Author/Baked buns under the stars

EDIT/SPINACH STARIES

typography/ice cream under the stars

recently, Huawei's Mate series of mobile phones (60 Pro + and X5) have caused quite a stir in the capital market. according to the analysis of professional organizations, the sales volume of Mate 60 Pro series will at least exceed 7 million units . Huawei is also preparing to make a strong start in the high-end smart phone market.

Mate mobile phones have many innovations, such as the first black technology- star flash . Compared with the well-known Bluetooth and WiFi wireless connections, Star Flash technology has the advantages of ultra-low latency, ultra-high reliability, and precise synchronization. The phone also became the world's first satellite phone.

what is more exciting is that Huawei's mobile phone is also equipped with domestic 7nm Kirin chips (SMIC, 688981 is the most likely manufacturer for Huawei) and hongmeng system, which have powerful performance and 5G and AI functions, which also makes the lithography giant like ants on a hot pot.

The market is currently hyping Huawei every day. In this way, will the players in Huawei's industrial chain be able to sit back and relax and enjoy their success? Maybe not, I will take you to find out today.

1. stars flash and release investors' dopamine

Huawei was kicked out of the Bluetooth Alliance four years later, finally with the star flash staged a strong return.

how can the advantages of star flash be reflected by numbers? After the appearance of star flash, the power consumption has been reduced by 60%, the data transmission rate has been increased by 6 times , and the number of connections has been increased by 10 times . In addition, the future of the stars in the intelligent driving scene may be a great deal.

Starshine's wireless communication architecture

After all, with the rise of intelligent driving, the increase in the number of car controllers, the increase in wiring harness usage and cost has become a fact, and there is a risk of failure of wiring harness connectors in the future, so the industry wireless will definitely become the future trend.

In today's capital market has not yet clear investment theme background, often the birth of new technology can always let investors secrete dopamine. Chuangyao Technology (688259) is actively laying out on Xingshan chips. At present, the chips have completed mass production of streaming chips . In the second half of this year, the development of high-performance wireless terminal equipment equipped with Xingshan chips will continue, which may contribute a lot of revenue to 2024. From its price-earnings ratio close to 100 times , investors' attention can be seen.

Chuangyao Technology Stock Price Performance

it is worth mentioning that the star flash alliance, which was formally established three years ago, now has more than 140 units, such as siwei tuxin (002405) and goer shares (002241), which were affected by apple's order cutting. there are also rumors in the market that goer shares have won the earphone order of Huawei star flash. Of course, the truth of the news still needs to be verified by performance.

But the author also wants to say a few words objectively. Although Star Flash technology has entered the "first year of commercial use", it is definitely a long process to challenge the dominance of Bluetooth. In practical applications, can it be used in Google, Samsung and other manufacturers? In the competition of similar technologies, it has won the favor of consumers, how future devices are better technically compatible Starshine and Bluetooth needs to be confirmed through practice. Consumers may also face higher switching costs .

Of course, the top-level design can mandate that mobile phones sold in China must support Star Flash technology, but is this what consumers really want?

2. self-research and investment, walk on two legs

when the United States escalated a series of export restrictions on chips and equipment, and Huawei's mobile phone sales fell sharply, Huawei was destined to take a more difficult road. last year, Huawei invested about 161.5 billion yuan in research and development, a record high, which is the best proof.

For example, in the capital-and technology-intensive industry of semiconductors, Huawei established Hubble Investment in 2019, which is a direct reference to "stuck neck" technology and a comprehensive layout of the semiconductor industry chain by cultivating a large army of spare tires. From the analysis of its investment areas,EDA, materials and optoelectronic chips can be said to be Huawei's key areas of attack. 4 years to invest in 11 listed companies, known as the "IPO harvester" Hubble Investment is also using capital to help the industry chain upstream and downstream players to work together.

Huawei's Hubble Investment Layout

In addition to investment, Huawei is also striving to achieve endogenous growth through HiSilicon. Although the Mate60 Pro has already carried the Haisi Kirin chip and dropped a heavy pound bomb, it has exploded the opening of the US core sanctions and excited the industry players. However, if we look back, Huawei's market share of HiSilicon processors continued to decline in the second quarter of last year, from 5% to 0%.

Huawei HiSilicon Chip Market Share

3. 0-1, much more difficult than 1-100

Yes, you are not wrong. The market share is zero. Compared with the top three on the list, MediaTek, Qualcomm and Apple, it can be said that last year was definitely Huawei's " to dark moment ". After the United States repeatedly revised the "rules of the chip game", TSMC was unable to contract chips to Huawei, so that Huawei Haisi became a "useless place".

There is no harm without comparison, so the return of the Kirin chip more than two years later is so commendable. According to the analysis of professional institutions, Qualcomm will at least reduce 50 million -60 million shipments due to Huawei's adoption of the new Kirin processor, and the impact on its stock price is also huge.

Qualcomm Stock Price

Sometimes we also need to look at it rationally. The author learned from friends in the industry that the difference between Kirin 9000s and the most advanced chip technology in the US camp is about 3-5 years, which can reach the level of TSMC five years ago.

But in the long run, there are many thorns on the road. One step at a time is the most important.

Note: This article does not constitute any investment advice. The stock market is risky and you need to be cautious when entering the market. No sale, no harm.