According to media reports, the 16th Huawei User Conference will be held in Istanbul, Turkey on July 5th. Apollo Version, a major 5G technology, will be revealed. HTSC stated that in the 5.5G phase, huge scale MIMO and new modulation and demodulation technologies may be applied, and larger scale MIMO is expected to drive the release of antenna vibrators and RF device demand.
According to media reports, the 16th Huawei User Conference will be held in Istanbul, Turkey on July 5th, and the 5G heavyweight technology Apollo Version will be unveiled. It is reported that Huawei Apollo Version is the "first 5G-A version release" based on the R18 protocol, marking that 5G-A technology is about to enter a new stage of development.
Huatai Securities said that the domestic 5G-A is accelerating its development and paying attention to industry chain development opportunities. The 5.5G stage may use ultra-large-scale MIMO and new modulation and demodulation technology to achieve higher spectrum efficiency, and larger-scale MIMO is expected to promote the release of demand for antenna oscillators and RF devices. On the other hand, as the signal transmission further develops towards high-speed and high-frequency, it is expected to bring incremental demand for high-speed and multi-layered PCB materials. In addition, gallium nitride-based RF devices with excellent RF characteristics and low power consumption may become the best choice for 5.5G and future 6G base station RF devices.
According to the Financial Data Center, among related listed companies:
Victory Giant Technology specializes in the research and development, production, and sales of high-precision and HDI PCB printed circuit boards. The company's 5G-related PCB products have achieved mass production and are currently exploring and researching 6G technology.
WUS Printed Circuit is a world-leading manufacturer of communication PCBs, with its main products being 14-38 layer enterprise communication market boards.