Spotlight: Wireless Connectivity Chips, Markets, Technologies
I wish everyone a happy new year and good luck! Taking advantage of the winter vacation, I simply sorted out the smart watch application and made a share. If it is wrong, please communicate and correct me;
01
Market Capacity, Classification and Topology
2 data for reference
One is that there are 127 million smart watches in the world. In the case of a sharp drop in consumption in 2022, shipments in 2022H1 will reverse and maintain shipments of 63.7 million;
One is Canalys’ category-based 2022Q3 data. China’s smart watch market, despite the decline in the overall wearable market, bucked the trend and rose by 17% to 3.4 million.
From the data of Canalys, we can also see the clues. The smart watches in the target market are of varying degrees of intelligence. There are 50-200 white brands, 600-1000 brands of Bluetooth, and more than 2000+ high-end eSIM-supporting ones;
From the topology of the main control chip, the main points are as follows
Topology 1 is mainly the basic time display function, and time calibration may have to be done through the mobile phone APP, and then, phone calls and message notifications can be performed through the ANCS protocol;
Topology 2 mainly adds BT, so that you can make calls, play songs and other functions;
Topology 3 is the current mainstream. On the one hand, it adopts a more integrated BT&BLE SoC. On the other hand, it adds a low-power MCU as the main control, which can greatly extend the standby time;
Topology 4 is mainly dominated by foreign manufacturers such as Qualcomm. It integrates 4G, supports eSIM, and can make calls;
02
Main control chip and characteristics of business smart watch
bluetooth chip
Similar to RTL8762 and nRF528xx, this kind of chip has been talked about a lot before, so I won’t go into details;
BLE+PSRAM, multiple Bluetooth companies release new products
Comprehensive: Realtek/Realtek wireless product map and market structure
BT&BLE SoC
The more classic ones are Hengxuan's BES2500L, and the Jieli AC7012 released last year;
The block diagram of AC7012 is as above, it can be seen that multi-core, GPU, Audio DSP, Sensor Hub, and rich on-chip storage resources can bring high intelligent functions, and we will talk about this part in the next chapter;
Low Power MCU
In topology 3, a low-power MCU is generally required as the main control, which can greatly reduce power consumption; the more mainstream ones include ST's STM32U5 series, and Ambiq's ultra-low-power MCU, such as AMAP4P
Its power consumption advantage is absolute
Wearable SoC
High-end watch chips are self-developed and used by Apple. The most mainstream should be Qualcomm, such as 4100+
03
Prospects of Smart Watches in the Smart Home of the Future
People who follow my WeChat account can see that I post more articles about smart interconnection systems, protocols, and applications, such as Matter, such as smart central control;
I believe that with the improvement of smart home experience, the intelligentization of living and office is an inevitable trend;
At present, if you visit a newly built park, office building, or stay in a newly built hotel, you will definitely have a similar experience;
Smart watches, currently have a good penetration rate in offline payment
In the future, smart watches must be a very important control entrance:
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With low-power intelligent voice wake-up, you can control home devices through simple command words while maintaining the battery life of the watch; Hello Xiaozhi, turn on the air conditioner in the living room;
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With the watch's high-resolution large screen, you don't need to get up to turn off the lights, you can go directly to sleep mode;
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With Bluetooth/NFC, you can directly open your door or start your electric car through your watch;
And all of this, if Matter achieves good results abroad, the importance of watches and the above-mentioned scenes will come faster;
04
Human-computer interaction of smart watches
A huge market that can support many companies;
For the development of smart watches, the focus is on the application-side functions, but for the basic graphical system, it is not necessarily worth investing heavily, and the application development platform for smart wearables will not be exported to the outside world;
In this market, the leading domestic RTOS company, RT-Thread, has released a
Paixin OS, and has been successfully commercialized;
You can search for the following titles to see the demo effect
Paixin OS website is officially launched, Turnkey-level solutions are coming
Paixin OS adopts persimmon GUI and JavaScrip application framework, which allows front-end developers to quickly enter the field of embedded development;
From the chip side, the mainstream adaptation has also been completed, as follows
Because I don't have specific code overhead, I can't analyze its competitiveness. Friends in the circle are welcome to provide data;
05
postscript
In addition to mobile phones, earphones, and watches, everyone has one product; and as young people pursue higher and higher quality, the share of smart watches will continue to increase. With the rebound of consumer electronics, I believe the industry will be even more good;
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