication is a leading enterprise in the development of domestic small antenna industry. On November 11, Xinwei Communications said on the investor interaction platform that the company's wireless charging business mainly focused on the mobile payment needs of big customers and provided customers with NFC + payment + wireless charging integrated solution. At present, Xinwei communication has a national RF measurement laboratory, and continues to invest in research and development of related new materials. It has the advantage of providing integrated solutions such as test, R & D, design and production in the field of wireless charging. It can provide customized solutions for different price models of customers.

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