IHS: Wireless Power – Analysis of Existing & Future Opportunities
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Transcript of IHS: Wireless Power – Analysis of Existing & Future Opportunities
IHS TechnologyPresentation
IHS Technology
Wireless Power – Analysis of Existing & Future Opportunities
ihs.com
Opportunities24th June 2014
R S dRyan Sanderson, Associate Director, Power Supply & Storage ComponentsPrincipal Analyst, Wireless Power
44 1933 402255+44 1933 [email protected]
© 2014 IHS
AgendaAgenda
• Introduction to IHS
• Data sources & research method
C h i h bit• Consumer charging habits
• Consumer demand for wireless charging
• Market forecast
Wh t l d t thi k• What early adopters think
• What consumers demand from future wireless charging solutions
• Conclusions & Questions
© 2014 IHS 2Add Your Presentation Title
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© 2014 IHS
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TECHNOLOGY RESEARCH AREAS
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A C D In In M M P S Te
IHS Technology = 10 research areas
© 2014 IHS 5
Data Sources & Research MethodologyData Sources & Research Methodology
“The World Market for Wireless Power”
IHS Vertical Research Groups
IHS Research on related marketsPrimary Research
Mobile PhonesTabletsElectric VehiclesWearable ElectronicsMedical
OEMs/ODMs
Rx, Tx module suppliers
Integrators
Semiconductor/Component S ppliers
Infrastructure
Consortiums/Alliances
Wired ChargingUSB PDBatteriesBluetooth/NFCTeardowns
Etc.Wireless Power Technology Licensers
Suppliers
Power Supply Manufacturers
Consumers
Etc.
“Wireless Charging Consumer Insights”
• Based on a survey of 1000 consumers split between UK, USA and China• Views from early adopters on existing solutions• General consumer perceptions, awareness and expectations of wireless
charging
© 2014 IHS 6
charging
Why do we need wireless charging?Why do we need wireless charging?
Consumer Charging Habits0 5B kd b h ft h th i bil h
42%
0.35
0.4
0.45
0.5Breakdown by how often consumers charge their mobile phone
onde
nts
• 70% charge at least once per day.
28%
17%
0 1
0.2
0.25
0.3
ntag
eof
Res
po • This will increase as transitions to smart phones increase.
9%
4%
0
0.05
0.1
0.15
Perc
en • Power demands will continue to increase with 4G, 5G rollout and trends towards larger, higher
fMore than onceper day
Usually onceper day
Every 2 days Once or twiceper week
Less than onceper week
Source: IHS © 2014
Rank the most common places to charge1st 2nd 3rd
Number of Respondents
definition displays etc.
• Home at the office and in 1st 2nd 3rdAt home 85% 10% 1%At work (at my desk) 11% 54% 17%In the Car 1% 26% 46%On public transport (e.g. train, plane) 1% 3% 9%I bli l ( ff h ) 1% 4% 24%
• Home, at the office and in the car are the most common places for people to charge.
© 2014 IHS 7
In a public place (e.g. coffee shop) 1% 4% 24%Other - Please Specify 1% 2% 2%
Is there demand for wireless charging?Is there demand for wireless charging?“Most of todays wireless charging solutions comprise of a mat or pad which can be plugged into the wall/power source (e.g. via USB) and then a device (e.g. a mobile phone) which is enabled to charge wirelessly (either built in or via an add-on accessory) can be placed on top. The device will charge whilst on the mat/pad without a wire being physically inserted into it. When the device is lifted off the matt/pad it will stop charging until replaced” Would you be interested in a product like this?
0.8
0.9Consumers interested in wireless charging soultions
until replaced . Would you be interested in a product like this?
83%
0.5
0.6
0.7
0.8
espo
nden
ts
0.2
0.3
0.4
cent
age
of R
e
17%0
0.1
Yes NoSource: IHS © 2014 IHS
Perc
© 2014 IHS 8
Are consumers willing to pay to enable their devices?Are consumers willing to pay to enable their devices?
78%0 7
0.8
0.9Consumers willing to purchase an accessory (e.g. case/dongle) to enable wireless charging?
nts
• Strong demand for accessory based solution
0 3
0.4
0.5
0.6
0.7
geof
Res
pond
en accessory based solution exists.
