You are browsing the Hong Kong website, Regulated by Hong Kong SFC (CE number: BJA907). Investment is risky and you must be cautious when entering the market.
國金:智能手機創新節奏加快 推薦舜宇(2382.HK)
格隆匯 12-17 16:42

國金證券發佈報告稱,在5G帶動下,智能手機創新節奏加快,5G 技術變革+攝像頭創新+軟硬件升級,將推動全球智能手機迎來換機熱潮,銷量下滑趨勢迎來轉機。

該行稱,手機5G變革受益產業鏈,手機多攝滲透率快速提升,明年華為P40有望搭載前三後五共八個攝像頭,蘋果新機也將後置四攝。該行表示,預計攝像頭需求量仍將維持快速成長,平均每部手機攝像頭數量為3.19、3.65、4.07顆,需求量同比增速分別為20.1%、22.1%、13.7%。另外,蘋果Airpods帶動了TWS耳機產業的迅猛發展,除蘋果外,該行認為,華為TWS耳機將迎來爆發式增長,目前第三代Freebuds已採用自研芯片,有望奮起直追,預計2021 年將達到3000萬套,看好產業鏈核心受益公司。

該行還稱,目前國內功率半導體產業鏈正在日趨完善,技術也正在取得突破,內地是全球最大的功率器件消費國,佔全球需求比例高達 40%,且增速明顯高於全球。該行表示,看好後期整合發展,有望在電動汽車等諸多領域逐步實現國產替代。該行表示,推薦舜宇光學科技(02382.HK)、立訊精密、 歌爾股份、 鵬鼎控股、東山精密。

Follow us
Find us on Facebook, Twitter , Instagram, and YouTube or frequent updates on all things investing.Have a financial topic you would like to discuss? Head over to the uSMART Community to share your thoughts and insights about the market! Click the picture below to download and explore uSMART app!
Disclaimers
uSmart Securities Limited (“uSmart”) is based on its internal research and public third party information in preparation of this article. Although uSmart uses its best endeavours to ensure the content of this article is accurate, uSmart does not guarantee the accuracy, timeliness or completeness of the information of this article and is not responsible for any views/opinions/comments in this article. Opinions, forecasts and estimations reflect uSmart’s assessment as of the date of this article and are subject to change. uSmart has no obligation to notify you or anyone of any such changes. You must make independent analysis and judgment on any matters involved in this article. uSmart and any directors, officers, employees or agents of uSmart will not be liable for any loss or damage suffered by any person in reliance on any representation or omission in the content of this article. The content of the article is for reference only and does not constitute any offer, solicitation, recommendation, opinion or guarantee of any securities, virtual assets, financial products or instruments. Regulatory authorities may restrict the trading of virtual asset-related ETFs to only investors who meet specified requirements. Any calculations or images in the article are for illustrative purposes only.
Investment involves risks and the value and income from securities may rise or fall. Past performance is not indicative of future performance. Please carefully consider your personal risk tolerance, and consult independent professional advice if necessary.
uSMART
Wealth Growth Made Easy
Open Account