4G impact on the electronics and magnetic materials industry
Time：2019-04-04 11:44:37 Page view (549)
First, the impact of 4G on the electronics industry
At first glance, the biggest change in 4G is the acceleration of transmission speed of 6-8 times, but careful analysis of 4G will bring unprecedented development opportunities and significant impacts to the electronic industry chain including magnetic material components.
First, the value of 4G is definitely more than just video calls. After the communication speed is increased by 6 times, cloud computing is popular. Many complex operations that cannot be handled on mobile phones can be solved by cloud computing. There is a lot of imagination and a lot of gold mines. In the past, the speech recognition rate was 40%, and after 3G matured, the recognition rate reached 90% in a few months.
In this context, with the six-demand framework of our consumers, after the further deepening and integration of entertainment, social and office, payment, education and medical needs begin to meet.
The combination of 4G and cloud computing will bring more than double processing power and lower power consumption.
Second, once it enters the era of cloud computing big data driven by 4G, the three links of the terminal: input, processing and output, processing and storage links will be transferred to the cloud, providing space and requirements for continuous experience upgrade for input and output. After the data traffic is increased by more than 6 times, the performance of the input and output devices is greatly increased.
Third, continue to reason, one day, into the era of cloud computing big data, how do domestic manufacturers imitate and compete with those elephants? The era of Apple and Google is about to come. The top five share of the mobile phone industry is 90% in 2007. At present, the top five share of smart phones is 60%. Under the cloud computing and big data framework, the logic of “long-term and long-term must be combined” is the leading force. The manufacturer will once again exert its strength.
Fourth, the smart phone brings a change effect under the trigger of 4G, but the change of the smart phone must start from the high-end smart phone, and the high-end industrial chain takes the lead.
Fifth, China Mobile will fully exert its strength, 4G will invest heavily, and mobile payment will fully promote and expect Apple's deep cooperation. Investors are more concerned about what Apple and China Mobile are bringing, and ignore the analysis of why China Mobile cooperates with Apple.
Sixth, wearable devices will begin to erupt, and the core of wearables is around big data, no transmission speed experience, and wearable is difficult.
Investment opportunities in the electronics industry chain brought by the above five major trends:
First, the Apple industry chain. In the "mobile Internet future", "Apple and Google's opposite movements", "consumer electronic conference call" and other reports from the arguments, arguments, arguments optimistic about the Apple industry chain, the logic of "long-term must be combined" is simple and clear, Apple's stock price rebounded 20%, the bottom of the increase of 45%. The data integration radius is shortened, and the data integration is greatly increased. Apple's industrial chain will be a continuous investment opportunity. Goer Acoustics, Desai Battery, Han's Laser, and Luxu Electronics are the first to promote, Xinwangda, Anjie Technology, Lixun Precision, Jinlong Electromechanical, etc., Apple-driven mobile payment, Industrial chain opportunities such as sapphire and sensors.
Second, the input and output links are in a big era. Future innovations focus on input and output, and acoustics, cameras, sensors, enclosures, sapphire glass, display, and antenna industries continue to benefit, especially in the cloud computing era. The antenna industry directly benefits. In addition to Sobey and Xinwei, Goer Acoustics and AAC will create significant pressure and business replication for foreign companies.
Third, chip localization and information security. 4G's support for the three-mode seven-frequency will help Spreadtrum, Lianxin and other domestic platform manufacturers, and further drive domestic chips, data security and information security opportunities emerge in the era of cloud computing. Today in the release of 4G licenses. The change from the five models to the three models is obviously a support for the domestic chip industry. This is an obvious signal. I believe there will be more mandatory support plans later. This type of policy support is better than the subsidy effect. Tongfang Guoxin and Shanghai Belling continue to be optimistic.
Fourth, application experiences such as payment, education, and medical care bring opportunities. Video and games bring more opportunities, and bring opportunities for payment, distance education, and telemedicine. The information infrastructure of 4G is the second excavation of the demographic dividend, and the huge intellectual resources that are suppressed by the system will break out again. At the same time, real wearable devices will arrive in 2014 at the earliest.
Second, 4G promotes the growth of demand for magnetic components
In 2014, 4G, as an emerging technology, played a pivotal role in the network communication industry. At the end of last year, China Mobile, China Unicom and China Telecom successively obtained 4G licenses, which indicates that China's 4G era has arrived. The domestic communications industry is also alternating in the winds and clouds. For the semiconductor industry as a whole, whether it is a manufacturer that has already acted, or a manufacturer who is frightened by many uncertain factors, at least it shows that everyone is giving height to 4G, magnetic components, even communications and semiconductor components. Value.
