Pan min team of Tianfeng Research Institute summarized and answered the four major issues concerned by the market at the current time point, and gave investment suggestions.
(1) what does Apple's spring new product launch focus on?
(2) how does the leading consumer electronics company Luxshare Precision Industry Co.Ltd(002475) arrange cars?
(3) what is the progress & expectation of Apple's Mr equipment?
(4) where does Apple's consumer electronics innovation point
what does Apple's spring launch focus on
at Apple's spring conference, a total of six new products were released, including iPhone se, iPhone 13 series, iPad air 5, MAC studio computer, studio display and M1 ultra, the strongest chip in M1 architecture
\u3000\u3000 11. The closing work of M1 series chips - more extreme performance of M1 ultra
m1 chip is connected by two M1 Max through customized packaging architecture, with more extreme performance (ultra) m1 ultra SOC has 114 billion transistors and a 20 core CPU architecture composed of 16 high-performance cores and 4 energy-efficient cores, with a bandwidth of 800gb / s and a maximum of 128GB unified memory. The 32 core neural engine of M1 ultra can achieve up to 22 trillion operations per second, and the 64 core GPU can achieve graphics processing efficiency eight times faster than M1. At the same time, the energy consumption ratio has also been greatly improved: compared with PCs of the same level, the power consumption of nearly 100W has been reduced. M1 ultra chip is a great leap of Apple's self-developed chip.
unique packaging architecture ultrafusion gives M1 ultra the ultimate performance m1 ultra is a further upgrade to the M1 max, which has strong performance and high energy efficiency. It uses the ultrafusion packaging architecture customized by apple to directly connect the grains of two M1 Max chips together. The most common way to improve performance is to connect two chips through the motherboard, but this is usually accompanied by many disadvantages, including increased delay, reduced bandwidth, increased power consumption and so on. Apple's innovative ultrafusion architecture uses the silicon intermediary layer to connect multiple chips, which can transmit more than 10000 signals at the same time, so as to realize the interconnection bandwidth of up to 2.5tb/s low latency processor, which is more than four times that of the industry-leading high-end multi chips. This architecture allows M1 ultra to still show the integrity of a chip when working, and will also be recognized as a complete chip by all software. Developers can directly use its powerful performance without rewriting code.
the packaging technology based on silicon interlayer is the main form of 2.5d/3d packaging technology by placing an additional silicon layer between the substrate and the bare chip, the interconnection and communication between the bare chip and the substrate are connected through silicon vias (TSVs) and micro bumps. Because micro bumps and TSV can provide smaller bump spacing and routing distance, packaging technology based on silicon interlayer can provide higher IO density, lower transmission delay and power consumption.
\u3000\u3000 12. New Mac desktop MAC studio and monitor studio display release
Apple releases MAC studio desktop computer and monitor studio display equipped with M1 Max chip or new M1 ultra chip the new Mac studio can provide users with more than expected performance and rich connection methods, and integrate all the functions required by users in a compact design, making it easy for users to use, thus opening a new era of desktop computers.
mac studio adopts a compact body + unique cooling system design mac studio body adopts aluminum metal pressing integrated molding process. The bottom edge is only 7.7 inches long and 3.7 inches high. The overall appearance is small and exquisite, which can be easily placed under most monitors. Mac studio also uses innovative cooling design to achieve extraordinary cooling performance. Double centrifugal fans, accurately placed air ducts and more than 4000 cooling holes on the back and bottom of the shell form a unique cooling system, which can guide the air flow through the internal components and help cool the high-performance chip.
m1 Max and M1 ultra chips bring the ultimate performance. Compared with the performance of 27 inch iMac, they can realize jump upgrade:
large memory configuration brings a disruptive experience for professional task processing mac studio also completely breaks the graphics memory limit of traditional desktop computers. It can be equipped with up to 64GB of unified memory on the model equipped with M1 Max chip and up to 128GB of unified memory on the model equipped with M1 ultra chip. Since the video memory equipped with the most powerful workstation graphics card is only 48gb, it can provide such a huge memory capacity, which will bring a disruptive impact to the processing of professional tasks. Mac studio is equipped with a solid-state drive with a data reading speed of up to 7.4gb/s and a capacity of up to 8tb, which enables users to achieve unparalleled speed and performance when dealing with super large projects.
studio display is a new display launched by apple. It is equipped with 27 inch 5K retina display, excellent camera and audio system, and the integrated use experience loved by Mac users
\u3000\u3000 13. A15 + 5g, new iPhone se release
The new iPhone se is released and configured with the same A15 bionic chip of iPhone 13 (6-core CPU, including 2 performance cores and 4 energy efficiency cores, 4-core graphics processor and 16 core neural network engine).
