Chip shortage occurs every year, especially this year. Since entering the second half of the year, the supply and demand of chips in various fields were once very tense, and Apple’s power chips were out of stock. Since the launch of the iPhone 12, the chip shortage has spread in the field of consumer power supply, and it has become increasingly fierce. < / P > < p > according to the observation of charging head network, the chip shortage has become a large-scale industrial event in the field of consumer power supply in recent years. No matter the original chip manufacturers, solution providers, fast charging factories and brand companies, all of them are disturbed by the shortage. < / P > < p > the term “chip out of stock” is rarely used in the field of consumer power supply. Even if it does, it may be that only a few chips of a certain company are out of stock for a short time. Nowadays, the shortage of products in the industry can not be alleviated by the replacement of power supplies. Why is this year’s fast charging chips in short supply? < p > < p > from the perspective of external environment, it is the lack of production capacity of upstream wafer plants. It is reported that at present, the orders of TSMC, liandian, world advanced and Lijiang wafer foundry factories are full in the fourth quarter, and the capacity of advanced process and mature process in the first half of next year has been fully reserved by customers. The charging head network also confirmed this statement from the original factory of the fast charging chip. At present, the delivery time of the fast charging chip is generally more than three months. This also indicates that this year’s out of stock is different from the past, not only in a wide range, but also in a particularly long period of time. < / P > < p > from the perspective of the fast charging power supply industry, it is understood that the 20W PD fast charging chip is the most affected by this shortage, and the direct cause of the chip shortage is the launch of iphone12 series mobile phones. < / P > < p > because for the new iPhone 12, only with 20W and above PD fast charging charger can realize full speed charging, and in this process, USB PD fast charging protocol chip plays a decisive role. According to the statistics of charging head network, Apple has 14 mobile phones that support USB PD fast charging. Since the launch of the iPhone 12, the iPhone 12 series and the three old models on sale on the official website have no longer given free chargers, which makes the 20W PD fast charging charger a high-profile product in the consumer power supply. < / P > < p > other industry analysts pointed out that the shipment volume of iPhone 12 series mobile phones in 2020 is expected to reach 75 million units, and the strategy of not standard charger will inevitably cause a huge market gap, which will lead to tight supply of iPhone quick charging accessories, and even cause a blowout of 20W PD fast charging accessories in a short period of time. < / P > < p > compared with Apple’s official 20W PD charger with a price of 149 yuan, many third-party accessory manufacturers control the price between 39 and 79 yuan. Even if there are some brand premium products, it is much cheaper than apple official. As a result, many consumers will give up the official apple and choose third-party accessories instead. This has also created a brand-new and huge 20W PD fast charging market. A large number of third-party parts manufacturers have taken advantage of this, resulting in a sharp increase in the demand for 20W PD fast charging chips. < / P > < p > for the original manufacturers and solution providers of fast charging chips, on the one hand, some manufacturers did not plan the 20W PD fast charging scheme in advance because of the insufficient prediction of the fast charging market. They never thought that the 20W PD fast charging market would be so fierce. According to the sales data obtained by the charging head network from tmall / Taobao, the sales volume of a number of third-party 20W PDs in 30 days has exceeded 10000. Among them, the monthly sales of 20W PD fast charging in Anker tmall flagship store has exceeded 60000. The data is very amazing. < / P > < p > on the other hand, even though some manufacturers have launched 20W PD fast charging solutions in advance, they have not fully guaranteed 100% compatibility before the launch of iPhone 12 series, so they are in a relatively conservative state in terms of the stock preparation of the scheme. However, after verifying the compatibility, the new stock preparation is just in line with the market of the wafer manufacturers. Especially the USB PD fast charging protocol chip, the contradiction between supply and demand is particularly prominent. < / P > < p > in today’s 20W PD fast charging power supply market, the era of cash and spot has long ceased to exist. And “money has no goods, there is no delivery time” has become the status quo of 20W PD fast charging industry chain. < / P > < p > the above is a circle of friends released by a USB PD fast charging employee. Although the picture is funny, it is also a true portrayal of the current situation of the industry. Some commentators said that they should go directly to the packaging factory to wait for the delivery date, while others thought that everything was futile. < / P > < p > “emergency notice: affected by peripheral factors such as wafer, the shortage will continue. Follow up supply will give priority to high-quality customers with good payment, and do not accept urgent orders! I hope everyone can understand and support each other! “. In the case of out of stock chips < / P > < p > the price increase has become an inevitable result. At present, a number of chip manufacturers in the industry have posted price adjustment notices, including orders that have been placed but not yet delivered. < / P > < p > “it’s a foregone conclusion that out of stock and rising prices are a foregone conclusion; you don’t always have goods if you have money; you can’t have goods without a plan; it’s the best news that there’s still goods in stock after price increase…”. < / P > < p > in the face of the increasingly tense supply and demand relationship of fast charging chips for 20W PD, how can the fast charging power supply factory highlight the tight encirclement and find a way to break the situation? At present, there are two common ways to deal with it. One is to find a new and stable 20W PD fast charging solution, and the other is to replace the existing 20W PD fast charging chip with full-function chip.
