Taiwan media reported that 5g will be the biggest focus of the global industry in 2020, and the mobile phone and semiconductor industries are expected to benefit significantly, among which the semiconductor industry will be comprehensively driven; In terms of branded smartphones, apple is expected to remain the biggest winner in the flagship market.
According to Taiwan’s Zhongshi Electronic News reported on December 27, 5g will be widely used in the world next year. Although the sales growth of smart phones will be difficult to show a “big explosion” momentum due to the long replacement cycle, the growth strength of the overall semiconductor industry will continue to be strong.
It is reported that the research report points out that with the specification upgrading driven by 5g, it will drive the improvement of implied value and drive the annual compound growth rate of the global semiconductor industry from 2020 to 2022 by 5% to 10%, which is significantly enlarged compared with the single digit growth from 2017 to 2019. The report estimates that Apple’s 5g iPhone shipments will reach 80 million in the second half of 2020.
For 5G mobile phone mobile phone mobile phone operators will have a long time to build infrastructure. But the construction of base stations will accelerate with the 5G production in the second half of next year. The speed of 5G will be much faster than 4G. The main reasons include 5G’s more system single chip, and the smart phone manufacturers in Chinese mainland are actively launching. 5G has already priced 3000 yuan.
According to the report, 5g will have a comprehensive impact on the semiconductor industry. It is expected that 5g will drive the semiconductor industry and its development will be more active than that in 2019.
Responsible editor; zl