光模块主要用于实现电- -光和光- -电信号的转换，是5G网络建设的关键。
Fiber BB Association 预计5G光纤用量是4G的16倍，即使考虑我国4G基站密度高，基站数不会增加那么多，但预计光纤用量仍将在4G的2倍以上。
The transmission rate of 5G prices and 5G is same, bell of pilfer of as sudden as lightning the situation of noisy dingdong, this piece the article is absent trend of give uncecessary details, and of catenary of specific focusing industry appear on the market company.
One, the whole world makes progress
International Telecommunication Union (ITU) the U.N. orgnaization that is work of technology of director information communication, responsible allocation and manage global radio spectrum and satellitic orbit resource, make global report beacon allow. 2012, standard of ITU open 5G studies. The 5G that releases according to its advances schedule, brigadier of mark of 5G preliminary technology is decided at will be being knocked in June 2019, final standard predicts the ITU in October 2020 the 36th times in the conference decide finally.
Commercialize progress according to the 5G that at present each country releases, 5G general 2019 make one's bow commercializes level. Among them, korea, United States is most banner, already used at entering partial business in December 2018. After medium, day, Europe tightens therewith, predict to will begin 2019 beforehand business is used, entered dimensions business to use level 2020.
2, industrial catenary
The investment of 5G network basically is a butt joint into the net base station, bear the weight of the computer room in net, core net / the construction of data center. Additional, the catenary of industry of radio frequency module of intelligent terminal also will be benefited. Accordingly, main from front of terminal radio frequency, base station, bear the weight of the computer room in net, core net / the investment opportunity of catenary of industry of 5G of analysis of data center angle.
1, base station end: Aerial, PCB
The photograph is basiccer than the antenna at traditional TDD network be 2 antenna, 4 antenna or 8 antenna, massive MIMO is in base the antenna that the station installs can be achieved 128, root or 256 more, more antenna imply the value with 5G antenna higher module.
5G grand base magnitude of value of the PCB inside the station is 15104 yuan about / station, magnitude of value of PCB of room cent station is the 30%-40% of grand station about, about 5286 yuan / station. Accordingly, 5G grand base station PCB magnitude of value is 4G (4692 yuan) 3.2 times, promotion space is larger.
Grand base the station is in charge of low rate, tall mobile sex kind of business transmit, small base the station basically bears the weight of tall bandwidth business. 5G builds net initial stage, base the construction of the station is main with grand base the station is given priority to, reoccupy is small base the station makes complement, increase, deepen cover area. After implementation 5G foundation is enclothed extensively, as deploy of 5G network development, small base the demand of the station will expand further.
Business industry academy predicts in, 5G grand base the station will build initial stage from 5G 980 thousand growth 2019 use metaphase to business 11.8 million of 2025. Millimeter wave is high frequency paragraph way station covers range is 10-20m, apply at heat area or setting of higher capacity business, its amount is 2 times estimation will be grand station more conservative.
Base the station carries key company:
2, terminal: Radio frequency
The main part that amplifier of aerial switch, filter, diplexer, PA, low noise is front of compositive radio frequency.
Of module of radio frequency of 5G adversary machine change depend on: (1) addition new frequency Duan Zhi accepts the demand that promoted radio frequency parts of an apparatus; (2) of millimeter wave introduce make apply to high frequency BAW filter demand to increase apparently; (3) MIMO technology upgrades brought aerial and demand of relevant parts of an apparatus; (4) the high frequency communication of 5G makes radio frequency makes craft upgrade to GaN from current GaAs.
Yole predicts, be benefited 5G, hopeful of dimensions of market of radio frequency front from 2016 10.11 billion dollar rises the 22.78 billion dollar 2022, 6 years compound add fast 14.5% . Among them filter 6 years compound add fast achieve 21% .
Increase a frequency newly paragraph need increases corresponding frequency paragraph the parts of an apparatus of radio frequency front such as switch of filter, antenna, PA, in order to support signal in this frequency paragraph blast off smoothly with receive, the stand-alone demand that brings inductance of switch of amplifier of filter of radio frequency front, power, antenna and capacitance resistor directly.
At present radio frequency produces owner to want to be guided by the United States and Japanese proprietor of an enterprise. In light of radio frequency front, murata, TDK, Taiyo Yuden and Skyworks are SAW filter main player; Avago and Qorvo are basic forestall market of global BAW filter; Skyworks, Qorvo and Murata whacked global PA market basically.
Domestic company side, science and technology of nimble of the communication that believe dimension, wheat, day opens share filter of active position SAW; Violet light exhibits vigor, Chinese the world, medium shop microelectronics enters PA field; Aerial respect has mind of shellfish of Heshuo of the communication that believe dimension, nicety establishing dispatch; In addition, electron of suitable sth resembling a net of domestic inductance bibcock also hopeful is benefited the radio frequency that 5G brings changes.
Company of key of terminal radio frequency:
3, core net & bears the weight of net: Communication equipment, smooth module, fiber-optic
5G dimensions business uses early days, operation business will begin extensive network construction, installation cost is occupied than the biggest. Chinese letter connects a courtyard to predict, to 2020 only the investment of equipment of network of home market 5G will exceed 220 billion yuan.
Be in according to IHS 2017 forecast, china lead to be occupied with the city of 28% make communication equipment the biggest win the home, love establishs letter and Nuojiya to break up 2, 3, resurgence communication is occupied with the city of 13% rate rank 4.
Smooth module basically is used at realizing report - - Guang Heguang - - the changeover of telegraphic date, it is the linchpin that 5G network builds.
Predict grand base the station will use 8 smooth module. 5G construction fastigium predicts to need every year to build 10 million above grand base station, accordingly only base the part is passed to need on 100 million smooth module every year before the station, jiashangzhong is passed, net of city land with certain boundaries and backbone net share, the construction of network of predicting future 5G erupts those who drive smooth module demand.
At present module already realized 10Gb/s and the following low end light homebred replace, 25Gb/s above high end still by day, beautiful forestall. Global light has smooth fast science and technology only in before module market 10 big firms (002281) on a list of names posted up, city is occupied rate also have 5.6% only.
Fiber-optic communication is the communication system that benefit consumed fine will come to to transmit information, make relay the distance amounts to above of thousands of kilometer. And traditional cable can convey only 1.5km, microwave 50km, cannot be likened to to it at all.
Fiber BB Association predicts 5G is 16 times dosage is 4G more fiber-optic, although consider our country density of 4G radical station is high, base station number won't increase so much, but predict fiber-optic dosage will still be in the 2 times above of 4G.
Communication equipment, smooth module, fiber-optic key appears on the market company
Origin: Gigantic abundant is cast consider
Author: Qin Liang hold industry letter: A0680616110002
Avoid duty statement: Above content offers reference only, do not form particular operation to suggest, accordingly conceit of operation profit and loss, risk is carried oneself.