In terms of more intelligent development, the pace of major manufacturers of TWS has never stopped. Invest in research and development, lead new technologies, create differentiation, develop new tracks, the technology supply chain is becoming more and more mature, and the product update iteration is getting faster and faster.

Jin Jiu Yin Shi, at the TWS Summit hosted by Rising Sun Big Data on September 3rd, nearly 50 on-site exhibitors will bring completely different new products, and TWS will also show more possibilities in the future with a new look.

By July 26th, 20021year, 32 products had been listed in the graphic supply chain.

As the main control "brain" of TWS true wireless Bluetooth headset, the main control chip carries many functions such as Bluetooth transmission, noise reduction, radio frequency, coding and decoding. It is an indispensable part of TWS headphones, and it is also the largest segment of TWS headphones. When communicating with industry chain professionals, Data Jun learned that there are hundreds of manufacturers who research and design Bluetooth master chips in TWS field. Data Jun also combed seven excellent suppliers of master control chips through the illustrated supply chain. Let's explore the wonderful world of Bluetooth master chip!

TWS supply chain-main control chip supplier

Among them, Baishi Hengxuan appeared as many as 18 times in the supply chain, Qualcomm and Aloha Rhoda in Qualcomm appeared five times, and Apple /Actions Torch Core/Hisilicon Huawei /RealTek Ruiyu all appeared 1 time.

Hengxuan technology

Hengxuan Technology is mainly engaged in the research, development, design and sales of intelligent audio SoC chips, providing customers with edge intelligent master control platform chips with voice interaction capability in AIoT scenarios. Products are widely used in smart terminal products such as smart Bluetooth headsets, Type-C headsets and smart speakers. Hengxuan Technology is committed to becoming the most innovative chip design company in the world. With forward-looking R&D and patent layout, continuous technology accumulation, rapid product iteration and flexible customer service, we have continuously introduced leading products and solutions and become the leader of AIoT master control platform chips.

Qualcomm Inc

Qualcomm (English name: Qualcomm, Chinese abbreviation: Qualcomm, Qualcomm or Qualcomm) was founded in 1985. Qualcomm is the world's leading wireless technology innovator, which has changed the way the world connects, calculates and communicates. Connecting mobile phones to the Internet, Qualcomm's invention opened the era of mobile Internet. In China, Qualcomm has been doing business for more than 20 years, and the cooperation with China Eco-Partners has been extended to many industries, such as smart phones, integrated circuits, Internet of Things, big data, software, automobiles and so on.

Luoda technology

Founded in 200 1, Aloha Technology is a leading IC design manufacturer in the industry. In the first decade, it devoted itself to developing highly integrated circuits for wireless communication, providing customers with various RF and mixed-signal integrated circuit packages and Bluetooth wireless communication chips with high performance and low cost, and accumulated considerable RF experience and talents for wireless communication. In the second decade, we will invest in Bluetooth low-power single chip and Bluetooth wireless audio system solutions. 20 17 became a member of mediatek group, and further combined with the strength of the group, it crossed the field of internet of things and provided low-power microprocessor system chips with various wireless communication technologies to connect hundreds of millions of intelligent devices in the future internet of things world.

apple

Appleinc is an American multinational company headquartered in Cupertino, California, which designs, develops and sells consumer electronics, computer software, online services and personal computers. The most famous computer hardware products are Mac series, iPod media player, iPhone smart phone and iPad tablet computer. Online services include iCloud, iTunes and AppStore. Its consumer software includes OSX and iOS operating systems, iTunes media browser, Safari browser, iLife and iWork.

Juxin technology

Juxin Technology's main business is the research, development, design and sales of high-end intelligent audio SoC chips.

The main products of Torch Core are Bluetooth audio SoC chip series, portable audio and video SoC chip series and intelligent voice interaction SoC chip series, which are widely used in Bluetooth speakers, Bluetooth headsets, Bluetooth voice remote controllers, Bluetooth transceivers, intelligent education, intelligent office, smart home and other fields. The company deeply cultivates low noise, low power consumption and high quality audio full signal chain technology with audio codec, analog-digital mixed multimedia processing, power management and high-speed analog interface as the core. And low-power wireless connection technology based on Bluetooth RF, baseband and protocol stack technology. The company is good at providing high-quality sound quality on the basis of low power consumption, and is good at integrating RF communication, power management, analog-digital mixed audio signal processing, CPU, DSP and storage unit on a single chip SoC. At the same time, the value of SoC is enhanced by integrating software development packages and core algorithms, which helps customers lower the threshold of mass production based on chip development. Facing the customer base with many fields and different terminal development capabilities, the company can provide overall solutions and software and hardware development platforms convenient for secondary development.