In terms of cameras, they continue to adhere to the single shot route and add 5g function. The endurance is improved compared with the previous generation, from 13 hours to 15 hours. In terms of charging power, iPhone se supports up to 20W wired fast charging and Qi wireless charging.
adopts the same A15 bionic chip of iPhone 13, with strong performance a15 bionic chip is equipped with a 6-core CPU with strong performance. It is a very fast CPU in the field of smart phones. It is composed of two high-performance cores and four energy-efficient cores, which improves the running speed of iPhone se to 1.8 times that of iPhone 8, more than that of earlier models. The 16 core neural network engine can perform 15.8 trillion operations per second, which can speed up the machine learning operation speed of third-party applications. It also enables the iPhone se equipped with IOS 15 operating system to use the live text in the camera App and device side dictation. A15 bionic chip makes all kinds of operations extremely smooth, and can bring perfect photography, game and augmented reality experience. A15 bionic chip specially designed for high energy efficiency is deeply combined with IOS 15, combined with a new generation of battery chemistry technology to bring longer battery life for iPhone se. Even with the compact design and the addition of advanced technologies such as 5g support, the battery life of the new iPhone se still exceeds that of the previous generation and previous 4.7-inch iPhone models. IPhone se supports wireless charging with Qi certified charger and fast charging.
is slightly higher than the previous generation, but considering the powerful computing + network performance upgrade, it still highlights the cost performance. At the same time, the higher starting price also provides room for price reduction for the later release of new products
The iPhone se has been strong in Apple's midrange, with the 2020 version accounting for 13% of total sales in the year it was launched in 2020. From the distribution of sales regions, the main markets of iPhone se are Japan and the United States. In 2020, the shipments of iPhone Se series in Japan and the United States accounted for 33% and 24% of the overall shipments. IPhone se 3 targets new IOS users who want to upgrade from Android or iPhone users who replace iPhone 8 (or earlier) devices.
5g mobile phones penetrate smoothly + Se series sell well, and Se 3 sales in the Japanese market are expected to show a good trend 20h2 the penetration rate of 5g smart phones in Japan has increased significantly, mainly due to the first 5g mobile phone iPhone 12 series released by apple in the autumn of 20 years. The penetration rate of 21h1 5g smart phones continues to grow rapidly. In addition to the continuous driving of iPhone 12 series for sales, the sales volume of 5g medium and low-end mobile phones has increased rapidly, dominated by mobile phone manufacturers such as Xiaomi, oppo and sharp. Meanwhile, the iPhone se 2 released in April 2020 still has a good sales performance in 21 years. It is the best-selling model in Japan in 21 years, and the shipment volume accounts for 23% of the overall shipment volume in Japan. The penetration of 5g mobile phones in Japan, the main market of Se series, is smooth, and the Se series sells well, and the sales volume of Se 3 is expected to show a good trend.
\u3000\u3000 14. Equipped with M1 chip, iPad air computing power is upgraded and productivity attributes are strengthened
the new iPad air processor is upgraded to M1 chip and matched with 8GB memory. The performance of CPU and GPU has been greatly improved, while the cellular version is upgraded to 5g network. The front camera is upgraded to 12 million pixels, adding wide-angle function and central stage function
breakthrough M1 chip can greatly improve the performance of iPad air, while ensuring amazing energy efficiency and all-weather battery life compared with the previous generation of iPad air, the performance of 8-core CPU can be improved by up to 60%, while that of 8-core graphics processor can be improved by up to twice. Together with the CPU and graphics processor, the 16 core neural network engine can run advanced machine learning functions to improve the experience to a new level. From editing multiple 4K videos, playing image intensive games, 3D interior design to experiencing more realistic augmented reality (AR), with the strong performance of M1 chip, iPad air can bring more possibilities for users' operation experience.
consumer electronics leader Luxshare Precision Industry Co.Ltd(002475) how to layout cars
\u3000\u3000 21. We have been deeply engaged in automobile business for more than ten years, and our products focus on Automobile Electrical and intelligent network
company began to lay out automotive electronics in 2011. At present, its business mainly focuses on automotive electrical and intelligent network connection of "blood vessel and nervous system" of the whole vehicle. Its products include low-voltage whole vehicle harness, special harness, high-voltage harness and connector of new energy vehicle, high-speed connector, intelligent electrical box, RSU (roadside unit), on-board communication unit (TCU) and central gateway. Harness: has become a supplier integrating the design, manufacture and verification of complete vehicle harness, special harness and intelligent electrical box high voltage connector: has been designed and developed, covering all high voltage harnesses and connectors in the whole vehicle, including high voltage harnesses, charging connectors, high voltage connectors, bus bars and other product series high speed connector: Gigabit Ethernet connector independently developed and produced by the company adopts fully shielded twisted pair cable connection structure, which can be widely used in infotainment, ADAS, domain controller and other products; Automotive interconnection products: at present, the product line has covered RSU, TCU, CGW, etc.
