Time flies, and there is less than a month left in 2021. This year, “out of stock” has become an unavoidable topic. In March of the beginning of the year, many manufacturers came to the scene to find goods on our BLDC motor forum; car manufacturers also stopped work and reduced production due to the problem of lack of cores; of course, also There are many other industries that are also affected by the lack of cores.
Despite being affected by the lack of cores, some industry markets will perform well in 2021, such as servers, TWS headsets, fast charging, storage, automotive, and motor control markets. So which markets will have the greatest potential in 2022? Electronic Enthusiasts Network recently communicated with some senior people in the industry, and concluded that the following subdivided application markets may have relatively good market performance in the next year.
Portable Energy Storage Market
Portable energy storage devices are currently mainly manufactured in China and exported overseas. For example, 90% of Dianxiaoer’s outdoor power supply products are exported overseas. This is related to the maturity of the outdoor market in Europe and the United States. Europeans and Americans often choose outdoor activities such as outdoor tourism, camping, and fishing in their spare time. For example, in the United States, according to the website of the Outdoor Foundation, the number of people who participate in outdoor activities every year in the United States has remained above 48% all year round. Outdoor power products are very popular in Europe and America due to their large capacity, high power, safety and portability.
In other markets such as Southeast Asia and Africa, power outages often occur because of the perfect power infrastructure. It is also very convenient to have an outdoor power supply for backup. Therefore, there is a lot of demand.
The domestic market is relatively small now, but with the development of the economy and the increase of people’s outdoor activities, it is believed that the demand will also increase in the next few years.
Moreover, the portable energy storage device needs a lot of ICs and other electronic components. First of all, it is an energy storage device, and it definitely needs batteries; in addition, because it needs to output AC voltage, it needs the support of an inverter; in addition to In addition to these two important components, AC-DC, DC-DC, MCU, fast charging main control chip, circuit protection device, power management chip, and MOSFET are also needed.
There are also charging head equipment including GaN and SiC. Although GaN charging heads began to appear in the first two years, the large-scale popularization has not yet begun. I believe that as more and more manufacturers are used, the cost will further increase. Lower, 2022 will be more interesting.
Solar and Wind Inverters
In the past two years, various countries and regions have successively announced their own carbon peaking and carbon neutrality goals. For example, Austria announced a carbon neutrality target by 2040; Sweden announced a carbon neutrality target of 2045; the European Union, the United States, the United Kingdom and Japan announced a carbon neutrality target of 2050; China also announced a carbon neutrality target of 2060.
Therefore, new energy sources such as wind energy and photovoltaics have attracted the attention of various countries. According to statistics from the China Photovoltaic Association, it is conservatively estimated that the global photovoltaic installed capacity is 180GW, and China’s installed capacity is 60GW. In the next few years, China and the global photovoltaic development will enter the fast lane. In other words, the inverters needed for wind energy and photovoltaics will also grow rapidly in the future.
new energy vehicles
With the continuous increase in the penetration rate of new energy vehicles in various countries and regions, the demand for automotive chips is also rapidly increasing. Data shows that it is expected that by 2025, the global sales of new energy vehicles will exceed 21 million, with a five-year compound growth rate of about 37%. China is the world’s largest new energy vehicle market, the number of new energy vehicles ranks first, and consumers have the highest acceptance of the level of vehicle intelligence.
In China, the degree of intelligence has become the core indicator for consumers to judge the attractiveness of new energy vehicles. With the further improvement of the level of electrification and intelligence, the importance of chips to automobiles is self-evident.
Compared with traditional fuel vehicles, the number of chips used in new energy bicycles is gradually increasing. Taking autonomous driving technology as an example, the higher the level of autonomous driving, the more sensors are required. The L3-level autonomous driving is equipped with an average of 8 sensor chips, while the number of sensor chips required for L5-level autonomous driving has increased to 20.
In the same way, the amount of information that the vehicle needs to process and store is also positively related to the maturity of autonomous driving technology, which further increases the capacity of control chips and storage chips. According to statistics, by 2022, the average number of chips in new energy vehicles will be about 1,459, which is gradually distanced from the number of chips in traditional fuel vehicles.
A car chip supplier once told the Electronic Enthusiast Network that in the past, a car used their IC products for less than 2 dollars, and now a car has used their IC products for $100.
AED defibrillator
AED defibrillator is a kind of life-saving equipment. Many people are not unfamiliar with it. It has been quite popular in developed countries, but not many in my country. But now many places have begun to be equipped with AED defibrillators. For example, in the community where Xiaobian lives, one has been installed downstairs in every building this year. Subway stations, parks, public entertainment, sports venues, and enterprises and institutions have also begun to be equipped.
According to many friends, their company has also begun to equip AED defibrillator equipment. In addition, industry insiders told the Electronic Enthusiast Network that the price of such a device is generally around 20,000 yuan, and the value is still very high.
As more and more places are equipped with AED defibrillators, there should be a lot of potential in this market in 2022.
high speed blower market
There is also a market for high-speed hair dryers that has been cultivated for many years. In fact, the market is not bad this year. There are many domestic brands that compete with Dyson, such as Zimi, Sushi, Zhibai, Leifen, and Kangfu. According to our understanding, most of these domestic brands adopt the solutions of domestic chip manufacturers. As far as we know, BLDC motors are basically used for high-speed air ducts at present, and the current shipment in South China is between 450,000 and 600,000 a month.
It is believed that the development of the high-speed air duct market will be better next year.