Ces2022 Conference opened, and the trend of meta universe brought new VR / AR products. On January 5, 2022, the International Consumer Electronics Show (CES), the world’s most famous international trade exhibition of electronic products and technology, was officially opened in Las Vegas. Qualcomm and Microsoft announced at the CES conference that they plan to jointly develop and customize augmented reality chips for lightweight ar glasses in the future. At Samsung’s booth, visitors can access its meta space, myhouse, through the zepeto application. Yuan universe’s new products are also released in this exhibition. Sony released psvr2 head display; Shiftall, a subsidiary of Panasonic, launched the lightweight 6dofac VR head display meganex; TCL launched a new generation of wearable display glasses – nxtwearair.
Silicon carbide is applied to enable new energy vehicles, and many automobile enterprises have released silicon carbide models. On December 19, Jaguar group announced the establishment of Jaguar Land Rover racing department. Its managing director said that silicon carbide would be the key technology of the Department. On December 20, Maserati’s official website announced that the prototype of its first all electric vehicle MC20 convertible was officially delivered and adopted the new electric power system folgore. Folgore system adopts two silicon carbide inverters and uses 800V technology, which can handle rapid charging up to 300kW, and can fill 80% of the power in 20 minutes. On January 4, 2022, Mercedes Benz official micro released a new concept car, visioneqxx. Eqxx can realize lightweight, efficient and fast charging, which is inseparable from silicon carbide electric drive. All internal components and materials of eqxx’s electric drive have been optimized, among which the key is carefully matched with the inverter designed by Mercedes racing driver, which uses a new generation of silicon carbide MOSFET.
In November, semiconductor sales increased by more than 20% year-on-year. Icinsights predicts that the semiconductor market is expected to grow by 11% in 2022: in November, global semiconductor sales reached US $49.690 billion, a year-on-year increase of 23.5% and a month on month increase of 0.60%. China’s semiconductor market sales reached us $16.87 billion, a year-on-year increase of 21.40% and a month on month increase of 1.84%, accounting for 33.95% of the global market share; The year-on-year growth rate of semiconductor sales in China and the world remained at about 20%, indicating the upsurge of downstream demand. According to icinsights data, in 2021, the global semiconductor market reached US $614 billion, with a year-on-year increase of 25%. It is expected to reach a record US $680.6 billion in 2022, with a year-on-year increase of 11%. In terms of sub products, it is estimated that the sales of integrated circuits will be USD 565.1 billion in 2022, with a year-on-year increase of 11%; Sales of optoelectronics, sensors / brakes and discrete devices (o-s-d) reached US $115.5 billion, a year-on-year increase of 11%.
Bidding of semiconductor equipment: according to the data of electronic trading platform for bidding of mechanical and electrical products, Shanghai Jita added 1 bidding equipment this week and Huahong semiconductor (Wuxi) added 3 bidding equipment this week.
Investment suggestions: recommend China Resources Microelectronics Limited(688396) , Wingtech Technology Co.Ltd(600745) , Starpower Semiconductor Ltd(603290) in SiC field, pay attention to Zhuzhou Crrc Times Electric Co.Ltd(688187) , Roshow Technoiogy Co.Ltd(002617) , Phenix Optical Company Limited(600071) , etc; Semiconductor equipment recommends Shanghai Wanye Enterprises Co.Ltd(600641) , Kunshan Kinglai Hygienic Materials Co.Ltd(300260) , Suzhou Uigreen Micro&Nano Technologies Co.Ltd(688661) , Naura Technology Group Co.Ltd(002371) , and pays attention to Pnc Process Systems Co.Ltd(603690) , Suzhou Hyc Technology Co.Ltd(688001) ; Miniled recommends Shenzhen Xinyichang Technology Co.Ltd(688383) , Hongli Zhihui Group Co.Ltd(300219) , pays attention to Shenzhen Refond Optoelectronics Co.Ltd(300241) , Shenzhen Longli Technology Co.Ltd(300752) , etc; IC design focuses on Shanghai Belling Corp.Ltd(600171) , 3Peak Incorporated(688536) , Sg Micro Corp(300661) , Chipsea Technologies (Shenzhen) Corp.Ltd(688595) , etc; Folding screen focuses on Triumph Science & Technology Co.Ltd(600552) , Jiangsu Gian Technology Co.Ltd(300709) , Nbtm New Materials Group Co.Ltd(600114) , etc.
Risk warning: downstream demand is less than expected; Domestic substitution is less than expected; Continuous risk of epidemic impact
