Consumer electronics is closely related to everyone’s life, entertainment and work. Therefore, whether it is iPhone accessories of smart phones, AR glasses of metauniverse, or PCB boards of new energy vehicles, every news of surge in demand may attract countless attention.
apple industry chain: 2022 or Apple’s innovation year
No matter what news or action Apple has, it will stimulate the A-share apple industry chain. At the beginning of the new year, according to Taiwan media reports, the market is highly concerned about the progress of Apple’s iPhone 14 series new machines in the second half of this year, Luxshare Precision Industry Co.Ltd(002475) will be the second assembly foundry of the 6.1-inch iPhone 14 pro. Earlier, according to the Nikkei Asia report, Luxshare Precision Industry Co.Ltd(002475) is building a large-scale production base in eastern China, with the goal of assembling millions of iPhones as soon as next year.
Shenwan Hongyuan Group Co.Ltd(000166) according to the analysis, we are optimistic about the apple industry chain in 2022. 2022 may be the year of Apple’s innovation. It may launch AR / VR glasses, weight reduction wearers, etc., or it may operate in combination with iphone14 through the local end architecture. Iphone14 may also usher in significant changes. The mobile phone is likely to partially assume the computing function of AR / VR glasses. Therefore, some chips or components will be added, and the titanium alloy middle frame may also be introduced as a weight reduction scheme.
In terms of individual stocks, Luxshare Precision Industry Co.Ltd(002475) in addition to benefiting from OEM, it will also be the winner of Apple’s second-generation meta universe hardware, and even an exclusive supplier in the early stage of this product. In addition, from the perspective of the P / E ratio predicted by the institution and the growth rate of net profit predicted by the institution next year, Suzhou Anjie Technology Co.Ltd(002635) , Shenzhen Everwin Precision Technology Co.Ltd(300115) , Lingyi Itech (Guangdong) Company(002600) , Shenzhen Aisidi Co.Ltd(002416) and other stocks are predicted that peg is less than twice.
PCB board: profit is about to usher in the repair inflection point
PCB is widely used in automotive electronics. Power control system, safety control system, body electronic system and entertainment communication are all involved. According to CICC Qixin international consulting report, the PCB value of new energy vehicles is about 5 times that of traditional vehicles.
At the beginning of the new year, the new forces of car making successively announced the delivery in 2021. Xiaopeng automobile won the top with 98155 vehicles, and Weilai automobile and ideal automobile ranked second and third with 91429 and 90491 respectively. Nezha automobile, Weima automobile and Zero run automobile followed, with delivery volumes of 69674, 44157 and 43121 respectively. Meanwhile, the industry predicts that the sales volume of new energy vehicles will reach 5 million in 2022. Benefiting from the gradual penetration of new energy vehicles, PCB profitability is about to usher in a repair inflection point.
From the perspective of individual stock performance growth, the agency predicts that the performance in Goldenmax International Technology Ltd(002636) and Nanya New Material Technology Co.Ltd(688519) 21 is expected to double. The performance of Guangdong Champion Asia Electronics Co.Ltd(603386) , Zhejiang Wazam New Materials Co.Ltd(603186) , Shengyi Technology Co.Ltd(600183) , Circuit Fabology Microelectronics Equipment Co.Ltd(688630) , Sihui Fuji Electronics Technology Co.Ltd(300852) , Victory Giant Technology (Huizhou)Co.Ltd(300476) is expected to increase by more than 60% in 21 years.
AR / VR glasses: the industrial chain is expected to grow rapidly
Now, with the help of the tuyere of the meta universe, the AR / VR industry, which once fell to the bottom, is once again highly sought after. In December last year, Liu Chang, President of oppo Research Institute, optimistically predicted at the press conference that smart glasses will become the third screen of individuals after mobile phones and watches in the future. Xu Yi, technical director of oppo XR, also said that metauniverse is a form of Internet in the future, and smart glasses are the entrance equipment with a greater chance of winning. Previously, Huawei has released the second generation of VR smart glasses, and Apple also intends to focus on AR glasses and smart cars in the future.
Fu Chuxiong of Galaxy Securities believes that AR terminal will become a new generation of terminal products to detonate the ICT industry. In order to achieve better user immersion, the core of AR industry chain is optical and display parts. It is expected that optics will continue to develop towards free-form surface and optical waveguide technology, and display will develop towards silicon-based OLED and microled.
In terms of individual stocks, Wuxi Boton Technology Co.Ltd(300031) made a breakthrough in Ar / VR / MR hardware equipment earlier, and bare eye 3D display and other hardware equipment; Zhejiang Crystal-Optech Co.Ltd(002273) participated in lumus, the global exclusive solution provider of AR reflective optical waveguide; Wingtech Technology Co.Ltd(600745) self developed SIP technology can be applied to wearable devices such as smart glasses.
(Financial Associated Press)
