How to evaluate millet Gan charger?
These two ICs are optimized for high frequency soft switching topology, and integrate integrated field effect transistor, driver and logic circuit on a single chip, so they have high integration and high conversion efficiency.
Is Xiaomi the first one to eat crabs?
No, in November last year, oppo released a GaN charger, using the charging technology of fullman electronics, a local manufacturer; Abroad, Anker, ravpower and hyperjustice have all launched Gan fast chargers.
Beyond the field of fast charging, many applications of Gan in the field of electric vehicles have been demonstrated, such as Gan traction inverter, Gan DC-DC converter, Gan vehicle charger and GaN LED lighting.
It is reported that after using Gan technology, the inverter efficiency is increased by 20%, the size of DC-DC converter system is reduced by 75%, the lighting effect is better when driving at night, and the LED life is longer.
Is the turning point of Gan reached when the price butcher enters the market?
The turning point theory has become the focus of the media, based on the fact that "price butchers" like Xiaomi have begun to promote consumer products of Gan technology. On the one hand, it confirms the maturity of Gan technology, and on the other hand, it shows that the design and manufacturing costs have been reduced to a level acceptable to consumers.
According to yole D é From 2018 to 2024, the annual compound growth rate of Gan power devices will reach 85%, and the market value will exceed 350 million US dollars by 2024; Under optimistic conditions, it will exceed $750 million.
However, as far as I am concerned, I have reservations about the inflection point theory.
First of all, the driving force of Xiaomi in the mobile phone power fast charging market is self-evident; In addition, compared with the mobile and wearable devices fast charging market, the popularity of Gan needs to rely more on the penetration of automotive electronics and 5g market.
For the automotive electronics market, the competitors of IGBT have been waiting for a long time, which is a treasure land where Gan advantages can be displayed everywhere;
For 5g market, the sensitivity of base station construction to Gan price is relatively low, but its broadband, high frequency characteristics, high conversion rate and high thermal conductivity are just needed; In addition, devices such as RF power amplifiers in 5g mobile devices also covet Gan for a long time.
What is the winning probability of local manufacturers in Gan industry?
As for the layout of Gan, the world is relatively late, and there are few mass production cases, and China is even later.
If the Gan industry is classified from the perspective of industrial chain, it can be roughly divided into GaN material manufacturers, Gan component module design manufacturers and Gan terminal equipment system manufacturers. The following is an introduction in sequence:
GaN material manufacturer (upstream)
As far as GaN material market is concerned, according to the prediction of research and marks, the global GaN substrate market will reach 6.4 billion yuan in 2022, with a compound annual growth rate of 34%.
From a technical point of view, it can be divided into two parts: substrate and epitaxy. At present, the leaders are European, American and Japanese enterprises. For example, Germany Shichuang and Japan Shenggao are the main suppliers of Gan Si substrate, while Japan Telecom Research Institute, UK Iqe and Belgium epigan are the main suppliers of epitaxial wafers.
In contrast, China's Gan industry layout is relatively late. However, in recent years, some terminal manufacturers have made an early layout in the form of investment, such as Xiaomi's investment in nano and micro semiconductors; Another part of the raw material manufacturers are independent innovation, such as GaN substrate manufacturers Suzhou Navier and Dongguan zhongga, Gan epitaxial manufacturers Suzhou JingZhan and shaped charge crystal source.
Gan component module design manufacturer
According to the prediction of research and marks, the Gan device market is expected to grow to US $22.47 billion by 2023. The mainstream market position is still occupied by European, American and Japanese enterprises, such as Cree, Fujitsu, Infineon, Sumitomo Electric, nano semiconductor, NXP, MACOM, IR, EPC and so on.
At the level of components and modules, there is an objective gap, and local enterprises are also accelerating the layout. At present, in this field, there are Wentai technology, schland micro, China Resources micro, Yangjie technology, Suzhou Nengxun high energy, Haite high tech, Nenghua microelectronics, Fuman electronics, etc., and in the OEM field, there are San'an optoelectronics, Haiwei Huaxin, etc.
Gan terminal equipment system provider
As we all know, the application fields of Gan mainly include three parts: Micro led, Gan power and Gan RF, and Gan components or modules may be used by equipment and system vendors in these three directions.
Micro led: the layout of application fields in foreign countries is relatively mature, including apple, Sony and lumiode, while the domestic industry is still in the upstream and midstream. However, with the popularity of Internet of things and 5g, I believe its penetration rate will continue to rise.
Gan power: there are mainly manufacturers of automotive electronics and intelligent mobile devices, such as Toyota Motor in the automotive field, Xiaomi, oppo, Samsung, Anker, ravpower, aukey, elixage in the power fast charging field, etc., which will blossom everywhere in the future.
Gan RF: downstream mainly include 5g communication equipment manufacturers, sensor manufacturers, defense radar and communication equipment manufacturers, such as Huawei and Samsung in 5g communication field.
Write at the end
The Gan era is coming. Although there is still a gap between the local industry chain and foreign countries, we have strong support from upstream and midstream in the face of this big cake. We will also have the most valuable market demand for downstream development. Therefore, I would like to say: this time, China is ready. Let's start with the conclusion. Basically, it's the smallest 65W single port charger on the market, and the price of ￥ 149 is quite conscientious.
However, it is not recommended to take the single mouth and three mouth ratio, which is not reasonable. We have to stand on the same starting line.
In addition to Xiaomi's, let's also take a look at several common 65W C-Port single port chargers on the market
- Xiaomi GaN single port 65W
I haven't used it. Now I can only see the parameters and the information revealed
Agreement: now that the evaluation has not come out, I think first of all, the PD fast charging agreement will not be able to run. The publicity also says that it supports all series of iPhones, so it is estimated that it also supports Apple's fast charging agreement (5V / 2.4a), and it also claims to support the 50W fast charging of Xiaomi 10. It is estimated that it should be super charge turbo fast charging technology. In addition, according to the style of Zimi and Xiaomi, the probabilities are QC 2.0, QC 3.0, QC 3.0 AFC, FCP will also support, and can also charge switch.
Update on March 22, 2020: the fast charging protocol supports apple 2.4a, Samsung AFC, Huawei FCP, qc3.0, USB PD and Xiaomi charge turbo, see > >
Size: 30.8mm x 30.8mm x 56.3mm, 65W single port should be the smallest size, but the pin can not be folded, it is estimated that there is no room
Others: make an appointment in Xiaomi Mall for the time being, but not in other places