With the continuous acquisition of strong TWS headset Bluetooth chip companies such as Luda and Yuanrui, MediaTek seems to be determined to seize the share of the Bluetooth chip market in the future.
Recently, MediaTek's subsidiary Dafa Technology acquired TWS headphone chip supplier Yuan Rui for NT$910 million, equivalent to about RMB202 million, and obtained 91.05% of the equity of Yuan Rui.
MediaTek is a global semiconductor giant that took only four years from its founding in 1997 to its listing in 2001. MediaTek currently has a leading position in the chip technology market for smart TVs, voice assistant devices, Android tablets, feature phones, optical and Blu-ray DVD players.
After the outbreak of the TWS headset market, it has attracted many manufacturers to increase the layout, although the TWS headset industry has been growing rapidly for 6 consecutive years, but the market increase is still very large. MediaTek's acquisition of YuanRui at great expense also further shows that MediaTek has started its layout early in order to cope with the fierce competition in the field of TWS headphones in the future, and actively recruits.
If you study MediaTek's TWS headset Bluetooth chip expansion trajectory in depth, you will find that this field is a new target for MediaTek's market strategy, and since the acquisition of Luta in 2017, MediaTek has been vigorously supporting its own TWS headset Bluetooth chip industry.
MediaTek's mobile phone chip sales won the championship, while increasing the layout of the Bluetooth chip market
MediaTek is known for its advanced multimedia and artificial intelligence technologies, and its core businesses include mobile communications, smart home and automotive electronics, focusing on the development of chipset core technologies suitable for cross-platform applications. In the past 25 years of entering the chip field track, MediaTek has gradually become a global giant chip company. For many years, MediaTek has focused on mobile communication chips and wireless broadband chip solutions, and the bluetooth audio chip field for MediaTek, is currently not as big as the mobile communication and wireless broadband field.
2020 and 2021 are a year of opportunities and challenges for mobile phone chip manufacturers. The opportunity is because Huawei and HiSilicon's chips are limited, vacating a huge market share, and other mobile phone chip manufacturers have more opportunities to grab more market share. The challenge is that under the external situation, there are too many uncertainties, major mobile phone manufacturers have sought new ways out, make more preparations, and competition has become more intense and uncontrollable.
In the face of opportunities and challenges, MediaTek will become one of the top three semiconductor companies in the world in 2020 with the Tianji series of chips, and in 2021, the sales of mobile phone chips will exceed Qualcomm and top the list:
From the data point of view, MediaTek's mobile phone chip sales in 2021 were 11.02 billion units, an increase of 42.5% year-on-year, ranking first; Qualcomm's sales were 10.66 billion units, an increase of 24.2% year-on-year, the second place for sales; the third place was Apple, apple mobile phone chip sales in 2021 was 5.04 billion units, an increase of 29.9% year-on-year; Huawei HiSilicon's chip sales in 2021, although it fell by 68.6% year-on-year, still ranked fourth with a result of 3.02 billion units.
In addition to the mobile phone industry, consumer electronics industries such as TWS headphones, smart speakers, and smart watches have also entered a period of rapid development. The market not only needs mobile phone communication chips, Wi-Fi chips, but also the demand for Bluetooth audio chips is also increasing, and the requirements for Bluetooth audio chips are getting higher and higher. In the process of accelerating the fission of the consumer electronics market, unprecedented opportunities and challenges have emerged.
At this critical moment, MediaTek has successively acquired Bluetooth chip companies such as Lota and Yuanrui, and increased its chip layout in the Bluetooth audio chip market.
MediaTek praised Red Roda and became a rising star in the field of TWS headphone chips
Founded in 2001, Loda Technology is a leading IC design leader. In 2017, MediaTek added Loda Technologies to the group and further combined the Group's strength to enter the field of Internet of Things, providing low-power microprocessor system chips with various types of wireless communication technologies. In 2021, MediaTek will integrate the two subsidiaries of Loder Technology and Chuangfa Technology to establish Dafa Technology to provide customers with complete solutions for systems and chips for wireless and broadband communications.
Dafa (Lodda) technology can be said to be the connection hub between MediaTek and TWS headphone industry, in 2017 MediaTek acquired Dafa (Lodda) quickly layout to seize the market, in 2018 Dafa (Loder) launched AB1526 series chips, sweeping the entire TWS headset market.
In 2019, Dafa (Loda) was recognized by Sony, the head brand in the audio industry, and its chips were adopted by Sony's many TWS headphones, and subsequently, Dafa (Roda) soared in recognition in the industry, in addition to Sony, Dafa (Loda) also successfully entered the supply chain of globally renowned brands such as Apple's Beats, HARMAN Group JBL and Xiaomi.
