According to a research report released by Guohai Securities, Huawei will hold a new product launch on Sept. 12, with the theme "Vientiane more Core, extraordinary Reconstruction", and Mate60 "Star Flash" is expected to pay more attention to it, Zhitong Financial APP learned. Star flash is a new generation of short-range wireless connection technology in China, and it is a milestone of scientific and technological self-reliance in our country. At present, Huawei has applied NearLink technology on Huawei Smart screen, Huawei speakers and Huawei mobile phones. In the future, Huawei will promote more terminal manufacturers and industry partners to join NearLink Alliance and jointly promote the standardization and ecologicalization of Starflash technology. The bank believes that Huawei and others will continue to promote the commercial use of Starflash technology and help the era of the Internet of everything to come. Maintain a "recommended" rating for the computer industry.
Related stocks:1) Star Flash Alliance units: China Mobile Limited (600941.SH), ZTE Corporation (000063.SZ), Gao Hong Co. (000851.SZ), Rong Lian Technology (002642.SZ), Lu Chang Technology (002813.SZ), Hongquan things Union (688288.SH), Siwei Tuxin (002405.SZ); 2) Star Flash Industry chain: Shengshi Technology (002990.SZ), Chuangyao Technology (688259.SH), Jiulian Technology (688609.SH), Digital Video Communication (300079.SZ) 3) Hongmeng Ecology: Runhe Software (300339.SZ), soft Power (301236.SZ), Touwei Information (002261.SZ), 300663.SZ Software (300663.SZ), etc.
The main points of Guohai Securities are as follows:
The rapid commercial use of star flash technology is a major breakthrough in China's "scientific and technological self-reliance".
NearLink is a domestic wireless short-distance communication standard led by the Chinese Academy of Engineering and jointly developed by more than 300 leading enterprises and institutions such as Huawei. The standard was released in version 1.0 in November 2022 and version 1.1 in April 2023.
On August 4, 2023, Huawei officially unveiled a new generation of short-range wireless connection technology, NearLink, at the Fifth Huawei developer Conference. On September 8, Huawei Mate60Pro+ launched, Huawei Mate60 series introduced "Star Flash" technology for the first time, and Huawei held a new product launch on September 12.
From the formal launch of standardization work to formal commercial use, Starflash NearLink has developed into the fastest growing close-range wireless connection technology in history. Star flash is a new generation of short-range wireless connection technology in China, and it is a milestone of scientific and technological self-reliance in our country.
Starflash perfectly combines the two modes of "WiFi and Bluetooth", far ahead.
NearLink has the advantages of a standard set of traditional wireless technologies such as Bluetooth and WIFI, and has remarkable advantages such as ultra-low delay, ultra-high reliability and accurate synchronization.
There are two modes of NearLink: SLE and SLB. SLE mode aligns with Bluetooth to meet the requirements of low-power lightweight connection, while SLB mode aligns with Wi-Fi to cope with high-speed, large transmission, high-quality connection scenarios. NearLink can automatically switch modes according to different application scenarios to achieve seamless connection.
The performance metrics of NearLink are much higher than those of Bluetooth and Wi-Fi: lower power consumption (only 60% of Bluetooth), faster speed (more than 6 times), lower latency (only 30 times of Bluetooth 1amp), more stable connection (anti-jamming sensitivity increases 7dB compared to Bluetooth), wider coverage (more than 2 times higher than Bluetooth), and more terminal networking (more than 10 times compared to Bluetooth).
Xingshen provides strong connectivity for Hongmeng Ecology and helps the Internet of everything.
Starflash will provide Hongmeng Ecology with stronger connectivity and promote the arrival of the era of the Internet of everything. Huawei said that NearLink will bring six innovative experiences to Hongmeng: 1) seamless interaction between smart screens and devices such as mobile phones, tablets and speakers; 2) high-quality audio transmission between smart speakers and devices such as mobile phones, tablets and televisions; 3) fast data synchronization between smart watches and devices such as mobile phones, tablets and televisions; 4) high-speed data sharing between smart cars and devices such as mobile phones, tablets and speakers 5) low power consumption control of smart home and mobile phones, tablets, televisions and other devices; 6) accurate synchronous control of smart industries and mobile phones, tablets, televisions and other devices.
At present, Huawei has applied NearLink technology on Huawei Smart screen, Huawei speakers and Huawei mobile phones. In the future, Huawei will promote more terminal manufacturers and industry partners to join NearLink Alliance and jointly promote the standardization and ecologicalization of Starflash technology.
Risk Tips:The macro-economy affects the downstream demand, the technology iteration is not as expected, the application of Starflash technology is not as expected, the market competition is intensified, and the performance of related companies is not as expected.