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The 5G era is getting closer and closer, and the stocks are ready to go.

The 5G era is getting closer and closer, and the stocks are ready to go.

2018/09/25 Morning 09:31:00
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The 5G era is just around the corner. In 2020, the official commercial term of the fifth-generation mobile communication (5G) technology is approaching. China's 5G commercial development is ushered in a comprehensive sprint phase. The pace of domestic 5G mobile phone chip manufacturers is accelerating, and 5G smart phones will be launched in the third quarter of next year. 5G, which is one of the most important themes this year and next year, continues to accumulate.
 
The 5G era is gradually approaching
 
According to reports, the official commercial term of the fifth-generation mobile communication (5G) technology is approaching in 2020. China's 5G commercial development is ushered in a full-scale sprint stage. The pace of domestic 5G mobile phone chip manufacturers is accelerating, and 5G smart phones will be launched in the third quarter of next year. Experts suggest that the development of 5G industry should pay more attention to openness and sharing.
 
According to the Ministry of Industry and Information Technology, as of the end of June, the number of fourth-generation mobile communication (4G) users in China exceeded 1.1 billion, and mobile broadband users accounted for 83.2%. According to the plan, China will commercialize the fifth generation mobile communication (5G) technology in 2020.
 
At present, China's 5G industry is in a critical period of technical standards formation and industrialization. China Mobile's "5G Terminal Product Guide" shows that the first batch of 5G chips will be launched at the end of this year, and the first batch of 5G terminals will be launched in the first quarter of next year, and 5G smartphones will be launched in the third quarter of next year.
 
Huang Yuhong, vice president of China Mobile Research Institute, said that the indirect benefits that 5G will bring in the future will reach 3 trillion in 2030, and 5G will not only be for individuals, it will also change the way various industries operate, the future. The development of the digital economy, 5G is an important foundation.
 
The development of domestic 5G mobile phone chips will provide strong support for the popularization and application of 5G mobile phones. China is the world's largest mobile terminal market for mobile phones. 5G will be a new track for all terminal manufacturers, bringing opportunities for change in the smartphone industry.
 
Fan Bozhen, a research associate of Jibang Consulting, believes that the current life cycle of 4G communication standards has entered the middle and late stages, and the market has begun to look at the 5G communication standard, expecting to create a new wave of replacement needs. Huang Yuhong believes that in response to the development challenges of the 5G industry, especially the 5G chip, more attention should be paid to openness and sharing. "This opening is an industry open. It is not just a few operators, but several manufacturers can repair the road. We need More partners work together to create a new road, and the network itself will be more open."
 
5G mobile phone is ready to go
 
5G is the main core of the development of mobile internet. Under this faster network, AI artificial intelligence, driverless, intelligent terminals, etc. will be organically combined. Among many manufacturers, Huawei is at 5G terminals. The speed of advancement is undoubtedly the fastest, for example, we can see their 5G mobile phones before the end of this year.
 
Recently, Huawei's rotating CEO Hu Houkun has said in a panel discussion at the World Economic Forum that Huawei's 5G mobile phone will be unveiled this year, and its shape is innovative enough because it is the industry's first mobile phone with a screen foldable.
 
According to news from the industry chain, Huawei's folding screen mobile phone uses BOE's flexible screen. The screen size is about 8 inches. When you don't need it, you can put the screen horizontally together, and this time it will change. It became a mobile phone with a screen of about 5 inches, and in order to ensure the folding screen, the battery and motherboard of the mobile phone were placed on the top and bottom of the body as much as possible.
 
Like Huawei, Samsung is also launching a folding screen mobile phone this year, but it will not support 5G network. The overall appearance of the mobile phone is exactly the same as that of Huawei, but the screen is from its own AMOLED screen, except for its own production. In addition, they also sold the screen to Xiaomi and OPPO. The intention is self-evident, I believe that the latter two are also preparing the corresponding folding screen mobile phone.
 
OPPO also blew the horn of the 5G. On August 28th, OPPO announced the completion of 5G signaling and data link connection, which means that 5G mobile phones are truly possible. A few days ago, OPPO assistant vice president, China's marketing director Shen Yiren revealed: According to the progress, OPPO will be the first domestic wholesale 5G commercial smart phone manufacturers, is expected to launch 5G smart phones in the second half of 2019. At the same time, OPPO will also meet consumer needs and explore more 5G terminal products.
 
According to IDC's latest data, consumer-oriented 5G handsets will be fully available in 2019, and will account for approximately 18% of global smartphone shipments in 2022.
 
This is undoubtedly a big cake for the terminal market that continues to languish. OPPO, vivo, Xiaomi, and Huawei, the most influential terminal manufacturers in China, have announced the R&D progress of various commercial 5G smart phones, and even foreign manufacturers are competing for layout.
 
5G industry chain benefits
 
When major mobile phone manufacturers occupy their positions in advance, the corresponding supplier companies are also receiving market attention. Take Huawei's 5G layout as an example. With the launch of 5G commercialization, the entire Huawei 5G ecosystem will benefit.
 
For example, Xinwei Communication mainly provides RF products to Huawei. Xinwei Communication is mainly engaged in the production and operation of mobile terminal antennas, 3G terminal antennas, modular antennas, 3D precision molded antennas and high performance antenna connectors. In the 5G era, the antenna usage and unit price of the mobile terminal antenna MIMO matrix upgrade will be greatly improved. Xinwei Communication has begun to carry out the industrial layout, product line and customer reserve around 5G antenna, materials and RF front-end devices. The wheel antenna has a large cycle of accumulators.
 
The filter RF device is the core component of the 5G base station construction. The Chunxing Precision Filter RF device product has already entered the Huawei supply chain system. In 2016, Chunxing Seiko began to reserve 5G RF device technology research and development, closely follow the 5G industry standard and participate in the joint research and development of important customer projects. Currently, it maintains a stable cooperative relationship with Huawei and has stable production and delivery.
 
It is understood that the communication structure and RF device business is the strategic business of Chunxing Seiko. In the 5G aspect, it mainly focuses on the macro station filter field, which is involved from low frequency to high frequency, and related products have obtained relevant patents.
 
Huachuang Securities pointed out that the notice clearly stated that it is necessary to ensure the start of 5G commercialization, and the upstream component link PCB and filter/RF front end are most beneficial, and the application increment is significant. The filter/RF front-end is the most critical component in the RF field, and the RF front-end value of 5G filters is expected to rise to the next level.
 
China Merchants Securities believes that from the point of view of the subject investment, the spectrum release in September will be a better time to intervene. Spectrum is the core resource of mobile communication systems and the key to the development of 5G industry. According to the historical investment rules of operators, the relevant infrastructure will be put into construction before the issuance of licenses, and the investment climax will be ushered in. In terms of targets, it is recommended to pay attention to: Xunxun Technology, Fiberhome Communications, Hengtong Optoelectronics, Tianfu Communications, Jinxinnuo, ZTE, etc. In addition, from the perspective of base station construction, 4G base stations mostly use FR4 boards, and 5G base stations mainly use high-speed/frequency PCBs. With the acceleration of 5G base station construction, the demand for PCBs will increase greatly. In addition, 5G has higher requirements for radio frequency. More high-frequency high-speed copper clad laminates will be used. It is recommended to pay attention to PCB: Shennan Circuit, Jingwang Electronics, CCL, Shengyi Technology, etc.