oppo’s gan-based and silicon-based supervooc in …...physical and technological comparison cost...

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22 Bd Benoni Goullin 44200 NANTES - FRANCE +33 2 40 18 09 16 [email protected] www.systemplus.fr OPPO’s GaN - based and silicon - based SuperVOOC in - box fast chargers Competitive analysis of Power Integrations’ GaN and silicon technology used in OPPO’s high power chargers. SP20547 - POWER report by Taha AYARI Physical Analysis by Peggy Gallois February 2020– Sample REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT

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Page 1: OPPO’s GaN-based and silicon-based SuperVOOC in …...Physical and Technological Comparison Cost comparison GaN component impact Feedback 123 System Plus Consulting Services 125

©2020 by System Plus Consulting | SP20547 – OPPO’s GaN-based and silicon-based SuperVOOC in-box fast chargers | Sample 1

22 Bd Benoni Goullin44200 NANTES - FRANCE +33 2 40 18 09 16 [email protected] www.systemplus.fr

OPPO’s GaN-based and silicon-based SuperVOOC in-box fast chargersCompetitive analysis of Power Integrations’ GaN and silicon technology usedin OPPO’s high power chargers.

SP20547 - POWER report by Taha AYARIPhysical Analysis by Peggy Gallois

February 2020– Sample

REVERSE COSTING® – STRUCTURAL, PROCESS & COST REPORT

Page 2: OPPO’s GaN-based and silicon-based SuperVOOC in …...Physical and Technological Comparison Cost comparison GaN component impact Feedback 123 System Plus Consulting Services 125

©2020 by System Plus Consulting | SP20547 – OPPO’s GaN-based and silicon-based SuperVOOC in-box fast chargers | Sample 2

Table of Contents

Introduction 4

o Executive Summary

o Market overview

o Reverse Costing Methodology

o Glossary

Company Profile 11

o OPPO

o Power Integrations

Physical Analysis 18

o OPPO Reno Ace charger

Housing

PCB and components

PI GaN power switch

Fast charging IC

o OPPO Rx17 pro charger

Housing

PCB and components

PI Si power switch

Fast charging IC

Cost Analysis 106

o Supply chain

o OPPO Reno Ace charger

BoM Cost – Housing and Main Board

Board – Material and Assembly Cost

Assembly – Final Manufacturing Cost

o OPPO Rx17 pro charger

BoM Cost – Housing and Main Board

Board – Material and Assembly Cost

Assembly – Final Manufacturing Cost

Comparison 116

o Reno Ace vs Rx17 pro vs Anker PowerPort Atom PD1

Physical and Technological Comparison

Cost comparison

GaN component impact

Feedback 123

System Plus Consulting Services 125

Page 3: OPPO’s GaN-based and silicon-based SuperVOOC in …...Physical and Technological Comparison Cost comparison GaN component impact Feedback 123 System Plus Consulting Services 125

©2020 by System Plus Consulting | SP20547 – OPPO’s GaN-based and silicon-based SuperVOOC in-box fast chargers | Sample 3

Overview / Introductiono Executive Summaryo Market Overviewo Reverse Costing

Methodologyo Glossary

Company Profile & Supply Chain

Physical Analysis

Cost Analysis

Selling Price Analysis

Comparison

Feedbacks

Related Reports

About System Plus

Executive Summary

In order to further develop its fast charging technology, OPPO has featured the Reno Ace smartphone with a GaN-based 65 W SuperVOOC2.0 charger. The OEM claims that its new fast charger has the ability to fully charge a 4000mAh battery in just 30 minutes. To support suchhigh power and speed while keeping sufficient cost-competitiveness, the charger is featured by a GaN-based device from Power Integrations(PI) which is one of the main power device’s providers for the wall-charger market. It appears that the move from the Si technology to theGaN technology is crucial to deliver power as high as 65 W.

In this report, System Plus Consulting presents a deep analysis of two inbox fast chargers from OPPO. The 65 W GaN-based charger thatcomes with the Reno Ace and the 50 W Si-based charger featured in the Rx17 pro. A technical and cost comparison is provided betweenthese two chargers and Anker PowerPort PD1 30 W charger which also uses a power device from PI. The impact of the GaN component ishighlighted through the comparison.

