Analysis of the development prospects and market situation of the mobile phone radiator industry in 2022

The power consumption of mobile phones mainly comes from modules such as processor, screen, RF front-end, camera module, battery and charging. With the full-scale 5G era coming since 2020, 5G mobile phones need to support more frequency bands and implement more complex functions, double the number of antennas, increase the RF front-end, and improve the processor performance. Upgrade, high-power fast charging upgrade, the power consumption is about 2.5 times that of 4G mobile phones, and the heat dissipation demand is strong.

At present, the main thermally conductive materials on the market include metal back panels, thermally conductive pads, thermally conductive gels, thermally conductive graphite, etc. Among them, high thermally conductive graphite film is an ideal heat dissipation material for mobile phones, but the current cost is still high and the technical difficulty is relatively dear. The mainstream 5G mobile phone cooling systems on the market widely use the combination of heat dissipation pipes and vapor chambers with thermal interface materials and graphite sheets, which drives the value of stand-alone cooling components to increase.

Due to the size of the device, it is impossible for mobile phones to adopt large-volume cooling equipment and a more systematic cooling design like the PC side. The downward trend, in 2020, due to the further decline of domestic mobile phone shipments, the domestic market size of our country's smart phone cooling components is about 3.6 billion RMB.