• Almost all who answered no indicated they would use an
22%
0
0.1
0.2
0.3
Yes No
Perc
enta
g indicated they would use an accessory if it was bundled for free.
0%
Number of Respondents
$0-$10
How much are consumers willing to pay for an enabling accessory (e.g. a case/dongle)?
Source: IHS © 2014 IHS
Th j it f 10%
22%
9%4%
$0 $10
$10-$20
$20-$30
$30-$40
• The majority of consumers are willing to pay from $10 to $40
P d t i d t thi 23%$30-$40
$40-$50
$50-$75
$75+
• Products priced at this range already exist!
© 2014 IHS 9
32%$75+
Source: IHS © 2014 IHS
Are Consumers Willing to Pay for Wireless Chargers?Are Consumers Willing to Pay for Wireless Chargers?
8 %0 8
0.9
1Consumers willing to purchase a wireless charger s
• Strong demand for wireless chargers85%
0 4
0.5
0.6
0.7
0.8
of R
espo
nden
ts chargers
• Almost all who answered no indicated they would use a wireless charger if it was
15%0
0.1
0.2
0.3
0.4
Perc
enta
ge o wireless charger if it was
bundled for free.
0
Yes NoSource: IHS © 2014 IHS
1%
How much are consumers willing to pay for a wireless charger?
Th j it f8%
21%
12%
6%
1%$0-$10
$10-$20
$20-$30R
espo
nden
ts
• The majority of consumers are willing to pay from $10 to $40
P d t i d t thi
22%
$30-$40
$40-$50
$50-$75Perc
enta
ge o
f • Products priced at this range already exist!
© 2014 IHS 10
30%$75+
Source: IHS © 2014 IHS
Why is adoption of wireless charging so low?Why is adoption of wireless charging so low?
20
25Wireless Power Receivers vs. Transmitters (MU)
• Although demand ramped
10
15
20g
in 2013 just 20 million receivers shipped and 5 million transmitters.
0
5
2011
2012
2013
• Demand exists• Products exist
So why?
0.6
0.7Consumer knowledge of what wireless charging is
Receivers TransmittersSource: IHS © 2013 IHS
T thi d f
37%
63%
0.3
0.4
0.5
Res
pond
ents• Two thirds of consumers
don’t know what wireless charging is!
0
0.1
0.2
0.3
Perc
enta
geof
© 2014 IHS 11
0
Yes No/UnsureSource: IHS © 2014 IHS
P
How Important is Interoperability?How Important is Interoperability?
How important is it to you that all of your devices that can charge wirelessly now and in the future all work with the same charger?work with the same charger?
% of respondentsTotal
Very important - I would not purchase th d i hi h h i l h ianother device which has wireless charging
if it meant I had to purchase a different wireless charger 83%Not Important - I would be prepared to purchase a new wireless charger is my newpurchase a new wireless charger is my new device didn't work with the one I have 17%
Which standards are cosumers familiar with? % of RespondentsTotal
Qi (pronounced "chee") 13%Alliance for Wireless Power (A4WP) 14%Power Matters Alliance (PMA) 14%Rezence 4%N f th b 55%None of the above 55%
© 2014 IHS 12Add Your Presentation Title
Market Update - ForecastMarket Update Forecast
9.0
The World Market for Wireless Power (Revenues $Bn) - Receivers & Transmitters
Revenues ($Bn)
0.0
2012
2013
2014
2015
2016
2017
2018
Source: IHS © 2013 IHS
Assumptions:
Multi-mode solutions will provide an intermediary solution to enablingMulti-mode solutions will provide an intermediary solution to enabling interoperability
Requires Apple or Samsung to adopt integrated solution in 2016
© 2014 IHS
Requires Apple or Samsung to adopt integrated solution in 2016
Market Update – Receivers by ApplicationMarket Update Receivers by Application
1,000
Chart TitleThe World Market for Wireless Power Receivers - ByMajor Application (MU)
Others
Wearable Tech
Tablet PCs
Mobile Phones
0
2012
2013
2014
2015
2016
2017
2018
Source: IHS © 2013 IHS
Mobile phones and tablets dominate throughout the forecast
Growing opportunities in wearable technology and 2-in-1 PC & notebook market.g pp gy
Other includes notebooks, power tools, E-vehicles, PMPs, wireless headsets, hearing aids etc.
