The era of 5G is coming, and PCB industry will be the biggest winner. In the era of 5G, with the increase of 5G frequency band, wireless signals will extend to higher frequency band, base station density and mobile data calculation amount will increase significantly, the added value of antenna and base station will transfer to PCB, and the demand of high-frequency high-speed devices is expected to increase significantly in the future. On the stage of 5G, data transmission has increased significantly, and the transformation of cloud data center network architecture has higher requirements on the data processing capacity of base stations. Therefore, as a core of 5G technology, the usage demand of high-frequency high-speed PCB will increase exponentially.
On June 6, the ministry of industry and information technology issued 5G licenses to China Telecom, China Mobile, China Unicom and China Radio and Television, making China one of the few countries in the world where 5G is commercially available. Currently, global 5G enters a critical period of commercial deployment, according to the ministry of industry and information technology. China Unicom predicts that the density of 5G stations will be at least 1.5 times that of 4G. The total number of 4G base stations in China is expected to reach 4 million before 5G is commercially available by 2020.
Anxin securities believes that investment opportunities in the front end of 5G base station will appear first, and PCB, as the direct upstream of 5G wireless communication equipment, has a good opportunity and the largest probability to be put into effect.
Fastline will make full use of the company’s comprehensive research, continue to promote the technological innovation and process improvement, expand cooperation with other countries; vigorously develop one-stop service business, and ensure the continuous and stable growth of our performance.