Why is Le Xin in a hurry to release esp32-c3 when there are few words

When receiving the news from the boss , I'm taking my new double eleven TWS The headset , Lament the songs collected by Netease cloud music , Basically completely changed VIP Exclusive ;

The eldest brother ： Look at this new product of Lexin , Make a report and share ;

01

King Lexin's 2020

I wrote an analysis of Lexin's financial report before , Continuous surge 3 Years later, Le Xin , Given 2020 The annual performance profit growth is expected to be 0.1%

According to Lexin 10/23 Published financial statements , The data are as follows

company 2020 In the first three quarters of this year, we achieved total operating revenue 5.5 Billion , Year-on-year growth 5%; Return to mother net profit 8082.3 ten thousand , Year-on-year decline in 15.4%;

 

During the reporting period , The company's gross margin is zero 41.5%, Compared with the lower 5.6 percentage , The net interest rate for 14.6%, Compared with the lower 3.5 percentage .

IoT WiFi Another giant of crab semiconductor (Realtek),11/5 The financial report released on the th showed , front 10 The consolidated revenue of the last month is 631.17 One hundred million yuan , Year-on-year growth 26.88%, Record high ;

Have to say , I thought it was a conservative estimate , Actually, it's optimistic ;

02

ESP32-C3 Some parameters of

• ESP32-C3, It is an integration 2.4G WiFi and BLE5.0 Dual mode wireless chip , be based on RISC-V 32 Bit processor , The highest dominant frequency can run 160MHz;

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• ESP32-C3 Integrated 400KB SRAM,8KB RTC RAM,512B OTP, Support the external of various situations Flash Interface ;

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• ESP32-C3 Support safe startup ,Flash encryption , And rich encryption and decryption engines , Support up to 22 individual GPIO, One USB1.1 Interface , One TWAI controller

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• ESP32-C3 There are currently two models , One without Flash Of ,-40~105° working temperature , A built-in 4MB Flash,-40°~85° working temperature ;

03

ESP32-C3 Product positioning

Le Xinzi ESP8266 after , Released chips ESP32,ESP32-S,ESP32-S2, All are High performance , Support weak edge capability WiFi SoC, Apply to gateway , speech recognition , Video processing and other fields ;

and ESP8266 As a transparent class IoT WiFi chip , Subsequent coreless ;

High end with edge capability WiFi SoC, It should be said that the quantity is not large enough , and MTK Or similar voice / Video dedicated chip + The transparent scheme is still the mainstream ;

For transparent classes IoT WiFi, The market capacity is still large , and ESP8266 After all, 5 Products from years ago , cost , All aspects of performance , No longer have advantages ;

One is the main frequency and storage

The other is now on the market IoT WiFi, Bluetooth is already standard

Qin has been suffering for a long time ,ESP8266 Its market share is controlled by small Broadcom BK7231U And so on ;

ESP32-C3, That is, in the current environment , Take over ESP8266, Hold on IoT WiFi Market share positioning ;

04

ESP32-C3 Product highlights

Le Xin's first RISC-V Of WiFi chip ;

As we all know , Lexin's previous products were Xtensa framework , Lexin also mentioned in its financial report that it is very optimistic about open source RISC-V framework ;

ESP32-C3 use RISC-V, One side , Reduce the overall cost of the chip , On the other hand , It can also be caught RISC-V The power of ecosystem , Continue to promote products through ecology ;

WiFi&BLE5.0 Bimodal

BLE5.0 Not just distribution network , Can also do BLE And BLE Mesh Local control of ;

Application security

Networked products , And in the current competition homogenization is serious , Huaqiangbei plagiarizes a plan every minute , Safety is more meaningful ;

low power consumption

This low power consumption , Not to say that WiFi Keep low power consumption under connection , But low power consumption in special standby situations , For example, guarantee RTC Low power consumption reserved by the unit ;

05

ESP32-C3 Humble opinion

First , This release of Lexin , I think it's still a little urgent ;

Although there are few words , It's a big thing , But a release of such simple information , Or a little thin ;

This also reflects the pressure faced by Lexin in the market ; For this release , I asked several partners who are better friends with Lexin , None of them received the sample ; This aspect also reflects the urgency of this release ;

secondly , It is more difficult for a single product to win the world , This time, ESP32-C3 Although the cost positioning is level ESP8266, But it looks like 400KB SRAM Space , And the main ones this year IoT WiFi Than , The cost will still be higher ;

be based on ESP32-C3, I think there will be more models , Form a price / Apply layered combinations ;

Last , The challenge of stability , Adopt the new RISC-V framework , I'm not sure whether it's self-study , This is important for the reliability of products , Software consistency , It also brings more challenges , Compared with other competitive products , When the time node has fallen behind , How much impact will this stability challenge bring ?

Last, last , The king is still the king , See such a RISC-V WiFi&BLE5 Comb, Very happy

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