Huawei and OPPO Enter the Market, Smartphone Manufacturers Explore Active Cooling

OPPO has introduced an active cooling system with a built - in fan into its mid - range products, and several other manufacturers, including Huawei, are in the testing and evaluation phase.

Recently, there have been reports that the Huawei Mate 80 series may be equipped with a dual - track cooling solution combining an active cooling fan and a micro - pump liquid cooling system. According to industry insiders interviewed by Star Market Daily, Huawei is indeed conducting relevant explorations, but it is still uncertain whether this solution will be adopted in the Mate 80 series.

Reporters from Star Market Daily also learned that currently, more than one mobile phone manufacturer is testing active cooling fans. Among them, the OPPO K13 Turbo series has introduced an active cooling system with a built - in fan into its mid - range products. Besides OPPO, several other manufacturers are in the testing and evaluation phase.

In terms of liquid cooling technology, Huawei launched a mobile phone case with micro - pump liquid cooling during the Mate 60 era. Many Android flagship models have also adopted VC liquid cooling technology. According to media reports, the iPhone 17 Pro series may also incorporate VC liquid cooling technology into its cooling system for the first time, using a heat conduction plate to quickly reduce the body temperature of the phone.

Star Market Daily learned from several listed companies that most liquid - cooling related products are in the R & D or verification stage, and some are about to enter mass production. The industry is still in its early stages of development, but there is optimism that liquid cooling technology will become a future trend in the industry, especially in the fields of consumer electronics, AI devices, and high - energy - consuming chips, where there is great potential demand.

In addition to the consumer electronics fields such as smartphones, tablets, and laptops, some companies also plan to expand into industries such as industrial and automotive.

According to an announcement from Awinic Technology, the company's self - developed ultra - low - power high - voltage 180Vpp piezoelectric micro - pump liquid cooling drive product has completed verification tests with multiple customers and is planned to be mass - produced in the fourth quarter of 2025.

An official from the securities department of Awinic Technology told Star Market Daily that the product completed customer verification in June this year. It is expected that customers will place orders or use it in new models by the end of the year (Q4), but there has been no new progress so far.

Although there are rumors in the market that the Mate 80 may be released ahead of schedule and adopt a liquid cooling solution, Awinic Technology said it has no additional information.

"The inventory is ready. Since the production, packaging, and testing by the wafer factory take time, it can only be confirmed in Q4 when the customers need the products and how many they need," the official said. Regarding downstream customers, due to confidentiality agreements, the specific names of the customers cannot be disclosed, but the verified customers include manufacturers of mobile phones, tablets, and laptops. The application of the relevant solutions will be known when the customers launch new models at the end of the year or in Q4.

In terms of price and revenue, the official revealed that "the cost price and selling price of the product are currently not convenient to disclose. However, the small - batch purchase price of similar overseas products is about 2 - 3 US dollars per unit, and the large - batch price is about 1 - 1.5 US dollars per unit. Awinic Technology itself does not engage in production but outsources it to wafer factories. The company only focuses on chip design and sales."

The official also said that in terms of revenue share, due to the limited number of customers this year, there may be 1 - 3 customers, and the shipment volume of new models is uncertain. Based on the estimate of 10 million mobile phones, the annual revenue is expected to be less than 100 million RMB. "The volume of tablets and laptops is even smaller, and their contribution to revenue is not significant. If the product is well - received in the future, the revenue performance is expected to improve next year."

Anxin Technology has launched its self - developed 190Vpp piezoelectric micro - pump liquid cooling drive chip SC3601, which can achieve low - power liquid cooling in mobile intelligent terminals. The securities department of Anxin Technology replied to Star Market Daily reporters, "The company develops piezoelectric drive chips, and liquid cooling is just one of its application scenarios. It can also be used for touch feedback, etc."

Reporters from Star Market Daily also interviewed a staff member from the securities department of Zhidongli Technology by phone. In the heat - dissipation related business, the company has laid out the R & D of products such as liquid cooling plates as part of its functional device business.

The staff member from the securities department of Zhidongli Technology said that regarding the company's main business in the mobile phone field, the company has been engaged in functional devices. The heat - dissipation components are part of the functional devices, and there is R & D in the power board area, but currently, there is no large - scale mass production or customers that can be publicly announced.

During a phone interview with Feirongda Technology, a staff member from the securities department revealed, "We have relevant technical reserves in micro - pump liquid cooling technology and are also in contact with customers for technical research. This is the future development trend of new mobile phones in the industry, and many manufacturers are investing in this area."

When asked if they had noticed the rumor that the Mate 80 might use a dual - cooling solution and be launched ahead of schedule, the staff member said, "We have also heard the relevant rumors in the market. Currently, it is uncertain what impact this will have on our R & D and planning, but we are investing in liquid cooling technology."

Regarding downstream customers, the staff member mentioned that it involves some mainstream mobile phone manufacturers, and the company has cooperated with customers in R & D investment. However, "due to some confidentiality agreements, the specific customer information and the number of customers we are in contact with cannot be disclosed."

When asked if the cooperation with mobile phone manufacturers has confirmed orders and entered the production stage, the staff member replied that it is still in the business negotiation and R & D stage, and there are no production orders. "You can pay attention to the mainstream mobile phone customers. Only after the new models are launched and disassembled can we know whether the relevant technology is applied and who the product suppliers are."

When talking about the production situation and cost of products related to micro - pump liquid cooling technology, the staff member said that the products are in the R & D stage, and there are no production orders.

A staff member from the securities department of Zhongshi Technology told Star Market Daily, "In the field of mobile phone liquid cooling technology, the company is making normal progress in the first half of 2025, in the stage of promoting R & D and mass production. As a B - to - B enterprise, the product R & D model is collaborative with customers. In the first half of this year, the company basically advanced in the direction outlined in last year's annual report."

When asked about the proportion of liquid cooling technology R & D in the company's revenue and investment, the staff member said, "The company has a wide range of product lines, and the revenue and investment related to liquid cooling technology have not been broken down into specific figures." However, the staff member clearly stated that liquid cooling technology is a key strategic direction for the company. "In terms of business expansion, the company will allocate resources in this direction."

Regarding the future development of the liquid cooling technology market, the staff member believes that it is in line with the company's previous strategy. "The company will focus on emerging and stable fields with high technological content, such as equipment related to high - energy - consuming chips, and adhere to the large - customer market strategy, improving product R & D capabilities and functions according to the needs of large customers."

This article is from the WeChat official account "Star Market Daily". Authors: Huang Xinyi and Wang Chufan. Republished with permission from 36Kr.