Source: OFweek Electronic Engineering

At first glance, the biggest change in 4G is the acceleration of transmission speed by 6-8 times, but a careful analysis of 4G will bring unprecedented development opportunities and significant impact on the electronics industry chain.

For one thing, the value of 4G is certainly more than video calls, in the communication speed 6 times higher, cloud computing is in vogue, many in the cell phone can not deal with complex computing can be solved through the cloud computing way, there is a lot of imagination, there is a big gold mine. Thinking back to the voice recognition rate of 40%, 3G maturity after the start of a few months recognition rate to 90%. In this context, to our consumers six demand framework, in the entertainment, social and office further deepening and integration, payment, education and medical needs began to meet. 4G and cloud computing combined, will bring more than ten times the processing power and lower power consumption.

Second, once in 4G driven into the cloud computing big data era, the terminal of the three links: input, processing and output, processing and storage links will be transferred to the cloud, to the input and output to provide a continuous experience upgrade space and requirements, in the data traffic 6 times more than the growth of the performance of the input and output devices to improve the space is very large.

Third, continue to reason, once the cloud computing big data era, domestic manufacturers how to imitate and compete with those elephants? Apple and Google era will come, the top five share of the cell phone industry in 2007 for 90%, the current top five smartphone share of 60%, in the framework of cloud computing and big data, “long time must be divided, long time must be together” logic of force, leading manufacturers will once again power.

Fourth, the smartphone in 4G triggered by the replacement effect, but the smartphone replacement will inevitably start from the high-end smartphones, high-end industry chain is the first to benefit.

Fifth, China Mobile will be a full force, 4G vigorously invested, mobile payment to promote and expected Apple in-depth cooperation. Investors are more concerned about what Apple and China Mobile cooperation brings, and neglect to analyze why China Mobile and Apple cooperation.

Sixth, wearable devices will begin to explode, the core of wearable is around big data, no transmission speed experience, wearable is difficult to get up.

The above five megatrends bring investment opportunities in the electronics industry chain:

First, the Apple industry chain. We in the “future of the mobile Internet”, “Apple and Google's phase movement”, “consumer electronics teleconference” and other reports from the arguments, arguments, arguments in favor of the Apple industry chain. The logic of “long division must be united” is simple and clear, Apple's stock price rebounded more than 20%, the bottom rose by 45%. After the data radius is shortened and the data flow is greatly accelerated, the vertical integration model advantage is more star. Apple industry chain will be a continuous investment opportunities, Geer acoustics, Desai batteries, Da Nu laser, ring Xu electronics for the first push, Xinda, Anjie technology, Lixun precision, Jinlong electromechanical benefit, Apple to promote the mobile payment, sapphire, sensors and other industry chain opportunities.

Second, the input and output link big time. Future innovation is concentrated in the input and output links, acoustics, camera, all kinds of sensors, shell, sapphire glass, display, antenna industry continues to benefit, especially in the era of cloud computing on their performance requirements are increasing. Antenna industry directly benefit. Speed and Xinwei outside, Geer acoustics and AAC will form significant pressure on foreign companies and business replication.

Third, chip localization and information security. 4G support for three-mode seven-band help Spreadtrum, United Core and other domestic platform manufacturers, and further drive the domestic chip, data security and information security opportunities emerge in the era of cloud computing. In the release of 4G license today. Five-mode to three-mode, obviously to the domestic chip industry support, this is a clear signal. I believe there will be more mandatory support programs behind. This type of policy support is better than the effect of subsidies. Tongfang Guoxin, Shanghai Beiling, etc. continue to be optimistic.

Fourth, payment, education, medical and other applications experience brings opportunities. Video, games bring more opportunities, and bring payment, remote education, remote medical opportunities, 4G these information infrastructure is the second digging of the demographic dividend, the huge system of repressed intellectual resources will again explode. Meanwhile the real wearable devices will come in 2014.