1, optical communications
Since the 5G network compared to the 4G network, the density of the base station more dense, the demand for fiber optic cable will be greater. In May this year, the U.S. operator Verizon has signed a $1.3 billion fiber optic cable contract with Corning and Prysmian, mainly for the infrastructure construction of 5G network. The market is always worried about the cyclicality of the optical communications industry, believing that when the construction of 4G networks is nearing its end and mobile wired broadband is also nearing saturation, the trough of the optical communications industry will come. Individuals still hold an optimistic attitude towards the field of optical communications, according to the current trend, in 2018 the country is likely to carry out the construction of Pre 5G, 5G test network, and the large-scale construction of the 5G infrastructure network will also be a touch of the baton after the continuation of the continuation of at least 3 years of sustained prosperity is to be expected.
Optical communications industry chain includes optical components, optical modules, fiber optic cables, etc., individuals continue to track the main intermediate equipment (high-speed optical module leader), Hengtong Optoelectronics (cable rods / submarine cable / big data industry chain service provider).
2, the Internet of Things
According to market research firm IDC predicts that in 2020 the number of global Internet of Things connections will be close to about 30 billion. The size of the IoT market is expected to grow at an annual rate of 16.9% through 2020, with the global IoT market growing to $1.7 trillion by 2020. The importance of IoT is indisputable, and without going into too much detail here, there are enough hard and soft articles to be found on DuoNiang that at least most people can recognize that IoT is an investment area worth following and tracking at this point in time anyway.
IoT and 5G are both related and independent. In a nutshell, the support of IoT applications is one of the main objectives of 5G network construction, but IoT is not necessarily completely dependent on 5G networks, the current mainstream standards for IoT include LoRa, NB-IoT, eMTC, SigFox, all of which are low-power wide-area network technology standards, of which LoRa, SigFox is a technology that operates in the unauthorized frequency bands, while NB-IoT, eMTC are IoT solutions based on operator networks, and I personally believe that it is unlikely to adopt non-standard WAN networking solutions, at least in China. And whether NB-IoT or eMTC although there are differences in technology, but the future is likely to be included in the evolution of the 5G program. Well, to put it simply, the NB-IoT or eMTC that has been making a lot of noise lately can be considered as a "prequel" to the 5G IoT solution, and therefore can be attributed to 5G to be explored.
For IoT, I am personally concerned about two areas: chips and controllers.
From a table obtained from the Internet, NB-IoT chip, Huawei Haisi, ZTE Microelectronics mass production plan and Qualcomm, Intel basically in the same time window, Huawei Haisi Boudica 120 (2017Q2), ZTE Micro RoseFinch7100 (2017Q3), Qualcomm MDM9206 (2017Q2 ), Intel XMM7115 (2017Q2), RDA RDA8909 (2017Q4). This is one of the reasons why the Ministry of Industry and Information Technology and operators are pushing NB-IoT so hard. One of the A-share ZTE is an enterprise that individuals continue to pay attention to, of course, ZTE deployed in the Internet of Things industry chain is not only the chip this link, suffered from the 2016 U.S. lawsuit fines of ZTE, in the 5G, the Internet of Things on the wind can rise it, let's wait and see.
Another area is the intelligent controller, the Internet of Things to realize the connection between things, people and things, but the ultimate goal is to realize the intelligent control of people to things, things to things, and intelligent controllers play a vital role in this. Topband shares, and Thai are individuals focus on the subject.
3, big data
Internet of Everything brings the explosion of connection, but also brings the explosion of data, artificial intelligence is ultimately the support of big data, I think in the era of 5G and the Internet of Things, big data application scenarios will get a broader expansion, and the data is used for the object, less privacy and security of the stumbling block. Of course, because it belongs to the application level, compared with the basic network construction and operation, big data based on 5G/IoT application unfolding, benefit, may need to wait a little longer. Within this area, as individuals limit their circle of competence to communications.
4, network security
In the era of the Internet of Things, can become a breakthrough point for hackers has not just computers, the object of the invasion can be a camera, can be a sweeping robot, or even a networked light bulb. And the harm of network security is not simply destroy your computer data so simple, it is hard to imagine your car in the process of traveling by someone invasion control brought about by the consequences of ....... So for cybersecurity vendors, it's a much tougher problem, and certainly a much broader market