\u3000\u3000 22. Raise funds to expand production capacity and accelerate the growth of automobile business
The company plans to increase 13.5 billion yuan for the capacity expansion of consumer electronics and automotive electronics. Among them, the capacity expansion projects used in the field of intelligent vehicles are: 1) construction project of high voltage connection system product production line of new energy vehicles (the project is implemented in Changzhou, Jiangsu); 2) The construction project of intelligent vehicle connection system product production line (the project is implemented in Baoding, Hebei), with a total investment of 2 billion yuan.
\u3000\u3000 23. Actively cooperate with foreign countries and give full play to the advantages of precision manufacturing platform
has reached strategic cooperation with Suteng juchuang, a leading manufacturer of China's lidar, to carry out in-depth coordination around lidar in the field of automobile industry and improve the layout of automobile industry chain with the comprehensive and profound accumulation of lidar technology of robosense and the support of luxshare ( Luxshare Precision Industry Co.Ltd(002475) ) professional diversified intelligent manufacturing capacity, the two sides integrate upstream and downstream advantageous resources, deeply integrate industrial capabilities, continue to innovate, break through business barriers in all directions from technology research and development to precision intelligent manufacturing, and create a new temsector for deep integration of industrial chains and strong cooperation of advantageous enterprises.
2022, Hong Kong Lixun Co., Ltd. participated in a round of strategic financing of sutengju innovation
cooperate with Chery in cross-border enabling vehicle manufacturing and strengthen the layout of the company's automobile business. With the support of the vehicle joint venture platform, the company is expected to accelerate its growth into a leading manufacturer of tier 72022: on February 11, the company and Chery group jointly signed the strategic cooperation framework agreement in Wuhu, establishing a strategic partnership between the two sides. The company and Chery new energy plan to jointly establish a joint venture based on the strategic cooperation framework agreement. The cooperative subsidiary plans to adopt the equity structure in which Party A subscribes 500 million yuan and holds 30% of the registered capital, and Chery new energy subscribes 1.167 billion yuan and holds 70% of the registered capital. With Chery group's deep technological precipitation in the field of new energy vehicles, terminal brand resources and the establishment of a joint venture company, the company is expected to cross-border empower the technology and customer resources accumulated in the field of consumer electronics over the years. With the strong support of the vehicle joint venture platform as a cutting-edge R & D and design, mass production platform and access to the sea, the company will dynamically enter the market and rapidly improve the comprehensive ability of the company's core parts as a tier 1 manufacturer, Quickly polish, optimize and increase the quantity in practice, realize the diversified and large-scale development of the company's core parts, achieve the medium and long-term goal of becoming a leading manufacturer of tier 1, and lay a solid foundation for the company's sustainable development in the future controlling shareholder Lixun shares in Chery holdings and related parties. The interest binding between the group and Chery holdings strengthens the basis of cooperation, which helps both sides jointly promote the research and development cooperation of new energy vehicles The controlling shareholder of company, Lixun Co., Ltd. purchased 19.88% equity of Chery holdings, 7.87% equity of Chery shares and 6.24% equity of Chery new energy held by Qingdao Wudaokou with RMB 10.054 billion. After the transaction is completed, Lixun Co., Ltd. does not control Chery holdings, Chery shares and Chery new energy source.
