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艾媒咨询|2021年中国消费电子行业报告
2021年9月22日,由亚洲数据集团、爱奇管理咨询(广州)有限公司、广州市伯林展览有限公司联合主办的“2021国际消费电子大会 CE Summit 2021”在广州盛大召开。艾媒咨询CEO兼首席分析师张毅将现场重磅发布《2021年中国消费电子行业报告》,根据艾媒数据中心、艾媒人群洞察数据,全方位解析消费电子行业发展现状、电子消费用户行为特点及智能家居行业前景,探析消费电子领域发展新布局,为中国消费电子行业的未来发展把脉献策。
On September 22, 2021, CE summit 2021, jointly sponsored by Asia data group, IQI management consulting (Guangzhou) Co., Ltd. and Guangzhou Bolin Exhibition Co., Ltd., was grandly held in Guangzhou. Zhang Yi, CEO and chief analyst of AI media consulting, will release the report on China's consumer electronics industry in 2021 on site. According to the insight data of AI media data center and AI media population, it will comprehensively analyze the development status of the consumer electronics industry, the behavior characteristics of electronic consumers and the prospect of smart home industry, and explore the new layout of the development of consumer electronics, Provide suggestions for the future development of China's consumer electronics industry. -
艾媒报告|2019-2021年中国5G手机行业发展现状及产业链分析报告
本报告研究涉及企业/品牌/案例:华为,小米,vivo,OPPO,中国移动,中国联通,中国电信,苹果,诺基亚,魅族,三星,一加,红米,荣耀,高通,联发科,紫光展锐,英特尔,Broadcom,Skyworks,Qorvo,Murate,LG,三洋,宁德时代,比亚迪,NanoGraf,京东方,深天马A,华星光电
随着智能手机的不断普及,4G市场饱和趋势已经显现,5G商用的落地将带动5G手机发展,为手机产业带来新的活力。iiMedia Research(艾媒咨询)数据显示,预计2020-2023年将会出现5G手机的换机潮,2023年全球5G智能手机出货量将会增至40130万台。目前,华为、VO、小米等中国手机品牌都已经参与了5G市场争夺战。并且,5G手机将进一步带动产业链上下游发展,上游的元器件制造商、中游的通信设备商和下游的终端厂商都将收益,预计2025年5G相关产品和服务市场规模将达到1.15万亿元。艾媒咨询分析师认为,在政策利好、经济繁荣、技术发展和社会需求扩大的背景下,5G手机行业将会加速发展,具备较强技术实力和经济实力的玩家有望成为赛道领跑者,行业头部效应逐渐凸显。
With the continuous popularization of smart phones, the saturation trend of 4G market has emerged. The landing of 5G commercial will drive the development of 5G mobile phones and bring new vitality to the mobile phone industry. IiMedia Research (AI Media Consulting) data show that it is expected that there will be a change of 5G mobile phones in 2020-2023, and the global shipment of 5G smart phones will increase to 401.3 million units in 2023. At present, Huawei, VO, Xiaomi and other Chinese mobile phone brands have all taken part in the 5G market battle. In addition, 5G mobile phones will further drive the development of the upstream and downstream of the industrial chain. The upstream component manufacturers, the middle-stream communication equipment manufacturers and the downstream terminal manufacturers will all benefit. It is estimated that the market size of 5G related products and services will reach 1.15 trillion yuan in 2025. Ai Mei's consulting analysts believe that under the background of favorable policies, economic prosperity, technological development and expanding social demand, the 5G mobile phone industry will accelerate its development. Players with strong technological and economic strength are expected to become track leaders and the head effect of the industry will gradually become prominent. -
艾媒研报|和舰芯片研究报告:巨亏前行的芯片制造标杆
本报告研究涉及企业/品牌包括:和舰芯片、联华电子、厦门联芯、富拉凯咨询、橡木联合、台积电、中芯国际、三星、格罗方德
集成电路为信息产业的基础。中国虽为全球最大半导体市场,但国产率低,核心芯片极度缺乏。根据 IC Insights 统计资料,2018年中国集成电路自给率仅为15.35%。中国政府给予集成电路行业大力的政策支持及税收减免。2016-2018年和舰芯片收到共计52亿元的政府补助,2019年成为首家成功受理的台资晶圆代工企业。然而,芯片制造属于典型的资金密集型行业,和舰芯片在过去三年主要投入28nm工艺集成电路生产线的研发生产,投资额约50亿美元,目前仍处于亏损状态。根据艾媒咨询测算,和舰芯片主要固定资产和专有技术使用权成新率在60%以上,未来3年内的折旧摊销将依然巨大,难以盈利。且受限台湾半导体政策,和舰芯片技术落后台湾母公司一代,落后台积电两代,更将面临28nm制程激烈的市场竞争。
