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Chip-made domestic replacement is imminent for related industry chain stocks or benefits

Chip-made domestic replacement is imminent for related industry chain stocks or benefits
According to the Shanghai Securities News, the US Department of Commerce ‘s ban on ZTE ‘s export authority has caused “double killing” of ZTE ‘s US suppliers and A-share technology sectors.In the eyes of the supreme people, China can only solidify the foundation of manufacturing only by strengthening the research and development of basic industries such as equipment, materials, and basic components.However, domestic chip replacement is a long-term process.Semiconductors, especially front-end materials, equipment, and components, require long-term technical accumulation and process verification.Now, the most important thing is to estimate the upstream equipment, the R & D and industrialization of raw materials, and to make the basic components “high-end”.  China National Securities believes that behind the Sino-US trade friction is the dispute over the right to technology and strategic goals. The ZTE incident is not an independent incident. The main goal of the United States is to attack China’s development in the high-end manufacturing 苏州桑拿网 field. It does not rule out that other technology companies have similar restrictions behindmay.In the long run, this will promote China’s rapid research and development of cutting-edge technologies and weak breakthroughs. In the communications industry, 5G technology and high-speed optoelectronic chips, communication chips and other fields will accelerate the occupation of technological highlands and achieve domestic substitution.  Chuancai Securities also said that at present, key components are basically completely dependent on imports, and chip localization needs to be accelerated.At present, domestic chip benchmarks in the United States and other international leading level gaps, the domestic production rate of base station chips is almost zero, such as PLL, ADC / DAC, RF, high-speed optical communication interface and other high-tech key components are basically completely dependent on imports.At present, only main processor products such as FPGAs can achieve domestic substitution, and mid-to-low-end chips in the optical communication field can be partially self-sufficient, but optical modules above 100G still have no self-made solution.As long as some of the chips in the base station are banned by the United States, the entire base station needs to be redesigned. It takes more than one year from design to mass production.The US Department of Commerce’s sanctions against ZTE once again sounded the alarm for the mainland chip industry. The progress of chip localization needs to be accelerated.The research report believes that the impact of this incident on domestic chip design and manufacturers, but will also boost its greater independent research and development efforts, domestic manufacturers are expected to expand investment and talent introduction, and do a good job of patent protectionMeasures.Related subjects: Huali Chuangtong, Wuhan Fangu, Guangxun Technology, etc.  Cinda Securities said that throughout the rapid development of downstream big data, Internet of Things, cloud computing and other industries, the demand for integrated circuits is growing.At present, it is the region with the largest demand for semiconductors in the world, accounting for more than 50%. In the past, integrated circuit products, especially memory chips, almost completely depended on imports.Integrated circuits are a core industry for the development of science and technology in a country. Therefore, they have continuously introduced industrial policies and provided funds to support the development of the semiconductor industry. The market competitiveness of related companies has significantly improved.In 2018, the research report predicts that the integrated circuit industry will continue its popularity in 2017, giving a “bullish” rating.The layout of the integrated circuit industry is proposed from two perspectives.First, focus on areas with better growth, such as integrated circuits for integrated cars.The second is to pay attention to the sub-sectors that are supported by the state, such as memory chips.Key recommended companies: Ziguang Guoxin, Quanzhi Technology.  Kind reminder: All information content of Securities Times website is proper reference and does not constitute investment advice.The stock market is risky and investment needs to be cautious.