This report provides a detailed bill of material and manufacturing analysis for the OPPO’s chargers. Moreover, it presents the supply chainand the technical choices. The report gives a detailed physical analysis of the PI’s power devices and the fast charging ICs used in eachcharger.

The report also estimates the production cost of all the components of each charger, including the printed circuit boards, integrated circuitsand packages, in detail. It includes exhaustive technology and cost comparisons of materials, package assembly, power devices and theirimpact on the final manufacturing cost of the three chargers.

Page 4: OPPO’s GaN-based and silicon-based SuperVOOC in …...Physical and Technological Comparison Cost comparison GaN component impact Feedback 123 System Plus Consulting Services 125

©2020 by System Plus Consulting | SP20547 – OPPO’s GaN-based and silicon-based SuperVOOC in-box fast chargers | Sample 4

Overview / Introductiono Executive Summaryo Market Overviewo Reverse Costing

Methodologyo Glossary

Company Profile & Supply Chain

Physical Analysis

Cost Analysis

Selling Price Analysis

Comparison

Feedbacks

Related Reports

About System Plus

The reverse costing analysis is conducted in 3 phases:

Teardown analysis

• Package is analyzed and measured• The dies are extracted in order to get overall data: dimensions, main blocks, pad number and pin out, die marking• Setup of the manufacturing process.

Costing analysis

• Setup of the manufacturing environment• Cost simulation of the process steps

Selling price analysis

• Supply chain analysis• Analysis of the selling price

Reverse Costing Methodology - Device

Page 5: OPPO’s GaN-based and silicon-based SuperVOOC in …...Physical and Technological Comparison Cost comparison GaN component impact Feedback 123 System Plus Consulting Services 125

©2020 by System Plus Consulting | SP20547 – OPPO’s GaN-based and silicon-based SuperVOOC in-box fast chargers | Sample 5

Overview / Introductiono Executive Summaryo Market Overviewo Reverse Costing

Methodologyo Glossary

Company Profile & Supply Chain

Physical Analysis

Cost Analysis

Selling Price Analysis

Comparison

Feedbacks

Related Reports

About System Plus

The reverse costing analysis is conducted in several phases:

Reverse Costing Methodology - System

• The initialization of the analysis

Pictures of the elements to be studied.

Identification of the components.

• Description of the material in the “SYScost+” software

Creation of an “estimation project” of the studied board with SYScost+ software.

Construction of the Bill of Material (BOM).

• Assessing the material

Searching for the price of each reference among distributors and manufacturers.

Assessing the cost of the PCB and of the unaccounted references (unknown by distributors)

The BOM is valued with SYScost+ : price simulation according to the requested quantities.

• Assessing the assembling and test phases

Assembly and test lines are modeled with the SYScost+ software.

The assembly and tests costs are estimated.

• Production cost & selling price

Estimation of the production cost & selling price.

• Report

A report is edited.

Page 6: OPPO’s GaN-based and silicon-based SuperVOOC in …...Physical and Technological Comparison Cost comparison GaN component impact Feedback 123 System Plus Consulting Services 125

©2020 by System Plus Consulting | SP20547 – OPPO’s GaN-based and silicon-based SuperVOOC in-box fast chargers | Sample 6

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o OPPO Reno Ace charger

o Housingo PCB and componentso PI GaN power switcho Fast charging IC

o OPPO Rx17 pro charger

Cost Analysis

Comparison

Feedbacks

Related Reports

About System Plus

OPPO Reno Ace charger – Views and Dimensions

55

mm

30.5mm 56mm 30mm

o Power: 65 W

o Weight: 113.7 g

o Volume: 92.4 cm3OPPO Reno Ace Charger –Views ©2020 by System Plus Consulting

Page 7: OPPO’s GaN-based and silicon-based SuperVOOC in …...Physical and Technological Comparison Cost comparison GaN component impact Feedback 123 System Plus Consulting Services 125

©2020 by System Plus Consulting | SP20547 – OPPO’s GaN-based and silicon-based SuperVOOC in-box fast chargers | Sample 7

