Communication industry: 5G advances usher in a new phase
5G advances into a new phase, and the front-end antenna RF is expected to benefit first. With the release of spectrum in early December, the official commercialization of 5G in Korea, and the Central Economic Conference stressing the acceleration of events such as 5G commercialization, 5G entered a new stage. We predict that with the 5G pre-commercial business in 2019 and commercial commercialization in 2020, the 5G performance of related companies will be partially released next year. From the perspective of the industrial chain, the equipment vendors will first bid for the upstream antenna RF optical modules and other manufacturers, and then the operators will collect the products of the equipment manufacturers, and the operators of the 5G users will eventually benefit. The front-end RF link of the base station is expected to take the lead in reflecting 5G performance, such as vibrators, PCBs, filters, power amplifiers and other industrial chain links.
There are three major trends in the field of antenna integration design: 1) Higher market concentration. 2) Larger market size. 3) Downstream equipment vendors have greater voice. First of all, the frequency bands used by China's 5G are 2.6G, 3.5G, and 4.9G. Compared with 4G, the frequency is higher, and a single vibrator and filter can be made smaller and lighter. Secondly, the larger bandwidth requires more channels to achieve. The integration on the single-sided antenna is higher and the difficulty is higher. The manufacturers with technical advantages are expected to stand out. Secondly, compared with the 4G macro station, the 5G is roughly equal or slightly increased, and the number of small stations will shine. We predict that the station in the 5G era is expected to double the 5G macro station. At the same time, the increase in technical difficulty is expected to increase the value of the single antenna RF. The antennas before the last 4G are collected by the operators. After the integration of the antennas in the 5G era, the downstream operators are changed into operators, and the antenna design manufacturers and equipment manufacturers conduct joint R&D tests. Finally, the equipment suppliers select the antenna supply. Business.
Filters are moving in the direction of miniaturization and weight reduction, and the number of ceramic dielectric materials is a trend. 5G is in a higher frequency band than 4G, the volume of a single filter needs to be smaller, and the ceramic filter is more advantageous in terms of volume and weight. At the same time, the increase in the number of channels greatly increases the number of filters, from two or four filters before the single-sided antenna to the current 32 or 64 filters. There is a need to focus on filter manufacturers with ceramic process accumulation.
5G core recommendation target: strategic configuration varieties: ZTE, Fiberhome Communications (the main equipment for the most beneficial part of 5G investment). Variety of growth value: Zhongji Xuchuang of the optical module (the key choice for the 5G network optical module leader). Small market value elasticity standard: New Yisheng (5G network optical module elastic variety), antenna radio frequency Tongyu communication (main equipment manufacturers deep cooperation, ceramic dielectric filter important point of view), Fei Rongda (Huawei antenna array industry chain superior varieties ), Sega Technology (one of the core suppliers of ZTE filters).
There are three major trends in the field of antenna integration design: 1) Higher market concentration. 2) Larger market size. 3) Downstream equipment vendors have greater voice. First of all, the frequency bands used by China's 5G are 2.6G, 3.5G, and 4.9G. Compared with 4G, the frequency is higher, and a single vibrator and filter can be made smaller and lighter. Secondly, the larger bandwidth requires more channels to achieve. The integration on the single-sided antenna is higher and the difficulty is higher. The manufacturers with technical advantages are expected to stand out. Secondly, compared with the 4G macro station, the 5G is roughly equal or slightly increased, and the number of small stations will shine. We predict that the station in the 5G era is expected to double the 5G macro station. At the same time, the increase in technical difficulty is expected to increase the value of the single antenna RF. The antennas before the last 4G are collected by the operators. After the integration of the antennas in the 5G era, the downstream operators are changed into operators, and the antenna design manufacturers and equipment manufacturers conduct joint R&D tests. Finally, the equipment suppliers select the antenna supply. Business.
Filters are moving in the direction of miniaturization and weight reduction, and the number of ceramic dielectric materials is a trend. 5G is in a higher frequency band than 4G, the volume of a single filter needs to be smaller, and the ceramic filter is more advantageous in terms of volume and weight. At the same time, the increase in the number of channels greatly increases the number of filters, from two or four filters before the single-sided antenna to the current 32 or 64 filters. There is a need to focus on filter manufacturers with ceramic process accumulation.
5G core recommendation target: strategic configuration varieties: ZTE, Fiberhome Communications (the main equipment for the most beneficial part of 5G investment). Variety of growth value: Zhongji Xuchuang of the optical module (the key choice for the 5G network optical module leader). Small market value elasticity standard: New Yisheng (5G network optical module elastic variety), antenna radio frequency Tongyu communication (main equipment manufacturers deep cooperation, ceramic dielectric filter important point of view), Fei Rongda (Huawei antenna array industry chain superior varieties ), Sega Technology (one of the core suppliers of ZTE filters).
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