Infinix, a smartphone company founded by Transsion Holdings in 2013, is available in about 30 countries in Asia as well as the Middle East and Africa, and is the first smartphone brand to be manufactured in Pakistan, according to public information. In 2017, Infinix smartphones increased their market share in Egypt and were also the best-selling phones for the African market. Transsion's three brands Tecno, Infinix and iTel have a combined share of the African market, which is already the largest mobile phone manufacturer in the African market, accounting for half of the country.
Infinix announced the Cheetah X1, a self-developed power management chip that will be used in the Note 40 series of smartphones. The Infinix Note 40 series will be unveiled worldwide on March 18 in Kuala Lumpur, Malaysia, and the lineup will feature four new smartphones: the Note 40, Note 40 Pro, Note 40 Pro 5G and Note 40 Pro Plus 5G. Infinix has already announced a teaser trailer on social platforms for its upcoming Note 40 series smartphones equipped with its own power management chip, the Cheetah X1.
What Makes The Cheetah X1 Special?
To develop the Cheetah X1 chip, Infinix spent two years assembling a team of professionals who used advanced packaging technology and comprehensive functional integration to develop a custom power management chip that meets the needs of Infinix consumers.
The Cheetah X1 chip uses wafer-level packaging technology, which greatly reduces the chip size. At the same time, the unit processing efficiency of the chip has been greatly improved by 204%. This advance enables the charging experience to span multiple scenarios, meeting the different needs of users while also reducing excess weight.
The Infinix Nite series will be powered by the Cheetah X1 chip, an innovative all-purpose fast charging technology that Infinix is designed to cater to and solve consumers' battery life anxiety. Weiqi Nie, Director of Product at Infinix, said: "For Infinix, customer feedback is at the heart of our innovation process. We have boldly developed our own chips to take all-round fast charging technology to new heights. This allows us to deliver cutting-edge features in control protocol circuits, charging applications and AI integration, while ensuring safety and reliability.
The Cheetah X1 chip has three functional modules, and the full-range support module can accommodate eight charging scenarios, including multi-speed wired charging up to 100W, wireless charging, wired reverse charging, wireless reverse charging, bypass charging, AI charging protection for night charging, -20°C extreme temperature technology and multi-protocol charging; High-precision power monitoring module, can detect current and voltage in real time, and adjust the charging amount; The safety module integrates 63 protection measures to cover almost all potentially unsafe charging scenarios.
Thanks to its own research and development, All-Round FastCharge 2.0 acts as a central information center to provide optimized charge efficiency management. Infinix says the Cheetah X1 chip does not need a translation process as electricity flows through the phone, with intelligent algorithms assessing which components need power and allocating it efficiently, much like the technology's brain. This streamlined process enables the smartphone to offer charging capabilities beyond the standard mode.
Self-Developed Power Management Chip Transmission Has Slowed Down A Bit?
It is not new for mobile phone manufacturers to launch self-developed power management chips, and Huawei, OPPO, Xiaomi and other self-developed power management chips have been launched earlier.
In 2022, Xiaomi officially announced its self-developed "Surging G1" battery management chip, which ushered in its debut at the Xiaomi 12S series conference. Before that, there were Surging series P1 (self-developed charging chip), Surging C1 (self-developed ISP professional image mobile phone chip) and Surging S1 (core 64-bit processor), which formed the initial chip layout of Xiaomi.
In February 2023, One Plus Ace 2 first equipped with SUPERVOOC S full link power management chip, it is reported that through SUPERVOOC S, the mobile phone can improve the battery discharge efficiency, up to 99.5% close to lossless; At the same time, it is also safer and more integrated, from intelligent charging mode recognition to cell management, all integrated in one chip.
It has been a trend to shorten the battery charging time and optimize the power utilization efficiency of the mobile phone system through self-developed power management chips, so as to alleviate the bottleneck of battery technology improvement and consumers' anxiety about battery life, including the long-term standby of mobile phones, outdoor activities and games.
The self-developed chip itself is a high-investment and high-risk thing, and the power management chip is less difficult in this, and the investment and risk are controllable, which is conducive to enhancing the product competitiveness of mobile phone brands and reducing the dependence on external chip suppliers.
Voice Smart Phones Have Ranked Fifth In The World And First In Africa
Transsion has the reputation of "the king of African mobile phones", the early feature machine to attack the African market, smart phones have become the main source of income, according to the first half of 2023 financial report, the proportion of smart phones, functions and other businesses of the brand of Transsion Holding accounted for 80.53%, 11.38% and 8.09%.
According to the 2023 annual performance report released by Transsion, it is expected that the annual revenue of 2023 will be 62.22 billion yuan, an increase of 33.32%. Net profit attributable to the parent was 5.493 billion yuan, an increase of about 121.15%; Excluding non-net profit was about 5.01 billion yuan, an increase of about 126.73%.
In recent years, the shipments of many global smartphone manufacturers are still declining, and the annual growth rate of Transsion in various countries/regions continues to increase. According to Canalys' digital display, Transsion Holdings (which includes Tecno, Infinix and iTel) grew its shipments by 40% year over year in the third quarter of 2023, ranking fifth globally with a 9% market share. IDC data show that in the third quarter of 2023, Transsion ranked first in shipments in Africa, the Philippines, Pakistan and Bangladesh.
In Southeast Asia, Canalys data show that Transsion's smartphone shipments in January 2024 ranked third, with a market share of 6%, behind Samsung and Xiaomi. Samsung's market share was 27%, but its annual growth rate slipped 11%, Xiaomi ranked second with 9% market share and 128% annual growth, and Transsion grew as much as 190%.
In the Philippines, competition between realme, Xiaomi and Transsion has intensified in the low-end market. Canalys noted that Transsion gained 37 percent market share in January, consolidating its market position with aggressive channel incentives and sponsored game teams to attract young and budget-conscious buyers. In response to Transsion's dominance, realme launched the Note 50 series, which is priced under $100 and has compelling market competitive value.
In the African market, Transsion ranked first in the fourth quarter of 2023 with 51% market share, accounting for half of the African smartphone market, with an annual growth rate of 23%. The African market is shifting from feature phones to affordable smartphones, with ultra-low-end (under $100) smartphone shipments growing 43% year-on-year in the quarter, and Transsion is the main driver, aggressively launching new low-end models in the second half of 2023.
Transsion smartphones shipped 34.5 million units in the African market in the whole year of 2023, with a market share of 50% and an annual growth rate of 8%. Samsung ranked second with 26% market share, followed by Xiaomi, OPPO, and realme with 9%, 4%, and 3% market share, respectively.
Transsion has a bright revenue performance in 2023, Transsion Holdings said, mainly because the company continues to explore emerging markets and promote product upgrades, but also benefit from product structure upgrades and cost optimization, the overall gross margin has increased. According to the report, in terms of product research and development investment, Transone's research and development investment in the first half of 2023 was 1.073 billion yuan, an increase of 20.58%. In the product self-research will also boost the continued growth of Transsion Holdings smartphone business revenue.