Xiaomi, Huawei, Samsung, and Apple have laid out the secrets of the GaN technology industry chain
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Original title: Focus | Big Outbreak!
Xiaomi, Huawei, Samsung, and Apple have laid out the secrets of the GaN technology industry chain Source: Cailian News After the Xiaomi 10 Online New Product Launch on February 13, only 149 yuan of mini GaN (gallium nitride) chargers were sold, which detonated A sharesRelated concept companies.
On February 14, among the A-share related listed companies, Sanan Optoelectronics rose over 7%, Silan Microdisk rose over 8%, Huawei Electronics rose over 8%, and Hite Hi-tech directly stopped rising.
This charger uses a GaN charging chip and uses the third-generation semiconductor material GaN to achieve an extremely small application size and high charging efficiency. It runs 100 times faster than previous silicon (Si) power chips.
According to the data presented at the Xiaomi conference, the GaN charger is only half the volume of a conventional standard charger, and the Xiaomi 10Pro full of 4500 mAh batteries only takes 45 minutes.
Also charge iPhone11, GaN charger is twice as fast as the original.
Lei Jun gave the Xiaomi GaN charger three major keywords: compact, efficient, and low heat.
Compatible with both mobile phones and laptops.
”Technology Board Daily” reporter learned from Xiaomi that the GaN charger technology solution comes from Navitas Semiconductor Company.
According to the other party’s nominal person, OPPO released the world’s first GaN charger using Power Integrations (hereinafter referred to as PI) solution.
Both companies are from California.
Nano is only 5 years old and is a rising star.
However, ranking PI, Nano Micro has deeply cultivated the Chinese market and maintained close relationships with Chinese mobile phone manufacturers. The investors behind it include Xiaomi and OPPO.
The product jointly launched by Nano and Xiaomi makes up for a deep-water bomb in the market and embraces the red GaN concept.
In 2020, it will also be the first year of GaN outbreak.
”Technology Board Daily” reporter was exclusively informed that both Xiaomi, OPPO, Huawei, Samsung and Apple have deep accumulation in GaN technology.
Nanomicro revealed that following Xiaomi, “this year, several manufacturers of the same size as Xiaomi have released GaN power adapters.”
Competition intensifies On January 9, 2019, the International Convention and Exhibition Center in Las Vegas, USA ushered in the annual Consumer Electronics Show CES.
The focus of CES falls on leading companies in the mobile phone, automotive, and intelligent hardware industries, but in subdivided professional areas that are not recognized by the general public, there is an undercurrent among the companies.
In the meantime, Balu Balakrishnan, PI’s president and CEO, came to the platform of Nanomicro, and after a long observation, left a sentence to Nanomicro CEO Gene Sheridan: “You are on my list”.
Zha Yingjie, the general manager of Nanomicro China, reported in an exclusive interview with the reporter of Science and Technology Board Daily that gallium nitride is a Chaoyang industry. It is an alternative to upstream and downstream companies engaged in gallium nitride related technology research. Design companies include Nanomicro, PI,GaNsysterms, EPC, Dialog, etc., but there is only one PI company that competes on the power IC.
Unlike start-up nanometer, PI is an established technology company that has been researching GaN-related technologies for many years. It is a supplier of high-voltage analog integrated circuit manufacturers for energy-efficient power conversion in the industry.
The products have been widely used in various high-efficiency energy sources, including mobile phone chargers, laptops, LED lighting, telecommunications network equipment, and automotive markets.
Nanomicro didn’t attract the attention of PI at first, but in just a few years of development, the maturity of nanomicro’s technology has improved, and products have been successively launched. Nanomicro began mass production and rapidly increased in the second half of 2018, forming a market scale with PIDirect competition.
“The most direct result is that the digging of the wall often happens,” Zha Yingjie said. “It’s just that employees have switched jobs. Even the core engineers of the nano-agent agency have lost to PI one after another. Gene Sheridan’s son has also come to nano-micro interview.
“In the 2019 semi-annual earnings call, Balu Balakrishnan said that due to the continuous expansion of the fast charging technology in the smartphone market, USB PD will become the driving force of its revenue growth in the next few years.
But at present, most of the mainstream mobile phone manufacturers come from China, and this is the “site”
Having had a three-year honeymoon and a growth path with Huawei, Huawei could not avoid three domestic mobile phone manufacturers, Huawei, OPPO, and Xiaomi.
