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概念追踪 | Wi-Fi7商用来了?联发科首次展示Wi-Fi 7全球生态系统(附概念股)

Concept Tracker | Is Wi-Fi 7 vendor used? MediaTek showcased the Wi-Fi 7 global ecosystem for the first time (with concept stocks)

Zhitong Finance ·  Jan 10, 2023 09:52

Zhitong Financial APP learned that recently, MediaTek was at the 2023 International Consumer Electronics Exhibition (CES2023).For the first time, it demonstrated its complete Wi-Fi7 global ecosystem to meet the mass production of the next generation of wireless terminals.MediaTek's Wi-Fi7 wireless connection platform uses the 6nm process, compared with other solutions, the power consumption is reduced by 50% and the MLO handover delay is reduced by 100 times. Through 4T5R multi-antenna technology and five-band networking, MediaTek's Wi-Fi7 wireless connection solution has wider signal coverage and supports more terminal connections. According to reports, MediaTek Wi-Fi7 products will include a number of product categories, including residential gateways, mesh routers, televisions, streaming media devices, smartphones, tablets, laptops and so on.

As the latest generation of Wi-Fi standard, Wi-Fi7 has strong performance, supports 320MHz channel bandwidth and 4096-QAM modulation technology, and greatly improves the user experience. Thanks to multi-link operation (Multi-LinkOperation,MLO), Wi-Fi7 can aggregate multiple channels to alleviate the problem of link outage in the network congestion environment, so as to provide a more high-speed, stable and reliable connection. At present, many enterprises, including Qualcomm Inc, MediaTek and other technology giants, have made an important layout in the field of Wi-Fi7.With the acceleration of Qualcomm Inc and other industry giants, the commercial era of Wi-Fi7 is coming at an accelerated pace.

On December 14, 2022, Qualcomm Inc Technology announced the launch of its latest high-performance home networking solution, Qualcomm Inc Wi-Fi7 immersive home networking platform, which brings more than the total system capacity of 20Gbps through a compact and energy-efficient chip architecture. It aims to bring the latest high-speed bandwidth connections and more high-performance terminal support to families with super networking needs.Commercial launch is expected in the second half of 2023.

According to PointTopic, the proportion of global fixed broadband subscribers reached 62 per cent in the fourth quarter of 2021 and will grow to 75 per cent by 2030. The proportion in China is even higher. According to industry data, the proportion of optical fiber access users in China has already exceeded 90%, ranking first in the world. TonyHsu, senior director of product management at Qualcomm Inc Technology Co., Ltd., said that under this trend, home Wi-Fi networks need to be upgraded and updated synchronously.Thousands of megabytes of broadband requires more advanced Wi-Fi technology to achieve high-speed full-house network coverage.

In recent years, some real-time applications with high throughput and low latency, such as online office / learning, high-definition video, AR, VR and cloud games, have put forward higher requirements for home Wi-Fi networks. Comcast Corp's data show that among the high-bandwidth real-time applications that take up most of the network traffic, 71% come from video traffic and 11% from game traffic. In addition, smart home networking devices are gradually increasing. The increase of connected Wi-Fi devices will bring the problems of network congestion and network stability.

Prior to this, RahulPatel, senior vice president and general manager of the connectivity, cloud and networking department of Qualcomm Inc, said that Wi-Fi7 chips have been shipped at this stage and can be used in computers, XR, cars, etc., and due to higher-than-expected Internet demand, the penetration rate is expected to reach 10% from 2023 to 2024. It revealed that most of the top Android phones are expected to adopt Wi-Fi7 in 2023.

On December 22nd, XIAOMI founder Lei Jun posted that XIAOMI 13Pro's WiFi function is the strongest in the history of Xiaomi. At present, there is no open WiFi7 certification in China. Once authenticated, the WiFi7 function will be opened.

It is understood that XIAOMI 13Pro supports FastConnect7800 connection system, which is the world's first wireless subsystem that supports Wi-Fi7. High-frequency multi-connection concurrency technology can achieve global Wi-Fi7 peak speed of up to 5.8Gbps, and can achieve ultra-low latency performance lower than 2ms, which can bring smooth connection in streaming media, games and many other scenarios.

Industry insiders said that there is a large span between Wi-Fi7 technical standards and Wi-Fi6 technical standards, and commercial-grade applications will be the first to be realized, while consumer products of Wi-Fi7 aimed at ordinary consumers may have to wait a long time. The scale of Wi-Fi7 will not enter the market until at least 2024, but if it really replaces Wi-Fi6 as the main specification of the market, it will have to wait until 2025 to 2026.

Related concept stocks:

603118.SH: the company has successfully developed and launched the first commercial 10 Gigabit BE19000 Wi-Fi7 router, which is expected to be in mass production in the first quarter of this year.

Ziguang (000938.SZ): on April 7, 2022, the company's Xinhua third Group launched its first enterprise-level original Wi-Fi7AP products, WA7638 and WA7338. After the launch of Wi-Fi6AP in August 2017, Xinhua San once again led the global market, leading WLAN to officially enter the Wi-Fi7 era.

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.

The translation is provided by third-party software.


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