1. China's domestic wireless charging market 'Dacheng', the new Jietui 8th chip shipments 16KK;
Set Micronet (Text/Deng Wenbiao) 'There are currently more than 35 models of handsets in the design of new wireless charging ICs, and have successfully introduced a number of wireless charging mobile phones. 'March 16, on the upcoming Apple AirPower, NewEdge Shanghai held a new conference in Shenzhen, bringing a variety of wireless charging receivers and transmitter chips. The transmitter chip can match the iPhone X 7.5W wireless fast charge, the receiver chip can support 15W power wireless charging , triggering industry attention.
Some people may not understand Shanghai Xinjie, but when you know that Shanghai Xinjie has already launched 7 independently researched and developed wireless charging chips, the total shipment volume has reached 10 million. Among them, TSMC is responsible for wafer foundry, and Riyueguang is responsible for packaging and testing. , Can be certified by the WPC Alliance Qi standard, and is mature commercial, Presumably you can think of the strength behind the new Shanghai low-key.
Dr. Lu Huihong, the chairman/general manager of Shanghai Xinjie, said in an exclusive interview with Jiwei.com that Xinjie is the only wireless charging chip manufacturer in the world that initially focused on the WPC Qi standard, and the chip covers the transmitting and receiving ends, which makes new The understanding of the whole set of wireless charging systems and problems existed by Jie was very thorough. If there is only the transmitter, it is hard to know the problems such as matching with the receiving end. If only the receiving end is also the same, the new receiving and transmitting end chips Do it all, and it has been shipped in large quantities. It can be said that it is the most experienced chip manufacturer in the wireless charging market in China.
RX/TX 'big winner', released the eighth chip
As we all know, after launching the iPhone X and iPhone 8 series with wireless charging standard last year, the wireless charging market quickly broke out. Among them, the market at the launch end has grown by nearly 10 times, causing NPO capacitors and other materials to be out of stock, and prices have skyrocketed; Including Huawei, Xiaomi, VIVO and other mobile phone brand manufacturers began pre-research on wireless charging. It is reported that in March 27th millet MIX2S will launch the latest wireless charging, and launched purple rice wireless charger.
With the outbreak of the market, the chip makers are growing and the chip manufacturers are growing rapidly. On the 16th release, Shanghai Xinjie focused on the launch of the second-generation 15w receiver chip NE6153. This IC is more integrated and reliable. Better sex and safety, FOD is more sensitive, charge conversion efficiency is more than 80%, but also very cost-effective.
On the transmitting end, because Samsung's wireless fast-charge is 10W and iPhone X's wireless fast-charge is 7.5W, Shanghai Xinjie's NE8101 transmitter chip adopts a frequency-converting 10W fast charging protocol for Samsung mobile phones, and can use fixed-frequency 7.5W charging function for Apple's mobile phones. , 5W BPP protocol is adopted for other brands of mobile phones, and the Shanghai Xinjie SoC chip NE8101 can verify the European regulatory standards.
Total shipments 16KK, highlights the advantages
After Apple joined the WPC Alliance and launched the wireless charging mobile phone iPhone X supporting the Qi standard, the industry has realized that the WPC Alliance's Qi standard is becoming the industry-leading standard, and Huawei, Xiaomi and other mobile phone manufacturers have also joined the WPC Alliance, products through Qi Certification has gradually become industry practice.
As a wireless charging chip manufacturer that systematically includes receiving and transmitting terminals and supports the Qi standard, Shanghai Xinjie's chips have obtained Qi certification from 5W to 15W, and its production volume has exceeded 1 year.
'At present, we have mass production of the receiving and transmitting end of the chip shipments were 8kk, the total capacity of 16kk. ' Dr. Lu Huihong said that our chips can guarantee the maturity and stability of the use of the product, all the chips will only be found in TSMC, In fact, when customers consider the original chip manufacturers, they will focus on who the chip back-end suppliers are. Because this will determine the good or bad of the chip itself, it will also determine that if the upstream market is out of stock, it can Can not get the goods.
