From the perspective of policy guidance at the national level, regarding optical communication, the Ministry of Industry and Information Technology pointed out that telecom enterprises should carry out the construction of optical fiber broadband networks in accordance with relevant national regulations and technical specifications, actively adopt various modes, be demand-oriented, and speed up the deployment of optical fiber broadband access networks based on the principle that optical fibers should be as close as possible to users. By 20 1 1 year, the number of fiber-optic broadband ports will reach more than 80 million, and the average access capacity of urban users will reach more than 8 megabits per second, rural users will reach more than 2 megabits per second, and commercial building users will basically reach more than 100 megabits per second. In the past three years, the investment in fiber-optic broadband network construction has exceeded 654.38+050 billion yuan, and more than 50 million new broadband users have been added.
China Telecom took the lead in proposing to increase capital by 654.38+05 billion users for fixed network construction, and China Unicom and China Mobile are likely to increase the scale of 100 billion, so 2065.438+065.438+0 will be the peak of optical communication network construction. From the establishment of Wuxi Internet of Things Industrial Base in 2009 to Premier Wen Jiabao's "Perception of China" in 20 10, the Internet of Things has become the most concerned topic in the market, and it is likely to achieve a very important strategic position in the Twelfth Five-Year Plan.
RFID will usher in explosive growth in the initial stage of Internet of Things construction. RFID technology is mainly divided into low frequency, high frequency, ultra-high frequency and microwave, but from the application point of view, low frequency and ultra-high frequency will usher in a huge growth. Low frequency is mainly used for contact or short distance identification, and UHF is mainly used for long distance, which is the main part of future application. At present, domestic low-frequency technology is relatively mature, while UHF is still in the research and development stage. In 2009, the output value of RFID industry has reached nearly 9 billion, and the compound growth rate is expected to be 20% in the next five years.
In addition, in the early days of the Internet of Things, typical application expansion was the key to the industry. At present, the mature or fast-developing applications are: intelligent transportation, intelligent monitoring, mobile payment and navigation. In the field of intelligent transportation, navigation and positioning are effectively combined with video surveillance. Representative companies include Dahua, Hikvision and Yinjiang. Mobile payment is the most promising application, and the market generally expects explosive growth of 20 1 1. At present, the most important thing is to determine the payment standard and improve the payment system in order to make a large-scale breakthrough. As a domestic 2.4G, international 13.56M may become the payment standard. Triple play mainly refers to the integration of telecommunication network, mobile Internet and broadcasting network. This integration is not a triple play, but an organic integration of applications.
From the proposal of triple play at the beginning of 20 10 to the determination of the first batch of pilot cities in July, the process of triple play has experienced many twists and turns, but it also reflects the state's emphasis on triple play. In addition, after the integration of the three networks, from the perspective of operators, the three-point world has become the top four. Therefore, the two-way transformation of the network has become the focus of radio and television operators, and the expansion of the network has become the focus of telecom operators, but in any case, it is good for the optical communication industry.
In addition, in order to satisfy the telecommunications sector, it is the key for the radio and television sector to set up a regional network or even a national network. Therefore, we can pay attention to the progress of provincial network integration in the short term. The plan of radio and television is to complete the integration of provincial networks in 20 10, but there are still many difficulties in integration in coastal areas. At present, only Shaanxi, Jiangsu, Guangxi, Hainan and other 13 provinces have completed it, and most of them are inland provinces in the central and western regions. Therefore, the integration of other provinces, including the cross-regional integration of companies with financial advantages, will become a highlight, including the integration of Tianwei Video and the reorganization of Wuhan Plastics. At present, in the field of flat panel display, TFT-LCD still occupies an absolute dominant position with its absolutely huge industrial scale, market share (above 85%) and the largest application range. However, as people put forward higher requirements for display effect, convenience and economy, new flat panel display technology has surfaced and will gradually replace TFT-LCD in the near future. According to the data of industry organization Display Research, the global market scale of TFT-LCD panels in 20 10 reached about US$ 64 billion, which was basically occupied by Korean, Japanese and Taiwan Province companies. Fortunately, the gap between the technology of related enterprises in Chinese mainland and the world-class level is narrowing, and at the same time, it has a very obvious cost advantage, so there is a huge replacement space for products in the future.
The new flat panel display technology includes many aspects, not only the display technology itself, but also other technologies closely related to the display equipment. At present, the hot spots are mainly organic light-emitting diodes, electronic paper, LED backlight, high-end touch screen and flat panel display upstream materials.
The full name of organic light-emitting diode is organic light-emitting semiconductor. Compared with TFT-LCD, this technology has the advantages of good display effect, light weight, power saving and flexible bending, and is recognized as the next generation display technology to replace TFT. At present, companies involved in organic light-emitting diode technology in A-shares mainly include Shentianma and rainbow shares.
Electronic paper is also a major development direction of new display technology, which uses the principle of reflecting ambient light to display. Because of its lightness, energy saving, folding and viewing experience closer to natural printed matter, it will be mainly used to replace paper media in the future. At present, Lai Bao Hi-Tech is the main A-share company involved in the core technology research of electronic paper books, and Hanwang Technology and Xinhua Media are the main companies involved in the downstream product of electronic paper books.
