This week, it was reported in the industry that Apple's new car "Apple Car" will be officially released in September next year, which will drive the stock price of A-share Apple concept suppliers to soar collectively. At the same time, after the release of a long-term sales message that "AR can replace the iPhone in 10 years", Guo Mingji once again successfully pulled AR into the front of the curtain.
In addition, under the trend of localization substitution, the highlight of the IPO of semiconductor companies continued, this week, the Shanghai Stock Exchange officially accepted the listing application of Qingyue Technology, Brite Technology, Huimang Micro, Zhongke Fei test, Xinke Communications, the Shenzhen Stock Exchange also accepted the Listing Application of Gumai Optoelectronics and Zhenghai Technology on the ChiNext Board, and the IPO of Guangli Micro ChiNext successfully passed.
Pass Apple Auto released in September 2022
According to media reports, recently, Apple has put forward stock requirements to Taiwanese auto parts factories such as Heda, Trade Union, Heqin, and Tomita, and listed related industry companies in the first batch of supply chains.
Some key supply chains in Taiwan Province of China confirm that Apple expects to release apple cars in September next year, at least two years earlier than originally planned, and its prototypes have been tested in California, USA, and due to Apple's new car shipment demand, it is expected that companies such as Heda and Trade Union will receive a large number of orders.
In addition, the Economic Daily also reported, "Although some of the manufacturers named are quite low-key, many auto parts factories have recently begun to speed up the pace, vaguely revealing the atmosphere that Apple Car's big order is coming." Among them, Heda's new plant in Chiayi Dapumei Park is accelerating the deployment of AI intelligent production lines, and six new production lines will be put into operation in the second quarter of next year. ”
At the same time, according to IT Home, Apple's progress in its intelligent networked cars has always been kept secret, and the outside world originally expected Apple to launch Apple Car at least until 2023.
"However, the domestic supply chain manufacturers bluntly said that Apple is preparing to launch Apple Car in September next year; in addition, Amazon's electric cargo truck cooperating with Rivian will be the first to come out in August next year, and the key supply chains are also Taiwanese supply chain manufacturers."
In addition, "a senior executive of an electric vehicle supply chain factory revealed that with the shipment of orders and the completion of assembly, Apple Car's first prototype has been secretly tested in California, USA, and it is expected that shipments and business opportunities will appear at the beginning of next year and fully erupt in 2022." ”
Affected by this information, Apple concept stocks soared collectively on the 22nd, of which Changxin Technology and Jingyan Technology rose by more than 13%, while Anjie Technology and Desai Battery rose and stopped, in addition, Shennan Circuit, Changying Precision, Jiangfeng Electronics, Lixun Precision, USI Electronics, Goertek shares, Lansi Technology, etc. rose by more than 8%.
Industry insiders pointed out that if Apple Auto is really officially released next year, then, for the A-share core suppliers, there is no doubt that next year will become a beneficiary, under the blessing of Apple car orders, the performance of A-share core suppliers next year may increase significantly! In addition, domestic Huawei, millet in the automotive field is increasing investment in research and development, which will also accelerate the development of the automotive industry, related mobile phone concept stocks follow the entry into the automotive market, performance is also expected to usher in a new round of growth!
Apple supplier gets on the car "Meta universe"
In addition to cars, well-known analyst Mingxi Kuo predicts that Apple will launch an AR headset in 2022, and its goal is that AR can replace the iPhone in a decade. In other words, Apple will sell at least 1 billion AR products in 10 years.
As we all know, Apple has always liked to layout early, taking the iPhone as an example, Jobs began to design the iPhone as early as 1995, until 2007, and now Apple's strategy for developing AR is about the same as that of the iPhone, that is, the advance layout. According to relevant data, Apple has applied for hundreds of patents related to AR since 2006, and has also acquired more than 10 AR-related technology companies.
(The above is only partial, for reference only)
For AR/MR headset products, weight, design, battery system, sensing, eye tracking, etc. are crucial, so in the above important links, who is Apple's "meta-universe" supplier?
In the field of VCSEL for 3D sensing, the main suppliers of VCSEL for iPhones are Stable (production) and Lumentum (design), so it is predicted that the VCSEL used for 3D sensing of Apple AR/MR headsets will mainly be provided by Stable and Lumentum; in the field of ABF carriers, Xinxing is the exclusive SUPPLIER of ABF carriers for Apple Silicon (M1, M1 Pro and M1 Max), so it is predicted that Xinxing will be Apple ABF supplier of AR headset processors.