However, the difference between Shanghai Xinjie and IDT's chips is that IDT adopts analog adjustment and Shanghai Xinjie uses digital adjustment. In fact, digital demodulation has superior performance and more capability than analog demodulation. Because of the distortion caused by the magnetic field noise and changes in the mobile phone load, the anti-interference ability is better, the sensitivity is higher, and the charging range is also larger.
More importantly, with the further development of wireless charging, the cost considerations of customers will be significantly improved. Since Shanghai Xinjie develops its own chips, when PCBA can no longer be down, Shanghai Xinjie can do it from the chip base and integrate it. To optimize peripheral devices, you can continue cost down.
It is reported that the Shanghai New SoC chip, 5W conversion rate can be controlled at 77-79%, 10W efficiency can reach 82%-85%, and the performance of the current high power at 15W, it is reached 85-89% , This is the industry leader. In the future, Shanghai Xinjie will also introduce products with higher efficiency and more cost advantages, which will help the end customer's products to enter the market quickly and effectively.
The following is a question and answer for Dr. Huihui Lu of Shanghai Xin Jie
Set micronets: Why did Xinjie choose Qi from the beginning and did not develop other standards?
Lu Huihong: In fact, we compared three different standards: WPC, PMA and A4WP (later PMA and A4WP merged into Airfuel). After careful analysis, we decided to join the Qi Wireless Charging Alliance.
There are three main reasons: First, when NewEdge is established, the Qi standard is relatively more mature, and Qi products are already on the market. Second, Qi is more open than PMA. This is for start-up companies like NewEdge. It is crucial; Third, although the A4WP looks very attractive, but there are difficulties in the realization of technology and mass production. Qi does not have this problem.
Set Micronets: What are the reasons for the new Czech Republic adopts digital demodulation instead of the analog demodulation used by general companies? What are the advantages of digital demodulation?
Lu Huihong: As we all know, digital demodulation has better performance than analog demodulation, and it is more capable of dealing with distortions due to magnetic field noise and changes in the load of mobile phones. Good communication quality is extremely important for improving the vertical charging distance. Competitor products The test comparison shows that the advantage of our product charging distance is obvious.
When I recall our previous decisions, we actually took on a lot of risk. The magnetic field is a brand new field for us. Later, we found that many factors affect the communication quality in practical applications. Fortunately, we have considerable Competent engineers are not only good at power supply circuit design, but also very professional in system engineering and digital signal processing. It took us a while to solve all the technical problems, but all the waits are worthwhile.
Customer Qi Certified Product
Set Micronet: Airpower is coming soon. How does Newgate see the impact of Apple Airpower on the market?
Lu Huihong: Undoubtedly, Apple has a significant influence on the high-end products market it is involved in. We believe that after Airpower is listed, many companies will start to make similar products. Even some companies will creatively make products with the same appearance. , But the cost is lower and the function is limited. Some companies will make products compatible with Airpower, but have some enhanced features.
We also believe that it may have a major impact on the layout of the infrastructure. In the future, people can charge mobile phones in different public places, and Airpower uses a Shared Mode (one-to-many) to implement a single charging pad to simultaneously charge multiple mobile devices. This is very attractive to companies offering charging services.
However, to achieve one-to-many charging, TX and RX must support Shared Mode at the same time. NewEdge is a professional wireless charging IC design company that has both TX and RX packages, and is fully capable of helping customers develop both products. NewEdge has The Shared Mode project development team was established to launch related products at the time of listing of Airpower.
Set Micronet: Tell us about the new wireless charging industry in China.
Lu Huihong: The Chinese market is a very dynamic market. We believe that with the intervention of Apple, the wireless charging market will develop very rapidly. Domestic mobile phone companies will launch smart phones with wireless charging capabilities, and first-line mobile phone manufacturers will also Simultaneous launch of accessories with wireless charging capabilities. By then, wireless charging devices in public places such as railway stations, airports, coffee shops, restaurants, hotels will become more and more common.
