BIG BITE Introduction With the advancement of intelligent, networked, wireless and other technologies, the value of the smart home market is constantly increasing, with a compound annual growth rate of 14.01%. With the increase in bandwidth demand, the demand for network transformers has also shown a substantial growth trend.
In recent years, with the improvement of people's quality of life and the advancement of intelligent, networked, wireless and other technologies, the smart home industry has developed into an integration of household appliances, consumer electronics, lighting, security and other life categories. development concept.
Global shipments of smart home devices in 2025 will be 2.1 billion units
Smart home is a residential-based platform that uses integrated wiring technology, network communication technology, security technology, and automatic control technology , audio and video technology, integrates facilities related to home life, builds an efficient management system for residential facilities and family schedule affairs, improves home safety, convenience, comfort, and artistry, and achieves an environmentally friendly and energy-saving living environment.
Comprehensive data compiled by Dabit Industry Research Laboratory shows that the global smart home market is expected to grow to US$176.5 billion by 2025, with a compound annual growth rate of 14.01%.
During the period 2020-2025, the compound annual growth rate of global smart home device sales is expected to be 16.9%. As the penetration rate of smart homes further increases in the future, global shipments of smart home devices are expected to reach 2.1 billion units by 2025.
The penetration rates of different categories under the smart home ecosystem have grown steadily to varying degrees, and are expected to reach a penetration rate of 21% in 2025.
Gigabit optical modems and Wifi6 routers increase bandwidth
In smart home scenarios, home wireless WiFi coverage is essential, and the combination of optical modems and wireless routers is also particularly important.
With the improvement of Internet speed, 100M optical modems are gradually being eliminated and replaced by Gigabit optical modems. Gigabit optical modems have routing functions, but the main task of optical modems is to perform photoelectric conversion and routing. And wireless WiFi is only a auxiliary application.
Therefore, it is necessary to equip a WiFi6 Gigabit router. Router network optimization and wireless WiFi signal strength are its main performance indicators.
In response to the development needs of smart homes, many manufacturers have currently launched whole-house routers to meet users' needs for supporting Gigabit optical fiber, WiFi6, whole-house networking, one-click networking, and simple operation.
WiFi6 router manufacturer representative
Users do not need to perform complicated settings. They plug in the network cable, dial up the Internet through the router, and then set up WiFi. According to the size of the room at home, choose whether to match multiple routers. A router is connected to the network, and you can access the Internet by plugging in the router.
In the past two years, due to the impact of the epidemic, the time and intensity of users’ online life have increased significantly, such as watching movies, watching TV, online education, online remote meetings, etc. The new network demands have made people’s families Broadband bandwidth seems a bit stretched.
As more and more devices are connected to the network, this bottleneck will become more and more obvious. Some products cannot support a large number of devices on the network, which makes users who love smart homes feel embarrassed. Therefore, users are concerned about thousands of devices. Mega broadband is still very desirable. Countries in Europe and the United States, where the epidemic prevention and control situation is more severe, have highlighted new demands for Gigabit networks, routers and other products.
On August 19, Cisco released its fourth fiscal quarter fiscal year 2021 (the first fiscal quarter in the United States is calculated from October 1 each year) and full-year financial reports. The report shows that Cisco’s sales of core products such as routers and switches in the fourth fiscal quarter were US$9.716 billion, a year-on-year increase of 10%.
New chip network transformer manufacturers have doubled their pre-mass production
As a basic component of conventional networking equipment such as network cards, switches, routers, optical modems, set-top boxes, etc., network transformers have a huge impact on bandwidth requirements. With the increase, the demand for this component has also shown a substantial growth trend.
Under this demand situation, coupled with the epidemic, some overseas factories that produce traditional network transformers have encountered difficulties such as insufficient labor and customs quarantine. Traditional network transformer production can no longer meet market demand.
In response to these situations, new fully automated production of network transformers has become an important technical direction for the industry in the future.
In response to current and future market demand, Mingpu Opto-Magnetic Company has launched what it calls a "new chip network transformer", which can achieve fully automated production and has great advantages in production capacity and performance. In the past few years since the product was launched, it has received good response in the market and can quickly supply the demand. At present, optical modems, routers, and set-top boxes have generally adopted the new chip network transformer solution.
It is reported that the company has two main new chip network transformer structures: inductive type and capacitive type. Among them, the capacitive type structure uses a filter capacitor to replace the transformer part, which is a better alternative to chip network transformers. The cost solution has better cost advantages and is gradually occupying the market in home set-top boxes, routers, optical modems and other fields.
Chip network transformer (picture source Mingpu Opto-Magnetic)
In order to cope with the growth in demand, Mingpu Opto-Magnetic has added new production line equipment many times to increase production capacity. As of July 2021 , shipments have reached 60KK sets per month; by the end of 2021, the production capacity is expected to exceed 100KK sets per month; in 2022, the planned production capacity will exceed 210KK sets per month.
The basic technologies of smart home are improving day by day. By the end of 2025, our country will fully build a leading IPv6 technology, industry, facilities, application and security system. The number of IPv6 active users will reach 800 million, and the number of IPv6 connections for the Internet of Things will reach 800 million. Reached 400 million. By then, the current market space for new chip network transformers will also be improved again in the interconnected industrial atmosphere.