5G must quickly enter the application layer on a large scale! Which part of the industry chain do you want to invest in?

2020-07-29 18:05:08 0 Comment 1878 views
abstract

"The largest investment case for autonomous driving has passed the trial, Softbank's $2.25 billion hit GM Cruise" capitalists have become more and mor

Autonomous driving = all electric + 5G, getting closer and closer! "The largest investment case for autonomous driving has passed the trial, Softbank's $2.25 billion hit GM Cruise" capitalists have become more and more aware of what the road ahead is! 5G must quickly enter the application layer on a large scale! Which part of the industry chain do you want to invest in?

5G must quickly enter the application layer on a large scale! Which part of the industry chain do you want to invest in?

Analyze from each link of the industry chain: Zhongtai ResearchThe answer given by the research team is:

1. From the perspective of the deepening reform of the telecommunications industry, China Unicom will benefit mainly;

2, the 5G capital expenditure cycle is upward, ZTE, Fiberhome Communications is ushering in the most immediate major opportunity; China Tower will also continue to improve;

3, 5G mobile phone penetration rate will increase rapidly next year, focus on ODM leader Wingtech Technology ; Upstream strengthens independent and controllable, optical devices such as Accelink Technology, Zhongji Innolux, Tianfu Communications and Xinyisheng will seize the opportunity of 5G high-density networking;

4, 5G RF antennas Major technological changes have taken place, focusing on Dongshan Precision, Beidou Starcom, Fei Rongda, Xinwei Communications, Maijie Technology and Tongyu Communications; changes in the field of integrated radio frequency materials mainly focus on the stability of Taiwan stocks and CREE from the perspective of flexibility. The change in networking mode brings opportunities for the small base station industry.Follow Jingxin Communication and Tianyi Shares.

Lao Yang is more optimistic about the down-to-earth---China Tower!

In addition, autonomous driving is definitely the most important application scenario for 5G. 5G helps the intelligent driving industry enter the eve of mass production. From the network side, 5G network slicing and edge computing capabilities make intelligent driving possible. 5G edge computing realizes data analysis and processing at the network edge to meet the low-latency requirements of intelligent driving; and network slicing can be based on business needs And data priority to allocate the network to meet the demand. From the perspective of car companies, many car companies have launched electrified platforms. Based on the same platform, it can improve the development efficiency of new models, shorten the research and development cycle, realize the sharing of parts, reduce production costs, and gradually reduce the cost of core parts. Internet companies have also released Application platform. We believe that vehicle-road collaboration will be the only way for the full realization of intelligent driving, First of all, bicycle intelligence has limitations for a variety of traffic scenarios; secondly, the commercialization of autonomous driving requires controllable costs; second, vehicle-road collaboration can help vehicles make optimal decisions. Through the intensive construction of intelligent roads, it is possible to reduce the distribution of vehicles and roads and realize large-scale intelligent driving.

5G must quickly enter the application layer on a large scale! Which part of the industry chain do you want to invest in?

The report of the Zhongtai research team is very long. I will intercept some of the data and MinuteAnalyze the chart for your reference!

5G must quickly enter the application layer on a large scale! Which part of the industry chain do you want to invest in?

5G must quickly enter the application layer on a large scale! Which part of the industry chain do you want to invest in?

5G must quickly enter the application layer on a large scale! Which part of the industry chain do you want to invest in?

5G must quickly enter the application layer on a large scale! Which part of the industry chain do you want to invest in?

5G must quickly enter the application layer on a large scale! Which part of the industry chain do you want to invest in?

5G must quickly enter the application layer on a large scale! Which part of the industry chain do you want to invest in?

5G must quickly enter the application layer on a large scale! Which part of the industry chain do you want to invest in?

5G must quickly enter the application layer on a large scale! Which part of the industry chain do you want to invest in?

5G must quickly enter the application layer on a large scale! Which part of the industry chain do you want to invest in?

As of the end of 2018, the number of 4G base stations nationwide was 4.78 million. The total number of overseas LTE base stations is expected to slightly exceed 2 million. The number of base stations accounts for about 68% of the world's total. Considering the construction cost and the pace of advancement, the neutral expectation is that the total number of stations built in the first five years of 5G will be about 2.8 million, and the total number of base stations in the world will be about 4 million.

5G must quickly enter the application layer on a large scale! Which part of the industry chain do you want to invest in?

5G must quickly enter the application layer on a large scale! Which part of the industry chain do you want to invest in?

5G must quickly enter the application layer on a large scale! Which part of the industry chain do you want to invest in?

5G must quickly enter the application layer on a large scale! Which part of the industry chain do you want to invest in?5G must quickly enter the application layer on a large scale! Which part of the industry chain do you want to invest in?

The Internet of Vehicles is the most certain and most valuable market for M2M. With "turning the car into the fourth screen"-TV, computer, mobile phone, car screen, the Internet of Vehicles came into being. It is no longer a dream to have a car equipped with an intelligent interconnection system. Now that we have entered the era of smart cars, the emergence of "unmanned driving" will reduce the occurrence of traffic accidents, save thousands of lives, and ease theCongestion, reduce fuel consumption and pollution, and at the same time will make the car owner’s life easier and simpler

5G must quickly enter the application layer on a large scale! Which part of the industry chain do you want to invest in?

5G must quickly enter the application layer on a large scale! Which part of the industry chain do you want to invest in?

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