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1、TechInsights CONFIDENTIAL.All content 2022 TechInsights Inc.All rights reserved.1Disruptive Event BApple H2 BT 5.3 Audio SoCElevating the audio experience in the Elevating the audio experience in the AirPodsAirPods Pro 2Pro 2TechInsights CONFIDENTIAL.All content 2022 TechInsights Inc.All rights rese
2、rved.2Technology AgendaAuthoritative Semiconductor&Microelectronics Intelligence Platform03Disruptive Event Overview05Market Overview06Market Impact10Global TWS Revenue by Vendor12WIP Analyses13Product Details17TechInsights Subscriptions21About TechInsights24Leveraging a unique reverse engineering c
3、ompetency,we reveal innovations in technology products that provide advanced technical and market analysis to organizations which will help guide them to make fact-based technology and intellectual property decisions.Reverse EngineeringWe help decision makers in semiconductor,system,financial,and co
4、mmunication service provider companies make more informed decisions on their product roadmaps with competitive technical intelligence.We also help supply chain and procurement professionals to more effectively negotiate with suppliers and understand true costs of technology products.We also collabor
5、ate with IP professionals in global technology companies,licensing entities and legal firms to plan strategies on the assertion/defense on their patent portfolios and licensing negotiations.Market AnalysisWe help business and technology leadership de-risk strategic investment and procurement decisio
6、ns with visibility into semiconductor manufacturing,silicon demand,and capacity.We also enable more informed decision-making for product and market strategy with curated insight into the performance,application,and functionality across individual SoCs and aggregated across market segments.All suppor
7、ted by building out stronger products from acquisitions(The Linley Group and VLSI)and most recently with Strategy Analytics.Read more about Strategy Analytics here.Spend InsightsWe help competitive analysis teams at OEMs and component suppliers to understand design philosophies,and BOM costs through
8、 deep dive hardware teardowns of consumer electronics devices.This is delivered through the worlds largest library of independent and non-biased teardowns.We also help supply chain and category management teams to understand pricing and lead-time trends for commodity electronic components engineers
9、are selecting for new designs.Authoritative Semiconductor&Microelectronics Intelligence PlatformTechInsights CONFIDENTIAL.All content 2022 TechInsights Inc.All rights reserved.4Global PresenceSan Jose,United StatesHEADQUARTERSOttawa,OntarioCanadaUS HEADQUARTERSDenver,ColoradoUnited StatesNew York,Un
10、ited StatesLondon,EnglandWarsaw,PolandTokyo,JapanTaipei,TaiwanShanghai,ChinaSeoul,Korea75K+Dies100K+Components18K+Products12K+Reports1.3M+Images700+Schematic SetsTechInsights CONFIDENTIAL.All content 2022 TechInsights Inc.All rights reserved.5Disruptive Event OverviewWhat did we find?The Apple H2 Bl
11、uetooth(BT)5.3 SoC in the Apple AirPods Pro 2Why is it exciting?Its from Apple and they are using their own chip instead of embedding a third-party providers chipProcess node is 7nm using FinFET technology,the smallest in this wireless earphone sector.This will lead to lower power consumption,a crit
12、ical parameter for this type of application.The predecessor,the H1 chip was 16nm FinFET and at that time was the smallest technology.Now the H2 successor chip has arrived and significantly surpassed the competition with a 7nm process nodeApples H2 chip uses BT 5.3 technology,the latest Bluetooth sta
13、ndard,incorporating LE Audio protocol-first seen in BT 5.2,where Apple was one of the members of the development group.The H2 has Apples BT Host Subsystem thus it may have some BT LE Audio functionalities built in to use in future products.Other notable changes/improvements brought by the H2 SoC:Act