The smooth development of 4G development, along with the widespread popularity of mobile phones, tablets and portable products, has driven the magnetic component industry to accelerate its pace. Magnetic components related to magnetic technology, such as transformers, magnetic cores, magnetic beads, and inductors, are widely used in various communication devices such as switches, fax machines, and routers. A finished machine requires dozens of magnetic components to support, and various sizes and packages are involved.
1, 4G drives the development of magnetic components
The popularity of 4G has boosted the production of smartphones and tablets, and the market demand for semiconductors has increased with the increase in the number of portable devices. Many mobile phone brands will produce 4G mobile phones as the biggest competitive product of the year. In the production process of switches, fax machines, routers, mobile phones, and tablets, various devices, including domestic and international, will be used. This rigid demand has also spurred the expansion of the production capacity of various magnetic component manufacturers. However, on the whole, the domestic device products are still lower than the foreign device products on the whole level. Some large-scale magnetic component manufacturers in the world are doing more than domestic domestic manufacturers for selecting the materials of the products and checking the quality of the products. More detailed. It will prompt domestic manufacturers to pay more attention to the quality and parameters of the devices. If the quality of the devices provided by the manufacturers is excellent and the price is good, it will inevitably increase the cooperation opportunities with upstream manufacturers. On the other hand, if it is shoddy, not only will the opportunities for cooperation with big-brand companies be reduced, but for itself, whether it can stand in the component industry for a long time becomes a problem that needs to be worried. Therefore, many merchants pay more attention to the requirements of product details, and the quality of the details directly determines the size of the market demand of the factory and the success or failure of the enterprise on the road of development in the future.
2, magnetic component manufacturers' concerns - 4G tariffs, small coverage
The development of 4G has made the competition among magnetic component manufacturers more and more fierce. Many merchants are constantly updating their own products, product selection is further improved, and further research and development of product technology is to think about their products. A higher level of development. However, because 4G is still an emerging technology, compared with 3G, people have different degrees of concern about 4G tariffs. Although the speed of the network has obviously improved, there is a rhythm of ‘being bankrupt’! In addition, the opening of 4G services is still in progress, and the construction progress and coverage area of the network have not yet reached the expected target. As a result, many magnetic component manufacturers have not rushed to expand the production scale of the products, and the market for 4G is still in the market. Looking at the angle, I hope that through further market research, market understanding, user feedback, etc., we will decide whether to increase productivity.
With the development of the times, half of the world's population will be covered by 4G networks. This is an excellent opportunity. If any magnetic component manufacturer can seize the opportunity, guided by the exquisite craftsmanship, look at the market with a developmental perspective. The commanding heights of occupation of market competition are not far off!
At first glance, the biggest change in 4G is the acceleration of transmission speed of 6-8 times, but careful analysis of 4G will bring unprecedented development opportunities and significant impacts to the electronic industry chain including magnetic material components.
First, the value of 4G is definitely more than just video calls. After the communication speed is increased by 6 times, cloud computing is popular. Many complex operations that cannot be handled on mobile phones can be solved by cloud computing. There is a lot of imagination and a lot of gold mines. In the past, the speech recognition rate was 40%, and after 3G matured, the recognition rate reached 90% in a few months.
In this context, with the six-demand framework of our consumers, after the further deepening and integration of entertainment, social and office, payment, education and medical needs begin to meet.
The combination of 4G and cloud computing will bring more than double processing power and lower power consumption.
Second, once it enters the era of cloud computing big data driven by 4G, the three links of the terminal: input, processing and output, processing and storage links will be transferred to the cloud, providing space and requirements for continuous experience upgrade for input and output. After the data traffic is increased by more than 6 times, the performance of the input and output devices is greatly increased.
Third, continue to reason, one day, into the era of cloud computing big data, how do domestic manufacturers imitate and compete with those elephants? The era of Apple and Google is about to come. The top five share of the mobile phone industry is 90% in 2007. At present, the top five share of smart phones is 60%. Under the cloud computing and big data framework, the logic of “long-term and long-term must be combined” is the leading force. The manufacturer will once again exert its strength.
Fourth, the smart phone brings a change effect under the trigger of 4G, but the change of the smart phone must start from the high-end smart phone, and the high-end industrial chain takes the lead.
Fifth, China Mobile will fully exert its strength, 4G will invest heavily, and mobile payment will fully promote and expect Apple's deep cooperation. Investors are more concerned about what Apple and China Mobile are bringing, and ignore the analysis of why China Mobile cooperates with Apple.
Sixth, wearable devices will begin to erupt, and the core of wearables is around big data, no transmission speed experience, and wearable is difficult.
