IHS TechnologyPresentation

IHS Technology

Wireless Power – Analysis of Existing & Future Opportunities

ihs.com

Opportunities24th June 2014

R S dRyan Sanderson, Associate Director, Power Supply & Storage ComponentsPrincipal Analyst, Wireless Power

44 1933 402255+44 1933 402255Ryan.Sanderson@ihs.com

© 2014 IHS

AgendaAgenda

• Introduction to IHS

• Data sources & research method

C h i h bit• Consumer charging habits

• Consumer demand for wireless charging

• Market forecast

Wh t l d t thi k• What early adopters think

• What consumers demand from future wireless charging solutions

• Conclusions & Questions

© 2014 IHS 2Add Your Presentation Title

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TECHNOLOGY RESEARCH AREAS

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A C D In In M M P S Te

IHS Technology = 10 research areas

© 2014 IHS 5

Data Sources & Research MethodologyData Sources & Research Methodology

“The World Market for Wireless Power”

IHS Vertical Research Groups

IHS Research on related marketsPrimary Research

Mobile PhonesTabletsElectric VehiclesWearable ElectronicsMedical

OEMs/ODMs

Rx, Tx module suppliers

Integrators

Semiconductor/Component S ppliers

Infrastructure

Consortiums/Alliances

Wired ChargingUSB PDBatteriesBluetooth/NFCTeardowns

Etc.Wireless Power Technology Licensers

Suppliers

Power Supply Manufacturers

Consumers

Etc.

“Wireless Charging Consumer Insights”

• Based on a survey of 1000 consumers split between UK, USA and China• Views from early adopters on existing solutions• General consumer perceptions, awareness and expectations of wireless

charging

© 2014 IHS 6

charging

Why do we need wireless charging?Why do we need wireless charging?

Consumer Charging Habits0 5B kd b h ft h th i bil h

42%

0.35

0.4

0.45

0.5Breakdown by how often consumers charge their mobile phone

onde

nts

• 70% charge at least once per day.

28%

17%

0 1

0.2

0.25

0.3

ntag

eof

Res

po • This will increase as transitions to smart phones increase.

9%

4%

0

0.05

0.1

0.15

Perc

en • Power demands will continue to increase with 4G, 5G rollout and trends towards larger, higher

fMore than onceper day

Usually onceper day

Every 2 days Once or twiceper week

Less than onceper week

Source: IHS © 2014

Rank the most common places to charge1st 2nd 3rd

Number of Respondents

definition displays etc.

• Home at the office and in 1st 2nd 3rdAt home 85% 10% 1%At work (at my desk) 11% 54% 17%In the Car 1% 26% 46%On public transport (e.g. train, plane) 1% 3% 9%I bli l ( ff h ) 1% 4% 24%

• Home, at the office and in the car are the most common places for people to charge.

© 2014 IHS 7

In a public place (e.g. coffee shop) 1% 4% 24%Other - Please Specify 1% 2% 2%

Is there demand for wireless charging?Is there demand for wireless charging?“Most of todays wireless charging solutions comprise of a mat or pad which can be plugged into the wall/power source (e.g. via USB) and then a device (e.g. a mobile phone) which is enabled to charge wirelessly (either built in or via an add-on accessory) can be placed on top. The device will charge whilst on the mat/pad without a wire being physically inserted into it. When the device is lifted off the matt/pad it will stop charging until replaced” Would you be interested in a product like this?

0.8

0.9Consumers interested in wireless charging soultions

until replaced . Would you be interested in a product like this?

83%

0.5

0.6

0.7

0.8

espo

nden

ts

0.2

0.3

0.4

cent

age

of R

e

17%0

0.1

Yes NoSource: IHS © 2014 IHS

Perc

© 2014 IHS 8

Are consumers willing to pay to enable their devices?Are consumers willing to pay to enable their devices?

78%0 7

0.8

0.9Consumers willing to purchase an accessory (e.g. case/dongle) to enable wireless charging?

nts

• Strong demand for accessory based solution

0 3

0.4

0.5

0.6

0.7

geof

Res

pond

en accessory based solution exists.

