The third season is the traditional peak season of LED. It is expected that the strength of pulling goods will not fall. Although the Olympic orders are less, the revenue is expected to continue to rise slightly. As for the high-end LED driver IC products with better gross profit, it is estimated that the overall revenue will be 20% by the end of this year.
The accumulation shows that the revenue has maintained a good growth since March, about 10% of which is contributed from the London Olympics. This part of the order will continue until June; in addition, the overall market demand is also significantly warmed by the LED price reduction, especially at high density. In the display part, the number of LED dies used is high and the cost is high. After the price reduction of LEDs, customers who did not dare to pull goods in the past are now pulling. This force is expected to continue into the third quarter.
The accumulation product portfolio is dominated by LED driver ICs, accounting for 90% of the total revenue (10% of high-end products), and the other 10% is the power module for LED lighting. The company said that the gross profit margin of high-end products will reach 40-50% before the end of this year, which can make up for the gap of LED lighting module's gross margin of only 15%.
What is 5G CPE?
Definition of 5G CPE
CPE stands for Customer Premise Equipment. The so-called front end refers to the equipment in front of the customer's terminal equipment. When we use Wi-Fi, if the distance is far, or there are more rooms, it is easy to appear signal blind spots, resulting in mobile phones or ipads or computers can not receive Wi-Fi signals. The CPE can relay the Wi-Fi signal twice to extend the coverage of Wi-Fi.
What are the benefits of CPE?
Through the following comparison table, it is not difficult to understand the technical advantages of CPE products:
* Currently, the global 5G FWA service is mainly in the Sub-6GHz band, with only the United States and Italy supporting the millimeter wave band.
* 5G CPE integrates the low cost of Wi-Fi and the large bandwidth of 5G, combining the advantages of the two to form a strong complement to traditional fiber broadband.
The relationship between 5G, FWA and CPE
It can be said that FWA (Fixed Wireless Access) will be the most down-to-earth application of 5G technology. FWA business plays a key role in enabling "connecting the unconnected." FWA is a low-cost, easy-to-deploy flexible broadband solution. Compared with wired access technology, FWA has been an ideal choice for deploying broadband in many countries and regions because it does not need to obtain rights of way, dig trenches and bury cables, and drill holes through walls. The development of 5G technology is further promoting the development of FWA.
FWA services (including 4G and 5G) have reached 100 million users. FWA is no longer a niche service; The FWA industry as a whole has been supported by numerous suppliers. Why is that? In the 5G era, 5G CPE receives 5G signals from operator base stations and then converts them into Wi-Fi signals or wired signals to allow more local devices to get online. For operators, the initial user penetration rate of 5G is low, and the investment is difficult to realize quickly; The CPE business can use the idle network to increase revenue for operators, so major operators vigorously promote the development of 5G CPE.
FWA services can be used for both home (To C) and business (To B), and customers have different requirements for CPE devices when using FWA services in different application environments, resulting in consumer grade 5G CPE and industrial grade 5G CPE (similar to home routers and industrial routers).
In 2020, the global market size of 5G CPE will reach 3 million units, and it is expected that in the next five years, the market size of 5G CPE will maintain a compound growth rate of more than 100%, reaching 120 million units in 2025, with a market value of 60 billion yuan. As an important market for 5G CPE, China's 5G CPE market size will reach 1.5 million units in 2020 and is expected to reach 80 million units in 2025, with a market value of 27 billion yuan.
The difference between 5G CPE and other devices
CPE can support a large number of mobile terminals that access the Internet at the same time, and the device can be directly inserted with a SIM card to receive mobile signals. CPE can be widely used in rural areas, cities, hospitals, units, factories, communities and other wireless network access, can save the cost of laying wired networks.
A Router is a hardware device that connects two or more networks, acts as a gateway between networks, and is the main node device of the Internet. Routers use routes to determine the forwarding of data. If it is a home router, it does not support a SIM card slot, and can only receive signals by connecting to optical fiber or cable and then convert it into WI-FI to provide a certain number (several) of terminal devices to surf the Internet.
Industrial 5G CPE is equivalent to 5G industrial routers, and the technology of the two is not very different. On the one hand, the industrial 5G CPE converts 5G network signals into WiFi signals for transmission, and on the other hand, the data received by the WiFi network is converted into 5G network signals for uploading. In addition, industrial 5G CPE generally supports routing functions.
5G CPE trends
According to a research report, after evaluating the products of some mainstream 5G CPE suppliers, many institutions believe that the development of 5G CPE products will continue in two aspects: one is to support mmWave and Sub-6 GHz at the same time; Second, the design will pay attention to humanized operation and installation. The industry development trend will accelerate the demand for 5G in the medical, education and manufacturing industries due to the epidemic, and 5G FWA will promote global 5G CPE shipments.
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Shenzhen MovingComm Technology Co., Ltd. , https://www.mcrouters.com