On June 15, huawei partners and developers will open in 2022, and HUAWEI CLOUD will release a series of innovative cloud services covering experience-as-a-service, technology-as-a-service, and infrastructure-as-a-service, and release new ecological strategies, as well as keynote speeches such as "F5G Smart And Simple All-Optical Network, Reshaping the Industry with Light".
So what is F5G? What is the connection with 5G? What are the investment targets in this direction? Below, Wanligo will take you to share one by one.
What is F5G? What does it have to do with 5G?
F5G is the fifth generation of fixed communications networks, defined by the European Telecommunications Standards Institute (ETSI), dedicated to moving from fiber to the home to optically linked everything. Based on optical fiber communication technology, F5G has the characteristics of ultra-large bandwidth, all-optical connection, low latency, security and stability, etc., supporting the realization of Gigabit homes, 10 Gigabit buildings and T-class parks, and empowering thousands of industries to experience high-quality networks, especially suitable for infrastructure applications such as enterprise parks, data center interconnection, and power transportation data bearing.
Therefore, F5G is more suitable for scenarios that require fixed access, such as home or personal enterprise. If 5G is a network in the sky, then F5G is a network on the ground. In February 2020, ETSI officially established the F5G Working Group to accelerate the process of fiber-to-the-home to all-optical linkage. Therefore, only the synergistic linkage of F5G and 5G can accelerate the opening of a connected intelligent world.
For F5G networks, it covers many new technologies, such as 10GPON, Wi-Fi 6, 100G/200G/400G optical transceivers, OSU-OTN and other technologies.
F5G will bring at least 100 billion yuan of industrial investment space in the next 5 years. According to the "Global Optical Communication Industry White Paper" released by Ernst & Young, the global optical communication industry will reach 1.4 trillion yuan in 2020 and 3.2 trillion yuan by 2025. It is foreseeable that F5G gigabit optical network will continue to empower thousands of industries and drive trillions of market space.
Second, F5G industry chain concept stocks
Chuling Information (300250.SZ): Mainly engaged in the design of information access solutions and the research and development and production of corresponding equipment, providing F5G + 5G + WIFI6 + intelligent operation and maintenance platform + security.
Borche Technology (300548.SZ): A leading enterprise in the field of optical communication integrated optoelectronic device technology, providing 10G PON OLT optical transceivers, optical splitters, dense wavelength division multiplexing (DWDM) devices, etc. are all service F5G products.
Fiberhome Communications (600498.SH): The most complete layout of optical communication products in China, the main communication system equipment, light and cable, data network products, etc., the company's global share of optical communication equipment is the top five, the top three in China, and the actual controller is the State-owned Assets Supervision and Administration Commission of the State Council.
Hengtong Optoelectronics (600487.SH): the most complete comprehensive cable leader in China, F5G will have more connection demand for optical fiber cables, and optical fiber cables are expected to be boosted as the most basic support products for optical fiber networks and F5G.
Huagong Technology (000988.SZ): The company is mainly engaged in optical communication + wireless communication, laser advanced equipment, sensors three major businesses, the company around 5G, F5G, data center, intelligent car, 5GtoB five major application scenarios, to provide customers with intelligent "optical connection + wireless connection" solutions.
SIPG Group (600018.SH): the company's main container, port logistics, port services, bulk cargo and other businesses, the company for the first time in the world will be F5G ultra-remote technology applied to the port operation scenario of the enterprise, in 2021, the company's ultra-remote intelligent command and control center was officially established, to achieve a hundred kilometers away "air gondon".
Optical Xun Technology (002281.SZ): The company's products are mainly 5G fronthaul, 10GPON, 100G/200G/400G data communication module, ultra-wideband optical amplifier, new intelligent devices, coherent devices and modules, etc., the company ranks fourth among the top ten optical transceiver manufacturers in the world, with a share of 8%; In addition, the company's high-end optical communication device production and construction projects, the products to be produced are 6.10 million 5G/F5G optical devices, 133,500 coherent devices, modules and advanced white boxes, 700,000 digital optical modules, etc. The actual controller of the company is the State-owned Assets Supervision and Administration Commission of the State Council.
Risconda (603803.SH): a leading enterprise in optical fiber communication access equipment in China, mainly engaged in transmission products (support 10GPON, access to OTN/M-OTN equipment, etc.), broadband products (OLT, ONU, government-enterprise convergence gateway, security gateway, smart home gateway, Wifi5/6 networking terminal), cloud network fusion products (SD-WAN), wireless product lines (5G base stations).
Gongjin Co., Ltd. (603118.SH): The company is a leading manufacturer of broadband communication terminals in China, mainly providing network communication product manufacturing services for ZTE, SAGEM Telecom, Shanghai Bell, Fiberhome and other domestic and foreign communication equipment in the ODM mode. At present, the company's main products include DSL (ADSL, VDSL) terminal series, optical access (EPON, GPON) terminal series, wireless (Wi-Fi), mobile terminal series. At present, the company actively promotes the 10GPON products combined with WiFi-6, and 5G+WiFi-6 boosts the continuous increase of business.
Zhongji Innolux (300308.SZ): the world's leading optical transceiver supplier, the leader in the domestic optical transceiver industry, and its market share has ranked second in the world. The company is mainly engaged in high-speed optical communication modules, low-speed optical communication modules, optical components, etc. The first company in the industry to release 800G optical transceiver products. The surge of high-end optical transceivers in the North American market, the more perfect industrial layout after the acquisition of Chengdu Chuhan, and the transfer of Zhongji Intelligent to focus on the optical transceiver business.
Mingpu Optomagnetic (002902.SZ): mainly engaged in the research and development, manufacturing and sales of communication magnetic components, communication optoelectronic components, communication power supply system equipment and communication power adapters.
In the context of China's new digital infrastructure, embracing F5G is also a part of building a 5G industry chain, and in the near future, F5G will realize fiber to desktop, fiber to room, fiber to machine, fiber to data center, until it is integrated into thousands of industries.
Written in the end, the above is Wanligo, for the F5G related knowledge of the combing, if you feel that it is helpful to you, your attention + likes is the greatest support for my creation.
Special Statement: The above represents only personal views and does not constitute any investment opinion!
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