Not too late, the layout of the domestic thermal industry chain is in the moment.
Editor’s note: This article is from WeChat public account “Guotai Junan Securities Research” ( ID: gtjaresearch), author Guojun small and medium-sized market team.
Is there any feeling that the current mobile phone will become hot?
It’s not the “hot” that is too expensive, but the real, literally hot.
For example, if you search for “Iphone 11 overheating” on Weibo, there will be overwhelming complaints, and the Huawei Mate series, which is proud of Chinese products, is not uncommon.
▼Seeing this screen means you really need to calm down your phone
In fact, with the continuous improvement of the performance of mobile phones, the cooling system of mobile phones can only follow the pace of upgrading.
In the 5G era, the demand for heat dissipation of mobile phones has once again increased sharply. By then, if the existing mobile phone cooling system is used again, it will be just around the corner to use the mobile phone to fry eggs.
But don’t worry too much, some people’s troubles will inevitably become business opportunities for others.
The Guotai Junan small and medium-sized market team in the latest release of “5G wave, dividends move, heat dissipation” report, detailed introduction to the principle of the latest mobile phone technology, explains why the 5G era is the most The first thing that “fires” up is actually this seemingly inconspicuous heat sink industry.
01 hot phone
Life and heat dissipation have always been the two major spots for smart devices. And this problem is becoming more and more urgent with the debut of 5G mobile phones.
▼The importance of mobile phone cooling
Data Source: Panasonic
For example.
The power of a 4G mobile phone chip is about 3W, but the highest power to 5G will come to 11.4W. At the same time, the power of 5G mobile phone will be 7-8 watts more than that of 4G mobile phone. The computing power of 5G chip is more than 5 times higher than that of existing 4G chip, and wireless charging has higher requirements for signal transmission.
All of this puts a severe test on the cooling capacity of mobile phones.
Not to mention the increase in AI technology and AR applications, the speed of mobile computing and data processing capabilities continue to increase, and will increase the calorific value of mobile phones by one level.
Therefore, the increase in power consumption of the whole machine, coupled with the increasingly crowded interior space of the mobile phone, will make heat dissipation a difficult and key point in mobile phone design.
▼ A variety of factors have contributed to the significant increase in cooling requirements for 5G mobile phones
Data Source: IDC, Guotai Junan Securities Research
In the 4G era, graphite sheets are the best choice for heat dissipation in mobile phone boards due to their excellent thermal conductivity. Apple, OPPO, Xiaomi and other manufacturers use graphite as a cooling solution in their smartphone products.
▼ Graphite cooling downstream applications account for 67% of mobile phones
Data Source: Zhongshi Technology, Guotai Junan Securities Research
However, with the landing of high-energy 5G mobile phones, more advanced cooling solutions are beginning to appear.
As far as the 5G cooling solution has been released, single graphite heat dissipation is gradually being upgraded to “graphite + heat pipe” or “graphite + heat transfer plate (VC)”.
1, graphite + heat pipe
Some 5G mobile phones use the “heat pipe + graphite heat sink” solution to solve the heat problem.
The principle of heat pipe heat dissipation technology is to use a hollow copper tube with a small amount of water or other chemicals. When the heat dissipation temperature of the mobile phone exceeds the critical temperature,