14、ive noise cancellation(two times better than H1,according to Apple),Lower power consumption resulting in battery life improvement,Adaptive transparency to recognize noisesTechInsights CONFIDENTIAL.All content 2022 TechInsights Inc.All rights reserved.6Market OverviewWhat market does this technology
15、serve and who are the major players?There are major players in two markets:Wireless earphone manufacturersBT Audio SoC manufacturers TechInsights CONFIDENTIAL.All content 2022 TechInsights Inc.All rights reserved.7Market OverviewWhat is the manufacturer striving to accomplish with this development?A
16、pple has an advantage in that they design and manufacture their own chips for their earphones(and other devices).Their in-depth knowledge and familiarity with their own chip enables them to fully leverage it for the best performance possible.TechInsights CONFIDENTIAL.All content 2022 TechInsights In
17、c.All rights reserved.8Market OverviewAre there any recent technology developments in this space that relates to this technology?Apple Airpods Pro 2 uses the newer BT 5.3 technology,and the H2 SoC is manufactured using process node of 7nm FinFET.Compared to 16 nm FinFET process,the 7nm has the follo
18、wing advantages:30-35%speed improvement for the same power55-60%power reduction at the same speedLogic area density increase of about 3.3 times while SRAM area will decrease by about 2.6 times,for comparable cell densityCompared to the previous versions,the BT 5.3 standard brings several key improve
19、ments which significantly impact reliability,energy efficiency and user experience:Enhanced Connection UpdateImproved Encryption Key Size ControlImproved Periodic AdvertisingEnhanced Channel ClassificationTechInsights CONFIDENTIAL.All content 2022 TechInsights Inc.All rights reserved.9Market Overvie
20、wWhat are competitors doing in this space?CMOS technology Many competitors are still using 28 nm and 22 nm CMOS technology which has certain advantages but require higher cost for packaging(bigger die area)and will use more power.BT technologySome competitors are using recent BT 5.3 technology as we
21、ll(ex.Zhuhai Jieli AC7006D in Realme T100 buds,upcoming Airoha AB1568),but most are still using the older BT technology.TechInsights CONFIDENTIAL.All content 2022 TechInsights Inc.All rights reserved.10Market ImpactWhy does this matter?For wireless earphone manufacturers,this may impact their SoC se
22、lection criteria given the H2 SoC enhancements translate to an improved audio experience for end users.For SoC manufacturers:Provides more visibility into the design approach of how a market leader(e.g.Apple)supports the latest Bluetooth standardCompetitors will need to keep up as this demonstrates
23、that process nodes keep getting smaller the process node for the H2 is 7nm using FinFET technology,the smallest in this wireless earphone sectorSoC manufacturers need to be alert as large organizations like Apple may choose to manufacture their own chips,thus decreasing the reliance on third party S
24、oC manufacturersH2 incorporates LE Audio technologyLE Audio technology,which brings improvements in the wireless earphone experiencePlease note AirPods Pro 2 do not support BT LE Audio(Apple still prefers to use their own AAC codec),but it could be supported by potential future products that use the
25、 H2LE Audio improvements include*:Improved audio quality:Improved audio quality:LE Audio includes a new low-power audio codec called LC3 that provides improved audio quality compared to the classic SBC codec,even at a 50%lower bit rate,according to the Bluetooth SIG.Longer battery life:Longer batter
26、y life:With the low-power LC3 audio codec,future wireless earphones would have longer battery life for audio playback.MultiMulti-stream audio:stream audio:LE Audio would enable the transmission of multiple synchronized audio streams between a source device like an iPhone or Mac and future wireless h
27、eadphones.This would allow for an individual left and right earphone to each have its own Bluetooth audio connection with a device supporting LE Audio for improved reliability.Connect many pairs of wireless earphones to an iPhone at Connect many pairs of wireless earphones to an iPhone at once:once:
