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Looking at the rise of China's electronics industry from the perspective of industrial history. From 1980 to 2000, Taiwan cultivated a complete electronic industry chain in the era of PCs and functional machines, and grew into a world-famous technology, Yeouido. In the era of smartphones after 2007, the mainland has also experienced a similar development process with Taiwan. Especially after 2010, mainland manufacturers took advantage of the demographic dividend and engineer dividends to actively squeeze into the international customer supply chain, taking the lead from touch, structural parts and antennas. Breakthroughs in components with relatively low technical barriers such as motors, glass, and acoustic devices, and the continuous expansion of complex components, modules, and systems including chips. Currently, we have developed a comprehensive smart phone manufacturing industry chain and owned Huawei. Waiting for the international first-line brand, occupying half of the global smartphone brand machine. Like Taiwan in the era of PCs and functional machines, the mainland has initially achieved a breakthrough in the era of intelligent machines.

First, iPhone innovation and the rise of domestic mobile phones

Consumer electronics will focus on the innovation of the iPhone and the rise of domestic mobile phones next year. Domestic enterprises are expected to play an increasingly important role in the Apple industry chain. From components and modules to systems, more and more companies are cutting in and domestically. Apple's next-generation iPhone 8 (tentative name) may be a big winner of Apple's innovation, and it is very likely to be sold. It is expected to provide greater opportunities for domestic companies. We recommend focusing on new entrants and sales beneficiaries of the iPhone8 supply chain. In addition, the strong rise of domestic mobile phone brands has become a beautiful landscape in the consumer electronics industry in recent years. Domestic mobile phones represented by Oppo/Vivo, Huawei and Xiaomi firmly occupy the first-line camp of global mobile phone shipments and the subsequent growth momentum is rapid. We believe that the supply chain base and market advantage is the basis for the domestic counter-attack of mobile phones. The high-end upgrade and sales growth of domestic mobile phones will continue to bring huge opportunities to the domestic industrial chain. It is recommended to focus on the more innovative directions for mobile phones next year: fingerprint identification, wireless charging, OLED, double-sided glass and other industrial chain opportunities.

Second, automotive electronics: the next crown of the electronics industry

In the long run, the intelligentization, networking and electronicization of automobiles are the development trend, and the value of automobile units is much higher than that of mobile phones. The market prospect is more impressive than that of mobile phones. Smartphones have created a golden decade in the electronics industry. It is the core driving force of the electronics industry in the next decade. In the short-term, the technology giants are stepping up their layout and occupying the territory. Next year, model 3 mass production, Internet giants and traditional car manufacturers will continue to introduce new models, which are important catalysts for the industry. The automotive electronics industry chain should be given sufficient attention in both long-term and short-term.

Third, integrated circuits: investment opportunities under the trend of chip localization

The localization of chips is of great significance to the development of the domestic integrated circuit industry and national information security. The national and local governments have sufficient power to promote the localization of chips. We are optimistic about the two major opportunities for integrated circuits: (1) large-scale investment in the development of integrated circuits by the state and local governments, and (2) industrial integration opportunities.

Fourth, the layout of the future: artificial intelligence and Internet of Things

With the breakthrough of the deep learning algorithm in 2013, the AI era has gradually opened up. Giants such as Google and IBM have seized the strategic commanding heights in the field of artificial intelligence by acquiring high-quality startups and core technologies for R&D. The domestic AI is also listed as the 13th Five-Year Major Project and Key Layout Area. As the basis of AI, the chip will fully benefit from the rise of AI. The Internet of Things is the third wave of the development of the world information industry after computers and the Internet. The China Internet of Things Research and Development Center expects that the domestic Internet of Things industry will reach 2 trillion yuan by 2020 and 22% in the next 5 years. As the hardware foundation of the Internet of Things, sensors and MCUs are bound to benefit from the outbreak of the Internet of Things.