Modular group every 5 yuan, pull open armament race of Wi-Fi circuit cost, sales volume

2023-08-19

Last week, communication agreeing time issues a announcement:

Company head moneyWi-Fi/ blue tooth group of 2 syncretic modelAir601-12F appears on the market formally, price 5 yuan / PCS.

This model group supports agreement of 2.4G 802.11 B/g/n Wi-Fi, inside the TCP/IP agreement inn with whole place; Support BT/BLE 4.2 agreement, support blue tooth to match a net. 16 × are on dimension 24 × 3.0mm is enclosed, aerial unifinication is designed, apply to intelligent home appliance, intelligence the content couplet such as custody of control of custody of toy of video of household, wireless sound, intelligence, medical treatment, industry, medical treatment net domain.

According to inquiry of reporter of content couplet medium, development board is in the Air601-12F that adds up to time communication synchronism this to roll outThe 1 work off inside week is close 3000, be in the majority in order to grow end client group.

Adding up to time to look, the zoology that Wi-Fi 4 even if has been a maturity supplies a system, but the osmosis that applies as IoT, market space is very large still, right now more test company is behaved in the ability in market competition, for instance group of zoology deepness and range, client covers range, supply efficiency of operation of catenary ability, company to wait. Additional, wi-Fi 4 just also begins, if more client raises requirement in Wi-Fi 6 respect, add up to time to also won't be missed.

Join the event that just produced late 27 days, wi-Fi circuit stars science and technology of enterprise happy Xin issues a clear announcement, the content in saying Botongji hands in an information to announce superintendency job to case into the reply has by accident, In respect of company chip sale state existence issue, put in the likelihood of misdirect investor.

Can judge from inside a variety of information, no matter be chip or modular group, sales volume or unit price, all sorts of topics exist actually on Wi-Fi circuit, players also be ready in take action.

In content couplet medium on August 3 (Zhou Si) 14:00 be about to release" industry of network of couplet of content of 2023 China Wi-Fi considers to report "In, alone alsoThe cost to the open Wi-Fi IoT chip on the market and modular group, sales volume, price, gross profit undertakes centralized an analysis.

Be in above all cost respect, The cost of Wi-Fi chip product is main You Jing round cost, enclose test cost to form, among them brilliant help sb to attain his aim holds great majority originally; And the cost of product of Wi-Fi model form basically machines circle of cost, brilliant by modular group, enclose a test cost, other (the charge of the memory parts of an apparatus such as Flash and PSRAM) form, among them cost of modular group treatment is occupied commonly than the biggest, it is brilliant round cost, memory component cost next.

Science and technology of referenced Le Xin 2022 advocate cost of product of form of battalion chip, model forms as follows:

Be in next price respect, Model and the difference such as applied fixed position will be right price discretion produces an effect. Additional, taste newly roll out primary value the likelihood is opposite taller, increase as later period crop, purchase cost to drop, market development demand rises, product value big probability will drop stage by stage, make wool interest rate maintains the level that stabilizes relatively in finally. Nevertheless, rise when client demand and produce can or for due in a limited time, also put in the enterprise to improve the condition of product value.

Look finally from the angle of demand of enterprise outstanding achievement, Grow to realize outstanding achievement, should accomplish commonly at 3 o'clock: Case of ask a price rises (show function and price promote jointly commonly) , want sales volume to go up, should cost is low, Not be all contented at 3 o'clock probably, but need among them a certain element at least.

Specific in chip industry, reduce the cost, means that increases gross profit commonly to include:

1) Wi-Fi and blue tooth confluence, with the means of chip of systematic level SoC, pass compositive in smaller chip area more function, reduce BOM cost then, reduce the cost of whole program thereby;

2) by right of purchase generous feature, strive for bigger privilege with upriver resource provider, but this also ask the shipment dimensions of the product ought to rise.

Consider modular group industry again, Fall besides above this method, also partial enterprise chooses to develop the modular form product that has appreciation value, the appreciation function that develops speech of system of software of form a complete set, development or image for example, raise product price with this, raise gross profit level.

2018 years of degree that offer with chip industry act according to pushing lift counterexample, in other factor changeless circumstance falls, sale of this company product is monovalent every drop 1% , profit total drops 4.46% ; Company product selling quantity every drop 1% , profit total drops 2.26% ; Company brilliant circle purchases the value on average every rise 1% , profit total drops 1.24% .

Will appear on the market at present after the management data of company Wi-Fi business undertakes arranging, can discover, the development route that different player chooses is not identical, basically face big client to emphasize for instance high-powered, basically face long end client to emphasize sexual price comparing for instance; Give priority to with be being sold continuously for instance, give priority to with distribute for instance. Among them mystery is flavour of worth while and all bearing, referenced.

Note: Happy Xin science and technology includes a company to grind oneself in every model group chip, because this is calculated to avoid to repeat, chip crop did not include to be used at the chip yield that modular group produces

Happy Xin science and technology is in of Wi-Fi industry lie particularly at besides chip business, of business of Wi-Fi model group occupy than achieving60%-70%, interest rate of sales volume of modular form product, monovalent, wool is be expert at banner level is in inside course of study. Nevertheless, to business of group of model of sortie of chip former plant this is planted mode, industry also has a lot of different assessment.

Note: Botongji becomes wireless data transmission kind the product includes the product such as set of chip of general and data transmission of 5.8G, Wi-Fi, blue tooth, wireless, ETC, rise to in sales volume of kinds of this are big 2021 product 389 million, money newspaper call the main contribution of growth Wi-Fi chip product; corresponding, wireless 2022 data transmission kind because Wi-Fi reachs blue tooth data transmission,income falls also is kind product sale puts delay.

In addition, in newest to handing in place to be aimed at a company the superintendency job of annals content cased 2022 in the reply, botongji becomes alone exposure companyWi-Fi chip sales volume was 159 million 2021, wi-Fi chip sales volume was 84 million 2022, Because product of company Wi-Fi chip basically faces consumptive electron market,dropping is, trade demand whole glided 2022 bring about product sales volume to reduce.

Can discover additionallyBotongji becomes the unit price of Wi-Fi chip and wool interest rate, be lower inside the industry actually. The reason fastens Botongji to become strategic collaboration was built to concern in the platform such as Wi-Fi domain and doodle client, because platform client sheet is tasted,purchase an amount capability of big, bargain is strong, botongji is become corresponding also the price that took privilege is politic, cause interest rate of Wi-Fi product wool low.

The data information of more concentration welcomes to pay close attention to " industry of network of couplet of content of 2023 China Wi-Fi considers to report " .

Report general on August 3 (next week 4) 14:0On 0 lines release freely, the friend that the welcome is interested in pursues below scanning 2 dimension code makes an appointment direct seeding.