Cannot leave a iot sensor industry chain core equipment
Through the study of sensor industry chain, we have two comprehension about sensor the industry: 1. The chip is the core equipment of the Internet of things, is the core member of the Internet of things of all kinds of application status, amount of recent industry continues to grow. The Internet of things including MCU, FPGA chip, the Memory, Sensor, connecting the chip, etc. Sensing technology is the "five senses" unmanned aerial vehicle (uav), it USES visual sensor "see", "touch" with pressure sensor, using acoustic sensor "hear", using inertial sensors to "travel". And with the increasing function of intelligent machines, GPS sensors, infrared sensors, pressure sensors, ultrasonic sensors will also gradually accelerated. 2. The electronic enterprise good opportunities to make money usually comes from three: the timing of money, technology and management, and also can be mutual transformation. Electronic rapid penetration of consumer spending over the past few years, many companies earned time goods and technology, through coordination and expansion, with international clients in the product process innovation, stability, consistency, size on the ability to have constructed a strong Know - how. In the mid-late product penetration, high profit margins and scale advantage not allow newcomers are hard to intervene, the advantage is conducive to continuous integration, industry concentration mainland manufacturers in components of precision manufacturing advantage will ultimately stand out, in the current low expectations and valuation condition, is a good time for layout of leading companies.
Semiconductor when the worst is over, the downstream new change brings new opportunities, the boom of overseas, the domestic semiconductor field also has a continuous catalytic layout and events. We watch the future development of the domestic semiconductor industry, focus on industrial chain related platform type and value of investment opportunity. Upstream from the point of platform type of investment opportunities, equipment and materials the most scarcity, elasticity is the largest, the next step will be a big fund investment focus, advice to focus on seven star electronic, tai chi industry, ntu photoelectric, Shanghai shinyo, our super clean; From the point of value investment opportunity, testing field China opportunity, leading long telegram advice to focus on testing technology; Besides, the Internet of things, MEMS, bring new development opportunities and new applications such as advice to focus on science and technology, datang telecom, neusoft carrier is microelectronics, Beijing, China. Continue to watch the smart car as a 2016 investment opportunities throughout the year. In addition to the key recommendation to embellish electronic and country shuanglin, emphatically recommended star yu equity and ferrari electronic low valuations. Consumer electronics new trend, we watch the trend to determine the OLED plate shelter-forest luminescent material, driving IC, the investment value of the touch, continue to recommend OLED luminescence materials plate, ying electronics and the case in the film a touch. Curved glass as the matching extension of OLED will also be attention.
