January 09, 2025

MWC debuts 5G leading 3 investment themes

Electronic enthusiasts eight o'clock: 2017 World Mobile Communications Conference (MWC) was held in Barcelona from February 27 to March 2, following last year's Internet of Things, a new generation of Internet of Things wireless communication technology NB-IoT, 5G is expected to be the biggest hot spot this year. Market participants pointed out that the hot scientific and technological achievements of the annual MWC exhibition will be in the capital market, and this year is no exception. It can focus on three major thematic investment opportunities closely related to mobile communication frontier technologies such as 5G, virtual reality (VR) and Apple mobile phones.

ZTE publishes 5G products

Companies in the communications field such as Qualcomm, Intel, Ericsson, Huawei, ZTE, and Spreadtrum will all perform 5G related displays at MWC 2017. At this year's conference, ZTE (000063-SZ) cooperated with Intel to officially release the next generation IT baseband products (IT BBU) for 5G. IT BBU is the world's first 5G wireless access product based on software-defined architecture and network function virtualization (SDN/NFV).

According to the contents of large-scale manufacturers in the global communications field, China Merchants Securities analysts expect that the focus of 2017 MWC exhibition will still be the replacement of 5G equipment terminals, on the one hand, put forward higher requirements for the development of 5G technology, on the other hand Accelerated the promotion of 5G technology and commercial use.

In addition, China Merchants Securities also said that in 2017, the three major telecom operators in the mainland began to launch the 5G commercialization process. Overall, 5G is the most certain direction for industrialization and commercialization in the communications field. The first edition of 5G in mid-2018 The standard is expected to land, and the 5G industry will usher in an accelerated development period. Leading stocks such as ZTE, Fiberhome Communications, Guangxun Technology, and Bangxun Technology are recommended.

Each mobile phone big factory show new machine

The 5G industry is being optimistic. Recently, at the 5G summit held by the Qualcomm in the mainland, in addition to the release of 5G data planes, the "5G Economy" research report was released. In the future, 5G technology is expected to bring economic growth of 12 trillion US dollars to the global economy. Between 2020 and 2035, the global GDP growth brought by 5G technology is equivalent to one Indian GDP.

In fact, at the MWC conference, in addition to 5G related exhibits, virtual reality (VR) and smart phones are also the focus of the exhibition. It is reported that Samsung Electronics announced that it will present four innovative laboratory (C-Lab) projects at the conference, bringing a series of virtual reality (VR) and augmented reality (AR) experiences that are currently the most concerned.

In addition, many of the world's major mobile phone manufacturers, including Samsung, LG, Sony, Nokia, etc., will release their latest heavyweight products at the show. Compared with previous years, at this year's World Mobile Communications Conference, mainland China's domestic mobile phones are no longer only Huawei, ZTE, and later OPPO, Meizu and other manufacturers will participate in this event.

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