”After the establishment of Nanomicro, gradually reducing the power adapter market is the main breakthrough for the product. Consumer product manufacturers are pursuing innovation and achieving rapid introduction of technology into the market.
We quickly established the mobile phone and laptop market as the core of our strategy, and China has become the largest market for Nanomicro.
Zha Yingjie said that Nanomicro initially contacted Huawei and had a honeymoon period of three years.
”Starting in the third quarter of 2015 and suspended in the third quarter of 2018, the two sides shared technology during the honeymoon period.
“Zha Yingjie said that the maturity of Nanomicro products, especially in terms of product reliability, has benefited Huawei.
The break in friendly relations is accompanied by various changes in the external environment.
Huawei has suffered setbacks in overseas markets, and at the same time, it has opened fire in the domestic terminal market.
Especially in 2019, Huawei’s strong growth is thriving, leaving the market OV and Xiaomi under pressure.
According to Canalys data for the third quarter of 2019, Huawei ‘s mobile phones (including Glory) set a new record in the domestic market, reaching 41.5 million units, with a market share of 42%, equaling Nokia ‘s previous peak. In addition to Huawei’s outstanding performance, the market share of OV and Xiaomi has gradually expanded. Among them, OPPO has shifted by 20%, ranking second to third in the third quarter of last year.
On September 17, 2019, the first GaN product PI “Chuhu” Nanomicro, OPPO released the 65W SuperVOOC 2 at the Shenzhen antique VOOC flash charging technology communication conference.
0 super wired flash charge and 30W VOOC 4.
0Wireless flash charge.
Among them, SuperVOOC 2.
0 is the world’s first charger to ship GaN.
”OPPO very much hopes to boost market confidence through differentiated and innovative technologies, so it held a technical communication meeting.
“A chief person Wang Yang (anonymous at the request of the interviewer) disclosed,” As a result, wireless flash charging was cut off by Xiaomi, SuperVOOC 2.
0 gallium nitride charger was immature at the time and could only be hardened.
“The Science and Technology Board Daily” reporter noted that one week before the OPPO conference, Xiaomi’s world’s first 30W super wireless flash charger MI CHARGE TURBO.
At that time, PI and NP of OPPO gallium nitride solution providers were on the list. Wang Yang revealed that due to the serious defects of nanotechnology, there were still unsolved problems in mass production of ODM plants at that time.Program.
PI is different from nano-micro substrate materials. In the selection of mainstream heterogeneous substrate materials for GaN epitaxial wafers, the solution provided by PI is sapphire. Sapphire-based GaN epitaxial wafers are mainly used for LED.It is silicon-based gallium nitride, which is the mainstream power device application scenario.
At that time, the market did not cause a splash, Wang Yang said, SuperVOOC 2.
0 The size of the power adapter has no impact. It maintains the size of a traditional mobile phone charger, and the 65W size is 55mmx55.
7mm, and today Xiaomi has a size of 56.
3 mm x 30.
Xiaomi GaN charger is almost SuperVOOC 2.
”Originally OPPO will also release new GaN products on MWC. I did not expect to be cut off again by Xiaomi.
“But Wang Yang said that OPPO’s in-depth research in the GaN field for at least five years is comparable to Huawei’s accumulation.
“Last year was a helpless move, but OPPO’s next product is likely to surprise the market.”
Even if there is no cooperation in OPPO’s first GaN charger, the relationship between Nanomicro and OPPO is close to Xiaomi.
A reporter from the Science and Technology Board Daily learned from people from various countries that Nawei has also received investment from the subsidiary fund of OPPO founder Chen Mingyong.
Before the launch of Xiaomi, the company invested in Nawei in the spring and summer solstice of 2018. In order to seek product cooperation, Zha Yingjie established a contact with Lin Bin through the investment department of Xiaomi.
At that time, Xiaomi was preparing for the listing of Hong Kong stocks, and Xiaomi co-founder Lin Bin only replaced dozens of minutes of meeting time.
”Lin Bin was very interested in our product technology. He invited Xiaofeng, vice president of Xiaomi Company (Jin Qilin analyst) to discuss it together, including Xiaomi’s technical department, which also gave a lot of positive comments.
“Cha Yingjie didn’t expect it. After a long talk, the cooperation” has not yet been concluded, “but Xiaomi, which is open to new materials and new technologies, should respond to” investment can be accelerated. ”
So in less than a month, that is, before the launch of Xiaomi, the capital injection into Nanomicro was completed.