Wi-Fi is one of the most important specifications for headsets to improve user experience, according to Guo Mingji's predictions, Jingde is a key beneficiary of the new growth cycle of metacosmity and antenna LTCC; Yang Mingguang and Yujingguang are ultra-short throw lens suppliers for Apple AR/MR headsets; Sony is a supplier of 4K Micro OLED displays for Apple AR/MR headsets; Zhishen is Apple AR/ Supplier of eye tracking system transmitter for MR head-mounted display devices; SMI is the eye-tracking design scheme and algorithm supplier of Apple AR/MR head-mounted display devices; and Lucent Precision is the NPI supplier of Apple AR/MR head-mounted display devices.
In addition, Guo Mingji also predicted that because ToF calibration is the key to accurate detection of gestures, the tolerance design of the side casing of the headset produced by Jabil and Goertek is very demanding.
Based on this, it can be seen that Jabil and Goertek will also be suppliers of Apple AR/MR headsets. However, whether AR can bring surprises is still unknown, but it is certain that once this technology has made a breakthrough in the consumer market, it may form a new supply chain system.
A number of companies have embarked on a journey to go public
In addition, under the trend of localization and substitution, domestic semiconductor-related enterprises have successively opened the journey of listing. This week, the Shanghai Stock Exchange officially accepted the listing application of Qingyue Technology, Canrui Technology, Huimang Micro, Zhongke Fei test, xinke communications on the science and technology innovation board, and the Shenzhen Stock Exchange also accepted the listing application of Gumai Optoelectronics and Zhenghai Technology on the ChiNext board, and the IPO of Guangli Micro ChiNext was successfully held.
Qingyue Technology is a small and medium-sized display panel manufacturer integrating R&D, production and sales, and the company has formed a product architecture and business pattern based on PMOLED business, supplemented by electronic paper module and silicon-based OLED business.
Canrui Technology is a high-tech enterprise engaged in the research and development, design, packaging, testing and sales of high-performance digital-analog hybrid integrated circuits and analog integrated circuits, the main products and services are intelligent sensor chips, power management chips and packaging and testing services, which are widely used in smart homes, smart phones, computers, wearable devices, financial security, industrial control and automotive electronics and many other important areas of the national economy.
Huimang Micro is one of the few IC design enterprises in China that has both microcontroller chip, power management chip and memory chip design capabilities and large-scale mass production experience, and is also one of the few IC design enterprises in China with the ability to independently develop semiconductor devices and processes. During the reporting period, the company's cumulative shipment of chips reached nearly 5 billion, and various electronic products equipped with the company's chips penetrated into all aspects of residents' lives.
Zhongke Fei test is a leading domestic high-end semiconductor quality control equipment company, since its inception has always focused on the detection and measurement of two major types of integrated circuit special equipment research and development, production and sales, products mainly include no graphic wafer defect detection equipment series, graphic wafer defect detection equipment series, three-dimensional topography measurement equipment series, thin film thickness measurement equipment series and other products, has been applied to the domestic 28nm and above process of integrated circuit manufacturing line.
XINKE Communication is the only high-tech enterprise controlled by a central enterprise engaged in the formulation of international standards for mobile communications, core technology research and development and industrialization. The company has always focused on the development, application and service of mobile communication technology, facing the new 5G ecosystem and digital transformation, adhering to independent innovation to drive value creation, continuously mastering core technologies, and creating an "innovation highland" and "national heavyweight" in the field of mobile communications.
Gumai Optoelectronics has been engaged in the research and development, production and sales of electronic components in the field of photoelectric display, and has gradually formed a product system represented by backlit LED devices, optical lenses, light guide plates, rubber frames, glue iron integration, backlights, and liquid crystal display modules. Zhenghai Technology is a high-tech enterprise specializing in the research and development, production and sales of capacitive touch screen with yellow light process membrane structure.
In addition, on December 24, according to the results of the 73rd review meeting of the Listing Committee of the ChiNext Board of the Shenzhen Stock Exchange in 2021, the IPO of Hangzhou Guangli Microelectronics Co., Ltd. (hereinafter referred to as "Guangli Micro") was successfully held.
Since its inception, Guangliwei has always been adhering to the development concept of continuous technological innovation to continuously create value for customers. The overall solution of EDA software, test equipment hardware and yield technology composed of the company's independent research and development has been recognized by Major Asian large-scale integrated circuit manufacturing enterprises such as Huahong Group, Samsung Electronics, Yuexin Semiconductor, Hefei Jinghe, Changxin Storage, and some well-known integrated circuit design enterprises. The company's products and technologies have achieved high-quality localization substitution, breaking the long-term monopoly of foreign products in the field of integrated circuit yield improvement. (Proofreading/Lee)