苹果公司布局无线充电领域

2017-02-15 09:56:46 来源:上海证券报 作者:刘重才

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从产业链来看,无线充电市场分为方案设计、原材料、器件制造和模组封装,其中方案设计对企业研发能力要求高,技术含量及产品附加值较高,利润占比也最大。原材料及器件制造环节技术壁垒较高,下游模组封装难度较低。在各种智能终端销量的快速发展下,无线充电市场需求将迎来爆发期,产业链各环节需求也将提升。机构IDC预计,无线充电市场将从2015年的17亿美元增加到2019年的110亿美元,年复合增长率将接近60%,渗透率有望增长至60%。2015年全球接收器市场的出货量超过1亿台,预计到2020年出货量将达到10亿台,年复合增长率将达47.3%。(本报研究员 刘重才)