07-08: Huawei is reportedly going to help four of the major telecommunications operators in the U.K. to develop 5G networks in UK; Apple has reportedly asked Hon Hai to assemble the latest iPhone in 2019 in India from Aug 2019; etc.
Chipsets
According to Strategy Analytics, 4G multi-mode multi-band mobile phones require 5~7 RF power amplifier (PA) chips, and it is expected that there will be up to 16 PAs in a 5G phone. According to YOLE , the global RF PA market in 2017 is USD5B. It is expected that with the promotion of 5G, the RF PA global market of 2023 will reach USD7B, with a CAGR of 7%. The majority of the global PA market is dominated by Skyworks, Qorvo, Broadcom, and Murata, with a combined market share of 96%. (TF Securities report)
Touch Display
Hisense released the world’s first multi-screen TV U9, currently only with a 65” version, the resolution is 4K, it is equipped with 5 self-developing processors, handling different functions, running memory is 4GB, the storage space is 64GB, basically enough for everyday use. (CN Beta, Sina, iFeng)
The VR video quality experience is determined by the monocular resolution. The VR immersive terminal (HMD) has a much higher field of view than the traditional terminal (TV / PC). The same level of image quality and the same PPD requirements requires higher monocular resolution and full viewing angle resolution. Too low picture quality could cause visual fatigue and dizziness. 8K is the necessary resolution to achieve satisfactory video quality (FOV=90, full view resolution=8K, corresponding to PPD=22, the actual picture experience is only equivalent to traditional SD video). (TF Securities report)
There are 5 main types of microdisplay technology suitable for AR display: LCoS silicon-based liquid crystal, DLP, LBS, Micro-LED, and Micro-OLED. The micro display solutions vary in cost, mass production, and performance. LCoS stands for HoloLens. , Magic Leap One, DLP stands for Vuzix Blade, and LBS stands for HoloLens 2. (TF Securities report)
SouthWest Securities estimates that for smartphone flexible AMOLED display penetration rate would reach 21% by 2020, exceeding 350M units. By 2022, the penetration rate would increase to 30%. The penetration rate would exceed 50% if taking into account of rigid OLED panels. Smartphone foldable display development is clearer, but due to limited production capacity and costs, the real booming period would be after 2020. SouthWest Securities expects by 2019 global foldable smartphone would not be more than 3M units (0.2% share), but by 2022, the penetration rate would reach 4%. (Southwest Securities report)
Southwest Securities consolidates the production lines of OLED globally. (Southwest Securities report)
Camera
Xiaomi’s recent application titled “Camera Components and Electronic Devices” shows that the camera components that include the main lens as well as at least one potential auxiliary lens. It shows that by setting up the main lens and at least one optical axis perpendicular to the main lens light axis, and by making the inlet of the periscope assist lens fit with the light outlet of the main lens, the periscope auxiliary lens can be used without increasing the thickness of the main lens. (Gizmo China, My Drivers)
Connectivity
Huawei is reportedly going to help four of the major telecommunications operators in the U.K. to develop 5G networks in the country. The four phone carriers in question are Vodafone, EE, O2 and Three. It is believed that the U.K. operators EE, Three, and O2 have all assigned the Chinese company with contracts to build 5G networks and sites for them, with hundreds of sites allotted by EE in particular. (CN Beta, Neowin, The Guardian)
Phone
Apple has reportedly asked Hon Hai to assemble the latest iPhone in 2019 in India from Aug 2019, but the initial monthly production capacity is only about 250,000 units. The initial assembled iPhone will be mainly sold in India. In 2019, 70%~80% of iPhones assembled in India will not be excluded from exporting to the rest of the world. (CN Beta, UDN, TechNews)
Augmented / Virtual Reality
According to Topology Research, in 2018 global shipment of VR (not including mobile VR) has reached 4.65M units, in which the shipment of Sony, Oculus, and HTC are 2M, 900K and 600K units, respective. In 2018, the VR market CR3 is 75%, and the top three brands are Sony, Oculus (Facebook) and HTC. The market share are 43%, 19% and 13% respectively. Other brands such as Pico, Dapeng, Skyworth and Xiaopai have also launched VR hardware devices. (TF Securities report)
