Original title: the compound annual growth rate of giant individual stocks is 26%! 5g mobile phone opens up heat dissipation market, and two leading suppliers have entered the market
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Guide: Xiaomi's flagship machine is coming! Heat dissipation technology has become a focus. Today, we dig up the beneficial shares in the field of heat dissipation......
Event
:
Xiaomi mobile officially released the official publicity poster of Xiaomi 10, and the official stressed that the high-end flagship machine is the masterpiece of Xiaomi's decade collection. Xiaomi 10 has confirmed that it will be released online on February 13, after opening an appointment. It is reported that the whole Xiaomi 10 uses graphite heat sink and graphene film heat sink. At present
company
More suitable for 5g mobile phones are also under development
demand
Heat dissipation
product
。
One of the highlights of Xiaomi is the upgraded cooling function, which is also one of the selling points of Xiaomi flagship. In fact, in addition to millet, mobile phone giants have begun to compete in the cooling function of mobile phones. So the question is, why does the technology of cell phone cooling attract the giants to spend money?
5g mobile phone improves the scene atmosphere of heat dissipation Market
The problem of heat dissipation has always been
consumption
Pain points and difficulties that the electronic industry pays close attention to. Smart phones contain many components that generate heat, but also many components that are easy to affect performance and life. The processor is the most heat generating component in a smart phone. Other components that generate heat include image sensor, light source and battery.
With the development of 5g, the computing power of 5g chip is at least 5 times higher than that of 4G chip, and the power consumption is about 2.5 times higher. With the increase of AI technology and AR application, the computing speed and data processing capacity of mobile phone continue to improve, and the heat output of mobile phone also continues to increase. As a result, 5g mobile phones are expected to adopt more new ways of heat dissipation, such as heat pipe or soaking plate. Therefore, in 5g, there is a trend of change
Volume
In the early stage, it is more urgent to improve the cooling technology.
From 2016 to 2020, the annual compound growth rate of smart phone radiator module market will reach 26.1%, and the market scale will reach 3.6 billion in 2022
dollar
。
Pay attention to the new cooling mode in 5g Era
At present, the heat dissipation technologies used in mobile phones mainly include graphite heat dissipation
Metal
Backplane, frame heat dissipation, heat conduction gel heat dissipation, heat pipe heat dissipation, uniform temperature board and so on.
From the current collection of some 5g mobile phone cooling schemes, graphite cooling and liquid cooling are widely used.
Mobile radiator faucet
enterprise
screen
Carbon technology
Focus on the field of high thermal conductivity graphite thermal materials, which has become the mainstream of Android camp
Supplier
。 At present, the company provides complete terminal heat dissipation solutions including high heat conduction graphite, ultra-thin heat pipe and VC.
Carbon technology
In the era of graphite film, it has been trusted by Samsung, Huawei, vivo, oppo, etc. The company's graphite film products have been widely used in the above
Key account
Flagship models, such as Samsung (note 9 / S9 / A9), Huawei (P20 / mate 20), oppo (R17), vivo (X21 / N)
EX
And so on.
Carbon technology
It is expected to catch up with its counterparts in Taiwan in the 5g era and realize the full localization and replacement of medium and high-level heat dissipation schemes.
On the trend, the stock price of carbon yuan technology did not show a significant performance, and it is still in a large cycle
bottom
And the current adjustment is in the continuous rise of the perimeter
Trend line
Above. Combined with this
Femoral base
This and the future prospects of 5g mobile phones have a certain low suction value.
Fei Rong Da
The company is a leading thermal solution provider in China, providing thermal modules for Huawei, Samsung and other large-scale mobile phone manufacturers. VC products have passed the certification of large-scale manufacturers, and are still in the proofing stage. It is expected to start small-scale supply in 2020, and it is expected to bring new products
achievement
Growth engine.
The radiator parts and materials of 5g intelligent terminal are mainly composed of heat dissipation graphite film, heat conduction silica gel, heat pipe and soaking plate. The heat conduction interface materials of the parent company, the synthetic graphite heat radiation film of Jiangsu GeYou carbon, the heat pipe of pindai and VC realize the full coverage of 5g terminal radiator parts.
(editor in charge: df513)