The local wireless charging chip industry continues to develop, and the industry has huge room for future development
The wireless charging chip is a highly integrated MCU digital control SoC power supply, which includes a transmitter chip (TX) and a receiver chip (RX). Among them, after the transmitter chip and the power adapter perform protocol communication, the voltage and power required for wireless charging can be obtained, and the DC voltage is converted into AC energy. The transmitter coil and the receiver coil transfer the transmitter energy through magnetic coupling. transmitted to the receiving coil. The receiving end chip converts the energy of the receiving end coil from alternating current to direct current, outputs direct current voltage, and then performs the power supply function. Wireless charging chips are widely used in tablets, smartphones, wireless chargers, wearable devices, etc., and are the core components for wireless charging of electronic devices.
In the design and manufacturing of wireless charging chips, it is necessary to highly integrate power devices, high-speed/high-precision analog circuits and large-scale digital circuits to improve charging efficiency, ensure charging safety, and ensure high system reliability and practicality. Therefore, its Technical barriers are high, and there are few companies in the world that can realize wireless charging chip design and large-scale shipments. In terms of product types, in the field of receiving-end chips, the technical threshold is relatively high. A few international manufacturers such as Renesas Semiconductor, STMicroelectronics, and Broadcom occupy the main market share. Domestic companies mainly include Meixinsheng, etc.; on the transmitting end, In the chip market, due to relatively low technical barriers, there are many industry competitors, and the market is relatively fragmented. Representative domestic manufacturers include Nanxin Technology, Voda, and Yichong. At present, although international first-line wireless charging chips occupy a large market share and market influence in the domestic market, local companies are also actively exploring the market in the wave of domestic substitution, establishing cooperative relationships with domestic terminal manufacturers, accelerating product iteration, and greatly Narrowing the gap with leading international manufacturers.
From a market perspective, in recent years, competition in the electronic product market represented by smartphones has intensified. Especially when mobile phone shipments have declined and product homogeneity has become serious, adding new functions represented by wireless charging has become an important issue for various industries. Major mobile phone manufacturers use technical means to strengthen product functions and attract consumers’ attention. In addition, the demand for wireless charging chips from wearable devices represented by smart watches has prompted China’s wireless charging chip market to show good development potential. According to the released “2023-2028 China Wireless Charging Chip Industry Market In-depth Research and Development Prospects Forecast Report“, in 2022, The global wireless charging chip market demand exceeds 900 million units, of which China, as the world’s major producer of electronic products, accounts for more than half of the market.
Analysts believe that as the market penetration rate of smart homes and electronic equipment increases, the charging methods of electronic products will become more convenient and convenient. Humanize. As a more humane charging method, wireless charging will gradually increase in popularity. As a key component to achieve wireless charging, wireless charging chips have good market prospects and large room for industry development.