Core Viewpoint - The charging treasure industry has recently faced significant challenges, including frequent battery cell failures and safety issues, leading to a decline in sales for major brands like Romoss. The article emphasizes the importance of the chip supply chain in ensuring safety and performance in this billion-dollar market [3][7][36]. Group 1: Market Overview - The global mobile power market reached $16.3 billion in 2024, with a year-on-year growth of 8.7%. It is expected to expand to $32.9 billion by 2033, with a compound annual growth rate (CAGR) of 8.2% from 2023 to 2033 [7]. - Major players in the mobile power market include Anker and Xiaomi, which together hold a market share of 19.93%. Romoss is in the second tier with a 12.48% share [7][8]. Group 2: Industry Challenges - The charging treasure industry has seen a collective crisis due to low-cost competition, which has compromised safety, particularly in the battery cell segment. This has led to multiple brands, including Romoss, facing suspensions of their 3C certifications [3][4][36]. - The article highlights that while battery cell issues are prominent, the chips on the circuit board also play a crucial role in safety protection [3][9]. Group 3: Chip Supply Chain - The charging treasure's supply chain consists of three main components: battery cells, circuit boards, and outer shells. The circuit board, which includes IC chips and power devices, is essential for maximizing performance and ensuring safety [9][10]. - The cost of a high-quality battery cell is approximately 40-50 yuan, while the total cost of components, including the circuit board, can reach 60 yuan. Chips typically account for about 10% of the total cost in mid-to-high-end charging treasures [9][10]. Group 4: Key Chip Manufacturers - Several domestic chip manufacturers are highlighted as significant players in the mobile power sector, including Injoinic, which has a market share of about 20% with its IP5306 chip [21][22]. - Other notable companies include Zhiyuan Technology, which has seen a compound annual growth rate of 111.71% from 2019 to 2021, and Saimi Microelectronics, which focuses on battery management chips [27][32]. Group 5: Future Outlook - The article concludes with a call for the industry to shift focus from price wars to quality and safety, emphasizing that domestic chip manufacturers are well-positioned to lead this transition towards higher standards [36].