\u3000\u3000 24. The group has a comprehensive layout of intelligent vehicles and is expected to accelerate its growth under business collaboration
group's automobile business penetrates the fields of intelligent cockpit and automatic driving, and the business synergy helps the growth of the company's automobile business group's automobile business mainly includes BCS (parent company of Lisheng automobile technology (Suzhou) Co., Ltd.) and Lijing innovation. The layout of the company's automotive business focuses on automotive electrical and interconnection products. The products are mainly connected to the intelligent cockpit and automatic cockpit network. Lijing innovation is the world's leading manufacturer of mobile camera modules. It obtained TS16949 qualification in 2020. In the future, it will provide all kinds of camera module products inside and outside the vehicle for the automotive business department of Lixun, the main engine factory and tier 1 manufacturers.
bcs (the parent company of Lisheng Automotive Technology (Suzhou) Co., Ltd.), focusing on human machine interface (HMI) solutions for 70 years, is the world's leading auto parts manufacturer. formerly known as the global body control system division (BCS) of TRW Automotive Inc., a subsidiary of ZF, Germany, was acquired by Lixun group in 2018. BCS has excellent customer resources. It has a customer base of global famous brands such as Ford, Fiat, GM, Volkswagen and Chrysler that have cooperated for more than 50 years, and has cooperated with Toyota for more than 25 years. In addition, it has also opened up new customers such as BMW, Daimler, Honda, PSA, Geely and Chang'an.
bcs has global competitiveness in the fields of switches, integrated circuit control panels, steering axis control systems, entry systems, sensors and so on. It cooperates with its parent company, Tencent group, to step into intelligent networking and automatic driving products and penetrate intelligent vehicles in an all-round way future product lines are divided into three categories: intelligent cockpit, intelligent networking and automatic driving. The intelligent cockpit is subdivided into sensors, man-machine interface systems, controls and actuators, the intelligent networking is subdivided into antennas, gateways, etc., and the intelligent driving is divided into cameras, millimeter wave radar, etc.
automatic driving field:
1) ADAS camera: with regard to ADAS camera products, Tencent has a project team with rich mass production experience and a core development team. Relying on the years of accumulation in camera module products of its subsidiary Lijing innovation, Tencent has a vertically integrated lens module supply chain, automatic production line and production system. Developed by Tencent: forward smart camera system, look around camera module and high-precision camera module support from radar fusion to 360 perception, as well as high-precision multi view system to meet the intelligent driving needs of low, medium and high levels.
2) millimeter wave radar: in the field of millimeter wave radar, Lixun has mature hardware design capability, industry-leading fusion algorithm capability, standardized software and hardware test system and complete millimeter wave radar production line. The forward radar and L2 + angle radar developed and manufactured by it have reached the leading target output quality. L1 angle radar has also reached China's leading alarm accuracy.
3) DMS: the DMS controller developed by instant messaging around this product is compatible with 4-way camera input and can realize DVR (tachograph), DMS, OMS (passenger monitoring) and rear seat monitoring (identification and monitoring of leftovers, infants, pets, etc.). In terms of algorithm, Lixun cooperates with well-known algorithm companies at home and abroad, and has a variety of solutions to meet the various needs of host manufacturers for DMS in the information entertainment domain and intelligent driving domain. The product is independent of the host, which can reduce the burden of the host controller and meet the functional safety requirements of ADAS. It has an independent NPU, supports neural network algorithm, and can improve the learning ability of products. Combined with the rich experience of Lixun in camera products, it can provide a complete visual domain solution for the host factory.
intelligent cockpit field:
The intelligent cockpit based on MTK platform developed by Lixun has the high computing power of 69K DMIPS, and can support multi screen access and interaction such as central control entertainment screen, CO driver screen and rear screen. Its instrument and entertainment system host adopt different operating systems (QNX, Android) and support the access of DMS, DVR, look around, RVC and other multi-channel cameras. Its independent NPU can support the integration of DMS functions. At the same time, the chip supports 4G baseband, and the product functions can cover most applications of Tbox (except E-call). On March 12, 2021, Lixun BCS signed a strategic cooperation agreement with BOE Jingdian. In the future, it will carry out in-depth cooperation in the field of intelligent cockpit and intelligent interior decoration. The two sides will work together to promote product innovation in the field of on-board display and interaction, and continue to provide better products and services for the intelligent upgrading of vehicles.
Apple's Mr device progress & what is expected
Apple's first generation virtual reality product MR head display, we expect to enter the engineering verification test stage in June and launch 22q4. MR is a hybrid reality technology between AR and VR, which is the further development of virtual reality technology.
mr builds a bridge of interactive feedback information between the virtual world, the real world and users by introducing real scene information into the virtual environment, so as to enhance the real feeling of user experience. The key point of MR technology is to interact with the real world and obtain information in time. Therefore, its implementation needs to be in an environment that can interact with all things in the real world.
referring to smart phones, we think Apple Mr, as a new consumer electronic device, should also pay attention to hardware + operating system + software ecology from the product itself:
1) hardware: Chip: Apple's first generation Mr product or a derivative version of M2 chip (code named Staten) plus a coprocessor Bora chip. These two chips are manufactured by TSMC. M2 chip may adopt TSMC 4nm process, and the mass production time is expected to be at the end of the fourth quarter of 2022. Dual core structure design may create ultimate efficiency, improve performance and reduce power consumption. Quest 2, DPVR and hololens all use Qualcomm chips. Apple's newly launched Mr devices use self-developed chips, which is expected to enhance the synergy with other hardware terminal devices and provide differentiated product experience with other AR / VR devices. Display: it may be equipped with dual 8K micro OLED display. The ultra-high resolution display makes the overall image quality better than other head mounted devices.