Investment opportunities in the electronics industry chain brought by the above five major trends:
First, the Apple industry chain. In the "mobile Internet future", "Apple and Google's opposite movements", "consumer electronic conference call" and other reports from the arguments, arguments, arguments optimistic about the Apple industry chain, the logic of "long-term must be combined" is simple and clear, Apple's stock price rebounded 20%, the bottom of the increase of 45%. The data integration radius is shortened, and the data integration is greatly increased. Apple's industrial chain will be a continuous investment opportunity. Goer Acoustics, Desai Battery, Han's Laser, and Luxu Electronics are the first to promote, Xinwangda, Anjie Technology, Lixun Precision, Jinlong Electromechanical, etc., Apple-driven mobile payment, Industrial chain opportunities such as sapphire and sensors.
Second, the input and output links are in a big era. Future innovations focus on input and output, and acoustics, cameras, sensors, enclosures, sapphire glass, display, and antenna industries continue to benefit, especially in the cloud computing era. The antenna industry directly benefits. In addition to Sobey and Xinwei, Goer Acoustics and AAC will create significant pressure and business replication for foreign companies.
Third, chip localization and information security. 4G's support for the three-mode seven-frequency will help Spreadtrum, Lianxin and other domestic platform manufacturers, and further drive domestic chips, data security and information security opportunities emerge in the era of cloud computing. Today in the release of 4G licenses. The change from the five models to the three models is obviously a support for the domestic chip industry. This is an obvious signal. I believe there will be more mandatory support plans later. This type of policy support is better than the subsidy effect. Tongfang Guoxin and Shanghai Belling continue to be optimistic.
Fourth, application experiences such as payment, education, and medical care bring opportunities. Video and games bring more opportunities, and bring opportunities for payment, distance education, and telemedicine. The information infrastructure of 4G is the second excavation of the demographic dividend, and the huge intellectual resources that are suppressed by the system will break out again. At the same time, real wearable devices will arrive in 2014 at the earliest.
Second, 4G promotes the growth of demand for magnetic components
In 2014, 4G, as an emerging technology, played a pivotal role in the network communication industry. At the end of last year, China Mobile, China Unicom and China Telecom successively obtained 4G licenses, which indicates that China's 4G era has arrived. The domestic communications industry is also alternating in the winds and clouds. For the semiconductor industry as a whole, whether it is a manufacturer that has already acted, or a manufacturer who is frightened by many uncertain factors, at least it shows that everyone is giving height to 4G, magnetic components, even communications and semiconductor components. Value.
The smooth development of 4G development, along with the widespread popularity of mobile phones, tablets and portable products, has driven the magnetic component industry to accelerate its pace. Magnetic components related to magnetic technology, such as transformers, magnetic cores, magnetic beads, and inductors, are widely used in various communication devices such as switches, fax machines, and routers. A finished machine requires dozens of magnetic components to support, and various sizes and packages are involved.
1, 4G drives the development of magnetic components
The popularity of 4G has boosted the production of smartphones and tablets, and the market demand for semiconductors has increased with the increase in the number of portable devices. Many mobile phone brands will produce 4G mobile phones as the biggest competitive product of the year. In the production process of switches, fax machines, routers, mobile phones, and tablets, various devices, including domestic and international, will be used. This rigid demand has also spurred the expansion of the production capacity of various magnetic component manufacturers. However, on the whole, the domestic device products are still lower than the foreign device products on the whole level. Some large-scale magnetic component manufacturers in the world are doing more than domestic domestic manufacturers for selecting the materials of the products and checking the quality of the products. More detailed. It will prompt domestic manufacturers to pay more attention to the quality and parameters of the devices. If the quality of the devices provided by the manufacturers is excellent and the price is good, it will inevitably increase the cooperation opportunities with upstream manufacturers. On the other hand, if it is shoddy, not only will the opportunities for cooperation with big-brand companies be reduced, but for itself, whether it can stand in the component industry for a long time becomes a problem that needs to be worried. Therefore, many merchants pay more attention to the requirements of product details, and the quality of the details directly determines the size of the market demand of the factory and the success or failure of the enterprise on the road of development in the future.
2, magnetic component manufacturers' concerns - 4G tariffs, small coverage
The development of 4G has made the competition among magnetic component manufacturers more and more fierce. Many merchants are constantly updating their own products, product selection is further improved, and further research and development of product technology is to think about their products. A higher level of development. However, because 4G is still an emerging technology, compared with 3G, people have different degrees of concern about 4G tariffs. Although the speed of the network has obviously improved, there is a rhythm of ‘being bankrupt’! In addition, the opening of 4G services is still in progress, and the construction progress and coverage area of the network have not yet reached the expected target. As a result, many magnetic component manufacturers have not rushed to expand the production scale of the products, and the market for 4G is still in the market. Looking at the angle, I hope that through further market research, market understanding, user feedback, etc., we will decide whether to increase productivity.
With the development of the times, half of the world's population will be covered by 4G networks. This is an excellent opportunity. If any magnetic component manufacturer can seize the opportunity, guided by the exquisite craftsmanship, look at the market with a developmental perspective. The commanding heights of occupation of market competition are not far off!