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o OPPO Reno Ace charger

o Housingo PCB and componentso PI GaN power switcho Fast charging IC

o OPPO Rx17 pro charger

Cost Analysis

Comparison

Feedbacks

Related Reports

About System Plus

Electronic Board – Bottom Side – Main Components Identification

Page 8: OPPO’s GaN-based and silicon-based SuperVOOC in …...Physical and Technological Comparison Cost comparison GaN component impact Feedback 123 System Plus Consulting Services 125

©2020 by System Plus Consulting | SP20547 – OPPO’s GaN-based and silicon-based SuperVOOC in-box fast chargers | Sample 8

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o OPPO Reno Ace charger

o Housingo PCB and componentso PI GaN power switcho Fast charging IC

o OPPO Rx17 pro charger

Cost Analysis

Comparison

Feedbacks

Related Reports

About System Plus

Page 9: OPPO’s GaN-based and silicon-based SuperVOOC in …...Physical and Technological Comparison Cost comparison GaN component impact Feedback 123 System Plus Consulting Services 125

©2020 by System Plus Consulting | SP20547 – OPPO’s GaN-based and silicon-based SuperVOOC in-box fast chargers | Sample 9

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o OPPO Reno Ace charger

o Housingo PCB and componentso PI GaN power switcho Fast charging IC

o OPPO Rx17 pro charger

Cost Analysis

Comparison

Feedbacks

Related Reports

About System Plus

HEMT Die Process

Page 10: OPPO’s GaN-based and silicon-based SuperVOOC in …...Physical and Technological Comparison Cost comparison GaN component impact Feedback 123 System Plus Consulting Services 125

©2020 by System Plus Consulting | SP20547 – OPPO’s GaN-based and silicon-based SuperVOOC in-box fast chargers | Sample 10

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o OPPO Reno Ace charger

o Housingo PCB and componentso PI GaN power switcho Fast charging IC

o OPPO Rx17 pro charger

Cost Analysis

Comparison

Feedbacks

Related Reports

About System Plus

HEMT Die Cross-Section

Page 11: OPPO’s GaN-based and silicon-based SuperVOOC in …...Physical and Technological Comparison Cost comparison GaN component impact Feedback 123 System Plus Consulting Services 125

©2020 by System Plus Consulting | SP20547 – OPPO’s GaN-based and silicon-based SuperVOOC in-box fast chargers | Sample 11

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o OPPO Reno Ace charger

o Housingo PCB and componentso PI GaN power switcho Fast charging IC

o OPPO Rx17 pro charger

Cost Analysis

Comparison

Feedbacks

Related Reports

About System Plus

Fast charging IC - Overview

Page 12: OPPO’s GaN-based and silicon-based SuperVOOC in …...Physical and Technological Comparison Cost comparison GaN component impact Feedback 123 System Plus Consulting Services 125

©2020 by System Plus Consulting | SP20547 – OPPO’s GaN-based and silicon-based SuperVOOC in-box fast chargers | Sample 12

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o OPPO Reno Ace charger

o OPPO Rx17 pro chargero Housingo PCB and componentso PI Si power switcho Fast charging IC

Cost Analysis

Comparison

Feedbacks

Related Reports

About System Plus

OPPO Rx17 pro charger – Views and Dimensions

51

mm

30 mm 52 mm 30 mm

o Power: 50 W

o Weight: 101.8 g

o Volume: 79.56 cm3 OPPO Rx17 pro Charger –Views ©2020 by System Plus Consulting

Page 13: OPPO’s GaN-based and silicon-based SuperVOOC in …...Physical and Technological Comparison Cost comparison GaN component impact Feedback 123 System Plus Consulting Services 125

©2020 by System Plus Consulting | SP20547 – OPPO’s GaN-based and silicon-based SuperVOOC in-box fast chargers | Sample 13

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o OPPO Reno Ace charger

o OPPO Rx17 pro chargero Housingo PCB and componentso PI Si power switcho Fast charging IC

Cost Analysis

Comparison

Feedbacks

Related Reports

About System Plus

Electronic Board – Top Side – Main components Identification

Page 14: OPPO’s GaN-based and silicon-based SuperVOOC in …...Physical and Technological Comparison Cost comparison GaN component impact Feedback 123 System Plus Consulting Services 125

