Mobile phone manufacturers are fighting for the "satellite card" to detonate satellite navigation in the blue ocean, Beidou short news is still to be tapped

Huaxia Times (chinatimes.net.cn) reporter Wang Jingge Aifeng Shenzhen report

At the launch of Huawei New Products on September 6, with the Huawei Mate50 series mobile phones, and Huawei's consumer business CEO Yu Chengdong actively broke the news of the innovative technology -equipped with Beidou satellite communication technology.

In fact, not only Huawei, but also a number of mobile phone manufacturers have also played a "satellite" card enrollment mobile satellite communications: Apple iPhone 14 series released at the Apple Autumn New Product Conference in the early morning of September 8 will also support satellite calling functions for the first time; Xiaomi Company Xiaomi Mobile Software obtained a new patent of "satellite -based communication methods, devices and storage media" in March this year; some mainstream mobile phones of vivo also supported Beidou navigation; On the evening of September 5th, it was released that the Star Times will launch the world's first consumer -grade mobile phone with direct low -orbit satellites to achieve the integration of heaven and earth and unbounded connection.

On September 2nd, Yu Chengdong took the initiative to break the news that Huawei will release a new communication technology. As soon as the news came out, it immediately detonated the domestic satellite communications market, and many related concept stocks rose sharply. On the same day, Wind Satellite Internet Index (8842189.WI) and satellite navigation index (884087.WI) rose sharply, but it is worth noting that the stock price of the two indexes and related fields has fallen collectively recently.

Many people interviewed by a reporter from the Huaxia Times believe that with the continuous penetration of related technologies, the satellite navigation sector companies will benefit first. However, the current mobile satellite Internet communication technology is still in the early stage of development. The application scenarios are very limited. The business model also requires further inspection of the market.

Huawei new machine support satellite communication technology

On September 6, the Huawei Mate50 series was officially unveiled. It is reported that this series will support Beidou satellite news hardware capabilities. It is the first popular smartphone that supports Beidou satellite news and supports the latest Hongmeng 3.0 system. This also means that the Huawei Mate50 series mobile phones are the world's first consumer mobile phone with satellite communication technology in iPhone14.

It is reported that the satellite Internet will not be affected by the ground environment, and the network will not be interrupted due to various types of natural disasters. In terms of the development of all things such as Internet of Things and the Internet of Things, the development of all things such as Internet of Things and the Internet of Things will occupy the core position. At the same time, satellite communication is important in disaster emergency communication and military defense. The role, so the development of satellite communication has high value strategic significance.

天使投资人、互联网专家郭涛向《华夏时报》记者指出，实现卫星通讯主要技术是天线、调节器等方面问题，因为通常卫星电话都带着很长的天线，体积也一般做得很大，因为The internal regulator cannot be small, and the technical technical difficulty of antenna and regulator in small -sized phones is more difficult.

In an interview with the reporter of the Huaxia Times, Major General Ding, the founder of the industrial economy observer and the founder of the nail technology, pointed out: "The communication connection of mobile phones and satellites is not technically difficult for terminal companies. In mobile phone products, there are already companies in China that have launched the Beidou short newspaper SOC chip, so it is foreseeable that industrialization will accelerate. "

"Compared with chip technology, product integration design, application scenarios, and application costs are more realistic challenges. Mobile phone companies are keen to connect to the world, and they hope to find in the context of demand saturation, extension of the replacement cycle, and the slowdown of the industry's overall innovation pace. New differentiated selling points. "Ding Shao will further analyze.

This time, Huawei New Machinery is equipped with Beidou short newspapers. This communication method is a unique service that is different from other global satellite navigation systems. Similar to mobile phone text messages, users are in a blind spot (such as ocean, desert, desert, desert, desert Deep mountains, polar places, etc.) can also receive information and receive messages through the Beidou satellite system (including text, voice comments and smaller pictures).

"At present, the satellite communication mode based on the function of the short newspaper is relatively single, the development of related technologies is not yet mature, the number of low -orbital satellites is not enough, the user experience is poor, and the relevant tariffs are also expensive. It is difficult to achieve commercialization and scale, which has a limited impact on the current communication technology based on honeycomb networks. "Guo Tao pointed out.

Whether to represent future trends

Is the satellite communication technology that detonates the market, is it a gimmick of marketing or the future?

In Guo Tao's view, mobile phones are equipped with satellite communication technology. It is expected to replace the current honeycomb network communication technology in the future. He told the "Huaxia Times" reporter: "At present, major mobile phone manufacturers have launched mobile phone products equipped with satellite communication technology, which may become standard for mobile phones in the future."

"Mobile phones equipped with satellite communication technology can help users achieve emergency communication and SOS for help in mountainous areas, deserts and other areas without honeycomb networks. There are many user groups such as outdoor workers and donkey friends. The sales scale of the company's entrusted products. "Guo Tao further said.

General Ding also believes that adding Beidou short newspapers to mobile phones can allow users to contact the outside world without a mobile communication network. Although this function is not much, it is still very practical and important from a security perspective.

Lin Wei, a researcher at the Shenzhen Investment Research Institute, who participated in the research of Beidou Star, believes that the function of the short newspaper is not new or practical. The main application scenarios are the areas such as fishing boats and other areas. Mainly transmit text and audio and video signals through 4G/5G data networks. "The reason why it is used to say that it is just because the smartphone replacement cycle is getting longer and longer, the software and hardware innovation is not much, and the Huawei terminal business has been lacking in 5G functions in the US technology blockade. In the capital market, consumer electronics is in this year. In the obvious downward cycle, the benefits of remote office entertainment in the epidemic have no longer existed; and the communication industry has been sluggish after 5G, and new concepts are needed. "Lin Wei said in an interview with the reporter of Huaxia Times.

