According to media reports, Tesla recently launched a $300 “wireless charging platform” that can charge up to three devices at the same time. This wireless charging pad can provide up to 15 watts of charging power for every device that supports the Qi wireless charging protocol, including iPhone, Android or AirPods headphones.
According to Tesla’s official website, this charging pad has started pre-sale and will be shipped in February 2023. Analysts said the charging pad may not seem relevant to Tesla, but it could be part of the company's larger product strategy. Musk has crossed over into the perfume industry before, selling 20,000 bottles a day. The Tesla Cybertruck became a hit even before the interview, with orders exceeding 1.5 million units. The launch of this wireless charging board is expected to continue to be a hit, and related industry chains expected to benefit.
Public information shows that wireless charging technology refers to the use of electromagnetic induction principles or other AC induction technologies without using electrical wires, and using corresponding equipment at the sending end and receiving end to send and receive induced exchanges. signal for charging. Compared with wired charging, its main advantages are convenience and versatility, which can eliminate the need for larger connectors and cumbersome data cables.
From the perspective of wireless charging forms, according to the principle, it mainly includes electromagnetic induction type, magnetic vibration type, radio wave type, electric field coupling type, etc. At present, the technology is more mature and widely used. There are two types: electromagnetic induction type and magnetic vibration type. Generally speaking, low-power wireless chargers mainly use electromagnetic induction charging, while high-power wireless chargers mainly use magnetic vibration charging.
Apple supports wireless charging for the first time in the iPhone 8 series and iPhone The scale CAGR is expected to reach 30.8.
The wireless charging industry chain can be divided into four links: solution design, raw materials, device manufacturing and module packaging. The raw materials mainly include permanent magnets, soft ferrite and iron-based nanocrystals. Device manufacturing also requires Using components such as chips, sensing coils and PCBs.
The listed companies involved include ZTE, Wan'an Technology, Shuobed, Xinwei Communications, Quanzhi Technology, Sunwanda, BYD, etc.
Specifically, Wan'an Technology has invested in Evatran, a leading American wireless charging company and Tesla wireless charging supplier, to obtain core wireless charging technology; Focusing on research and development, it has currently obtained a utility model patent for the magnetic vibration wireless charging system.
However, it is worth noting that some analysts said that unlike wired charging, which mainly increases the temperature of the charging port, the principle of wireless charging will cause the temperature directly at the battery end to rise, and the battery is very sensitive to temperature. For sensitive devices, the impact of higher temperatures on their life span is more obvious. Mobile phone batteries that are charged wirelessly for a long time will be less durable than wired ones, or the battery health will decline faster.