By 2021, the TWS headset market continues to be hot, MediaTek sees the huge potential behind this market, so it integrates two subsidiaries of Loder Technology and Chuangfa Technology to establish Dafa Technology, focusing on complete solutions for systems and chips for wireless and broadband communication, and currently Dafa (Ludda) Technology has been in a global leading position in the field of TWS headphone chips.
I love audio network after sorting out the dismantled TWS headphones and found that in recent years, 57 TWS headphones use the chip of Dafa (Luoda) technology, which also shows that since the outbreak of the TWS headphone industry, the chips of Dafa (Luoda) Technology have been used in at least 57 TWS headphone products, which are from OPPO, Sony, Motorola, Huami, realme, Purple Rice, Beats, Wanderer, QCY, Black Shark, TOZO, Philips, boAt, Magic, 360, FIIL , Haylou, Xiaodu, Greenlink, iQiyi, Plantronics, Mingchuang Premium, Yiou, Fozento, GLIDiC, Huiwei, Lark Acoustics, iWalk, MPOW, Onda and other brands.
Specific TWS headset product application cases (click on the name to view product details):
Mobile phone brand Lidafa (Loda) covers: Apple, OPPO, Black Shark, Motorola, realme and other mobile phone manufacturers recognized.
Among the audio brands, Dafa (Loda) has been recognized by: Sony, Magic, Wanderer, FIIL, Huiwei, Pioneer, Plantronics, RHA and other brands.
In the field of smart wearables, Dafa (Luoda) has been recognized by brands such as Huami and Yiou.
Internet, e-commerce, 3C number brand Lidafa (Luoda) has been recognized by dozens of well-known brands.
The outbreak of the TWS headset market has a major impetus to the development of the wireless Bluetooth audio chip industry. In 2021, TWS headphones shipped 310 million units worldwide, an increase of 24.84 year-on-year, according to this trend, in the next 3-5 years, the TWS headphone market will continue to grow.
Recently, MediaTek announced that in order to cooperate with the listing plan of Dafa Technology, it will carry out a pre-IPO share sale plan, which is expected to sell 10% of its shares, and the group's shareholding ratio will drop to 76.2%. It can be predicted that after the successful listing of Dafa (Luoda) Technology, it will become a very competitive player in the field of TWS headphone chips.
Acquired Yuanrui to strengthen the competitiveness of Bluetooth wireless audio chips
Yuan Rui originally belonged to the subsidiary of Yuanxiang Technology Co., Ltd., is a professional design and supplier of Bluetooth wireless audio chips, in 2019, Yuanrui independently became a subsidiary of Yuanxiang Technology from the original phase audio department, and its main product line is TWS headphone chips.
We learned from the official website of Yuanrui that the current R&D team of Yuanrui has more than 70 people, with an average of 15 years of Experience in the research and development of Bluetooth/Wi-Fi audio technology, and has been committed to providing innovative wireless audio SoC design for a new generation of true wireless stereo product solutions since its inception, as well as cutting-edge applications of future listening-to-wear fusion products.
As the king of the game segment in the TWS headset chip, Yuan Rui has been adopted by a number of game headsets after its product launch. I love audio network disassembly database found that the original Rui TWS headphone chip has been recognized and adopted by many big brand brands, including Wanderer, Feizhi, iWALK, Red Devil, Razer, GreenLink, QCY, Lei Bai and so on.
Specific TWS headset product application cases (click on the name to view product details):
Although Dafa (Roda) Technology has been in a leading position in the field of TWS headphone chips, but the TWS headset market has continued to break out for 6 years, the market competition is becoming increasingly fierce, the acquisition of YuanRui, can bring fresh blood and a strong professional R & D team to Dafa (Lodda) Technology, which is also an important means for Dafa Technology to consolidate its competitiveness.
The Bluetooth wireless audio chip industry is developing rapidly, there is a shortage of talents, and major chip manufacturers are stepping up talent recruitment plans. Public information shows that at present, giant chip manufacturers such as TSMC, UMC, Qualcomm and Intel are stepping up their recruitment efforts.
I love audio network summaries
In the TWS headset market for 6 years of chip competition, wonderful. I love audio network speculation, MediaTek so heavy layout of Bluetooth wireless audio chips, not only to make up for its own shortcomings in this field, but also out of recognition of the Bluetooth wireless audio market outbreak.
Luoda and Yuan Rui were once players in the field of wireless Bluetooth audio chips, and now they are all included in MediaTek, which is like a tiger in the competition of MediaTek in the TWS headset chip market. By acquiring existing technology, talents, customers and other resources, It can help MediaTek shorten the research and development cycle in the field of Bluetooth wireless audio and accelerate the development of enterprises.
Obviously, after the mobile phone communication chip and Wi-Fi chip, the Bluetooth audio chip has become an important direction for mediatek's market strategic layout.