Nowdays,Chips play an absolute important role as the components driving the normal operation of products.The lack of chips will directly lead to the products that can not be launched as expected.With the development of technology, the chip industry has also been booming, resulting in the gradual increase of products that can be replaced by each other, which effectively alleviates the dependence of manufacturers on a single chip manufacturer.
Since entering the second half of this year, chip supply relations once appeared in short supply.Companies such as Apple, whose chip makers are keen to enter their supply chains, still faced a severe shortage of chips.The shortage causes the shortage of production capacity of many enterprises in the supply chain, such as the original chip manufacturers, solution providers and brands, which has caused significant fluctuations in the whole market and also affected the Bluetooth audio market.
Why are Bluetooth headset chips out of stock?There are many impacts, among which the main reason is due to the impact of the epidemic caused by the upstream wafer plant capacity shortage.In the first half of the year, the market has not been greatly affected by the epidemic, but with the recovery of the market in the second half of the year, product shipments continue to improve, chip demand increases sharply, chip shortage is becoming more and more obvious.
In addition, with the rapid growth of the bluetooth headset market, the demand for chips keeps rising. Moreover, as the standard headset will no longer be equipped with iPhone will cause a new round of growth, further increasing the demand for chips.The other reason is the influence of international trade relations, which makes many manufacturers under the pressure of "possibly coming" to start stocking and sweeping goods to guarantee the demand of unstable situation in the next one to two years.
With the rapid growth of the Bluetooth audio market in recent years, the absorption of Bluetooth chips in the market is also constantly improving, and the manufacturers of Bluetooth headset chips are always at the stage of increasing production capacity.According to the Bluetooth Technology Alliance "Bluetooth Market Industry Report 2020", the annual shipments of Bluetooth audio transmission equipment reached 1.1 billion in 2019, and it is expected that the shipments will reach 1.54 billion in 2024, all of which make chip manufacturers need uninterrupted production and supply.
This year, due to the epidemic, the supply capacity of each terminal product has decreased, so the release of new products has been delayed.In the second half of the year, new products came in swarms, such as the latest iteration products launched by huawei, Samsung and other mobile phone manufacturers, and the first TWS headphones released by manufacturers such as Devare and OnePlus, which injected new vitality into the Bluetooth headset market.
As products pile into the market, demand for chips is soaring.Since the outbreak is widespread, other consumer electronics products face similar problems.However, the sharp increase in chip demand caused a great imbalance between the production capacity and demand of upstream wafer OEM under the epidemic situation, resulting in a wide range of chip shortage problems.
According to another report, based on incomplete statistics of supply chain information, the number of AirPods shipped in 2020 reached 600 million, accounting for a large share of the shipments of Bluetooth headphone chips.
Now that apple's event is over, wired headphones are no longer the standard feature for all iPhone models.This could cause Android manufacturers with similar problems to cancel their wired headsets once again, allowing the bluetooth headphone market to enter a new round of growth.In order to cope with the upcoming changes, many manufacturers further enhance their demand for chips to meet the competitiveness in the future market.