• Almost all who answered no indicated they would use an

22%

0

0.1

0.2

0.3

Yes No

Perc

enta

g indicated they would use an accessory if it was bundled for free.

0%

Number of Respondents

$0-$10

How much are consumers willing to pay for an enabling accessory (e.g. a case/dongle)?

Source: IHS © 2014 IHS

Th j it f 10%

22%

9%4%

$0 $10

$10-$20

$20-$30

$30-$40

• The majority of consumers are willing to pay from $10 to $40

P d t i d t thi 23%$30-$40

$40-$50

$50-$75

$75+

• Products priced at this range already exist!

© 2014 IHS 9

32%$75+

Source: IHS © 2014 IHS

Are Consumers Willing to Pay for Wireless Chargers?Are Consumers Willing to Pay for Wireless Chargers?

8 %0 8

0.9

1Consumers willing to purchase a wireless charger s

• Strong demand for wireless chargers85%

0 4

0.5

0.6

0.7

0.8

of R

espo

nden

ts chargers

• Almost all who answered no indicated they would use a wireless charger if it was

15%0

0.1

0.2

0.3

0.4

Perc

enta

ge o wireless charger if it was

bundled for free.

0

Yes NoSource: IHS © 2014 IHS

1%

How much are consumers willing to pay for a wireless charger?

Th j it f8%

21%

12%

6%

1%$0-$10

$10-$20

$20-$30R

espo

nden

ts

• The majority of consumers are willing to pay from $10 to $40

P d t i d t thi

22%

$30-$40

$40-$50

$50-$75Perc

enta

ge o

f • Products priced at this range already exist!

© 2014 IHS 10

30%$75+

Source: IHS © 2014 IHS

Why is adoption of wireless charging so low?Why is adoption of wireless charging so low?

20

25Wireless Power Receivers vs. Transmitters (MU)

• Although demand ramped

10

15

20g

in 2013 just 20 million receivers shipped and 5 million transmitters.

0

5

2011

2012

2013

• Demand exists• Products exist

So why?

0.6

0.7Consumer knowledge of what wireless charging is

Receivers TransmittersSource: IHS © 2013 IHS

T thi d f

37%

63%

0.3

0.4

0.5

Res

pond

ents• Two thirds of consumers

don’t know what wireless charging is!

0

0.1

0.2

0.3

Perc

enta

geof

© 2014 IHS 11

0

Yes No/UnsureSource: IHS © 2014 IHS

P

How Important is Interoperability?How Important is Interoperability?

How important is it to you that all of your devices that can charge wirelessly now and in the future all work with the same charger?work with the same charger?

% of respondentsTotal

Very important - I would not purchase th d i hi h h i l h ianother device which has wireless charging

if it meant I had to purchase a different wireless charger 83%Not Important - I would be prepared to purchase a new wireless charger is my newpurchase a new wireless charger is my new device didn't work with the one I have 17%

Which standards are cosumers familiar with? % of RespondentsTotal

Qi (pronounced "chee") 13%Alliance for Wireless Power (A4WP) 14%Power Matters Alliance (PMA) 14%Rezence 4%N f th b 55%None of the above 55%

© 2014 IHS 12Add Your Presentation Title

Market Update - ForecastMarket Update Forecast

9.0

The World Market for Wireless Power (Revenues $Bn) - Receivers & Transmitters

Revenues ($Bn)

0.0

2012

2013

2014

2015

2016

2017

2018

Source: IHS © 2013 IHS

Assumptions:

Multi-mode solutions will provide an intermediary solution to enablingMulti-mode solutions will provide an intermediary solution to enabling interoperability

Requires Apple or Samsung to adopt integrated solution in 2016

© 2014 IHS

Requires Apple or Samsung to adopt integrated solution in 2016

Market Update – Receivers by ApplicationMarket Update Receivers by Application

1,000

Chart TitleThe World Market for Wireless Power Receivers - ByMajor Application (MU)

Others

Wearable Tech

Tablet PCs

Mobile Phones

0

2012

2013

2014

2015

2016

2017

2018

Source: IHS © 2013 IHS

Mobile phones and tablets dominate throughout the forecast

Growing opportunities in wearable technology and 2-in-1 PC & notebook market.g pp gy

Other includes notebooks, power tools, E-vehicles, PMPs, wireless headsets, hearing aids etc.