2) operating system: Apple may equip it with a dedicated ROS operating system
3) software Ecology: 17 year arkit + 19 year realitykit
4) target customers and sales forecast:
referring to the selling price and BOM of Apple's first generation MR equipment, Apple's first generation MR equipment is more directly benchmarked with Microsoft hololens 2, positioned at the professional level, and the target customers are more likely to be professionals such as enterprise customers, developers and content creators Bloomberg estimates that the price of Apple's first generation product MR is close to $3000 and the cost is high. Jiguo.com predicts that the BOM will exceed $500. We believe that the benchmarking product of Apple's first generation MR device is not meta consumer product Quest 2, but Microsoft's professional MR device hololens series. Microsoft's first generation MR device hololens was released in 2016 and priced at US $3000. It is positioned as an enterprise. In 2017, the first generation products were discontinued, with an overall shipment of about 50000 units and a corresponding sales volume of US $150 million. Microsoft's second-generation MR device hololens 2 was released in 2019 at a price of $3500. It is also positioned in the professional market. Its target customers are enterprise customers. As of February 17, 2022, more than half of the Fortune 500 customers have purchased hololens 2
referring to the innovation cycle of Apple smart phones and other products, under the expectation that 22q4 Apple will launch the first generation product Mr headset, the second generation product Apple ar glasses products are likely to be in the early stage of R & D planning compared with the first generation of headphones, glasses are more positioned as intelligent wearable devices, which are the intelligent products of traditional glasses. At the same time, based on Apple's huge C-end user base, the next generation AR / VR products are likely to be positioned as mass consumer products. With the expansion of application scenarios and the improvement of hardware, software and ecology, sales continue to rise, or will become a phenomenal product in the next round of innovation cycle of consumer electronics.
where does Apple's consumer electronics innovation point
Apple has been singing all the way in the field of consumer electronics, leading the innovation and upgrading of consumer electronics. AR and VR are the focus of Apple's new round of innovation cycle. Apple continues to carry out patent layout around AR and VR and reserve underlying technologies. In addition, we briefly reviewed Apple's patent applications published by the U.S. Patent Office in 22 years. From the perspective of patent layout, we believe that in addition to AR and VR technologies, apple continues to pay attention to the form innovation of electronic equipment products to improve the portability of the equipment, the expansion of health functions, the improvement of photographing performance, and the application of new display technology (micro LED)
\u3000\u3000 41. Continue to distribute AR and VR patents and deepen technology accumulation
Apple continues to lay out and reserve AR / VR core technology, upgrade the main virtual display technology and continuously optimize the user experience Apple has been committed to the development of Mr headset devices for many years. Since 2010, it has continuously acquired technologies and enterprises related to VR and AR, and carried out the patent layout of AR / VR devices. It has a large number of patent layouts in the fields of near eye display, sensors, perceptual interaction, head display structure, head up display navigation and so on.
\u3000\u3000 42. Pay attention to the portability of electronic devices
in an Apple patent application published by the U.S. Patent Office on March 10, 2022, apple proposed a new force sensing spring layer supporting folding display the invention covers a foldable housing that can be bent around a bending axis. The first and second parts of the relative rotation of the housing may be coupled by hinges aligned with the bending axis. The foldable display screen can be coupled with the foldable housing and can be configured to bend along the bending axis when the folding housing is folded. The device can be placed in a closed configuration in which the display screen is folded for storage, while the open configuration can expand the display and can be used to display images to the user. The foldable housing may have a rear cover wall or other support layer. In order to help support the display screen to bend around the bending shaft and prevent external objects from damaging the display screen when contacting the display screen, a spring layer may be inserted between the metal layer and the support layer. The spring layer may consist of a series of metal springs. The spring may be made of metal, but the springs in different places are made of different materials. For example, the spring in the strip area aligned with the bending axis may be softer than other areas. The sensor may be contained in the spring layer. The sensor may consist of a force sensing structure such as a strain gauge and may be supported on or near the spring.