Cold cathode cathode fluorescent lamp (CCFL) is widely used as the backlight of LCD display devices, because the LCD material itself does not emit light. With the development of LED white light technology, the luminous efficiency is further improved, and its color rendering performance and energy consumption index are much higher than CCFL, so LED backlight technology will gradually replace CCFL as the backlight of liquid crystal display devices in the future. At present, A-share companies involved in the research and development of LED backlight chips and modules mainly include Silaway, Great Wall Development, Sanan Optoelectronics, Zhejiang Sunshine and Goer Acoustics.
Touch screen and flat panel display devices are closely related, and many technologies are highly versatile. At present, capacitive touch screen is the mainstream direction of development, which has the advantages of high precision, durability and multi-touch. A-share companies involved in capacitive touch screen technology mainly include Lai Bao Hi-Tech, Shensuo Membrane Technology Co., Ltd. and Changxin Technology.
The upstream materials of flat panel display have been basically imported. In recent years, with the strengthening of R&D strength of domestic enterprises, some enterprises have been able to produce some upstream materials, and the product quality is close to the international level. At present, rainbow shares, which produces TFT-LCD flat glass, and Chengzhi, which produces liquid crystal materials, are involved in the upstream materials of display equipment in A-shares. Integrated circuit (IC) industry belongs to the traditional electronic manufacturing industry, and its market scale is huge. It is predicted that the total sales in 20 10 will reach 300 billion dollars, and the future growth rate will be relatively stable, which is greatly affected by the economic cycle. In addition to the cyclical characteristics of mature industries, integrated circuits also have the characteristics of high-tech industries, that is, technology is constantly improving and new products are constantly introduced to replace old products. As an emerging country of integrated circuit technology, the compound growth rate of China's market scale is obviously higher than the global average, reaching an average annual rate of 16% or more.
At present, China's integrated circuit products are generally at the low end, and the high-end integrated circuit industry is still in the growth stage. In the future, with the increasing demand for special high-integration integrated circuits and the wide application of high-power integrated circuits in energy conservation and emission reduction, the high-performance integrated circuit industry will have a good development prospect.
At present, A-share companies involved in high-performance integrated circuits mainly include the following companies:
National Technology: The company is a leading digital chip design enterprise in China, and its main product, USB security chip, has the first market share in China, and it is also the only partner of China Mobile's 2.4GHz mobile payment chip.
Guoteng Electronics: The company is the leading enterprise of Beidou first-generation terminal equipment, and the performance of Beidou second-generation baseband and RF chips ranks first in China. With the deployment of Beidou second-generation network and the completion of large-scale application, the sales of its chip products will show a blowout growth.
Shi: The company's integrated circuit products are biased towards the field of power chips. Although there is still a big gap in performance compared with the international first-class level, we adhere to the differentiated competition route, and the products are highly targeted and cost-effective. The company's R&D capability is also relatively advanced, and several special chips are under research, which may become the company's new profit growth point in the future.
Huawei Microelectronics: The company is a leading enterprise of discrete power devices. In recent years, the commercialization of the second generation power device MOSFET chip is progressing smoothly, and the output will increase greatly during the year. At the same time, its third-generation power device IGBT has been produced on a small scale and is in a leading position in China.
Obit: The company's market share in the field of aerospace embedded chips ranks first among private enterprises, and its chip design ability is outstanding, which will benefit from the development of aerospace in the future. Cloud computing refers to distributing computing tasks in a resource pool composed of a large data center or a large number of computer clusters, so that various application systems can obtain computing power, storage space and various software services as needed, and provide computing resources to users free of charge or on demand through the Internet. Because the resources in the "cloud" of cloud computing can be infinitely expanded by users, they can be obtained at any time, used on demand, expanded at any time, and paid by use, this feature is often called using IT infrastructure like hydropower.
According to the forecast of research institute IDC, the global IT expenditure related to cloud computing will reach 42.3 billion dollars in 20 12 years, with a compound annual growth rate of 27.3%, which is more than six times that of the traditional IT industry. At present, China is in the primary stage of the development of mobile Internet and the policy discussion period of the integration of industrialization and informatization. The concept of cloud computing has just emerged and has great potential in the future. It can be said that China will usher in the golden decade of cloud computing development.
Cloud computing is a comprehensive concept. At present, A shares are still in the stage of theme investment. In the short term, the growth of cloud computing demand mainly comes from the transformation and transformation of traditional IT equipment, the upgrade of new application software and the widespread popularity of mobile Internet. Local hardware and software manufacturers, system integrators, 3G application providers and cloud computing platform providers will face huge business opportunities in the new industry.
A-share companies that design the concept of cloud computing can be divided into:
Software and hardware platform provider: The realization of cloud computing depends on the software and hardware platform that can realize virtualization, automatic load balancing and on-demand response. The main features of this branch's products are flexible and stable cluster solutions and standardized and cheap hardware products. Corresponding companies include Digital China, Inspur Information, Huasheng Tiancheng, Huawei, ZTE, Lenovo and Founder Technology.
System Integrator: Help users build software and hardware platforms for cloud computing, especially enterprise private clouds. This branch generally has strong R&D capability, sufficient technical team and flexible and reproducible products. Corresponding companies include Digital China, Huasheng Tiancheng, Inspur Software, Neusoft Group and China Software.
Service provider: This part covers IaaS companies that provide computing and storage resources for enterprises and individual users. It is one of the core areas of cloud computing, and most of the future computing processing and application development will be carried out in these services. Domestic service providers include Digital China, Dr. Peng, NetScience, Shenzhou Taiyue and so on.
Application developer: namely application service provider (SaaS), and the corresponding companies include UFIDA, Focus Technology, business treasure, etc.