Chan Ye Xin Xi Wang·2025-05-06 01:33Industry Overview - The Chinese smart terminal charging and storage product industry is experiencing rapid growth and technological upgrades, with a market size projected to reach 57.352 billion yuan in 2024, reflecting a year-on-year growth of 6.62% [1][15] - The demand for efficient charging and storage solutions is driven by sectors such as consumer electronics and new energy vehicles [1][15] - Key technological advancements include the widespread adoption of fast charging technology, with 100W fast charging becoming a standard for flagship smartphones, and breakthroughs in magnetic resonance technology in wireless charging [1][15] Industry Development History - The industry has evolved through four main stages: 1. Emergence (2000-2010): Growth driven by the rise of smartphones and mobile internet, with basic wired chargers dominating the market [4] 2. Growth (2011-2015): Rapid proliferation of smart devices and the introduction of fast charging technology, leading to increased market size [5] 3. Maturity (2016-2020): Market competition intensified, with advancements in wireless charging and diversified storage products [6] 4. Innovation (2021-present): Integration of IoT and AI technologies, with a surge in demand for storage and new energy solutions under the "dual carbon" goals [6] Industry Value Chain - The upstream of the industry includes raw materials, electronic components, and technological innovation, while the midstream focuses on manufacturing smart terminal charging and storage products [8] - The downstream applications span consumer electronics, smart homes, new energy vehicles, and industrial manufacturing [8] Market Trends - The industry is expected to see continued technological innovation, with a focus on fast charging, wireless charging, and smart technologies [22] - Market demand is becoming increasingly diversified and scenario-based, requiring customized solutions for various applications [23] - The competitive landscape is evolving, with a concentration of market share among leading brands, while smaller companies may face pressure to differentiate or exit the market [24] Key Companies - Aohai Technology: A leading player in the industry with a market share of nearly 17% in mobile chargers, focusing on R&D and innovation [17][18] - Tianbao Group: A global leader in power supply solutions, emphasizing technological innovation and expanding into emerging markets [20] - Other notable companies include Xiaomi, Huawei, and various manufacturers specializing in smart charging and storage solutions [17][18]