in terms of supply stability, such as the awesome power chip manufacturer, Tong Jia technology, based on its own product development experience, it has introduced a complete set of high integration 20W PD fast charging scheme. Through active communication with the upstream foundry, the supply chain can provide sufficient chip demand, which can effectively alleviate the current market 20W The problem of insufficient supply of PD fast charging chips. < p > < p > coincidentally, facing the shortage of 20W PD fast charging protocol chips, Xinhai Technology, a leading domestic chip enterprise, has also launched a USB PD fast charging protocol chip css34p16, which can provide a complete USB type-C and USB power port control solution for adapter, car charger, mobile power supply and other applications. < p > < p > however, in terms of seeking alternative chips, 20W PD fast charging scheme has more options. For example, AC-DC power supply scheme, the current mainstream 20W PD fast charging is highly integrated design. In case of shortage, higher power specification power chip can be used to replace it, and the high integrated power supply scheme can be changed to separate device design scheme. < / P > < p > for the protocol core that is most in short supply at present, the current PD fast charging charger adopts DFP (downstream facing port) controller, which only needs to provide external electrical functions. When the supply of DFP controller is in short supply, it is an effective scheme to replace the DRP (dual role port) controller for mobile power supply. < / P > < p > according to the incomplete statistics of charging head network, there are 15 mainstream DRP bidirectional USB PD fast charging protocol chips on the market, which are from cypress, Xinhai, Chengyi, tiandeyu, ledrui, Liyi, Nanxin, Shilan and Youwei technology. < / P > < p > however, it should be noted that although it is theoretically feasible to replace the existing 20W PD fast charging solution with a higher specification chip, the fast charging power supplier must consider the product development difficulty, production and manufacturing cost, and the pricing strategy of terminal products. < / P > < p > according to industry analysis, the tight 8-inch wafer foundry capacity in the upstream is expected to ease in mid-2021. The charging head network also understands that most of the chip manufacturers that can provide 20W PD quick charging solutions are basically in the state of being expedited by customers and constantly expediting to the upstream wafer foundry and packaging plant. Even if the design is excellent and there is not enough chip supply to support it, everything is in vain. The key to the shortage of 20W PD fast charging chips is the protocol chip. At the same time, the tight supply-demand relationship will also cause the unsalable power chip, so even if the power chip is fully stocked, its later shipment will be greatly affected. < / P > < p > for fast charging factories, the shortage of chip supply causes many manufacturers not to control the order quantity, and at the same time, the system cost of a single product will also increase. Some factories even can’t buy chips, leading to the failure of 20W PD fast charging product project. < / P > < p > for some brands, thanks to the large brand premium space of 20W PD fast charging new products, even if the subsequent production costs increase, enough profit margin can still be guaranteed, and the price of terminal products will not be affected by chip shortage. At the same time, consumers don’t have to worry about the price rise of 20W PD fast charging. In addition to 20W PD fast charging, there are more and more fast charging products with higher power for you to choose from. The iPhone 12 keynote has been recorded in Apple park