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190Vpp压电微泵液冷驱动芯片SC3601
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东吴证券:端侧AI散热机遇 微泵液冷关注艾为电子(688798.SH)、南芯科技(688484.SH)
智通财经网· 2025-09-03 03:03
Group 1 - The surge in equipment computing power demand is driving the need for effective heat dissipation solutions, with traditional passive cooling methods like graphene and VC expected to transition towards active cooling solutions [1] - The micro-pump liquid cooling solution is gaining traction, with a clear trend and strong implementation certainty, particularly in the context of AI innovations led by companies like Apple [2] - The liquid cooling driving chip technology presents a significant barrier, with limited competition from foreign analog manufacturers, creating a favorable competitive landscape for domestic companies [3] Group 2 - Aiwey Electronics has launched a new domestic liquid cooling driver, the AW86320 piezoelectric driver, capable of providing over 180Vpp, significantly enhancing cooling efficiency in small electronic devices [3] - Nanchip Technology has developed the SC3601 piezoelectric micro-pump liquid cooling driver chip, achieving a tenfold improvement in energy efficiency and low standby power consumption, filling a gap in domestic technology [3] - The micro-pump liquid cooling trend is expected to expand from mobile phone cases to high-end smartphones by Q4 2025, with 2026 anticipated to be a breakout year for active cooling solutions [2]
华为、OPPO入局,手机厂商探索主动散热
3 6 Ke· 2025-08-27 02:46
Core Insights - OPPO has introduced an active cooling system with a built-in fan in its mid-range products, while Huawei and other manufacturers are also testing similar technologies [1] - Huawei's Mate80 series may feature a dual cooling solution with an active fan and micro-pump liquid cooling, although its implementation remains uncertain [1] - Liquid cooling technology is still in the early stages of development, with many related products in research or validation phases, but there is optimism about its future potential in consumer electronics, AI devices, and high-power chips [1] Company Developments - Aiwei Electronics has completed verification tests for its ultra-low power high-voltage piezoelectric micro-pump liquid cooling product, aiming for mass production by Q4 2025 [2][3] - The company anticipates potential orders from clients by the end of the year, although specific client names cannot be disclosed due to confidentiality agreements [3] - Aiwei's product pricing is estimated at approximately $2-3 per unit for small batches and $1-1.5 per unit for large batches, with expected annual revenue from this product being less than 100 million RMB based on a hypothetical shipment of 10 million phones [3] Industry Trends - The liquid cooling technology is expected to expand beyond consumer electronics into industrial and automotive sectors [1] - Companies like Nanchip Technology and Zhihua Technology are also developing liquid cooling solutions, with a focus on low-power applications in mobile devices [3][4] - The industry is seeing significant investment in liquid cooling technology, with many firms recognizing it as a key strategic direction for future growth [6]
微泵液冷推动散热革命,这些公司已在主动散热领域有布局
Xuan Gu Bao· 2025-08-20 15:06
Group 1 - Huawei is set to launch the Mate80 series with significant upgrades in design, performance, and imaging systems, marking a true iteration of the series [1] - The performance enhancement includes a "dual-track parallel" cooling solution that combines active fans and micro-pump liquid cooling, breaking through the technical boundaries of flagship device cooling and waterproofing [1] - The demand for efficient cooling solutions is increasing due to the rising power consumption of key components like chips, motherboards, and batteries, driven by advancements in AI technology [1] Group 2 - The micro-pump liquid cooling technology, which was introduced during the Mate60 period, utilizes high-performance phase change materials (PCM) to efficiently absorb and distribute heat [1] - The transition from passive to active cooling solutions is expected as mobile terminals face thermal load challenges, with micro-pump liquid cooling poised to revolutionize the cooling landscape in various product categories [1] - According to broker estimates, the market potential for active liquid cooling in mobile phones and laptops alone could exceed 100 billion [1] Group 3 - Nanxin Technology has launched the SC3601 piezoelectric micro-pump liquid cooling driver chip, which has been validated by multiple clients and is set for mass production [2] - Feirongda has introduced cooling devices and module products, including micro-pump liquid cooling modules, to meet customer demands [3]
南芯科技(688484):推出190Vpp压电液冷驱动芯片,工业+汽车电子打开成长空间
Great Wall Securities· 2025-07-15 05:31
Investment Rating - The report maintains a "Buy" rating for the company, indicating an expected stock price increase of over 15% relative to the industry index in the next six months [4][19]. Core Viewpoints - The company has launched the SC3601 piezoelectric liquid cooling driver chip, which significantly enhances heat dissipation performance in mobile smart terminals, filling a gap in domestic technology [1][2]. - The demand for advanced cooling solutions is driven by the increasing power consumption and heat generation of AI chips, creating a substantial market opportunity for the company's products [2][9]. - The company is well-positioned to benefit from the recovery in the consumer electronics market and the growth in automotive electronics, with expectations of continued revenue and profit growth in the coming years [3][10]. Financial Summary - Revenue is projected to grow from 1,780 million yuan in 2023 to 4,814 million yuan in 2027, with a compound annual growth rate (CAGR) of approximately 36.9% [1]. - Net profit is expected to increase from 261 million yuan in 2023 to 719 million yuan in 2027, with notable growth rates in subsequent years [1][10]. - The company's gross margin is forecasted to be around 40.12% in 2024, with net profit margins of 11.95% [3][12]. Market Potential - The global analog chip market is projected to reach 84.1 billion USD in 2024, with a growth rate of 3.7% compared to 2023, driven by demand in AI, high-performance computing, and electric vehicles [9]. - The company is expanding its product offerings in industrial and automotive electronics, capitalizing on the increasing demand for sensors and communication chips in smart vehicles [9][10].