According to an insider from BYD’s lithium battery division, the company only began developing and producing TWS batteries this year. Although it started late, its deployment has been very fast. BYD currently offers needle-type TWS batteries with a stable supply, while its button batteries are still in testing.
According to insiders, BYD supplies batteries for two of Huawei’s TWS earphones. The specific models have not been disclosed, and Huawei is also independently developing related products. BYD stated, ‘In the TWS field, Huawei is our first customer. In the future, we will mainly serve brand manufacturers.’
In addition to the TWS battery, it is also equipped with a lithium battery protection IC. On July 28, BYD Semiconductor’s WeChat account announced that the Honor Earbuds X1 TWS feature the integrated lithium battery protection IC BM192, which is developed and produced independently by BYD Semiconductor.
In the near future, BYD will leverage existing customer relationships, such as with Huawei, Xiaomi, and vivo, to compete with Yilink and Sunwoda in the TWS battery market and gain more market share.
As an established mobile phone manufacturer, BYD has built a large portfolio of brand clients. Maybe the TWS battery is just the beginning of BYD’s entry into wireless headphones, and it is possible that BYD could transform into a TWS contract manufacturer in the future.