華為發售Mate 60 Pro的三大關鍵投資趨勢 / Three key investment trends for Huawei’s launch of the Mate 60 Pro
Aug 29, 2023
- 半導體自主可控，主要是射頻與電源相關。受惠中國廠商包括中芯國際 (晶圓代工)、唯捷創芯 (L-PAMiD)、聖邦股份 (電源)、南芯半導體 (電源)、美芯晟 (無線充電) 與長電科技 (封測)。值得注意的是，仍有部分半導體零組件無法達到自主可控，主要包括濾波器 (Murata供應)、SOI (GlobalFoundries供應)、與砷化鎵 (穩懋供應)。
- Android品牌中的衛星通訊領先者。受惠廠商包括華力創通 (晶片)。
- 提升高階機型的平均光學規格，受惠廠商包括大立光(鏡頭)、舜宇光學 (模組)、韋爾股份 (CIS)、思特威 (CIS)、比路電子 (VCM)。
- Semiconductor self-supporting, mainly related to RF and power components. Beneficiary Chinese suppliers include SMIC (foundry), Vanchip (L-PAMiD), SG Micro (power), Southchip Semiconductor (power), Maxic (wireless charging) and JCET (packaging & testing). It is worth noting that there are still some semiconductor components that cannot be self-supporting, mainly including filters (supplied by Murata), SOI (supplied by GlobalFoundries), and GaAs (supplied by Win Semi).
- The satellite communication leader among the Android brands. Beneficiary manufacturers include HWA Create (chip).
- Average optical specifications upgrade of high-end models, main benificiaries including Largan (lens), Sunny Optical (CCM), Will Semi (CIS), Smartsens (CIS), Billu (VCM ).
