Industry Analysis
Anker’s launch of a 65W GaN charger with AVS support signals a shift toward smarter, more efficient fast-charging technologies. The dynamic voltage adjustment and ActiveShield 4.0 thermal management enhance safety and compatibility, driving demand for upstream GaN chips and power management ICs. From a compliance standpoint, TÜV certification strengthens market access, though Apple’s potential tightening of third-party certification standards could raise supply chain risks. In response, Apple may accelerate its own AVS-certified accessories, pressuring margins for third-party vendors. This move positions Anker ahead of the iPhone 18 launch, leveraging early market momentum. Looking ahead, AVS protocol is expected to gain traction within 12 months, reshaping the charging ecosystem and pushing the entire industry toward higher-efficiency, low-heat solutions, especially amid rising 5G and foldable device adoption.
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