From the perspective of brand cooperation, the main control chip competition pattern highlights the trend of head concentration

The hotness of the TWS headset market has caused many chip manufacturers to compete on the Bluetooth audio SoC, constantly launching various Bluetooth true wireless solutions. Big brands with self-developed chips tend to use self-developed chips in order to obtain the best optimization of their own products, such as Apple and Huawei; chip suppliers in the mid-to-high-end market mainly include Qualcomm abroad and Hengxuan in mainland China; major players in other markets It is Realtek in Taiwan, Luoda and Jerry in mainland China.

In terms of brand cooperation, apart from Apple, which always uses self-developed chips, other major manufacturers have their own preferred partners. According to Cinda Electronics Industry Chain research, Huawei’s early products used Hengxuan chips, the latest Freebuds 3 used self-developed A1 chips; Xiaomi mainly used Hengxuan and Realtek chips, and a few products used Qualcomm chips; OPPO mainly used Hengxuan chips ; Vivo mainly uses Qualcomm chips; Samsung always cooperates with Broadcom. Most foreign acoustic brands use Qualcomm chips. Recently, a small number of products have begun to use chips from domestic suppliers. For example, JBL adopted Hengxuan's BES2000 in its new product TUNE 120.

Other small and medium-sized brands also have a large selection of chip suppliers. Mainland China has Zhuhai Jieli, Zhongke Lanxun, and Taiwan also has Realtek and Yuanxiang. Their TWS Bluetooth chips are relatively low-priced. The above chip manufacturers jointly supported the rapid growth of the TWS headset market in 2019.

We have compiled the current mainstream TWS headset manufacturer's chip solutions. It can be seen that almost all current mainstream audio solutions support the Bluetooth 5.0 standard, and some products have begun to support the latest Bluetooth 5.1 standard.

Compared with the full bloom of TWS brands, the trend of chip suppliers' head concentration is more obvious, and each manufacturer has a differentiated target market, such as Hengxuan, Qualcomm serving mainstream Android manufacturers, and other third-party brands. Zhuhai Jieli, Zhongke Lanxun, Realtek, etc. However, we believe that with the development of the TWS industry, this differentiated and polarized pattern will eventually be broken, and leading suppliers will broaden their product lines and cover more markets.

Post time: 2020-09-08