Zitong Financial APP learned that, as the domestic digital solution leader, Xinhua three Intelligent Terminal Co., Ltd., a wholly-owned subsidiary of Xinhua three groups, will soon launch the first domestic Wi-Fi 7 router H3C Magic BE18000 after it first unveiled the overseas version of Wi-Fi 7 router H3C Magic BE18000 at the Interop Exhibition in Japan in June this year. The agency points out that as the next generation of Wi-Fi standards, Wi-Fi 7 has achieved qualitative improvements in a number of key areas. In the future, high-speed and stable network connection will become the rigid demand of users. Starting with H3C Magic BE18000, domestic Wi-Fi 7 products are expected to spring up like bamboo shoots after a spring rain.
According to officials, the Xinhua 3 H3C Magic BE18000 Wi-Fi 7 router has a maximum wireless rate of 18000m, supports 6GHz band and 320MHz bandwidth, and is equipped with double 10 Gigabit ports, making it the flagship model of home routers. In addition, Xinhua 3 intelligent terminals will jointly issue the "Wi-Fi 7 Technology White Paper" with mainstream operators, which aims to build a high-quality network through Wi-Fi 7 technology and promote the development of the industry.
According to MediaTek, Wi-Fi 7 will be mainly used in smartphones, broadband wireless and other consumer electronics in the next five years, and the output value of related semiconductors, components and terminals will reach NT $770 billion (about 173.4 billion yuan). Major manufacturers include Intel, Qualcomm Inc, MediaTek and ZTE.
In addition, according to the open market news and interactive platform news combing found that Zhuoyi technology, Tianyi shares, Broadcom Ltd integration, Skyworth digital and other listed companies have begun to layout Wi-Fi 7. Ye Xinzhong, assistant general manager of MediaTek Intelligent Unicom Division, said a few days ago that Wi-Fi7 customers are very active at present, and the company will help customers' terminal products hit the ground next year.
Huaan Securities recently reported that at present, Wi-Fi has provided connections to billions of devices and has become the preferred access mode for more and more users to access the Internet. Wi-Fi agreement was first released to consumers in 1997, and now it has been developed for more than 20 years. In terms of speed, Wi-Fi has developed from 2Mbps in 802.11 to 9.6 Gbps of Wi-Fi6. Wi-Fi7 released in 2021 has reached the speed of 30Gps, and the speed has increased significantly. In terms of channel bandwidth, Wi-Fi7 extends the width of a single channel from 160MHz of Wi-Fi6 to 320MHz. According to Yidu data, the national use-grade wireless market is dominated by Wi-Fi5 in mid-2020, with Wi- Fi6 coming to the fore with a market size of 3.19 billion yuan. Hua'an believes that with the evolution of Wi-Fi protocol and the improvement of parameters such as transmission speed and channel bandwidth, the application field of the Internet of things is expected to be further expanded.
From the perspective of Internet of things and communication technology, the continuous evolution of Wi-Fi protocol, the improvement of transmission speed and channel bandwidth and other parameters have laid a technical foundation for the connection of smart devices; the release of Matter protocol will also accelerate the establishment of smart home ecology. From the perspective of application scenarios, the application scenarios of the Internet of things continue to expand, from smart home, consumer electronics and other fields to industrial control, energy management, health care and other fields. In terms of market scale, according to the forecast of China Business Intelligence Network, benefiting from the expansion of application scenarios, the global market scale of the Internet of things is expected to reach 6.1 trillion yuan in 2022, with a CAGR of 15%. The market size of the Internet of things in China is expected to reach 3.5 trillion yuan in 2022, with a CAGR of 24%.
CITIC believes that ICT devices such as switches, routers, servers, and WLAN are the bases for building a digital economy. The scale of the global ICT equipment market is more than one trillion yuan. The domestic equipment manufacturers represented by Huawei, Xinhua San and ZTE Corporation have gradually increased their income and global share by virtue of technological advantages, quality services and engineer dividends.
Looking to the future, benefiting from the rebound of Capex of domestic and foreign cloud manufacturers and operators, the policy support of digital economy and long-term traffic growth, there is a broad space for the development of digital economy. With the improvement of the competition pattern and the fading of the impact of the epidemic, the profitability of ICT equipment manufacturers is expected to continue to improve.
Related concept stocks:
Zhuoyi Technology (002369.SZ): the company's main Wi-Fi technology and equipment, the new generation of Wi-Fi7 technology has begun to layout.
Broadcom Ltd Integration (603068.SH): the company actively lays out the field of WiFi chips and is at the leading level in the field of R & D and design of RF chips, which is the most critical part of WiFi design.
300671.SZ: the company has R & D layout in the direction of WiFi 7.
300782.SZ: the company is working on new products that meet the WiFi6E and WiFi 7 connection standards.