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The 5G era is approaching, concept stocks are ready to go

The 5G era is coming. In 2020, the official commercial period of the fifth-generation mobile communication (5G) technology is approaching, and my country's 5G commercial development has ushered in a full sprint stage. Domestic 5G mobile phone chip manufacturers are accelerating their pace, and 5G smartphones will be launched in the third quarter of next year. As one of the most determined major themes this year and next year, 5G continues to accumulate power.


  The 5G era is approaching


   According to reports, the official commercial deadline of the fifth-generation mobile communication (5G) technology in 2020 is approaching, and my country's 5G commercial development ushered in a full-scale sprint stage. Domestic 5G mobile phone chip manufacturers are accelerating their pace and will launch 5G smartphones 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 data from the Ministry of Industry and Information Technology, as of the end of June, the number of fourth-generation mobile communication (4G) users in my country exceeded 1.1 billion, and mobile broadband users accounted for 83.2%. According to the plan, my country will commercialize the fifth-generation mobile communication (5G) technology in 2020.


   At present, my country's 5G industry is in a critical period for the formation of technical standards and the cultivation of industrialization. The "5G Terminal Product Guidelines" issued by China Mobile shows that the first batch of 5G chips will be launched by the end of this year, the first batch of 5G terminals will be launched in the first quarter of next year, and the 5G smartphone 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 can reach 3 trillion yuan by 2030, and 5G will not only be for individuals, it will also change the way all walks of life operate. 5G is an important foundation for the development of the digital economy.


   The development of domestic 5G mobile phone chips will provide strong support for the popularization of 5G mobile phones. China is the smart terminal market with the largest sales of mobile phones in the world, and 5G will be a new track for all terminal manufacturers, bringing opportunities for change in the smart phone industry.


   TrendForce Consulting Research Associate Fan Boyu believes that the current life cycle of 4G communication standards has entered the middle and late stages, and the market has begun to focus on 5G communication standards, hoping to create a new wave of replacement demand. Huang Yuhong believes that in response to the challenges of the 5G industry, especially the development of 5G chips, more attention should be paid to openness and sharing. “This openness is an industry openness. It is not just a few operators and a few manufacturers who can repair the roads. We need More partners will work together to create a new road, and the network itself will be more open."


   5G mobile phones are ready to go


5G is the main core of the next development of mobile Internet. Under this faster network, AI artificial intelligence, unmanned driving, smart terminals, etc. will be organically combined. Among many manufacturers, Huawei’s 5G terminal The speed of advancement is undoubtedly the fastest. For example, we will be able to see their 5G mobile phones before the end of this year.


   Recently, Huawei’s rotating CEO Hu Houkun has stated in a panel discussion at the World Economic Forum that Huawei’s 5G mobile phone will be unveiled as soon as this year, and its shape is innovative enough because it is the industry’s first mobile phone equipped with a foldable screen.


According to news from the industry chain, Huawei’s folding screen mobile phone uses BOE’s flexible screen with a screen size of about 8 inches. When you don’t need it, you can fold the screen horizontally, and this time it will change. It becomes a mobile phone with a screen of about 5 inches. At the same time, in order to ensure that the screen is folded, the battery and motherboard of the mobile phone are placed on the top and bottom of the fuselage as much as possible.


Like Huawei, Samsung will also launch a folding screen mobile phone this year, but it will not support 5G networks. The overall appearance of the mobile phone is exactly the same as Huawei’s, but the screen is from its own AMOLED screen, except for its own production. In addition, they also promoted this screen to Xiaomi and OPPO. The intention is self-evident. I believe the latter two are also preparing corresponding folding screen phones.


   OPPO also sounded the clarion call to enter 5G. On August 28, 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 and Head of Marketing in Mainland China Shen Yiren revealed: According to the progress, OPPO will be the first batch of domestic manufacturers to release 5G commercial smartphones and is expected to launch 5G smartphones 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 estimates, consumer-oriented 5G mobile phones will be fully launched in 2019 and will account for about 18% of global smartphone shipments in 2022.


   This is undoubtedly a big cake for the sluggish terminal market. Several of the most influential domestic terminal manufacturers OPPO, vivo, Xiaomi, and Huawei have successively announced the development of various commercial 5G smartphones, and even foreign manufacturers are vying to make arrangements.


   5G industry chain benefits


   When major mobile phone manufacturers occupy positions in advance, the corresponding supplier companies have also received market attention. Take Huawei’s 5G layout as an example. With the development of 5G commercialization, the entire Huawei 5G ecosystem will benefit.


   Such as Xinwei Communication, which mainly provides RF products to Huawei. Xinwei Communication is mainly engaged in the production and operation of mobile terminal antennas, 3G terminal antennas, module antennas, 3D precision molded antennas, and high-performance antenna connectors. After the MIMO matrix upgrade of mobile phone antennas in the 5G era, the amount and unit price of antennas will greatly increase. Xinwei Communications has begun to work and will continue to carry out industrial layout, product lines and customer reserves around 5G antennas, materials, and RF front-end components. The wheel antenna accumulates power in a large period.


   Filter RF devices are the core components of 5G base station construction. Chunxing Precision Filter RF device products have already entered Huawei's supply chain system. Chunxing Precision began to reserve technology research and development in 5G radio frequency devices in 2016, closely following 5G industry standards and participating in joint research and development of important customer projects. Currently, it maintains a stable cooperative relationship with Huawei and stable production and delivery.


   It is understood that the communication structure and radio frequency device business is Chunxing Seiko's strategic business, in terms of 5G, it is mainly concentrated in the field of macro station filters, covering from low frequency to high frequency, and related products have obtained relevant patents.


   Huachuang Securities pointed out that the notice clearly stated that to ensure the launch of 5G commercial use, the upstream component link PCB and filter/RF front end will benefit the most, and the application has increased significantly. Filters/RF front-ends are the most critical components in the RF field, and the value of RF front-ends such as 5G filters is expected to rise again.


   China Merchants Securities believes that from the perspective of the timing of the intervention of thematic investment, the release of the spectrum in September will be a better timing for intervention. Spectrum is the core resource of the mobile communication system and the key to the development of the 5G industry. According to the historical investment laws of operators, related infrastructure will be put into construction before the license is issued, and an investment boom will usher in. In terms of target, it is recommended to pay attention to: Accelink Technology, Fiberhome, Hengtong Optoelectronics, Tianfu Communication, Kingsignal, ZTE, etc. In addition, from the perspective of base station construction, most 4G base stations use FR4 sheets, and 5G base stations mainly use high-speed/frequency PCBs. With the acceleration of 5G base station construction, the demand for PCBs will increase significantly. In addition, 5G has higher requirements for radio frequency. More high-frequency and high-speed copper clad laminates will be used. It is recommended to pay attention to PCB: Shennan Circuit, Jingwang Electronics, Copper Clad Laminate, Shengyi Technology, etc.