Shulou(Shulou.com)06/03 Report--

As an important wireless connection technology of the Internet of things, the use of low-power Bluetooth is becoming more and more abundant, and domestic manufacturers are also accelerating the layout. Apart from the traditional Bluetooth chip enterprises actively transforming or expanding new plates, low-power Bluetooth start-ups are also springing up like bamboo shoots after a spring rain. Although the development of foreign low-power Bluetooth chips occupies an early advantage, foreign products are generally expensive, and they are faced with disadvantages such as difficulties in continued development and lack of domestic localization services, which creates opportunities for domestic enterprises to enter the field of low-power Bluetooth chips.

The ble Bluetooth chips shipped by traditional Bluetooth manufacturers in China are generally concentrated on the low-end BLE, version 4.2 and below, and only began to transform the layout of BLE5.0 in the past two years, but it is mainly used in Bluetooth audio dual-mode low-power Bluetooth chips. A few manufacturers have developed single-mode Bluetooth transmission chips with Bluetooth mesh and indoor positioning functions. High-end BLE has been developed one after another since 2016, and some BLE Bluetooth chips have been shipped in the past two years, but the quantity is not large.

Domestic BLE manufacturers and their main products

Domestic low-power Bluetooth manufacturers, such as Fu Ruikun, Shanghai Giant Micro, Fengjia Micro, Lianrui Wei and Peach Core Technology, combine the needs of Chinese enterprises to develop more localized low-power Bluetooth chips. Manufacturers who can develop BLE chips with extremely low power consumption, high connection stability and effective cost control will have the opportunity to open up the market and work closely with downstream application manufacturers to occupy a place in the market. Therefore, the high-end BLE manufacturers who have strong technology research and development capabilities and can carry out very strong low-power design and performance design are the focus of attention.

With the transfer of chip design industry, multiple drivers make domestic low-power Bluetooth manufacturers achieve high certainty of import substitution. With China's policy support for the integrated circuit industry, and in order to resist external factors such as IC supply chain risks brought about by Sino-US trade frictions; as well as internal factors such as the huge demand stimulation of the Bluetooth terminal market brought about by the development of the domestic Internet of things, as well as internal factors such as the increase of domestic chip design talents; Bluetooth manufacturers gradually transfer to the mainland, high-end low-power Bluetooth as a good track, domestic substitution is inevitable.

Inspired by the good growth of global wearable devices and Internet of things market segments, low-power Bluetooth applications have huge growth space, which is expected to reach 6.5 billion US dollars in 2023. As an important market of low-power Bluetooth chips, China urgently needs domestic companies to layout high-end and low-power Bluetooth to better meet the customized needs of domestic terminal application manufacturers, so as to achieve import substitution.

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