Comprehensive: realtek/ Ruiyu wireless product map and market composition

focusing ： Core products , Core market , Core information

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2020 Revenue in the first three quarters 52 Billion RMB, Cumulative ratio in the first three quarters 2019 Growth throughout the year 34.3%, Gross profit margin 43%;

Stocks are also irresistible, constantly reaching new highs , end 2020/12/31 Japan ,Realtek The latest market value 463 RMB , Gross profit margin 43%;

01

Realtek Wireless product atlas and features

Realtek Count as IoT The benchmark of wireless chip factory , Many domestic original factories use Realtek Target ; R & D Engineer with Realtek The product performance is the comparison standard ;

Realtek Wireless communication products , It is mainly divided into three product lines

• Bluetooth products

• WiFi product

• IoT product

Bluetooth products

WiFi product

- WiFi b/g/n

- WiFi b/g/n+Bluetooth

- WiFi a/c

- WiFi a/c + Bluetooth

IoT product

You can see ,Realtek The product line has the following characteristics

• Upgrade products according to the standard of the agreement , such as BT2.1/BT3.0/BT4.0/BT4.2/BT5.0,WiFi 4/5; 

   

• WiFi Combination of product line and Bluetooth product line ;

   

• RF transceiver and SoC Full coverage of

   

• Rich RF transceiver interfaces (SDIO,PCIe,USB,HS-UART)

Realtek, With your own IP For the base ,

Guided by different application requirements ,

Wireless connection products that form a matrix , As long as you come to see , There's always one for you ？

02

Realtek Focused application market

The main market of Bluetooth product line , This one comes from Realtek Official typical application introduction , In fact, many applications have been cut by China , For reference

- Bluetooth remote control  , This is a 100 million market ,2018 Market shipment 1.3 Million star ,2019 Market shipment 1.6 Million star ;

 

- HID equipment ( mouse , Keyboard, etc ) ,2018 Market shipment 5300 Thousands of stars ,2019 Market shipment 6530 Thousands of stars ;

 

- BLE lighting ,2018 Market shipment 1000 ten thousand ,2019 Market shipment 2300 ten thousand ;

 

- The headset  , The whole headphone market ,2018 Market shipment 7.1 Billion ,2019 Market shipment 11.9 Billion ;

 

- Intelligent Watch  ,2018 Market shipment 8000 ten thousand ,2019 Market shipment 10,000 ten thousand ;

 

-  Tracker  , The tracker market is mainly overseas ,2018 Market shipment 1.3 Billion ,2019 Market shipment 1.4 Billion ;

WiFi The main market of the product line , Mainly WiFi Transceiver , as well as WiFi&BT,WiFi&BLE Transceiver , Mainly cooperate with the main processor , It is applied in major scenarios that need networking ;

The notebook , Market shipments fell ,2019 year 1.5 Billion ;

 

The tablet , Market shipments are basically stable ,2019 year 1.6 Billion ;

 

Router / gateway , Market shipments are basically stable ,2019 year 3.2 Billion ;

 

OTT The box ,2018 After rapid growth in ,2019 Lost the year 13% about , shipment 1.3 One hundred million yuan ;

 

Intelligent speakers ,2019 The year is close to doubling , shipment 1.3 Billion ;(2020 Years do not increase but fall );

 

web camera ,2019 Year on year growth , The shipment is close to 1 One hundred million yuan ;

IoT The product line is mainly IoT WiFi & IoT WiFi&BLE Combo, The main market is intelligent lighting , Smart socket , Smart appliances , Think of Internet of things gateway , Have maintained high-speed growth ;

Smart socket ,2018 Annual market shipments 2100 ten thousand ,2019 shipment 4000 ten thousand ;

 

Intelligent lighting ,2018 Annual market shipments 3900 ten thousand ,2019 Annual shipment 5900 ten thousand ;

 

Smart appliances ,2018 Annual market shipments 6600 ten thousand ,2019 Annual shipments exceed 100 million ;

03

Realtek Wireless product performance

WiFi And BLE product line ,2019 Total shipments ~8 Billion , And maintained high-speed growth , The ranking is very top ; Ranked fourth in the world ;

04

Hope to surpass Realtek Domestic original factory

From the product line , To technology accumulation , To the market , At present, the most promising domestic , Personally, I think it's Broadcom integration ;

If you are interested, please have a look , I sort out and analyze an article ;

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