The Zhitong Finance App learned that Guotai Junan released a research report saying that with the announcement on Huawei HDC that Starflash technology will be combined with Hongmeng,Starflash Technology began its first commercial yearRelevant companies in Star Flash Alliance will fully benefit. Recommended targets: Qianxin (688561.SH), etc.; Beneficial targets: digital authentication (300579.SZ), etc.
▍ Guotai Junan's main views are as follows:
Starflash technology has sparked changes in the field of human-computer interaction, and the market space will exceed expectations.
As traditional wireless connection technologies such as Bluetooth and Wi-Fi increasingly become bottlenecks in the face of massive terminal scenarios, nearLink (NEARLink), as a new generation of wireless short-range communication technology native to China, brings huge technical advantages at the physical level. The high reliability and low latency transmission performance dramatically improves the interaction efficiency of smart terminals such as PCs, mobile phones, and automobiles, and will inject new value into many scenarios such as human-computer interaction in the era of intelligent connectivity. High-performance smart terminal products are expected to rapidly iterate and upgrade, and the market space in the field of human-computer interaction will expand beyond expectations.
Starlight technology enables the ultimate human-computer interaction experience.
“Starflash” technology implements “one standard, multiple modes” in terms of architecture design, so it combines the low power consumption of Bluetooth with the high speed advantages of Wi-Fi. At the same time, StarFlash is similar to 5G in terms of OFDM and CP design, time domain and frequency domain scheduling particles, and uses 5G's Polar coding technology, so it brings increased sensitivity and improved anti-interference ability. Ultimately, Starflash technology enables unlimited communication to achieve lower energy consumption, faster data transmission, and lower transmission latency. At the same time, it can also guarantee more stable and reliable wireless connections, wider signal coverage, and larger network scale, making transmission “foolproof.”
The first year of Starflash Commercial Service has started.
Starflash Alliance, founded in 2020, is positioned to promote innovation in new wireless short-range communication technology and industrial ecology, carry applications in scenarios such as smart cars, smart homes, smart terminals, and intelligent manufacturing, and ultimately promote the internationalization of standards and industries. At the Hongmeng Smart Link Summit on August 5, 2023, Huawei announced that Starflash will become the highest certification standard for Hongmeng Zhilian S+. Relying on Hongmeng's existing ecosystem, the pace of product matrix construction and market implementation is expected to accelerate, and commercial value is expected to be quickly realized.
Risk warning:
Technology iteration fell short of expectations, and the pace of market expansion fell short of expectations.