5G手机已正式面世,2019年将是5G终端创新元年,新一轮的换机潮和创新潮即将开启。回顾3G/4G的发展历程,每一次无线通 信技术的迭代升级,都将推动智能手机销量显著提升、内部零组件的重大创新以及应用场景的不断拓宽。我们认为5G将带来智能手机行业新一轮的创新潮:
1、终端射频市场迎重大变革:1)基带芯片复杂度和价值量提升,高通华为继续引领;2)射频前端内容大幅增加,滤波器、PA 等前端器件量价齐升,射频前端集成化趋势将加速;3)终端天线重大变革,Sub 6G频段LCP/MPI天线成为主流,毫米波频段 将采用AiP天线;
2、光学将持续升级,三摄、潜望式等创新不断涌现,5G+3D Sensing将加速AR应用普及;
3、5G时代,智能手机传输速率大幅提升、应用场景不断拓宽,折叠屏手机将成为创新趋势之一;
4、IoT市场将进入高速发展期,TWS耳机、智能手表已经开始爆发。
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