Author | Pioneer
Data support | Tougou big data
Recently, Guo Mingyi, a well-known Apple Inc analyst, released the latest report and predictedApple Inc is expected to release five mobile phones in 2020, including four iPhone 125G phones and one iPhone SE 2.The supercycle that Apple Inc is expected to usher in next year.
5G support will be the most critical technology upgrade for the 2020 iPhone model.By the fall of 2020, all iPhone 12 models will be equipped with Qualcomm Inc X55 modems and support 5G, depending on different countries.
As we all know, the construction of 5G terminal equipment requires the support of a large number of antennas and devices. on the one hand, the domestic concept has already been hot at the beginning of the year, so this part will be briefly mentioned, after Apple Inc starts to produce quantity next year. Upstream antenna equipment will once again usher in the opportunity. Suggested attention: credit and Uygur communication.
In addition to supporting 5G, the 2020 version of the iPhone rear camera is expected to add 3D depth sensing technology, and two versions of the iPhone rear camera will be equipped with a TOF camera, which is expected to drive a new round of optical innovation demand based on 3D sensing. As early as Iphone X Apple Inc began to apply TOF technology, TOF technology is simply to further expand the 3D sensing technology in the increased camera, compared with the previous structured light technology, lower cost, wider distance, and higher efficiency.
The 5G version of iPhone is expected to have two ToF lenses:One of them has a 6.1in OLED screen and the other has a 6.7inch OLED screen, each with three other rear lenses. The other two models may only have rear dual cameras with screen sizes of 5.4 inches and 6.1 inches, respectively. With the release of Apple Inc's mobile phone, other manufacturers will further follow up on TOF, thus affecting the opportunities of the entire industry chain.
It is recommended to pay attention to related TOF concept camera modules: Ofeiguang, Lixun Precision, Qiu Tai Technology.
Camera chip: Weir filter: Crystal optoelectronics, Pentagon optoelectronics
Optical lens: Lianchuang electronic unit processing: Jingfang technology
Since Apple Inc released the bangs screen, the original home button fingerprint unlock will also be erased, and the only alternative screen unlock will be facial recognition and password unlocking, which makes it inconvenient for many users. The new machine released next year will most likely use Qualcomm Inc's ultrasonic fingerprint sensor technology, turn the entire screen into a fingerprint recognizer through acoustic fingerprint technology, and re-enable the use of Touch ID. In other words, 2020iPhone may support off-screen fingerprinting.
At present, there are two types of fingerprint sensors under the display screen, including optical sensors and ultrasonic sensors. Optical variants rely on the light on the smartphone display to create 2D images of fingerprints, while ultrasonic variants use high-frequency sound to generate 3D images of fingerprints.
Qualcomm Inc earlier launched its new 3D Sonic Max ultrasonic fingerprint detector and has provided ultrasonic fingerprint sensors for Samsung's Galaxy S10 and Galaxy Note10 smartphones.但IPhone is likely to use a more advanced version of the technology by 2020 or around 2021.
Apple Inc is currently working with GIS, a Taiwanese touchscreen maker, and GIS's screens are expected to support off-screen fingerprint technology.
It is suggested to pay attention to related areas: Hon Hai Precision, Star Technology, Vogel Optoelectronics.
Innovative technologies in mobile phones will bring users a more comprehensive experience, and Apple Inc has innovations in computers and tablet devices. From next year, a new display technology of mini light-emitting diodes (Mini LED) will be used in the series of laptops and tablets. Roll outThere are as many as six devices with Mini LED screens, including the high-end tablet with configuration launched in the third quarter of 2020 and the 16-inch Apple Inc laptop launched in the fourth quarter of 2020.
Mini LED display screen will not only enable Apple to launch thinner, lighter display products, its high contrast, local dimming and other performance, so that the image quality will also be comprehensively improved, and it is not easy to cause screen burning caused by fixed picture.
According to the Kuo representationFuture iPad and MacBook displays will each use about 10000 LED, while Apple Inc's upcoming Pro Display XDR will be 576.”
Suggested attention: Huacan Optoelectronics, San'an Optoelectronics, Ruifeng Optoelectronics.
Although global mobile phone sales have declined in recent years, and Huawei and XIAOMI, as domestic manufacturers, have occupied most of the market to a certain extent, with the arrival of the 5G cycle, the update of Apple Inc's first 5G mobile phone and related equipment is bound to make the whole industry at home and abroad respond, and domestic manufacturers will continue to develop updated and alternative products because of the emergence of new technologies. So for Apple Inc, next year is a crucial year, and the industrial opportunities derived from the birth of new technologies are expected to become hot opportunities in the following market.
Declaration of interest:
All the analyses in this article are for sharing and communication only, and do not constitute suggestions for the sale and sale of specific securities, and do not represent the interests of any organization. At the same time, there may be biased views for reference only. Readers should carefully consider whether the analysis in this article is in line with their own specific conditions, make their own investment decisions and bear their own investment risks.