Huawei mate40 is finally here! What industry chain links are worth paying attention to?

category:Finance
 Huawei mate40 is finally here! What industry chain links are worth paying attention to?


In the A-share market, which industrial chain links are worth paying attention to?

Domestic chip

According to Yu Chengdong, former CEO of Huaweis consumer business, Huaweis Kirin high-end chips cant be produced since September 15, and Qilin 9000 may be the last generation of Huaweis Kirin high-end chips.

Super fast charging technology

Previously, iPhone12 released, although supporting 20W fast charging, but no longer equipped with charger, only a USB-C to lightning cable, which not only allows users to make complaints about, but also fast charging has become a hot topic.

This time, Huawei mate40 series is upgraded again in terms of charging speed, with wired and wireless charging schemes. The wired charging power will reach 66W and the wireless charging power will be 50W.

In addition, Huawei also released super fast charging devices such as on-board wireless, wired super fast charging devices and super fast charging power bank.

Minsheng securities recently released a report saying that after Huaweis accession, the mobile phone fast charging is moving towards the era of 100 watts, and the compatibility of the fast charging protocol is also increasing, which makes the third-party chargers rapidly expand.

The charging rate of the super charger will exceed 10.8 billion in the next two years, and the market value will exceed 10.8 billion in the next two years.

According to the agency, the increase of mobile phone power consumption and the limitation of mobile phone battery capacity will promote the growth of fast charging market. It is recommended to pay attention to four aspects of investment direction:

1u3001 Agent factory: lingyizhizao, Aohai technology, Haineng industry;

2u3001 One stop wireless charging solution manufacturer: Xinwei communications;

4u3001 Charger components / chip manufacturers: Saint bond, fullman electronics.

Huawei mate 40 PRO + will be equipped with a periscope long focus camera, which can achieve 10 times optical zoom, 20 times mixed zoom and 100 times digital zoom, according to the press conference.

Guosheng Securities believes that the camera continues to upgrade, periscope lens came into being. Nowadays, smart phones have entered the stock age, and major mobile phone manufacturers are looking for new mobile phone performance to seek differentiated competitive advantage and sales breakthrough. With the increasing demand of consumers for high-quality photos and videos, the evolution of camera module is the only way for the development of smart phones. At present, most of the optical zoom multiples of mobile phones are 3x. It is believed that in the future, with the increasing demand of consumers for mobile phone photos, the optical zoom will be further developed, and 5x or even 10x Optical Zoom will become the mainstream. The periscope design can greatly reduce the height of lens module, realize the trend of lightweight mobile phone, and lead a new round of camera field upgrade u3002

On the industrial chain, the agency said that due to the high technical barriers and concentration of the industry, mainland manufacturers mainly focused on prism, infrared filter and lens module packaging. Among them, the CMOS manufacturers include Howell, the lens manufacturers include sunny optics, Raytheon technology, United optoelectronics and Lianchuang electronics, and the module manufacturers include sunny optics, ofI technology, Qiuti technology, etc The manufacturers of prism and optical components include sunny optics, Lida optoelectronics, crystal optoelectronics, Fujing technology, Yongxin optics, etc.

5g communication

This time, Huawei mate40 series will undoubtedly support 5g network. In addition, the whole series is equipped with a new 5 nm 5gsoc Kirin flagship chip, which will provide faster speed, lower heating and higher energy efficiency, and better support 5g. Bohai Securities believes that Huawei will accelerate the layout of the domestic communication electronic market with the help of 5g construction, rebuild its own industrial chain, and create an industrial closed-loop with industry advantages. Therefore, for the communication industry, upstream materials and equipment enterprises will receive unprecedented attention. Not only communication companies will be labeled as Huawei chain, but also electronic semiconductor companies will be labeled as Huawei industrial chain. This will further strengthen the re integration of the industry structure. The agency suggested paying attention to the 5g equipment and material sub plate, especially the high-quality enterprises in Huaweis industrial chain to carry out bargain hunting configuration. Recommend 5g mobile phone supporting manufacturer Wentai technology and 5g material manufacturer Huitian Xincai. Source: editor in charge of Finance and Economics: Zhong Qiming_ NF5619

Bohai Securities believes that Huawei will accelerate the layout of the domestic communication electronic market with the help of 5g construction, rebuild its own industrial chain, and create an industrial closed-loop with industry advantages. Therefore, for the communication industry, upstream materials and equipment enterprises will receive unprecedented attention. Not only communication companies will be labeled as Huawei chain, but also electronic semiconductor companies will be labeled as Huawei industrial chain. This will further strengthen the re integration of the industry structure.

The agency suggested paying attention to the 5g equipment and material sub plate, especially the high-quality enterprises in Huaweis industrial chain to carry out bargain hunting configuration. Recommend 5g mobile phone supporting manufacturer Wentai technology and 5g material manufacturer Huitian Xincai.