Maijie Technology: The new composite integrated molding inductor has entered the supply chain of mainstream customers around the world

Jiwei network news, recently, Maijie Technology said in an institutional survey that the current demand for new energy and other fields in which the company is located continues to rise, and the demand in the field of traditional consumer electronics is relatively stable.

It is reported that the customers of Majie Technology's inductive products cover all aspects of the cloud pipe end of the communication system, such as mobile phones, tablets, PCs, smart homes, base stations, security, etc., focusing on expanding automotive electronics, cloud computing and other fields. The company has cultivated a new composite integral molding inductor process, the value of a single piece is twice the value of the traditional small integral molding inductor, high saturation current, small loss, has entered the global mainstream customer supply chain. In addition, the company's large-scale inductors and assembled super-current inductors can better adapt to the needs of automotive electronics, servers and other fields, and the value of a single piece is higher.

Maijie Technology said that the company has core capabilities in magnetic materials, such as ferrite soft magnetic materials and alloy soft magnetic materials, has many years of independent research and application accumulation, so in the new energy, cloud computing and other fields to carry out corresponding expansion, with a certain foundation and advantages. At present, automotive electronics inductance (including transformers) and cloud computing and other fields have obtained some orders, the future is expected to continue to grow; such as Chengdu Jinzhichuan and domestic base station energy customers have a long-term cooperation basis and technology accumulation, providing power management related magnetic devices, the current demand is in the growth stage. The company has set up an automotive electronics division, special investment in resources, and strive to seek greater development in the field of automotive electronics.

At present, the company's products cover large-size inductors, including large-size integrated molding inductors and inductance transformers, the aforementioned automotive electronics and cloud computing, energy applications, in a broad sense are large-size inductors. For example, the application in automotive electronics: 1, OBC part, inductance transformer has a certain application in it; 2, the smart cockpit will use a large number of inductors; 3, the headlights, the control part of the central control; 4, electric drive, ECU, ADAS, these will use common mode inductance. In response to the needs of these fields, the company has done a lot of application-level research and development, which can gradually meet the corresponding needs of large customers.

In terms of RF filters, there are three kinds of filter products in the company's product lineup: LTCC, SAW and BAW, which can cover the full-band application of communication systems from low to high, basically covering the needs of downstream customers. The company's high-grade filters and duplexers have made breakthroughs in several specific frequency bands to meet the needs of high-end applications. The company has a complete range of filter bands at the receiving end; the withstand capacity of the transmitter filter power reaches the level of HPEE Class 2; the duplexer has good power tolerance, high yield rate, and the defect rate is controlled below 100ppm, which are at the leading level in China.

Regarding SAW filters, Maijie Technology said that the company's receiving filter band has been accumulating, and it has been relatively complete, and this year has achieved growth in shipments. Key frequency bands, high-end products (such as duplexers) need to use high-end filter technology, and this year has made a certain breakthrough in technology.

The breakthrough of yield is the synergy formed by many reasons, including Shenzhen state-owned assets holdings, smooth increase, team unity, rich development resources, brand effect improvement, attracting a large number of high-end talents at home and abroad, etc., and the company's ability has been improved as a whole. For example, the company's RF filter products, from design to manufacturing process, quality control, there are high-level talents in control.

According to data from third-party institutions in 2019, the RF front-end market is a 100 billion scale market, of which the module market is about 47.5 billion, discrete devices are about 30 billion, and filters account for 21 billion in the discrete device market. The total share of domestic manufacturers in the market is very low, and there are only a few domestic filter companies that can supply in batches, and the company has successfully entered a number of head customers and been recognized. In terms of filters, the company has R & D teams in South Korea, Shenzhen and Shanghai, with strong technical strength. Judging from the recognition of customers and the company's technical capabilities, the company has good follow-up growth potential.

For modules, Maijie Technology has two strategies: on the one hand, for direct production, this part of the module products have been verified in end customers; on the other hand, for cooperative production, the company provides filter products, and the partners form the final module products. The company's LTCC filter products can be applied to the 5G UHB high band, such as in the N77 to 79 band, the company's LTCC products are a good choice to meet the performance and cost requirements. The market for RF front-end modules is large and growing fast, and the company is in line with the principle of win-win situation, working with all parties to make this market bigger and stronger. (Proofreading | Arden）