28、LE Audio would allow for many pairs of wireless earphones to directly connect to a future iPhone,iPad,Mac,or other device and play audio simultaneously without relying on custom multipoint solutions.Apple already has a feature that allows an iPhone or iPad user with AirPods to share audio with anoth
29、er person with AirPods,but the feature does not work with more than two pairs of AirPods.*Source1,Source2TechInsights CONFIDENTIAL.All content 2022 TechInsights Inc.All rights reserved.11Market ImpactWhat are the impacts and benefits of this disruptive event to the customers organization?Visibility
30、into the functional blocks and process node information of the Apple H2 BT 5.3 SoC Knowing where functional blocks are located is important because this enables an understanding of what is required to support BT 5.3 and seeing the analog front-end,memory,and logic layout efficiencies that could be a
31、pplied to your own design Knowing the process node information is important because it enables you to compare fabrication methods by seeing structures and metal pitches of different technology nodes.This could affect your decision of which foundry to use for manufacturing.Impact of the H2 SoC enhanc
32、ements that elevate the end user audio experience(and hence set a high bar for competitors to meet)Adaptive transparency Adaptive transparency to recognize noises.It adjusts transparency dynamically for emergency sirens and other important noises and lets through speech when talking to someone Impro
33、ved noise cancellation Improved noise cancellation to filter all other unnecessary background noise for a higher quality listening experience Faster connections Faster connections to Apple devices to streamline and simplify the listening setup process Increased power efficiency due to 7nm technology
34、Increased power efficiency due to 7nm technology that helps extend battery lifeTechInsights CONFIDENTIAL.All content 2022 TechInsights Inc.All rights reserved.12Global TWS Revenue by VendorSource:Global Bluetooth True Wireless Stereo(TWS)Shipments,ASP&Revenues by Vendor Forecast to 2023(Q2 update)Te
35、chInsights CONFIDENTIAL.All content 2022 TechInsights Inc.All rights reserved.13WIP ATechInsights CONFIDENTIAL.All content 2022 TechInsights Inc.All rights reserved.14Apple H2 BT 5.3 Audio SoCTechInsights Analysis(Package Images-Work in Progress)Package Image(Top)TechInsights CONFIDENTIAL.All conten
36、t 2022 TechInsights Inc.All rights reserved.15Apple H2 BT 5.3 Audio SoCTechInsights Analysis(Die Images-Work in Progress)Apple H2BT SoC DieApple H2FLASH Memory DieTechInsights CONFIDENTIAL.All content 2022 TechInsights Inc.All rights reserved.16Apple H2 BT 5.3 Audio SoCTechInsights Analysis(Die Imag
37、es-Work in Progress)Apple H2RF Switch DieApple H2Unknown DieTechInsights CONFIDENTIAL.All content 2022 TechInsights Inc.All rights reserved.17Product DTechInsights CONFIDENTIAL.All content 2022 TechInsights Inc.All rights reserved.18TechInsightsReport NameDescriptionReport CodeSubscription ChannelAp
38、ple 225007 from the H2 chipApple 225007 from the H2 chipBluetooth 5.3 Audio SystemBluetooth 5.3 Audio System-onon-Chip Chip Apple 225007 from the H2 chip Bluetooth 5.3 Audio System-on-Chip Basic Functional Analysis(on-going)BFR-2210-801IoTApple 225007 from the H2 chipApple 225007 from the H2 chipBlu
39、etooth 5.3 Audio SystemBluetooth 5.3 Audio System-onon-Chip Chip Apple 225007 from the H2 chip Bluetooth 5.3 Audio System-on-Chip RF Architectural Analysis(to proceed)ARC-2210-801IoTTechInsights has analysis planned for this part,including the reports listed below:TechInsights CONFIDENTIAL.All conte
40、nt 2022 TechInsights Inc.All rights reserved.19Strategy Analytics ReportsReport NameDescriptionServiceMobile Accessories:Global Bluetooth True Mobile Accessories:Global Bluetooth True Wireless Stereo(TWS)Headset Sales and Wireless Stereo(TWS)Headset Sales and Revenue Forecast to 2026Revenue Forecast
41、 to 2026Bluetooth True Wireless(TWS)headset sales will witness healthy growth in 2021,driven by Xiaomi and newcomers from India.In 2020 growth slowed due to the COVID-19 pandemic but working at home offset the pandemic.Apple continues as the leader in the industry but is already challenged by compet
