1, 5G cell phone antenna volume and price: from PI substrate to MPI, base to LCP evolution, the unit price will be increased. At the same time 5G cell phone support band increase, the number of antenna quantity will also increase.

The company is the 4G era cell phone antenna leading enterprises, 5G cell phone antenna research and development smoothly, 5 G era is also expected to gain.

2, EMI / EMC electromagnetic compatibility and electromagnetic shielding: 5G cell phone communication band increase, the integrated RF components will also increase, the demand for EMI / EMC increased.

3, wireless charging is the trend, the penetration rate will continue to increase: the receiving end module from the three present, Huawei cut into Apple, in the iphone11 series accounted for 30% of the share;

Two, shunluo electronics - 5G cell phone inductance leading enterprises

1, 5G cell phone inductance volume Price rise, superimposed on the 5G cell phone replacement tide and inductor localization substitution.

2, automotive electronics, LTCC, etc. has begun to release, precision ceramic business is also about to usher in the 5G development opportunities.

Changdian Technology

1, the company is the strongest domestic semiconductor packaging and testing strength of enterprises, mastered a variety of advanced packaging technology.

2, semiconductor device integration is getting higher and higher, SIP packaging has become a trend, especially in the 5G era;

3, mining machine demand rebound, 5G brings consumer electronics cycle reversal, especially SIP demand increase or decrease, the company's operating environment to the good;

three, the intermediate Xuchuang - Digital communication market leader

1, the company's optical chip supplied by Google cooperation, the iteration of the core components can keep up with the market's cutting-edge demand;

2, focusing on the integration, packaging link, into a clear advantage;

3, relying on the performance and cost-effective, the company's rapid development to become the world's leading enterprise of optical modules of the digital communication;

4, the cloud computing + big data + 5G, to stimulate the global data center construction continued high growth. Stimulate the global data center construction continued high growth

5, 5G era of higher performance requirements for telecommunications optical modules, the number of demand is greater, the company's strategic return to the core optical module market;

Four, light Hong Technology - Huawei supplier

1, cell phone ODM penetration rate increased, superimposed on the Domestic cell phone brand market share increased, the company as a local EMS leading enterprises (Huawei and OPPO is the main customer), can fully benefit;.

2, the company's capacity is in short supply, the current full production and full sales, short-term performance growth is under pressure, but with the release of new production capacity next year, performance growth is guaranteed;

3, the large-scale construction of the 5G base station to drive the growth in demand for network equipment, the company's planning for the router and switch production capacity to adapt to downstream demand.

5, UFIDA network

1, software business cloud can reduce the threshold, expand the customer base; renewal fee can smooth the income;

2, standardized products can reduce the R & D investment, maintenance and other costs, to enhance the profitability;

3, the cloud platform and the industrial Internet to broaden the boundaries of the business;

4, the localization of high-end ERP software Substitution;

5, 2019-2021 revenue growth rate of 20.51%, 21.02%, 20.76% .