©2020 by System Plus Consulting | SP20547 – OPPO’s GaN-based and silicon-based SuperVOOC in-box fast chargers | Sample 14

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o OPPO Reno Ace charger

o OPPO Rx17 pro chargero Housingo PCB and componentso PI Si power switcho Fast charging IC

Cost Analysis

Comparison

Feedbacks

Related Reports

About System Plus

Page 15: OPPO’s GaN-based and silicon-based SuperVOOC in …...Physical and Technological Comparison Cost comparison GaN component impact Feedback 123 System Plus Consulting Services 125

©2020 by System Plus Consulting | SP20547 – OPPO’s GaN-based and silicon-based SuperVOOC in-box fast chargers | Sample 15

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o OPPO Reno Ace charger

o OPPO Rx17 pro chargero Housingo PCB and componentso PI Si power switcho Fast charging IC

Cost Analysis

Comparison

Feedbacks

Related Reports

About System Plus

Page 16: OPPO’s GaN-based and silicon-based SuperVOOC in …...Physical and Technological Comparison Cost comparison GaN component impact Feedback 123 System Plus Consulting Services 125

©2020 by System Plus Consulting | SP20547 – OPPO’s GaN-based and silicon-based SuperVOOC in-box fast chargers | Sample 16

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis o OPPO Reno Ace charger

o OPPO Rx17 pro chargero Housingo PCB and componentso PI Si power switcho Fast charging IC

Cost Analysis

Comparison

Feedbacks

Related Reports

About System Plus

Page 17: OPPO’s GaN-based and silicon-based SuperVOOC in …...Physical and Technological Comparison Cost comparison GaN component impact Feedback 123 System Plus Consulting Services 125

©2020 by System Plus Consulting | SP20547 – OPPO’s GaN-based and silicon-based SuperVOOC in-box fast chargers | Sample 17

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Cost Analysiso Supply chaino OPPO Reno Ace chargero OPPO Rx17 pro charger

Comparison

Feedbacks

Related Reports

About System Plus

Reno Ace – BoM Cost – Housing & Main Board

Reno Ace charger

Page 18: OPPO’s GaN-based and silicon-based SuperVOOC in …...Physical and Technological Comparison Cost comparison GaN component impact Feedback 123 System Plus Consulting Services 125

©2020 by System Plus Consulting | SP20547 – OPPO’s GaN-based and silicon-based SuperVOOC in-box fast chargers | Sample 18

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Cost Analysiso Supply chaino OPPO Reno Ace chargero OPPO Rx17 pro charger

Comparison

Feedbacks

Related Reports

About System Plus

Reno Ace – Assembly – Final Manufacturing Cost

Page 19: OPPO’s GaN-based and silicon-based SuperVOOC in …...Physical and Technological Comparison Cost comparison GaN component impact Feedback 123 System Plus Consulting Services 125

©2020 by System Plus Consulting | SP20547 – OPPO’s GaN-based and silicon-based SuperVOOC in-box fast chargers | Sample 19

Overview / Introduction

Company Profile & SupplyChain

Physical Analysis

Cost Analysis

Comparisono Physical & Technological

comparisono Cost Comparison

Feedbacks

Related Reports

About System Plus

Chargers Physical & Technological Comparison

Note:Anker charger has been analyzed in the

report “GaN-Based Wall Charger Comparison 2019”. All three chargers use power switches supplied by Power Integrations (PI). The images are not at scale

Page 20: OPPO’s GaN-based and silicon-based SuperVOOC in …...Physical and Technological Comparison Cost comparison GaN component impact Feedback 123 System Plus Consulting Services 125

©2020 by System Plus Consulting | SP20547 – OPPO’s GaN-based and silicon-based SuperVOOC in-box fast chargers | Sample 20

Overview / Introduction

Company Profile & SupplyChain

Physical Analysis

Cost Analysis

Comparisono Physical & Technological

comparisono Cost Comparison

Feedbacks

Related Reports

About System Plus

Chargers Physical & Technological Comparison

Page 21: OPPO’s GaN-based and silicon-based SuperVOOC in …...Physical and Technological Comparison Cost comparison GaN component impact Feedback 123 System Plus Consulting Services 125

©2020 by System Plus Consulting | SP20547 – OPPO’s GaN-based and silicon-based SuperVOOC in-box fast chargers | Sample 21

