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Magnetic resonance wireless charging may be the most underestimated potential stock in the 5G era
Magnetic resonance wireless charging may be the most underestimated potential stock in the 5G era - Baidu Index shows that the overall average daily popularity of the search keyword "wireless charging" is around 1,200, and it will increase sharply when companies such as Apple and Huawei release relevant information. several times, but gradually returned to the daily average after a few days.
Baidu Index shows that the overall daily average popularity of the search keyword "wireless charging" is around 1,200. When Apple, Huawei and other companies release relevant information, it will increase sharply several times, but gradually return to the daily average after a few days. Compared with keywords such as "artificial intelligence" and "5G" that are also labeled in the process of human civilization today, with starting figures of 6,000+ and 10,000+ daily average popularity, "wireless charging" has obviously been crushed. But in fact, the wireless charging market continues to have surprising technological breakthroughs and innovations.
Recently, foreign researchers built an experimental room of about 3 square meters and laid magnetic plates on the walls and floors to generate a magnetic field in the entire room. They used the magnetic field to wirelessly charge devices of all sizes in the room, allowing all devices in the room to be wirelessly charged. The effect of invisible wires. It is planned that after the technology matures, it will be applied in homes, hospitals, greenhouses, laboratories, event venues and other environments.
Electric power systems are distributed all over the world. Although it is easy to use electricity, the "ready-to-use" electric energy is still a huge market that needs to be filled. "Wireless charging" solves the freedom obstacles in some application scenarios and completes an intelligent closed loop.
There are currently two major camps in global wireless charging technology, WPC and AirFuel. The former is based on magnetic induction (low-frequency technology), and the latter is composed of resonance (Resonant) and radio frequency charging (RF), which is magnetic resonance technology. The current mainstream wireless charging commercial scenarios are mainly mobile phone wireless charging, most of which use the QI technology of the WpC Alliance. However, compared with QI technology, which has low cost and low technical threshold, AirFuel magnetic resonance technology has the characteristics of high efficiency, long distance, and support for multiple devices, and can achieve difficult points that QI technology cannot achieve. Due to the high technical difficulty and high cost of R&D, it has been doing big things in silence and has not been widely commercialized. The number of related companies is also far less than that of QI. The smooth implementation of QI technology on a large scale is largely due to mobile phone manufacturers.
According to statistics, there were a total of 155 mobile phones supporting wireless charging in the world as of the first half of 2019, almost all of which were QI technology. However, people who have truly experienced wireless charging on mobile phones only account for a small part of the mobile phone market. Various e-commerce platforms show that negative reviews of related products focus on hot charging, low efficiency, charging only when aligned, and few compatible mobile phone models. , The seemingly promising wireless charging situation for mobile phones is actually not as good as imagined.
At the end of 2018, the industry analyzed the development of the global mobile phone market in 2019: overall sales will decline year-on-year, demand will gradually become saturated, and serious homogeneity is an important reason for the decline. The emergence of variable factors such as folding displays and 5G may bring a new round of room for improvement. Prior to this, many mobile phone manufacturers had already regarded wireless charging as a standard feature to increase competition. However, judging from the current trend, wireless charging has not brought more brand premiums. Some manufacturers have shifted their focus of publicity and investment to 5G.
With the rise of 5G, the Internet of Everything will become a reality, and multiple application scenarios will have higher requirements for wireless charging. Although QI wireless charging technology is becoming mature, its scalable application range is far less than that of magnetic resonance wireless charging technology. It is understood that there are only a handful of companies in the world with magnetic resonance wireless charging R&D technology, distributed in the United States, China, South Korea and other places.
The author learned relevant information from Chengdu-based Sipuoting Technology Company, which is famous for its patented "Rui Magnetic" technology. In the first half of this year alone, the number of customers who came to the company to inquire about magnetic resonance wireless charging solutions increased by 9 times year-on-year. The number of contracted customers increased by 3.5 times year-on-year. "In addition to providing standardized modules, Sipuotin's current business is focused on customizing wireless charging for enterprises. We have found that customers have become more and more diversified in application scenarios in recent years. In addition to traditional consumer electronics, smart homes, smart wearables, etc., some applications The scenario was not even preset when we were doing research and development. In fact, it shows that the wireless charging market has the potential to deeply explore. Although we don’t know when wireless charging will explode and in what form, we have always remained optimistic about it. ." Sipuoting Technology is the only magnetic resonance wireless charging solution company in southwest China. Its patented technology has been successfully commercialized, and many customized magnetic resonance wireless charging solutions have been successfully mass-produced.
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