Zhang Xiaorong, dean of the In -depth Science and Technology Research Institute, also believes that the mobile phone is equipped with the Beidou satellite SMS function rather than saying that it is a marketing gimmick. "Due to the limited processing capacity of the Beidou satellite, the number of users who sends short messages throughout the Beidou system have the upper limit, and it is impossible to handle the needs of all mobile phone users. Therefore, the use of satellite short message application scenarios is limited. Only when the situation needs to receive satellite signals, ordinary users are mainly in areas of good mobile phone base station signals, and do not need to send text messages through satellites. "Zhang Xiaorong said in an interview," After Huawei launched this feature, some mobile phone manufacturers said that they followed. In advance, manufacturers have strong marketing awareness, but have limited practical value. "

Fintech experts, Alibaba Cloud MVP Ma Chao said in an interview with the reporter of Huaxia Times: "I personally think that Huawei's" 金 金 金 金 金 金 'is a bit overly interpreted. If you want to use communication satellites to enjoy the Internet video image, etc. Traffic services, then it is necessary to cooperate with a relatively large dedicated equipment, as well as Musk's star chain plan. This time Huawei Mate50 is essentially Beidou short message. This satellite communication technology is not new. "

"However, this satellite communication technology is rarely used for daily communication of individual users. Its future development momentum needs to be observed, but the Beidou series satellite, as a completely independent product of my country, is not worried about technical restrictions. The alternative plan of communication is definitely a useful attempt. "Ma Chao further analyzed.

Can the heat of the satellite navigation sector continue?

It is reported that the communication satellite industry chain includes upstream satellite manufacturing, satellite launch, and ground equipment; midstream satellite operation and services; providing technical and data support for downstream business, involving many areas of business, mainly including mass consumer communication services, satellite fixed communication services, satellite fixed communication services And satellite mobile communication services.

When Huawei supports satellite communication functions, the Mate50 series mobile phones have not yet been officially released, and the news of the "upward sky" technology came out on the market on September 2 has caused relevant satellite navigation concept stocks to collectively move. In addition, there are listed companies that have recently revealed that the stock price has risen due to recently revealed the layout of the field of satellite communications, and led to the announcement of stock prices.

On the evening of September 4th, Tongyu Communication (002792.SZ) released the "Announcement of Stock Transactions abnormal fluctuations" stating that from August 31st, 2022 to September 222, the company's stocks closed down and declined within three consecutive trading days within three consecutive trading days. The amount of deviation value exceeds 20%, which is abnormal fluctuations in stock transactions.

At the same time, not only the communications of the communications, some companies have recently disclosed the situation of satellite communications.

Sonculosis (600877.SH) previously disclosed the semi -annual report that the Beidou short newspaper chip developed by the company has been successfully applied to mobile smart terminals.

Liyang Chip (688135.SH) announced on the evening of September 5 that the company has recently completed the development of the world's first Beidou short newspaper SOC chip testing and entered the mass production stage. The short newspaper chip is a strategic partner Chongqing Southwest Integrated Circle Design limited liability companies design and develop, and the company provides the chip exclusively providing chip probing (hereinafter referred to as "CP") testing services.

"Huaxia Times" reporter noticed that the strategic partner of Zhongliyang chip's strategic partner Chongqing Southwest Integrated Circuit Design Co., Ltd. was a wholly -owned subsidiary of the Department of Shenguang Electrical Electrical Electrical Electrical Electrical Electrical Electrical Electricity Department. On September 7, the reporter called Liyan chip as an investor. The other party said: "We are only responsible for testing and development, not involved in research and development."

It is reported that the domestic Tiantong satellite has been commercially available before, and the operator is China Telecom, and the terminal providers include the listed company Huali Chuangtong (300045.SZ), Hagrid Communication (002465.SZ), Gao Xinxing (300098.SZ) )Wait.

However, the heat of the relevant sector has recently been cooling, and the company's stock price has fallen collectively. On September 7, the satellite Internet concept stocks fell early, and multiple shares fell quickly. Tongyu Communication once touched the daily limit. As of the close of the day, the Wind Satellite Internet Index (8842189.WI) and satellite navigation index (884087.Wi) received 1943.76 points and 5137.91 points, respectively, down 1.35%and 1.18%.

Regarding the development layout of satellite navigation industry chain companies, Ding will tell reporters of Huaxia Times that terminal manufacturers need new technical selling points, and satellite navigation sector companies also need to find new land application scenarios. Once the mobile phone is opened to open the entire mobile smart terminal market, the satellite navigation sector companies will benefit a lot in the process of advanced technology industry. Guo Tao also believes that mobile satellite communication technology is still in the early stage of development. The application scenarios are very limited, and the business model also requires further inspection of the market. After the popularity, the market for satellite -related sectors is difficult to continue, and it will not have a greater impact on the level of business operations in the short term. In the future, with the rapid development of the industry, satellite manufacturing companies, related antenna, and regulator equipment manufacturing companies are expected to enjoy the development bonus of mobile satellite communication technology first.

In terms of investment opportunities, Zhang Xiaorong said that the news that supported the function of Beidou short newspapers caused the concept of satellite navigation and the popularity of market investment. Of course, due to the changes in the fundamentals of the industry, the consumer environment is still sluggish, investors should not be blind and optimistic, and they should continue to maintain rationality.

Editor -in -chief: Xu Yunqian Editor: Gong Peijia

- END -