Behind the Huawei Mate 50 "Breaking the Sky": Satellite Internet accelerates the current status of the development of civilian satellite communication?

On September 6, with the release of the new products of the Huawei Mate 50 series, Huawei ’s“ true appearance ”technology of“ breaking the sky ”technology also surfaced. According to reports, Huawei Mate 50 and Mate 50 Pro can break through the ground network restrictions. It is the world's first popular smartphone to support Beidou satellite news. When users are in an environment where there is no ground network signal coverage such as a deserted area, an involved in the sea, and the earthquake rescue, the Mate 50 series can send the text and location information for help through the APP at any time, and support multiple positions to generate a trajectory map map map. Essence

Picture source: Screenshot of Huawei official website

"Daily Economic News" reporter noticed that at present, satellite communication technology is stirring the secondary capital market, and related concept stocks have skyrocketed. As early as 2020, the Satellite Internet has been designated as "new infrastructure" by the National Development and Reform Commission. Globally, the satellite Internet is accelerating. A research report at the end of August also pointed out that the development of the satellite Internet is an inevitable trend. The "Star Chain" plan of the American SpaceX company is in a large number of near -ground orbit, which has also forced the pace of the orbit of other countries to accelerate.

On September 6, an industry person who did not want to be named said in an interview with a reporter that in China, satellite communication technology has developed rapidly in the military field, but civilian landing has fewer landing, and basically stays at the planned stage. This is because satellite calls are difficult to become the mainstream needs in the daily life scene of ordinary people.

Mobile phone manufacturer's heating satellite industry chain

Last Friday, Yu Chengdong, CEO of Huawei Consumer Business, revealed that Huawei Mate 50 will make breakthroughs in communication technology, "breaking the sky upwards." All parties speculate that the Huawei Mate 50 series new products will support satellite communication functions. Soon, the A -share satellite Internet, satellite navigation and communication equipment sectors rose.

In addition to Huawei, Tianfeng Securities Analyst Guo Mingzheng recently revealed on social media that satellite communication is one of the test projects of the iPhone 14 mass production. Apple has completed the hardware test of satellite communication functions.

Many mobile phone manufacturers are rushing to launch new products with satellite communication technology. On the evening of September 5th, the Star Age founded by Li Shufu sent a message in his official micro -push that the company's CEO Wang Yong explicitly revealed in an interview with the media recently that the Star Times will launch the world's first consumer -level consumer -level consumer -grade cell phone.

Picture source: Star Times official WeChat

In May this year, the Sidi Think Tank predicted that "mobile phone+low -orbit satellite communication" is expected to start new development directions in the Red Sea market, which is a powerful means to build a new space for future information consumption. The Sidi Think Tank believes that global mobile phone innovation and development space tends to be saturated. Facing the complicated industry development environment and fierce external competition, mobile phone manufacturers must target forward -looking and revolutionary innovative technologies to accelerate the integration and development of the mobile phone industry and the low -orbit satellite communication industry. Demand, and opening a new direction of the mobile phone industry, this is also an important layout of seizing the high point of the mobile phone industry system in the future.

"Daily Economic News" reporter learned that since September 2, under the heat of all parties, the A -share satellite industry chain related concept stocks have continued to be active. The satellite navigation sector, the SZ002383 (SZ002383, the stock price of 9.14 yuan, a market value of 6.767 billion yuan) September 2 and 5 consecutive trading daily limit boards, the highest increase in the market on September 6; SZ002115, the stock price of 705 yuan, a market value of 5.717 billion yuan) Since September 2nd, the stock price has daily limit for three consecutive days; Yun Ding Technology (SZ000409, stock price of 8.67 yuan, and market value of 4.43 billion yuan) has also increased for three consecutive trading days.

On September 6, Lei Zhiyong, the fund manager of Morgan Stanley Huaxin Fund and deputy director of the research and management department, posted on the personal account of Oriental Wealth Certification, saying that Volkswagen's mobile phone is equipped with satellite communication technology, marking the satellite communication application scenario Military demand has gradually expanded to the civilian market. The capital market can also discover the development trend of the consumer electronics industry chain.

Satellite Internet era accelerates

"Daily Economic News" reporter noticed that a brief evaluation report of the first industry in mid -to -late August this year mentioned that aerospace launch is normalized and pays attention to the satellite industry investment opportunities. The satellite industry chain can be divided into four branches: satellite manufacturing, satellite launch, ground equipment and satellite operation. Among them, the larger market capacity is the field of ground equipment and satellite operation. Among them, the market capacity in the field of ground equipment is large, mainly participants including Beidou Star, Haygen Communication, etc.; The satellite operation fields mainly include satellite communication operations, satellite communication, satellite navigation, etc.

Satellite navigation is currently mature fields in satellite operations. The "2022 China Satellite Navigation and Location Service Industry Development White Paper" compiled by the China Satellite Navigation Positioning Association Research Institute shows that the overall output value of my country's satellite navigation and location service industry in 2021 reached 469 billion yuan, which maintained a high -speed growth trend year -on -year. CIST (SZ300177, the stock price of 7.49 yuan, and a market value of 5.574 billion yuan) told reporters on September 6 that the company did not talk to mobile phone manufacturers on September 6 that the company did not work with mobile phone manufacturers on September 6 There is business in satellite calls, but the company cooperates with operators in Beidou High -precision positioning (CORS system) and related technical businesses.

At the end of August, Huaxi Securities reported in a research report that the development of the satellite Internet is an inevitable trend. If the 42,000 low -orbital satellites planned by the "Star Chain" plan will take off, it will occupy most of the near -near orbit capacity. In this situation, it will be accelerated by the pace of force of other countries to occupy orbit. The reporter also learned during the interview that at the end of April 2021, the first central enterprise -China Satellite Network Group Co., Ltd. was unveiled in Xiong'an New District to engage in the design and construction of satellite Internet. This indicates that the construction of my country's satellite Internet industry has entered a period of accelerated landing.

