Let's briefly describe the evolution history of 3P Pancake and its relationship with heat dissipation
At first, when 1P, the disadvantage is that the quality is too heavy, when upgraded to 2P, the weight is light, but not clear enough, to now the 3P type solves the previous weight and clarity problem, but the new problem is the brightness attenuation problem (from 90% to 25%), just like when we wear 3D glasses in the cinema, it will be darkened all of a sudden, and the solution to the problem is to increase the brightness.
The point is, increasing the brightness will bring more power consumption and stronger heat dissipation needs. For these two points, Apple had to add an external battery, as well as a new cooling module.
The core of this article: Since the brightness attenuation of Pancake will prompt MR terminals to use more heat dissipation materials, the cost of heat dissipation will greatly exceed expectations.
Over the weekend, an article about Huawei's MR survey was very hot, and there was a very large expectation gap in it, as follows:
Huawei's MR cooling only mentions the two most likely heat dissipation suppliers: Shenzhen Leishi and Changzhou Fuene
Shenzhen Rock Floor: Huawei MR's VC vapor chamber supply is likely to be based on the same VC supplier as Mate 60.
Changzhou Fuene: Graphene flakes, may choose ene-rich products
Huawei is the second shareholder of Changzhou Fuene, the first in China in the field of graphene thermal conductive film, and has signed an exclusive sales agreement with Huawei.
The following focuses on Fulai New Materials
1. The only supplier in the two cities is Shenzhen Leishi and Changzhou Fuene at the same time, and the supply is electronic-grade functional materials, that is, graphite heat dissipation materials.
2. 2023 semi-annual report: At present, the company's electronic-grade functional materials are mainly used in wireless charging modules and graphite heat dissipation modules for mobile phones of Apple, Huawei, Samsung and well-known domestic high-end brands
3. It is claimed that the iPhone 16 will use graphene to dissipate heat
4. Today, Tianfeng Securities stands in line with the robot sensor, and the previous three boards are the robot sensor
Graphene heat dissipation is Huawei's leading technology.
The MR heat dissipation field is expected to greatly exceed expectations, and Apple and Huawei are making efforts on this line, which is expected to become a new track
Fly New Materials' semi-annual report is supplied to Huawei, Apple's two giants graphene heat dissipation materials,
It is the ultimate supplier of Huawei MR's two major cooling solutions, and the only one in the two cities.
It is not an exaggeration to say that it is the final supplier of Huawei MR,
Institutions are again in the incremental market of hair robot sensors.
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