1. The impact of 4G on the electronics industry
At first glance, the biggest change of 4G is the acceleration of transmission speed by 6-8 times, but careful analysis of 4G will bring unprecedented development opportunities and significant impact to the electronics industry chain, including magnetic material components.
First, the value of 4G is definitely more than video calls. After the communication speed has increased by 6 times, cloud computing has become popular. Many complex calculations that cannot be handled on mobile phones can be solved by cloud computing. There is a lot of imagination and a big gold mine. Back in the day, the speech recognition rate was 40%, and the recognition rate reached 90% in the first few months after 3G matured.
In this context, with our consumer's six-demand framework, payment, education, and medical needs begin to be met after entertainment, social networking, and office are further deepened and integrated.
The combination of 4G and cloud computing will bring more than double the processing power and lower power consumption.
Second, once entering the era of cloud computing and big data driven by 4G, the three links of the terminal: input, processing and output, and the processing and storage links will be transferred to the cloud to provide space and requirements for continuous experience upgrades for input and output. After the data traffic has increased by more than 6 times, the performance of input and output devices has a large space for improvement.
Third, continue to reason. One day, entering the era of cloud computing and big data, how can domestic manufacturers imitate and compete with those elephants? The era of Apple and Google is coming. The top five share of the mobile phone industry was 90% in 2007, and currently the top five share of smartphones is 60%. Under the framework of cloud computing and big data, the logic of "long-term cooperation must be divided, and long-term cooperation must be combined" is powerful, leading Manufacturers will work again.
Fourth, smart phones will bring replacement effects triggered by 4G, but the replacement of smart phones must start with high-end smart phones, and the high-end industry chain will take the lead in benefiting.
Fifth, China Mobile will make full efforts to invest heavily in 4G, fully promote mobile payment and expect in-depth cooperation with Apple. Investors are more concerned about what the cooperation between Apple and China Mobile will bring, but ignore the analysis of why China Mobile is cooperating with Apple.
Sixth, wearable devices will start to explode. The core of wearable devices is around big data. Without the experience of transmission speed, wearable devices will be difficult to develop.
Investment opportunities in the electronics industry chain brought about by the above five major trends:
First, the Apple industry chain. We are optimistic about Apple's industry chain from the arguments, arguments, and demonstrations in reports such as "The Future of Mobile Internet", "Apple and Google's Opposite Movement", and "Consumer Electronics Conference Call". 20%, the bottom rose 45%. After the data radius is shortened and the data traffic is greatly increased, the advantages of the vertical integration model are even more star. The Apple industry chain will be a continuous investment opportunity. Goertek, Desai Battery, Han’s Laser, and Huanxu Electronics are the first to promote it. Sunwoda, Anjie Technology, Luxshare Precision, and Jinlong Electromechanical will benefit. Apple’s mobile payment, Industrial chain opportunities such as sapphire and sensors.
Second, the era of input and output links. Future innovations will focus on the input and output links, and the industries of acoustics, cameras, various sensors, housings, sapphire glass, display screens, and antennas will continue to benefit, especially in the era of cloud computing, where their performance requirements are increasing. The antenna industry directly benefits. Apart from Speed and Xinwei, Goertek and AAC will create significant pressure and business duplication on foreign-funded enterprises.
Third, chip localization and information security. 4G's support for three-mode and seven-band will help domestic platform manufacturers such as Spreadtrum and Leadcore, and further drive domestic chips, and opportunities for data security and information security will emerge in the era of cloud computing. Today is the release of 4G licenses. The change from five-mode to three-mode is obviously to support the domestic chip industry, which is an obvious signal. I believe there will be more mandatory support plans in the future. Such policy support is better than subsidies. Tongfang Guoxin, Shanghai Belling, etc. continue to be optimistic.
Fourth, application experiences such as payment, education, and medical treatment bring opportunities. Videos and games bring more opportunities, as well as opportunities for payment, distance education, and telemedicine. The information infrastructure construction of 4G is the second mining of the demographic dividend, and the huge intellectual resources suppressed by the system will explode again. Meanwhile, true wearables won't arrive until 2014 at the earliest.
2. 4G promotes the growth of demand for magnetic components
In 2014, as an emerging technology, 4G 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 to some extent marks the arrival of China's 4G era. The domestic communication industry is also updating alternately amidst the turmoil. For the semiconductor industry as a whole, whether it is a manufacturer that has already taken action or a manufacturer that is trembling in front of many uncertain factors, it at least shows that everyone has given a high degree to 4G, magnetic components, and even the communication field, and the semiconductor component industry. attention.
The smooth development of 4G, along with the widespread popularization of mobile phones, tablets, and portable products, has driven the magnetic component industry to move forward at a faster pace. Related transformers, magnetic cores, magnetic beads, inductors and other magnetic components related to magnetic technology are widely used in various communication equipment such as switches, fax machines, and routers. A finished machine often needs the support of dozens of magnetic components, including various sizes and packages.
1. 4G drives the development of magnetic components
The popularity of 4G has promoted the increasing production of smartphones and tablet computers, and the market demand for semiconductors has also increased with the increase in the number of these portable devices. Many mobile phone brands will produce 4G mobile phones as the biggest market competition product this year. In the production process of switches, fax machines, routers, mobile phones, and tablet computers, various devices, including domestic and international, are used.This rigid demand has also stimulated various magnetic component manufacturers to further increase the production capacity of their products. However, on the whole, the overall level of domestic device products is still lower than that of foreign device products. Some big-name magnetic component manufacturers in the world are better than domestic manufacturers in terms of material selection and quality inspection of products. more detailed.This will prompt domestic manufacturers to pay more attention to the quality and parameters of the devices. If the devices provided by the manufacturers are of high quality and price, it will inevitably increase the opportunities for cooperation with upstream manufacturers.On the contrary, if it is made in a rough manner, not only will the opportunities for cooperation with big brand companies be reduced, but for itself, whether it can gain a long-term foothold in the component industry has become a problem that needs to be worried. Therefore, many merchants pay more attention to the requirements for product details. 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. The concerns of magnetic component manufacturers - 4G tariffs are high and coverage is small
The development of 4G has made the competition among magnetic component manufacturers more and more fierce. Many businesses are constantly updating and iterating their products, further improving product selection, and further research and development of product technology, all in order to think about their own products. higher level development. However, since 4G is still an emerging technology, compared with 3G, people also have varying degrees of concern about 4G tariffs.Although the speed of the Internet has improved significantly, there is a rhythm of "going 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 goals. As a result, many magnetic component manufacturers have not rashly expanded the production scale of products. From a wait-and-see perspective, we hope to decide whether to increase production through further market research, market understanding, and user feedback.
With the development of the times, half of the world's population will be covered by 4G networks. Such an excellent opportunity, if any magnetic component manufacturer can seize the opportunity, guided by superb technology, and look at the market with a developmental perspective, Occupying the commanding heights of market competition is not far away!
