Low power Bluetooth technology, as an important wireless connection technology in the Internet of Things, is becoming increasingly diverse in applications. Domestic manufacturers are also accelerating their layout. In addition to traditional Bluetooth chip companies actively transforming or expanding into new sectors, low-power startup companies are also increasing. Although low-power Bluetooth chips have advantages in early development abroad, foreign products are generally expensive, facing difficulties in sustained development and insufficient domestic localized services, creating opportunities for domestic enterprises to enter the field of low-power Bluetooth chips. At present, traditional Bluetooth manufacturers in China mainly focus on low-end BLE chips, with versions lower than 4.2 or earlier. The transition to BLE 5.0 has only begun in the past two years. However, dual mode low-power Bluetooth chips are mainly used for Bluetooth audio, and a few manufacturers have developed single mode Bluetooth transparent chips with functions such as Bluetooth mesh and indoor positioning. It was not until 2016 that high-end BLE was gradually developed. In the past two years, some BLE Bluetooth chip products have been released, but the quantity is not large.
Domestic BLE manufacturers and main products.
Domestic low-power Bluetooth manufacturers such as Furui Kun, Shanghai Juwei, Fengjia Micro, Lianruiwei, Taoxin, and Jerry Technology have developed Bluetooth chips with lower localization based on the needs of Chinese enterprises. Manufacturers who can develop extremely low-power and high stability BLE chips and effectively control costs have the opportunity to explore the market, cooperate closely with downstream application manufacturers, and occupy the market. Therefore, high-end BLE manufacturers with strong power, low-power design, and performance design capabilities are the focus. Provide samples and technical support to Shanghai Juwei Yingshang Micro.
The overall trend of industrial transfer is in the chip design industry, where multiple drivers enable domestic low-power Bluetooth manufacturers to achieve high certainty of import substitution. With China's strong support for the integrated circuit industry, as well as external factors such as addressing IC supply chain risks caused by trade frictions between China and the United States, as well as external factors such as the huge demand stimulus for the Bluetooth terminal market and the increase in domestic chip design elites driven by the development of the Internet of Things in China, as well as the increase in domestic chip design elites. Bluetooth manufacturers are gradually shifting to the mainland, and high-end low-power Bluetooth is a good track, and domestic substitution is inevitable.
Tuyang Technology specializes in the development of low-power solutions for Bluetooth chips, covering Bluetooth earphones, Bluetooth speakers, automotive electronics, medical electronics, intelligent wearables, smart homes, 3C digital, IoT Internet of Things, and other industries. Stimulated by the strong growth of wearable devices and the Internet of Things worldwide, the application of low-power Bluetooth has huge development space, and is expected to reach 6.5 billion US dollars by 2023. As an important market for low-power Bluetooth chips, Chinese enterprises urgently need a high-end low-power Bluetooth layout to better meet the personalized needs of domestic terminal application manufacturers and achieve import substitution.