42、itors such as Xiaomi which are pushing hard from China with cheaper TWS headsets.TWS continues to be the fastest growing segment.This report forecasts worldwide Bluetooth TWS headset sales and revenues from 2001 to 2026.It also contains global Bluetooth headset market share for the worlds 15 largest
43、 TWS headset vendors in 2016 to 2026.Bluetooth Device TrackerAnalysis:Global Bluetooth Headset Analysis:Global Bluetooth Headset Revenues Forecast up to 2027Revenues Forecast up to 2027Bluetooth headset revenues will grow 16%in 2022,driven by TWS headsets but also banded headsets.In 2020 growth slow
44、ed due to the COVID-19 pandemic,but the BT HS market remains a fast-growing industry.Mono headsets are in steep double-digit decline.Revenue growth is fastest in the stereo Entry-and Mid-tier segments.The in-ear segment(tethered and TWS)has grown past banded and takes most revenues in 2022.Bluetooth
45、 Device TrackerGlobal Bluetooth TWS Shipments,ASP&Global Bluetooth TWS Shipments,ASP&Revenues by Vendor Forecast to 2023(Q2 Revenues by Vendor Forecast to 2023(Q2 update)update)Challengers from China and India such as QCY,Edifier and boAT are eating Apples share in TWS earbuds.Beats is growing with
46、streamlined portfolio.India has emerged as the new growth market.The wireless freedom phenomenon and growing consumption of mobile games and streaming with 5G will expedite the adoption of TWS headsets.This report examines volumes,ASPs and revenues of 22 vendors in detail and forecasts their develop
47、ment from 2016 to 2023.This report offers valuable insights to all designers,vendors,operators,distributors,etc.working with TWS headsets.Bluetooth Device TrackerStrategy Analytics has analysis for this part,including the reports listed below:TechInsights CONFIDENTIAL.All content 2022 TechInsights I
48、nc.All rights reserved.20Strategy Analytics ReportsReport NameDescriptionServiceGlobal Bluetooth TWS Shipments Forecast Global Bluetooth TWS Shipments Forecast by Region to 2023(2Q Update)by Region to 2023(2Q Update)Apple remains the volume leader in Bluetooth True Wireless Stereo(TWS)headsets still
49、 in 2023.Xiaomi will challenge Apple in shipments but is hurt from the geopolitical situation.Vendors from India are rising fast and challenging Apple and Xiaomi.Geopolitical situation in CEE lowers the growth expectations in WEE and CEE alike.Some shipments can be rerouted to other regions such as
50、MEA and LATAM.This report looks at the shipment volumes of the top-22 vendors in detail for 2016-2023.The report offers valuable insights to all designers,vendors,operators,distributors,etc.working with TWS headsets.Bluetooth Device TrackerGlobal Bluetooth TWS Shipments,Global Bluetooth TWS Shipment
51、s,Revenues and ASP by Price Tier by Vendor Revenues and ASP by Price Tier by Vendor:Q2 2022:Q2 2022Apple remains the shipment and revenue leader in Bluetooth True Wireless Stereo(TWS)headsets in Q2 2022.Apple is leading two price-tiers with AirPods.Biggest gainers come from India market which is the
52、 fastest growing market for TWS at the moment.Apples share is being eaten by rivals from India and China.Premium-tier remains as the most valuable but Entry-tier rises to the top in shipments.This report looks at the shipment volumes as well as ASPs and revenues of the top-22 vendors in detail for 2
53、016-Q2 2022.The report offers valuable insights to all designers,vendors,operators,distributors,etc.working with TWS headsets.Bluetooth Device TrackerStrategy Analytics has analysis for this part,including the reports listed below:TechInsights CONFIDENTIAL.All content 2022 TechInsights Inc.All right
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58、 how technology choices used by leading chipset manufacturers to package their advanced chipsets is evolving PACKAGE ANALYSISUnderstand die layout,IP block and cache area,I/O placements,power grids,and standard cell library choices made by the leading SoC designers.FLOORPLAN ANALYSISLearn how the st
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