It is worth noting that for power electronics, safety is a major concern for manufacturers and end users. NewEdge, a company specializing in wireless charging ICs, safety is our top priority, from design, production, testing Each link strictly follows the standard to ensure product quality and safety.
In addition, in addition to smart phones, there are many other products that need to be applied to wireless charging. In theory, any product that requires batteries or other forms of electricity, has the opportunity to use wireless charging. In fact, we have received many The need for different product applications. Therefore, market opportunities are huge, much larger than smartphones.
Set micro-net: What is the difference between the Xinyi product's solution and other domestic peers?
Lu Huihong: The wireless charging IC is not a pure power device, but an SoC product. Therefore, we focus on the development of system-level ICs. For RX chips, because of the limited space of smart phones, highly integrated SoC integration solutions are necessary. NewEdge is currently the only supplier in China that provides highly integrated high-performance RX for smartphones and other applications. The market for the TX chip is much more complex. Many companies use MCUs and separate device stacks to design TX solutions. There are also companies. Use some integrated power devices (MOSFET and Driver) with MCU to design TX scheme.
NewEdge offers a complete SoC TX solution similar to IDT and NXP. Considering the maturity of MOSFET power devices, the ease of finding and the flexibility of supported solutions, we put it outside the chip.
Set Micronet: What are the directions of new product development in Xinjie?
Lu Huihong: NewEdge will continue to pay attention to the exciting wireless charging industry, develop new products and provide our customers with better, more cost-effective end products. At the same time, we will also develop various NewEdge SoCs-based products with our partners. Application plan to help the end customer's products to be put into the market in a timely and effective way. (Proofreading / Lechuan)
2.IHS: Shipments of wireless charging products will increase by 40% year-on-year, and will double next year;
According to IHS Markit, a micro-messaging and research institute, nearly 500 million consumer electronics devices with wireless charging capabilities were shipped in 2017, an increase of 40% year-on-year, and is expected to reach 1 billion units in 2019.
IHS Markit pointed out that smart phones were the main driver of the rapid growth of the wireless charging market last year. Following the flagship Galaxy S8 introduced by Samsung in April last year, Apple’s new iPhone 8 and iPhone 8 Plus last year followed suit. Into the introduction of wireless charging technology.
For small home appliance applications, wireless charging is based on electric toothbrushes. IHS Markit expects to grow to more than 100 million units by 2026.
IHS Markit expects that smart phone manufacturers will continue to grow smart watches, and shipments will exceed 90 million units by 2022. Shipment of consumer electronics devices with wireless charging capabilities is expected to reach 1 billion units by 2019, to 2022 Annually will reach 2 billion sets.
3.IHS: 2022 wireless charging equipment shipments challenge 2 billion units
According to statistics from IHS Markit, a research and development organization, nearly 500 million consumer electronic devices with wireless charging capabilities were shipped in 2017, an increase of 40% year-on-year. Mobile phones, small household appliances and wearable devices are the main products.
IHS Markit said that there are a total of nearly 500 million wireless charging devices shipped. The mobile phone is the main reason for the high growth of wireless charging-related products in 2017. Samsung’s Galaxy S8, launched in April 2017, and Apple’s newly released iPhone 8 series in the second half of the year. Both iPhone and X have introduced wireless charging technology, which has driven a wave of wireless charging development.
According to the latest research report, consumers' awareness of wireless charging technology exceeds 80% in all regions. However, the proportion of consumers actually using wireless charging technology in 2017 was only about 29%; However, in Apple's support and promotion Next, it is expected that market acceptance will continue to increase in 2018, and shipments of wireless charging products will challenge 2 billion units by 2022. In addition to individual mobile phones, applications including consumer, medical, industrial, automotive and public deployment will continue to be used. growing up.
For small home appliance applications, wireless charging is mainly based on electric toothbrushes, and IHSMarkit expects it to grow to more than 100 million units by 2026.
