Recently, Huawei and Apple have launched mobile phones that support satellite communication functions, which has aroused the attention of the industry to satellite communications. However, there are differences in functionality and technical content between Huawei's satellite calls and Apple's satellite communications. Huawei's Mate 60 Pro series has dual satellite communication function, which can realize Tiantong satellite calls and send Beidou satellite messages, while Apple can only send satellite distress information.
With the entry of Huawei and Apple, the industry expects that other mobile phone manufacturers will also support the satellite call function before the end of this year, further promoting the start of the "satellite war". Since the capital market always "rises first, the stock price of Huali Chuangtong, a leading satellite communications stock, rose sharply after strategically linking Huawei satellite phones. However, other satellite communications-related concept stocks have been affected by the correction, and some companies, including Optoelectronics, have suffered sharp declines recently.
Not only Huawei and Apple, Google and Samsung and other manufacturers are also actively promoting the field of satellite communications. The industry believes that the second half of this year may become the moment when flagship mobile phones are equipped with satellite communication as standard. At the same time as mobile phone manufacturers entered the market, chip manufacturers have also said that they will provide greater support in satellite communications, including Qualcomm and MediaTek. It is expected that before the end of this year, listed companies in the satellite communication industry chain will also benefit from the development of satellite communications.
Satellite communication has become a new source of revenue for mobile phone manufacturers and operators, China Telecom has launched mobile phone direct satellite business, the other two major operators China Mobile and China Unicom are also actively deploying in the field of satellite communications. At the same time, some upstream satellite manufacturing and launch, ground equipment manufacturing and other enterprises, as well as satellite communication operations and user enterprises will also benefit from the development of satellite communications.
Although there are many opportunities in the field of satellite communications, the real technological breakthrough may wait for 5G NTH technology and technological advances on the satellite side. When investing, you need to keep in mind the concept of value investing, avoid following speculative thinking, and stay away from extreme market fluctuations.
