5g network concept stocks have _5g network concept stocks leading analysis

Compared with the connection of 4G people, the 5G application scenario is extended to the connection between people and things, things and things, facing huge market space. We believe that in the future, there will be significant benefits to 5G commercial antennas, RF devices and small base stations:

First, 5G will use large-scale MIMO antenna technology to increase capacity, and the number of base station antennas will increase exponentially. Even if the output value of a single antenna in a highly integrated antenna array will decrease, the final antenna market size will increase significantly. At present, the ratio of base station antennas to base station equipment is about 2.8%-4%. We believe that as 5G adopts large-scale antenna arrays and antennas are switched from passive to active, the proportion of future 5G base station antenna purchases will be greatly improved. .

Second, the 5G large-scale multi-antenna means that there are multiple channels on the base station side (for example, from 4T4R to 64T64R), and each channel requires a set of RF devices for signal processing. Therefore, assuming that the number of 5G and 4G base stations is the same, the number of base station radio frequency devices will increase significantly as the number of base station channels increases exponentially. And 5G RF devices process signals more complex, higher performance requirements, and their single value will be greatly improved. Therefore, RF devices will benefit significantly in the 5G industry chain.

5G needs to achieve higher capacity and use high-frequency communication, but high-frequency communication has the characteristics of poor diffraction ability, easy loss, and small coverage. Therefore, we believe that 5G will require a large number of small base stations to complete deeper and wider coverage, support large capacity demand, and the number of small base stations is expected to explode in the future.

5g network concept stocks have _5g network concept stocks leading analysis

What are the 5G network concept stocks?

ZTE (000063): Benefiting all the way, winning the order of 1.2 billion smart cities in Russia

China Unicom (600050): To build a 4G boutique network, expecting to release the bonus

Datang Telecom (600198) company in-depth report: the return of the chip king, mobile Internet suddenly

Fiberhome Communications (600498): It is an excellent provider of equipment and network solutions in the field of information and communication in China. It is the only industrialization base of the "863" plan and the leading enterprise of "Wuhan China Optical Valley" recognized by the Ministry of Science and Technology. one. The company has mastered a large number of core technologies in the field of optical communications and participated in the formulation of more than 200 national and industry standards.

Century Dingli (300050): is a high-tech enterprise that provides wireless network testing, optimization, planning tools and other software products for mobile communication operators, system equipment providers, third-party consulting services companies, and provides technical services such as network planning, optimization, and evaluation. Technology companies.

Shenglu Communication (002446): The company is a private high-tech enterprise specializing in the research and development and production of various types of communication antennas and microwave device equipment. It is also one of the largest and most technologically advanced communication equipment manufacturers in China.

5g network concept stocks have _5g network concept stocks leading analysis

5g network concept stocks leading analysis

Yiyang Xintong (600289): It is mainly engaged in industry application software development, solution provision and technical services in telecom management software, information security, value-added services, intelligent transportation, etc. It is one of the largest application software development and integrators in China.

Xinwei Communication (300136): Main mobile terminal antenna, the main products include mobile antennas such as antennas, Bluetooth antennas, antenna components, mobile TV antennas, GPS terminal antennas, etc., mainly used in mobile phones, notebook computers and netbooks. Mobile terminal products.

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