Leading Manufacturers Analysis: 5G Speed ​​Increases the Acceleration of the Internet of Everything

5G industry development trend

5G is the fifth generation communication technology, which is an extension after 4G and is an evolution of existing wireless communication technologies. The biggest change is that 5G technology is a set of technical standards, and its service objects communicate with people from the past, increasing the communication between people and things, things and things. According to historical experience, China Mobile will launch next-generation network protocols every ten years. As user demand continues to grow, the mobile communication network will face 1000 times of data capacity growth in the next 10 years, 10 to 100 times wireless device connection, 10 to 100 times user rate demand, 10 times longer battery life Time requirements and so on, 4G networks can not meet these needs, so 5G technology came into being. There are two main drivers of increased demand: the mobile Internet and the Internet of Things.

Large-scale antennas increase spectral efficiency and bring antenna and RF module requirements

Faced with the performance challenges of 5G in terms of transmission rate and system capacity, the number of antennas needs to be further increased. With the use of space division multiple access (SDMA) technology, multiple users can be served on the same time-frequency resource, further improving spectrum efficiency. In hardware, a large-scale antenna array is composed of a plurality of antenna sub-arrays, and each antenna of the sub-array has a module such as a phase shifter, a power amplifier, and a low-noise amplifier. The software level requires complex algorithms to manage and dynamically adapt and encode and decode data streams for multiple parallel channels, typically implemented as an FPGA. Large-scale antenna arrays will bring upgrades and quantity requirements for antennas, and the demand for RF modules (phase shifters, power amplifiers, low-noise amplifiers, etc.) will explode. In addition, the increase in data will benefit more powerful integrated processing modules such as FPGAs. .

Ultra-dense networking solves hotspot capacity problems and promotes small base station market

Ultra-dense networking can greatly improve the efficiency of frequency reuse by increasing the density of base station deployment. The acquisition and cost of the site is the primary problem that needs to be solved in ultra-dense networking. According to the Small Cell Forum, the global small base station market will exceed $600 million annually by 2020. Referring to the data of the semi-annual report of domestic operators, the number of base stations owned by the three major operators will reach 2.8 million in 2016. If the number of small domestic base stations in the future is more than 10 times that of the number of stored base stations, the market capacity of small base stations is expected to reach 1,000. Billion level.

Investment strategy: 5G is planned to be commercialized in 2020, and 5G technology will have a greater impact on the industry mainly from the following four aspects: large-scale antenna array, ultra-dense networking, full spectrum access and new network architecture. (SDN/NFV).

Key company analysis

Wutong Holdings

The company is a leading professional supplier of communication RF connection systems in China. It specializes in R&D, production and sales of wireless communication RF connection systems and optical fiber connection products. The products are mainly wireless communication RF connection systems and optical fiber connection products. The company's trademark “Wu Tong” was awarded “Jiangsu Province Famous Trademark” by Jiangsu Administration for Industry and Commerce. The company has 1 invention patent, 16 utility model patents, 4 design patents, and participated in the revision of 8 national standards for RF connection products. The company has won the title of “Top 100 Chinese Electronic Components Enterprise”, “The Most Influential Industry Brand in China Communication Market” and “Innovative Enterprise in Jiangsu Province”; and it has three major communication operators with China Mobile, China Unicom and China Telecom. And well-known communication equipment vendors such as ZTE and Datang Cable maintain good business cooperation.

The company has comprehensively carried out the communication + Internet transformation. While continuing to grow, the Internet expansion strategy is also advancing: the information service business will benefit from the outbreak of SMS demand of corporate customers, which is expected to maintain a 30% annual growth rate. The business progress of traffic management will be the national capital. The next growth explosion point; the digital marketing business benefited from the rapid growth of the programmatic buying advertising industry, which is expected to achieve a compound growth of more than 30% in the next few years.

Maijie Technology

In 2015, the company acquired Xingyuan Electronics. The 3.5~11.6-inch LCD module products led by Xingyuan Electronics are widely used in the terminal customers such as tablet PC, car, security, mobile phone, portable, instrumentation, etc. More than 200, with more stable domestic events, such as Jinghua Information, Shuo Ying Industrial, San Mei Qi, Yi Fang Digital and other customers. Moreover, Xingyuan Electronics has entered the automobile market for more than three years, accounting for about 10% of the automobile after-loading market. Good helpers, Lu Chang, Excelle, Jie Cheng and other well-known car products are all Xingyuan electronic customers, and are proceeding. Automotive certification, Maijie Technology can expand its automotive electronics business through Xingyuan Electronics.

5G drives the filter surge, waiting for the company's SAW filter to start: from 2G to 4G, the frequency band used is more, and the frequency bandwidth is increased, and for each additional frequency band of the mobile phone, about 2 filters need to be added. With the popularity of 3/4G and the increase of new frequency bands after the arrival of 5G, the demand for mobile phone filters will grow rapidly. Maijie Technology plans to invest 450 million yuan in investment in surface acoustic wave filter packaging technology and production projects. The company has mastered the terminal RF sound meter filter (SAW) product technology and production process, starting small-volume supply. SAW filter is The key components of mobile phone RF front-end, its packaging technology is basically monopolized by foreign manufacturers, such as Japan's Murata, TDK's EPCOS, Taiyo, etc., the company's fixed-income investment is expected to achieve the localization of mobile phone SAW filter.

Sobide

The company's traditional main business is concentrated in the R&D, production and sales of wireless communication terminal antennas. The products are mobile phone antennas and laptop antennas. The revenue of this business during the reporting period was 212 million. Due to the increase in product prices in the first half of the year, the company's antenna business The gross profit margin has increased to 40%, which is the highest in the past five years, and the net profit brought by it has also increased. The Shenzhen subsidiary, which has completed the merger at the end of last year, has realized the layout of the plastic business for the company. Dali, although only 8.4% of the gross profit, but in the first half of the year brought the company 300 million in revenue, enhanced the synergy with the antenna industry (integrated chassis antenna). Therefore, the traditional main business has got rid of the impact of customer loss last year. In the first half of the year, the customer structure was adjusted, and the quality of customer resources was maintained and accumulated. On the other hand, the product structure was adjusted and optimized. The second half of the year is expected to achieve steady revenue and profit. increase.

Since last year, the fingerprint identification module business that the company has been investing in has completed the pre-commissioning and trial production stage. From July, the product line has entered the stage of full production. This year is also a year of full-scale explosion of mobile fingerprint identification module applications. The business was carried out in the company's holding subsidiary Jiangsu Kaier Biometrics Technology Co., Ltd. (holding 61.8%), and the module shipments have increased from the hundreds of thousands of orders at the beginning of the year to the current millions of orders, achieving quality. Leap, Kyle Optoelectronics shipments have entered the top five of the mobile phone fingerprint module shipments. In the first half of the year, the business has brought about 121 million revenues to the company. Although the profit is only 5 million, with the mass production of fingerprint identification modules, this will bring lucrative revenue and profits to the company in the second half of the year. With the help of fingerprint module and camera business. The company relies on Suzhou Keyang to complete the layout of semiconductor packaging and sensor packaging business, laying a solid foundation for the subsequent industry chain extension and increasing company profits.

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