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Industry Wind Vane丨The trend of AI-empowered smart terminals is clear, and a new round of consumer electronics cycle may be coming
Industry Wind Vane丨The trend of AI-empowered smart terminals is clear, and a new round of consumer electronics cycle may be coming
Every reporter: Liu Mingtao Every editor: Xiao Ruidong
At present, emerging technologies represented by the integration of "AI human perception" have begun to gradually penetrate into all aspects of industrial manufacturing. Machine vision, as a seed industry landing technology for AI manufacturing, has been involved in the tracking of manufacturing production links and the monitoring of product quality. Testing etc. Artificial intelligence is the mother of machine vision, and deep learning is the technical fortress of machine vision. Recently, Meta released the SAM mode, which is expected to help machine vision usher in the GPT moment.
AI machine vision technology has obvious advantages, policy support and social demand (the ebb of demographic dividend) drive medium and long-term development. my country's machine vision has a large space to penetrate. With the continuous deepening of concepts such as Industry 4.0 and the continuous breakthroughs in R&D technology, AI machine vision continues to empower downstream industrial application fields and is expected to benefit from the high prosperity of the downstream track. From the perspective of industry fields, semiconductors, automobiles, and new energy in the high-prosperity track are expected to become one of the most important driving forces of the industry in the future. The electronic field will still be the most widely used downstream in the medium and long term.
Tianfeng Securities pointed out that from the perspective of application depth, AI gives machine vision the high-precision advantage, making machine vision a necessary standard in many industries. Machine vision has gradually been embedded in semiconductors, automobiles, new energy lithium batteries and photovoltaics. The production inspection process can improve the assembly quality of automotive electronics, break through the photovoltaic defect detection bottleneck to improve product yield, etc.
The business cycle of consumer electronics is mainly affected by the new demands brought about by technological progress, according to the observation of industry cycles. With the successive release of various large models, the trend of AI application scenarios gradually extending from the current PC and cloud to the fields of IoT devices such as smartphones, smart speakers, and smart homes is clear. The user experience of consumer electronics products is expected to be greatly improved with the help of AI. Energy has been redefined. Mobile phones and IoT devices are expected to become the main traffic access points for the Internet of Everything and AI applications in the future. They are expected to increase the value of downstream smart hardware, promote the innovation of various AI software ecosystems, and accelerate the update of the downstream consumer electronics industry. The pace of generational change and recovery.
From the perspective of industry valuation, the current PB of Shenwan consumer electronics sector is 2.48 times, and PE (TTM) is 21.61 times, which is significantly lower than the historical median and average of the industry. There is a strong certainty that the valuation will bottom out and be restored. It is recommended to pay attention to the revaluation of AI, because as my country's consumption gradually warms up and AI strengthens the capabilities of smart terminals, the demand for downstream terminals is expected to accelerate recovery.
Comments: 202023 is a big year for Apple ID innovation. iPhone sales have strong resilience, and we are cautiously optimistic about the sales performance of new phones this year. Apple’s first virtual display product is expected to be released this year, and the ARVR technology layout is profound. We are optimistic that Apple’s subsequent new MR product releases will redefine the ARVR user product experience and stimulate a new round of consumer electronics innovation cycle.
Here, by integrating the latest research reports of more than 10 securities companies such as Tianfeng, Anxin, Guosen, etc., 4 company profiles are brought to fans and friends for reference only.
1. Kerui Technology
Technological progress in the field of mobile terminals is expected to promote new demands for equipment. In 2022, the company's AR/VR product field revenue will be 86 million yuan. According to the company's investment platform reply on April 4, the company provides automated testing equipment for AR/VR terminal products in the mobile terminal field, focusing on domestic and foreign brand customers. As an industry-leading manufacturer of non-standard automation equipment, our products cover multiple industries such as e-cigarettes, medical care, and food. In the long term, we are expected to benefit from the recovery in consumption.
——Huatai Securities
2. Rockchip
The company's main flagship chip RK3588 is the current domestic flagship SoC product in China. Its performance directly benchmarks Qualcomm Snapdragon 855/865 products, and can cover the derived 8155, XR2 and other scenarios, and is used in automotive, ARVR, information In fields such as innovation and AI, there are very few localized options for mid-to-high-end consumption scenarios and are extremely scarce. The company's business in the field of AI distributed servers is advancing rapidly, and it is expected to enter a rapid growth channel with the AI wave.
——Zhongtai Securities
3. Lingyizhizao
The company is a leader in the field of precision functional and structural parts. Through vertical integration and horizontal expansion, it has achieved the success of a one-stop platform for intelligent manufacturing. In the field of consumer electronics, the company is deeply involved in customer A business, and its product lines and product numbers continue to be enriched, and it is actively deploying new categories such as folding screens and AR/VR; in the field of new energy, the company is actively seizing development opportunities in the new energy vehicles and photovoltaic construction industries, and is expected to Benefit from development dividends.
--CITIC Securities
4. Anker Innovation
The company is the benchmark for China's overseas brands. It has not only achieved the core competitiveness of existing products/brands/channels, etc., but also confirmed the strategic vision of the management; the existing foundation has accumulated as the cornerstone, and it has great potential to continue to iterate in the face of the vast market. . Although the general environment is still disturbed, the downward pressure on the global economy has increased and inflation in many overseas countries, combined with the impact of product iteration cycles, has put the company's sales under slight pressure; freight and raw materials have improved, and costs and profits have recovered.
——Guosheng Securities
Daily Economic News
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