in an Apple patent application published by the U.S. Patent Office on February 24, 2022, apple proposed a smart keyboard design that can accommodate multiple computing components usually people use computers in fixed scenes, such as at home or in the office. These computing devices usually include a host, one or more displays and multiple input devices, such as keyboard, mouse, touchpad or a combination thereof. In an Apple patent application disclosed by the U.S. Patent Office on February 24, 2022, Apple's invention reveals the future smart keyboard, which can integrate or otherwise accommodate one or more computing components to provide a portable desktop computing experience anywhere with one or more computer displays. For example, users can carry a keyboard with a computer instead of an entire laptop or mainframe.
\u3000\u3000 43. Focus on health monitoring function
in an Apple patent application published by the U.S. Patent Office on March 3, 2022, apple proposed a capacitive sensing pad for detecting the presence of people or objects on beds or furniture to monitor people's sleep quality in the process of practical application, capacitance sensor can also be equipped; Ballast sensor; Micro electro mechanical system (MEMS); Touch sensors and other sensing components and / or biometric sensors to obtain more comprehensive vital signs and sleep related indicators.
in an Apple patent application published by the U.S. Patent Office on February 17, 2022, apple proposed an in bed temperature array sensor to track women's menstrual cycle
in an Apple patent application published on February 27, 2022, apple proposed a blood pressure measurement device with piezoelectric sensor since 2018, Apple has successively applied for patents related to blood pressure measurement and arranged blood pressure monitoring.
\u3000\u3000 44. Pay attention to the improvement of photographing performance of electronic equipment
in an Apple patent application published on February 27, 2022, apple proposed a folding lens system for improving the zoom function of iPhone folding lens system can include one or more prisms and / or mirrors, as well as lens stacks of multiple lens groups. Each lens group includes one or more refractive lens elements, so that the positions of different lens groups along the optical axis can be changed, so that the magnification of the image can be changed, and the "zoom" function is enabled, for example, continuously magnifying the image of the object between the two magnification endpoints. The lens system includes at least three movable lens groups that can move along a common optical axis. Each of the three movable lens groups is coupled to a corresponding actuator. In response to the request for a change in focal length or magnification, the controller sends a corresponding signal to each actuator, which moves the corresponding lens group by a corresponding distance in the corresponding direction. Various movable lens groups can move at different distances and in different directions of motion. The F value of the lens system is less than f / 3.0 The focusing of the image projected onto the image sensor is accomplished by adjusting the optical axis position of one of the movable lens groups.
aiming at the limitations of the traditional wide-angle camera of iPhone in capturing panoramic images, in a patent application of apple on January 6, 2022, apple proposed a multi camera system of foldable devices for capturing panoramic images the application relates to a future foldable and bendable device that integrates multiple cameras into a flexible housing. By placing the cameras in different positions of the housing to provide different angles, it can capture very superior panoramic photos. Some devices include folding iPhone or iPad, apple watch strap, idevice cover accessories, etc.
\u3000\u3000 45. Focus on the application of new display technology
in an Apple patent application published by the U.S. Patent Office in March 2022, apple listed some applications and objectives of micro led Apple focuses on providing the best possible display for their devices (including iPhone, iPad, apple watch and MAC), and micro LED will be the next generation display type that apple is currently developing for future devices. In an Apple patent application published by the U.S. Patent Office in March 2022, apple listed some applications and objectives of micro led, including integrating ambient light sensor into micro LED display; Integrated optical gesture and hover sensing; May provide a water resistant touch; Fingerprint sensing; Health sensing through vein imaging and other biometric technologies.
[investment suggestion]
The recommended recommendation is to recommend the recommendation for the recommendation of the Luxshare Precision Industry Co.Ltd(002475) Suzhou Shihua New Material Technology Co.Ltd(688093) (functional materials), Wuhu Token Sciences Co.Ltd(300088) (module), Shunyu optical technology (camera), Jcet Group Co.Ltd(600584) (SIP module), Shenzhen Sunlord Electronics Co.Ltd(002138) (passive components), It's suggested to focus attention on a proposal to focus attention on a proposal that would concern the attention of a proposal for a proposal to focus on Lens Technology Co.Ltd(300433) \ (material)
[risk tips]
The development of new technologies is less than expected, the geopolitical impact of the epidemic is less than expected, the progress of automobile electrification and intellectualization is less than expected, the sales volume of consumer electronics products, ASP is less than expected, and apple ar equipment is less than expected