Huawei hisilicon

Haisi is a semiconductor company. Haisi Company was founded in June 5438 +2004 10, formerly Huawei Integrated Circuit Design Center, and was founded in June 5438 +099 1. Headquartered in Shenzhen, Hisilicon has design branches in Beijing, Shanghai, Silicon Valley and Sweden. Hisilicon's products cover chips and solutions in wireless networks, fixed networks, digital media and other fields, and have been successfully applied in more than 0/00 countries and regions around the world. In the field of digital media, SoC network monitoring chips and solutions, videophone chips and solutions, DVB chips and solutions, and IPTV chips and solutions are introduced. In 20 19, the revenue of Haisi Q 1 reached17.55 million USD, up by 4 1% year-on-year. The growth rate is much higher than that of other semiconductor companies, and the ranking has also risen to 14.

Ruiyu semiconductor

Ruiyu Semiconductor was founded in 1987, located in Hsinchu Science Park, which is known as "Silicon Valley" in Taiwan Province Province, China. With the enthusiasm and perseverance of several young engineers in those years, Ruiyu Semiconductor has gone through a period of hard work and become the world's leading professional ic design company today, showing its strong ambition and outstanding competitiveness, and developing IC solutions with high performance, high quality and high economic benefits, which are widely recognized and welcomed by the global market. Ruiyu Semiconductor has maintained steady growth since its establishment, which is attributed to Ruiyu's persistence and efforts in product/technology research and innovation, and also to Ruiyu's fine tradition.

How big is TWS headset market?

According to the statistics of Rising Sun Big Data, in 2020, the global TWS shipments reached 460 million pairs, up 43.75% year-on-year. It is estimated that the global shipments of 202 1 will continue to rise.

Among them, brands account for 44% and white brands account for 56% of the market. Compared with 20 19, it is not difficult to find that the proportion of brands is steadily increasing, and the market share of white brands is further reduced, but it still occupies the main market.

What is certain is that TWS market development has ushered in a brand-new outlet, and the shipment volume is just around the corner.

Market trend of TWS main control chip

First of all, the change of Bluetooth technology optimizes the user experience of TWS headphones.

In June 5438 +2020 10, the Bluetooth Special Interest Group (SIG) officially released a new generation of Bluetooth audio technology standard-Bluetooth Le Audio (hereinafter referred to as BLEAudio), which means that the low-power Bluetooth technology standard will support audio transmission. BLEAudio has the advantages of low power consumption, wide connection range and low cost of single-mode Bluetooth chip, so Sunrise Big Data believes that single-mode low-power Bluetooth is expected to replace traditional Bluetooth in the future. In other words, mobile electronic devices only need to use single-mode low-power Bluetooth chip.

BLEAudio has three technical features.

1: Low complexity communication codec (LC3)

2. Multi-stream audio

3. Broadcast audio sharing (audio sharing)

Second, the "promotion" of TWS master control chip

SiP(SysteminPackage) is a packaging concept, which arranges all or most of the electronic functions of a system or subsystem on an integrated substrate and bonds the chip to the integrated substrate in 2D and 3D. SiP can not only assemble multiple chips, but also be a special processor, DRAM, flash memory and passive components, combined with resistors and capacitors, connectors, antennas and so on. , all mounted on the same substrate. This means that a complete functional unit can be built into a multi-chip package, so it can work only by adding a few external components.

Industry summary

The fiery TWS headset market makes many chip manufacturers compete on Bluetooth audio SoC, and various Bluetooth true wireless solutions are constantly introduced. Big brands with self-developed chips tend to use self-developed chips in order to get the best optimization for their products. Compared with TWS brand manufacturers, the head concentration of chip manufacturers is more obvious, and each manufacturer has a differentiated target market. However, we believe that with the development of TWS industry, this obvious polarization pattern will eventually be broken, and suppliers with excellent heads will expand their product lines and cover more markets.