Who is the protagonist of the next wave of intelligent hardware? Three judgment criteria. In addition to the wave of smart phones, who will be the protagonist of the next wave of hardware? The three judgment criteria are the most reliable. Solar LED land lamp uses sunlight as the energy source, charges during the day and uses at night, does not need complex and expensive pipeline laying, can arbitrarily adjust the layout of lamps and lanterns, safe and energy-saving, pollution-free, stable and reliable without manual operation, saving electricity and maintenance. Solar LED street lamp is mainly composed of solar cell module (including bracket), LED lamp holder, control box (with controller, battery) and lamp pole. Solar Led Street Light,Street Light Lamp,Solar Powered Street Lights,Solar Powered Led Street Lights Yangzhou Heli Photoelectric Co., Ltd. , https://www.heli-eee.com
Firstly, the intersection of this product and smart phone is still more complementary. The more intersection products, the less alternative is strong, and the possibility of large quantities is small; the products with more complements are more complementary and the possibility of large quantities is great.
Second, from the social perspective, the most explosive intelligence products must be based on social gene production. Third, from the point of view of portal implementation, all entrances must be realized through “seeingâ€, so the display is the most important entrance revolution. All data comes from the sensor, and the innovation in the sensor segment is the most disruptive.
The three standards that are most in line with are virtual reality and smart cars: we have conducted four consecutive in-depth reports since the beginning of the year, and we have devoted hundreds of pages to in-depth discussions on investment opportunities in the intelligent video era, virtual reality, and smart cars. Forward-looking recommended investment in smart hardware, following all the new principles, deepening from 0 to 1, the growth of the most determined, the greatest flexibility, the demand for rigidity, the most sticky customers, social attributes of the new area is clear.
Virtual reality, creating the era of new generation elite consumer demand The first year: After May, virtual reality opened a series of milestone events. In the second half of the year, various kinds of projections, helmets, car heads-up display, smart glasses products were launched, and the mobile Internet expanded the breadth of social networking. , And virtual reality extends the depth of social networking, opening up a more valuable social portal, and is the next trillion market for smartphones.
From the perspective of the social stratum, the world economy has gradually retreated, and new generations of elite consumer groups have led to a series of business model innovations. Continue to be optimistic about the core group Goer acoustics (virtual reality core supplier, acceleration of hardware and software integration), Tianyin Holdings (storm mirror + revaluation of the three major mobile Internet portals), Dahua Group (smart video growth space, employee support Stocks plan purchase has been completed), Lida Optoelectronics (virtual reality core supplier, optical large platform), Sanan Optoelectronics (wide band gap idm full industry chain + virtual reality big investment), (inconvenient comments for Crystal Optoelectronic Investment Banking project).
Automotive electronics, the power of disruptive innovation: The automotive development cycle is similar to that of smartphones three years ago.
After seizing the penetration rate through low prices, it entered the cycle of consumer replacement triggered by innovative competition, and the innovation cycle turned in, and 90% of automotive innovation came from the electronics sector. The time value of the car is significant. Only one car radio company with an annual revenue of more than one billion has fully demonstrated the value of time on the car. With the development of driverless technology, the car will not be a driving tool after ten years, but will be used for work, study and entertainment. The new scene, the car display became an important entrance. The big market brings great opportunities. Take HUD as an example. The 1 billion vehicles in the world and the 70 million new output each year are even huge. Continue to be optimistic about the core portfolio of HCL (high-end manufacturing of automotive welding lines + sensors), Goerre (acquires Dynaudio to enter the public supply chain, depth of car audio and camera layout), Lida Optoelectronics (core supplier of automotive HUD), Xinwangda (In-depth layout of new energy vehicle batteries + line of the road car rental mode).
Military Semiconductor, to grasp the great opportunity of military intelligence: the localization of the chip began with the military industry, military development from the mechanical engineering to intelligent, the chip is indispensable. Based on the strategic direction of the development of the military and semiconductor industry, the direction of integration of the National Semiconductor Fund, and the concept of group integration, we gave the targets of military semiconductor investment: Shanghai Belling, Tongfang Guoxin, Zhenhua Technology, Orbit, and Datang Telecom. Is cashing in one by one, continue to focus on recommendations.