The latest research report of CITIC Construction Investment mentioned that as the development of ground communication network technology has become increasingly mature, users' demand for communication with wider areas (sky, oceans, forests, deserts, etc.) continues to increase. a part of. Domestic Tiantong Satellite has previously used commercial number. The operator is China Telecom. Terminal providers include Hualin Tong, Hagrid Communication, and Gao Xinxing.

On the afternoon of September 6, Gao Xinxing (SZ300098, stock price was 385 yuan, and a market value of 6.69 billion yuan), the relevant person in charge of Shenzhen Xinglian Tiantong Technology Co., Ltd. (hereinafter referred to as Xinglian Tiantong), a subsidiary of the company, told the reporter of "Daily Economic News" reporter. Star Lian Tiantong is a national -level high -tech enterprise specializing in satellite communication and satellite positioning "integrated" products and solutions. Focusing on satellite communication technology, it has developed the Tiantong satellite terminal, the Beidou short newspaper terminal, and the terminal, and Satellite communication equipment such as broadband satellite terminals. The company's downstream customers include emergency departments, fishery, telecommunications operators, public security, railways, energy, electricity and vehicles.

In April of this year, Hagrid Communication (SZ002465, a stock price of 8.99 yuan, and a market value of 20.72 billion yuan) once disclosed on the investor interactive platform that the Satellite Internet has been designated as one of the "new infrastructure" information infrastructure by the National Development and Reform Commission and promoted the construction quickly. The company is also actively participating in this major engineering project and deploy the field of satellite communication in all directions. The reporter learned that at present Haygen's satellite ground terminal equipment is mainly used in the military field.

Photo source: Photo Network-401122213 (unrelated graphic)

When can consumer satellite communication achieve a large -scale application?

Compared with B -end application scenarios such as government agencies, the application promotion and development of satellite communications in the civil field is relatively slow.

On September 6, a person in unknown industry told the "Daily Economic News" reporter that from the global point of view, Musk's SpaceX company is a pioneer, and its civil product landing scale is the lead. "(SpaceX) is used abroad last year." He said, "he also said, but in China, satellite communication technology still stays in the planning stage in the civil field," there is no substantial launch of a large number of satellites. "

Regarding the satellite communication technology equipped by the Huawei Mate50 series new machines, he told reporters that Beidou itself is a navigation system, and the short newspaper communication function is actually Beidou's "one thing to do". It is not a real "satellite communication". Because it can only send text messages, there is no way to realize real -time communication, such as calling.

The aforementioned person in charge of Xinglian Zhitong told reporters that earlier this year, China Weapon Industry Group, China Mobile, and China Electronic Technology Group announced that the first mobile phone Beidou short newspaper communications radio frequency base band integrated chip was completed. It means that short -newsletter communication services can be integrated into Volkswagen mobile phones. Therefore, Huawei's newly released mobile phone is equipped with short newspaper communication technology, which is feasible from technology. "

The person in charge further stated that my country's satellite communications technology started in 1975. After more than 40 years of development, it made great progress. At present, satellite communication technology is mainly used in emergency, troops, fisheries and other fields, but it has fewer applications in the mass consumer side. "For example, the mobile phone, currently there are fewer satellite resources in China. One is the Satellite Satellite, the frequency is in the S -band, which is mainly served by China Telecom operation; the other is the Beidou essay. area."

However, he believes that with the promotion of consumer companies such as Huawei and Apple, the application demand for satellite communication may have explosive growth in the future, and these demand will push the development of domestic satellite communications.

For why satellite communication technology advances slowly in the civil field, the aforementioned unnamed industry told reporters that this is mainly because the signals of domestic operators can basically cover most of the land area, including the signal coverage of remote mountainous areas. "Only where the network signal is not covered can it be used to use satellite communication technology." Satellite communication technology in some special areas, such as outdoor adventure and ocean fishing, can become the mainstream, but for ordinary people's daily life, satellites are for ordinary people, satellites, satellites, satellites, satellites, satellites, satellites, satellites, satellites, satellites, satellites, satellites, satellites, satellites, satellites, satellites, satellites, satellites, satellites, satellites, satellites, satellites, satellites, satellites, satellites, satellites, satellites, satellites, satellites. The phone cannot be the mainstream communication tool. "First of all, you have to buy a special mobile phone. It has a large antenna. You have to go outdoors to call, and there is a delay in calling, so it (satellite communication) can only be a kind of communication means (ordinary consumer) for later. "

The relevant person in charge of Xinglian Zhitong mentioned that the current cost of satellite manufacturing and launch is very high. Satellite communication must be widely used in a large scale. First of all, the cost problem needs to be solved, and the cost of reducing the cost and the level of commercialization should be promoted. "At present, there are only China Aerospace Science and Technology Group, China Aerospace Science and Technology Group, and the Chinese Academy of Sciences. The launch costs of satellites are still high."

In addition, from a technical point of view, the main difficulty of satellite communication is how to increase the capacity of transmission.From the perspective of specific use, most of the mobile phone traffic is downward. As the receiver, by improving the transmitting power of the satellite, it can meet the main needs of the mobile phone."In recent years, Musk's SpaceX has greatly reduced the launch cost of satellite through rocket recycling and other technologies, as well as commercial operations. This may be the future trend. With the commercial operation of the upstream industry, the cost continues to reduce costs, satellite coverageThe rate will gradually increase, making it possible for satellite communication to spread to a large range, "said the person in charge.

Daily Economic News

- END -