One of the major components is the vertical cavity surface-emitting laser (VCSEL), the key material for the upstream epitaxial Epi, high barriers to entry, the world's major players for the UK IQE, Japan Sumika and Taiwan's new 2017 100% IQE provides, considering Apple supplier strategy will increase the second supplier point of view, the market professional epitaxial manufacturers only Japan Sumika, Taiwan's new and active into the LED manufacturer in Taiwan Crystal.
In addition, the latter part of Process stable Mao Lumentum is currently the main foundry partners, is the few with 6-inch production capacity, the yield through the apple gallium arsenide plant; future millet, Oppo will also use Qualcomm / Himax solution with Lumentum side shot Laser EEL.
Due to the short transmission distance of 5G millimeter wave and weak penetrating power, the demand of small base stations will be driven. In addition, optical transmission needs to be relied on by base stations for reliance on optical fiber transmission between base stations.
With the 5G construction cycle starting in 2018, the usage of 5G base station optical modules will surpass that of cloud data centers, and the relevant optical module suppliers are expected to benefit from it. The 5G bandwidth and speed will jump, and the most crucial material of the upstream supply chain will still be Three five family compounds.
With the progress of advanced neural network algorithms and the improvement of semiconductor manufacturing processes, AI has seen a breakthrough in recent years. From face recognition, autonomous driving and blockchain, the future benefit of 5G environment and the development trend of Internet of Things (IoT) will bring new Economic and lifestyle.Hardware progress depends on the evolution of the semiconductor process to create faster and more energy-efficient chips, benefiting vendors such as TSMC; algorithmic improvements mainly by system makers to break through, such as Google, Amazon, FaceBook, etc., The deep neural network algorithm extensive use of parallel computing, but also for chip designers such as nVIDIA and memory vendors directly benefit.