© 2014 IHS

What do we need to power/charge wirelessly?What do we need to power/charge wirelessly?

Number of Times device selectedConsumers were asked to select the 3 devices they would most like to see enabled to charge wirelessly

6%

5%5%

1%Mobile Phones

Tablets

N t b k32%

6%

3%

6% Notebooks

Wearable Tech (e.g smart watches)

Wearable Medical Equipment (e.gh i id )

17%

hearing aids)

PC Peripherals (e.g. wirelesskeyboard/mouse)

Wireless headsets

25%

Power Tools

Other

S IHS © 2014 IHSSource: IHS © 2014 IHS

© 2014 IHS 15

Market Update – Transmitters by ApplicationMarket Update Transmitters by ApplicationDeployment of Wireless Power Transmitters in 2018 (% of Units Shipped)

Stand AloneAutomotive in-CabinAutomotive (EV charging)Furniture

Stand alone accounts for >70%

Growth forecast in automotive in-cabin, f it d t t/h it litRestaurants/Hospitality

Other

furniture and restaurant/hospitality

Source: IHS © 2013 IHS

80% of consumers said they would charge wirelessly in a public place

The remaining 20% indicated they would be concerned over safetyg y y

38% of consumers indicated that they would pay between $1 and $5 for 30 minutes of wireless charging in a public place!

© 2014 IHS

What do early adopters think?What do early adopters think?

Almost all consumers surveyed who already had wireless charging were satisfied or very satisfied with their products howeveror very satisfied with their products….however…..

If consumers could make 3 improvements % of Respondents Top 3My device would charge further away from the charger A 17% 1stthe charger A 17% 1stIt would cost less B 16% 3rdI would be able to fasten the charger under a desk/piece of furniture and hide the wires, then charge on the surface of the d k/f itdesk/furniture C 12%I would be able to charge more than one device at once D 17% 2ndI would be able to move my device around on the charger rather than having to align iton the charger rather than having to align it in a specific position E 9%I would be able to use my device as usual whilst it is charging F 10%It would charge faster G 13%Wi l h i ld b b ilt i tWireless charging would be built into furniture and public places so I have constant access to charging when needed H 6%I don't think there are any improvements to make I 1%

© 2014 IHS 17

make %

What do consumers demand from future technology?What do consumers demand from future technology?Acceptable Distance % of Respondents

TotalMy device should charge from the other y gside of the room without me having to place it down on or near anything 64%Placing my device on a mat/pad is sufficient but I want to be able to drop my device (s) anywhere without having to aligndevice (s) anywhere without having to align in a specific position 33%I'd like my device to charge in my pocket or bag when I'm near the vicinity of the wireless charger 4%

If your devices could be charged over distance (for example across a room or building) would you pay more?

g

% of RespondentsTotal

Yes 47%No - I don’t see an additional value 47%No - I wouldn't purchase it at all if it was

Use of device while charging wirelessly % of RespondentsTotal

Not important 13%

No I wouldn t purchase it at all if it was charging wirelessly over distance 6%

© 2014 IHS 18

pSomewhat important 60%Very Important 27%

The Next Generation of Wireless PowerThe Next Generation of Wireless Power

120%

The World Market for Wireless Power Receivers by Range

80%

100%

ts S

hipp

ed

20%

40%

60%

tion

of T

otal

Uni

t

0%

2012

2013

2014

2015

2016

2017

2018% P

ropo

rt

Ti htl C l d L l C l dTightly Coupled Loosely Coupled

Source: IHS © 2013 IHS

Loosely coupled technology to account for the majority from 2016y p gy j y

Multi-mode solutions e.g. Broadcom, IDT, MediaTek, TI to aid adoption and interoperability particularly from 2014 to 2017

© 2014 IHS

This will be heavily dependant on the price to the consumer!

QuestionsQuestions

Thanks for Listening!

Any Questions?

Ryan Sanderson

Associate Director & Principal Analyst

Power Supplies & Storage Components

+44 1933 402255

© 2014 IHS

Ryan.Sanderson@ihs.com