Integrated circuits are the foundation of the information industry. Although China is the world's largest semiconductor market, the country's productivity is low and core chips are extremely scarce. According to IC Insights statistics, China's IC self-sufficiency rate was only 15.35% in 2018. The Chinese government has given strong policy support and tax relief to the IC industry. In 2016-2018, HeJian received a total of 5.2 billion yuan in government subsidies. In 2019, HeJian became the first Taiwan-funded foundry company to be successfully accepted by the science and technology innovation board. However, chip manufacturing is a typical capital-intensive industry. In the past three years, HeJian has mainly invested in the research and development of 28nm process integrated circuit production lines, with an investment of about 5 billion US dollars, and is still in a deficit state. According to iiMedia Research, the newness rate of the main fixed assets and proprietary technology of HeJian is above 60%. Depreciation and amortization will remain huge in the next three years, making it difficult to make a profit. And limited by Taiwan's semiconductor policy, HeJian’s technology lags behind Taiwan's parent company by one generation and TSMC by two generations. -
艾媒报告 |2018-2019中国A股市场大数据分析及IPO失败企业问题盘点专题报告
本报告研究涉及企业/品牌包括:工商富联、中国人保、迈瑞医疗、宁德时代、华西证券、江苏租赁、鹏鼎控股、养元饮品、美凯龙、郑州银行、久日新材、泰塔科技、赛特斯、江苏北人、先临三维、金达莱、大力电工、上海龙旗科技、河南蓝信科技、北京朝歌数码科技、珠海安联锐视科技
2018年中国A股上市公司3584家,总市值近43万亿元,但申请过会成功公司仅为111家为五年来新低。在成功申请IPO的企业中,广东企业数量最多,其中,45.7%分布在创业板,机械行业数量最多。截至2019年3月14日,2019年Q1已有16家企业成功过会,过会率及IPO申报企业数量有望小幅回升。同时,科创板的推出,将增加科技创新企业的融资渠道,或推动A股市场进一步繁荣。 -
艾媒报告|2019中国4K产业研究与商业投资决策分析报告
本报告研究涉及企业/品牌包括:TCL集团、京东方A、四川长虹、创维数字、华数传媒、国星光电、广电网络、捷成股份、丝路视觉、高斯贝尔、银河电子、中颖电子、国科微、东方网络、北京君正、圣邦股份、永新光学、中威电子、数码科技
利好政策、技术进步和市场需求驱动下,全球4K产业高速发展,2018年全球4K电视出货量达1.02亿台,中国4K产业虽然起步晚,但4K终端设备具备领先优势,2018年中国4K电视渗透率已达58.0%,预计2021年将达71.0%。目前中国4K已形成包括核心元器件制造、终端呈现设备制造和内容生产制作在内的三大产业链环节,产业发展前景广阔,2018年前三季度6家4K概念股上市公司营收突破百亿元,其中,TCL集团营收达到822.4亿元,成为中国4K概念第一股。iiMedia Research(艾媒咨询)数据显示,广东地区最关注4K产业,相关上市公司中京东方A(000725.SZ)的网络关注度最高,华数传媒(000156.SZ)的网络口碑最好。随着5G技术的发展成熟和应用,带动4K产业进入发展快车道,艾媒咨询分析师认为,未来4K显示技术在文教娱乐、工业制造、医疗健康和交通等领域将有更多的创新性融合。
Driven by favorable policies, technological advancement and market demand, the global Ultra HD industry is developing at a high speed. In 2018, global 4K TV shipments reached 102 million units. Although China's Ultra HD industry started late, 4K terminal equipment has a leading edge. The penetration rate of China's 4K TV has reached 58.0% in 2018 and is expected to reach 71.0% in 2021. At present, China Ultra HD has formed three major industrial chain links including core component manufacturing, terminal rendering equipment manufacturing and content production and production. In the first three quarters of 2018, the revenue of six 4K concept stock listed companies exceeded 10 billion. Yuan, of which, TCL Group's revenue reached 82.24 billion yuan, becoming the first share of China's 4K concept. According to iiMedia Research, the Guangdong region is most concerned about the Ultra HD industry. The related listed companies, BOE A (000725.SZ), have the highest network attention, and China Digital Media (000156.SZ) has the best network reputation. With the development and application of 5G technology, which is driving China Ultra HD industry into the fast lane of development, iiMedia Consulting analysts believe that the future 4K display technology will have more innovative integration in the fields of culture, education, entertainment, industrial manufacturing, medical health and transportation area. -
艾媒研报 |中国5G产业及5G概念股研究报告
5G作为中国的重点发展战略,预计到2025年中国5G资本支出将达到1.5万亿元(约合2230亿美元),有望带动国家直接经济产出6.3万亿元。总体而言,5G产业链由规划设计、基础设施建设、网络运营、产品及终端应用四大环节组成,无线主设备及传输设备这两部分占据通信网络产业链的大部分价值量。5G概念重要代表企业有中兴通讯(000063.SZ)、亨通光电(600487.SH)等。
China's 5G construction is in the leading position in the world. In the distribution of 5G industrial chain, wireless main equipment and transmission equipment occupy most of the value of the industrial chain. However, the threshold of network planning and design is high, and private design institutes need to be upgraded. In terms of wireless main equipment, antennas and PCBs are rising in volume and price, and the demand for small base stations is exploding. At the same time, 5G construction will continue to benefit transmission network equipment.
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