Overview / Introduction

Company Profile & SupplyChain

Physical Analysis

Cost Analysis

Comparisono Physical & Technological

comparisono Cost Comparison

Feedbacks

Related Reports

About System Plus

Chargers Material Cost Comparison – Components Categories Breakdown

Page 22: OPPO’s GaN-based and silicon-based SuperVOOC in …...Physical and Technological Comparison Cost comparison GaN component impact Feedback 123 System Plus Consulting Services 125

©2020 by System Plus Consulting | SP20547 – OPPO’s GaN-based and silicon-based SuperVOOC in-box fast chargers | Sample 22

Overview / Introduction

Company Profile & SupplyChain

Physical Analysis

Cost Analysis

Comparisono Physical & Technological

comparisono Cost Comparison

Feedbacks

Related Reports

About System Plus

Chargers Final Cost _GaN component impact

Page 23: OPPO’s GaN-based and silicon-based SuperVOOC in …...Physical and Technological Comparison Cost comparison GaN component impact Feedback 123 System Plus Consulting Services 125

©2020 by System Plus Consulting | SP20547 – OPPO’s GaN-based and silicon-based SuperVOOC in-box fast chargers | Sample 23

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Cost Analysis

Comparison

Feedbacks

Related Reports

About System Plus

Related Reports

MARKET AND TECHNOLOGY REPORTS - YOLE DÉVELOPPEMENT

POWER ELECTRONICS & COMPOUND SEMI• Compound Semiconductor Service – Compound Research• Power GaN 2019: Epitaxy, Devices, Applications & Technology

Trends• Power Management IC: Technology, Industry and Trends 2019

REVERSE COSTING ANALYSES - SYSTEM PLUS CONSULTING

POWER SEMICONDUCTORS & COMPOUND• GaN-on-Sapphire HEMT Power IC by Power Integrations• GaN-Based Wall Charger Comparison 2019 • Navitas 650V GaNFast Power IC Family• GaN-on-Silicon Transistor Comparison 2018• Texas Instruments’ LMG5200 GaN Power Stage• EPC2045 100V GaN-on-Silicon Transistor• Panasonic PGA26E19BA 600V GaN MOSFET• GaN Systems GS61004B GaN HEMT• Transphorm GaN-on-Silicon HEMT TPH3206PS

Page 24: OPPO’s GaN-based and silicon-based SuperVOOC in …...Physical and Technological Comparison Cost comparison GaN component impact Feedback 123 System Plus Consulting Services 125

©2020 by System Plus Consulting | SP20547 – OPPO’s GaN-based and silicon-based SuperVOOC in-box fast chargers | Sample 24

COMPANYSERVICES

Page 25: OPPO’s GaN-based and silicon-based SuperVOOC in …...Physical and Technological Comparison Cost comparison GaN component impact Feedback 123 System Plus Consulting Services 125

©2020 by System Plus Consulting | SP20547 – OPPO’s GaN-based and silicon-based SuperVOOC in-box fast chargers | Sample 25

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Cost Analysis

Comparison

Feedbacks

Related Reports

About System Pluso Company serviceso Contacto Legal

Related Reports

Business Models Fields of Expertise

Custom Analyses(>130 analyses per year)

Reports(>60 reports per year)

Costing Tools

Trainings

Page 26: OPPO’s GaN-based and silicon-based SuperVOOC in …...Physical and Technological Comparison Cost comparison GaN component impact Feedback 123 System Plus Consulting Services 125

©2020 by System Plus Consulting | SP20547 – OPPO’s GaN-based and silicon-based SuperVOOC in-box fast chargers | Sample 26

Overview / Introduction

Company Profile & Supply Chain

Physical Analysis

Cost Analysis

Comparison

Feedbacks

Related Reports

About System Pluso Company serviceso Contacto Legal

Related Reports

Contact

Headquarters22 bd Benoni Goullin44200 NantesFRANCE+33 2 40 18 09 [email protected]

Europe Sales OfficeLizzie LEVENEZFrankfurt am MainGERMANY+49 151 23 54 41 [email protected]

www.systemplus.fr

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Mavis WANGTAIWANT :+886 979 336 [email protected]

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