Xiaomi revealed that it is strategic to invest in Nanomicro. Through capital injection, it transforms upstream and downstream cooperation in the industry chain, while taking into account the dual benefits of investment and business.
Although in February this year, Xiaomi’s first GaN charger came out.
In fact, the development time of Xiaomi GaN charger has to be pushed forward.
Purple rice GaN was exposed in August last year. A reporter from the Science and Technology Board Daily noticed that Xiaomi GaN charger was actually produced by Purple Rice.
After the launch of Xiaomi, the multiplier effect of the market was stimulated.
Zha Yingjie told the reporter of the Science and Technology Board Daily that after Xiaomi’s press conference, his phone had not been disconnected.
“The teleconference hosted by Anson Securities hosted 200 people online.
“” After the press conference, the number of projects has increased too much. Manufacturers that did not use vector production before, now have projects that have landed, and have received very clear needs from most manufacturers.
“Xiaomi has also opened a gallium nitride charger that will become the standard prelude to the future mobile phone industry. Xu Qi, vice president of realme and global marketing president, announced that the upcoming new product X50 Pro uses a GaN (gallium nitride) material charger.
Wang Yang also revealed that in addition to Huawei, Xiaomi, OPPO, realme, Samsung and Apple are also laying out GaN-related technologies.
“Consumers will see Samsung’s GaN-related power adapters sooner than they would on the iPhone.And Zha Yingjie also said that in August this year, the real highlight moment of Nano Micro will be ushered.
“Since May, there have been several press conferences with Xiaomi-scale manufacturers.
“The number of 2020s will increase by more than 5 times. The gallium nitride industry is ushering in a period of great development.
It is understood that at this year’s CES2020, the number of gallium nitride fast charge charger factories increased, including 30 manufacturers within Anker launched 66 gallium nitride fast charge products.
In essence, the volume of GaN devices is also exploding.
According to the data obtained by the reporter of Science and Technology Board Daily, in the adapter market mainly for e-commerce customers in 2019, the GaN device transfer volume is between 3 million and 4 million, and the penetration rate of mobile phones and notebook computers will be further increased, which will be achieved in 2020.5-6 times increase, the total can reach 15-20 million, 2020 GaN device displacement will reach 50 million.
Xiaomi is the first mobile phone company to retail GaN USB PD fast charge separately. The retail price of 149 yuan has also caused widespread concern.
”Technology Board Daily” reporter obtained a relevant gallium nitride research report from the brokerage firm, which shows that the reason why GaN chargers are expensive is that the raw materials for manufacturing gallium nitride MOS power chips rely entirely on artificial synthesis, of which gallium nitrideThe cost of a single chip is relatively high. At present, a single crystal can cost as much as more than 20,000 yuan per 2 inches.
Commercially doped silicon-based gallium nitride epitaxial wafers are also very expensive. The 8-inch silicon-based gallium nitride also exceeds 10,000 samples, and the production capacity is insufficient.
”Xiaomi GaN charger 149 yuan has already refreshed the lower price limit of products of the same specification.
Zha Yingjie said that the fast-charging technology companies alone cost more than 150 yuan. For example, as early as 2014, the 65W power adapter launched by MIT team FINsix had a minimum price of 560 yuan, Lenovo ThinkPlus had a minimum of 299 yuan, and Innergie had the same specificationsThe purity of the product is 560 RMB.
“However, the cost of a GaN charger is traditionally double, but is it at 20% per year?
The 30% rate of decline will soon reach the level of the existing market.
“Shang Lintao, a semiconductor material engineer at the eleventh institute of China Electronics Technology, accepted a reporter from the” Science and Technology Board Daily “that GaN material is indeed a new type of semiconductor material (third generation). Excellent material properties coupled with semiconductor processing technology and flexible device design,Theoretically, it is possible to manufacture various efficient, compact and convenient devices, but there are still some difficulties in the entire industry.
”There is still a gap between the quantity and quality of accurate GaN material preparation, and material defects are not easy to solve; high-bandgap materials 北京夜生活网 are difficult to make good ohmic contact electrodes.
However, because GaN is a very promising new material, it is expected to replace the first and second generation semiconductors such as Si and GaAs. Countries have already invested in research, and it is expected that these problems will be solved.
“Shang Lintao finally added.