July global TWS market is as depressed as ever, as the TWS Bluetooth master chip shipments of the largest Jelly and CSC BlueCom, how to quickly start other Bluetooth chip track, has been imminent. Because, although the July shipments have little change from the June shipments chain, but with the same period last year, but there is close to or more than 30% decline.

 

 

 

 

On the contrary, based on TWS high-end Bluetooth master control chip seems to also pull out a small sunny day, 2022 global TWS best-selling models in TOP20, with Huawei, Xiaomi, OPPO's TWS best-selling models, Heng Xuan Bluetooth chip occupies half of the market.

 

 

It is worth noting that the July shipments of RuiYu, Torch Core and the original phase fell very much year-on-year, resulting in a troubled TWS global market is closing in on the big Bluetooth chip manufacturers.

 

 

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The new star of TWS Bluetooth main control chip thing Qi micro in the market release, and did not pull out a perfect upward curve, shipments have been hovering above and below 1KK.

 

 

As Hengxuan, CSCL and Torch Core three TWS Bluetooth main control chip manufacturers, from the three first half year performance report, Hengxuan's end customer inventory problems, resulting in its net profit decline is the highest of the three. There is also the new smart watch business segment of Hengxuan, and there is no rapid growth.

 

 

Combined with the July shipment and performance report, Torch Core's competitive approach in the TWS market is to seek stability, which should also be the key to its declining market share in TWS chips.

 

 

And CSCL clearly pins its future development hopes on smartwatches, hoping to leverage its past customer base and business model to dig a new gold mine again in the fast-growing smartwatch market.