© 2014 IHS
What do we need to power/charge wirelessly?What do we need to power/charge wirelessly?
Number of Times device selectedConsumers were asked to select the 3 devices they would most like to see enabled to charge wirelessly
6%
5%5%
1%Mobile Phones
Tablets
N t b k32%
6%
3%
6% Notebooks
Wearable Tech (e.g smart watches)
Wearable Medical Equipment (e.gh i id )
17%
hearing aids)
PC Peripherals (e.g. wirelesskeyboard/mouse)
Wireless headsets
25%
Power Tools
Other
S IHS © 2014 IHSSource: IHS © 2014 IHS
© 2014 IHS 15
Market Update – Transmitters by ApplicationMarket Update Transmitters by ApplicationDeployment of Wireless Power Transmitters in 2018 (% of Units Shipped)
Stand AloneAutomotive in-CabinAutomotive (EV charging)Furniture
Stand alone accounts for >70%
Growth forecast in automotive in-cabin, f it d t t/h it litRestaurants/Hospitality
Other
furniture and restaurant/hospitality
Source: IHS © 2013 IHS
80% of consumers said they would charge wirelessly in a public place
The remaining 20% indicated they would be concerned over safetyg y y
38% of consumers indicated that they would pay between $1 and $5 for 30 minutes of wireless charging in a public place!
© 2014 IHS
What do early adopters think?What do early adopters think?
Almost all consumers surveyed who already had wireless charging were satisfied or very satisfied with their products howeveror very satisfied with their products….however…..
If consumers could make 3 improvements % of Respondents Top 3My device would charge further away from the charger A 17% 1stthe charger A 17% 1stIt would cost less B 16% 3rdI would be able to fasten the charger under a desk/piece of furniture and hide the wires, then charge on the surface of the d k/f itdesk/furniture C 12%I would be able to charge more than one device at once D 17% 2ndI would be able to move my device around on the charger rather than having to align iton the charger rather than having to align it in a specific position E 9%I would be able to use my device as usual whilst it is charging F 10%It would charge faster G 13%Wi l h i ld b b ilt i tWireless charging would be built into furniture and public places so I have constant access to charging when needed H 6%I don't think there are any improvements to make I 1%
© 2014 IHS 17
make %
What do consumers demand from future technology?What do consumers demand from future technology?Acceptable Distance % of Respondents
TotalMy device should charge from the other y gside of the room without me having to place it down on or near anything 64%Placing my device on a mat/pad is sufficient but I want to be able to drop my device (s) anywhere without having to aligndevice (s) anywhere without having to align in a specific position 33%I'd like my device to charge in my pocket or bag when I'm near the vicinity of the wireless charger 4%
If your devices could be charged over distance (for example across a room or building) would you pay more?
g
% of RespondentsTotal
Yes 47%No - I don’t see an additional value 47%No - I wouldn't purchase it at all if it was
Use of device while charging wirelessly % of RespondentsTotal
Not important 13%
No I wouldn t purchase it at all if it was charging wirelessly over distance 6%
© 2014 IHS 18
pSomewhat important 60%Very Important 27%
The Next Generation of Wireless PowerThe Next Generation of Wireless Power
120%
The World Market for Wireless Power Receivers by Range
80%
100%
ts S
hipp
ed
20%
40%
60%
tion
of T
otal
Uni
t
0%
2012
2013
2014
2015
2016
2017
2018% P
ropo
rt
Ti htl C l d L l C l dTightly Coupled Loosely Coupled
Source: IHS © 2013 IHS
Loosely coupled technology to account for the majority from 2016y p gy j y
Multi-mode solutions e.g. Broadcom, IDT, MediaTek, TI to aid adoption and interoperability particularly from 2014 to 2017
© 2014 IHS
This will be heavily dependant on the price to the consumer!
QuestionsQuestions
Thanks for Listening!
Any Questions?
Ryan Sanderson
Associate Director & Principal Analyst
Power Supplies & Storage Components
+44 1933 402255
© 2014 IHS