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What are the smart wearable concept stocks? Smart wearable concept stock speculation opportunities and smart wearable concept stock summary
The Ministry of Industry and Information Technology Software and Integrated Circuit Promotion Center recently released the "2013 China IC Design Industry Development Report", predicting that wearable electronic devices will become the next market growth point. The report analyzes that at present, the domestic IC enterprises involved in the product application of the two most areas are consumer electronics (including cell phones) and industrial. And consumer electronics in addition to smart phones, mobile terminals, wearable equipment will become the next market growth point, such as Google Glass, Samsung Gear smart watches and so on. Currently, Nike and other traditional industry companies have also begun to get involved in this emerging field, and the product form has expanded to bracelets, gloves, socks, belts, pajamas and so on. Some forecasts show that the current global wearable device market size has reached 3-5 billion dollars, and can be further increased to 30-50 billion dollars in 3-5 years. It is expected that 15% of future smartphone users will buy wearable devices.
Smart wearable concept stock linkage concept: sensor concept, flexible circuit board
Smart wearable concept stock active leader: Beijing Junzheng, Zhongying Electronics, Suzhou Gucheng, Hanwei Electronics
Smart wearable concept stock summary of the relevant listed companies:
Beijing Junzheng (300223)★ Chip
The company's AP chip product The power consumption advantage is extremely obvious, its low power consumption advantage in the field of smart watches is more prominent, JZ4775 super chip performance can not only bring high-speed computing effect and better user experience, compared with similar products its cost-effective is also higher. The company's first-generation smartwatch has completed its research and development work, and the program has matured and stabilized, and is now launching the design and evaluation of the second-generation smartwatch program.
Zhongying Electronics (300327)★Chip
The company designs and sells IC products mainly in MCU, and in July 2013, the company confirmed through the interactive platform that the company's electronic chip has been applied to some wearable products and has the power lithium battery BMS technology.
Tong Fu Microelectronics (002156) chip
The company specializes in integrated circuit packaging, testing business, and provide related technical support and services. The company has dozens of series, more than five hundred varieties of products, the main packaging products include SOP/SOT/TSSOP, QFP/LQFP, MCM (MCP), QFN/PDFN, BGA, SiP, Wafer Bumping, WLCSP, FC and other series of products, and to provide microprocessors, digital circuits, analog circuits, mixed digital-analog circuits, RF We also provide FT test and PT wafer test service for microprocessor, digital circuit, analog circuit, digital-analog hybrid circuit, and RF circuit.
Suzhou Goodyear (002079) ★ MEMS sensors
Subsidiary Mingrui photoelectric three-axis acceleration sensors in the third quarter has entered mass production. At the same time, the second generation of three-axis acceleration sensor samples under development, October can be put on the market, the end of the year will form a mass production.
Hanwei Electronics (300007) ★ MEMS sensors
The company is currently gas sensor R & D production, but also flow, pressure, humidity and other types of sensors. 2013 August the company said, the company's sensor technology in the direction of wearable devices in the direction of the application is in the early stages of the research phase.
Silan Micro (600460) MEMS sensors
In the first half of 2013, its subsidiary, Silan Microelectronics, made good progress in the research and development of IGBTs, MEMS sensors, new-generation LED large-scale display control and drive systems and circuits, and digital audio and video chips and systems.
Aerospace Electric (002025) MEMS sensors
The company said on the interactive platform, this year, the company's micro motor business compared with the same period last year, there is a certain range of growth. The company's MEMS sensor products are now available in small quantities.
Shanghai Xinyang (300236) MEMS Sensors
The company is a supplier of chemical materials and supporting equipment to advanced packaging fields such as TSV, Bumping and MEMs.
Endeavour Technology (002681) ★ Wearable Devices
In June 2013, the company jointly released Smart watch with YuanTai Technology. the company is mainly responsible for the software/hardware design, wireless RF and development of mobile Apps, as well as precision manufacturing of the relevant parts of the smart watch.
NineAn Medical (002432)★Wearable Devices
In the first half of 2013, the company developed a wearable watch pedometer into the European and American markets, the product can be worn on the wrist to speculate on the user's calories consumed during exercise and information such as sleep quality, and apply the relevant detection data to health management and weight loss. in August 2013, the company developed the first iHealth wearable watch. The first iHealth wearable health smartwatch AM3 was officially released in China.
Baoleit (300246) Wearable Devices
The company's handheld monitors are mainly used to monitor pulse rate, blood oxygen saturation and other physiological parameters.
Yiwei lithium (300014) ★ battery
The company's main business for the design and development of lithium battery products and production and operation, the main products are lithium primary batteries, lithium-ion batteries and other products, mainly for the smart grid and security field. Lithium primary batteries, including lithium batteries and lithium manganese batteries, are mainly used in the Internet of Things (RFID), smart grid (smart metering), automotive electronics and security and other fields, and is China's largest and the world's fifth lithium battery suppliers; lithium-ion and lithium-polymer batteries, which are mainly used in the field of small electric products and high-end digital electronic products; other products, including other batteries, electronic components manufacturing and distribution, new materials, and EMS. materials and EMS.
SUNWODA (300207)★Battery
The company is mainly engaged in the research and development, design, production and sales of lithium-ion battery modules, including cell phone digital lithium-ion battery modules, mainly used in cell phones, MP3/MP4, digital cameras, etc.; laptop lithium-ion battery modules, mainly used in laptop computers, netbook, tablet computers, paperbacks, etc.; power class lithium-ion battery module, mainly used in notebook computers, netbook, tablet computers, paperback, etc. Power lithium-ion battery modules are mainly used in power tools, industrial mobile lighting, medical equipment and so on. The company's products are targeted at downstream customers in the high-end brands, has entered the supply chain system of Apple, Philips and other well-known domestic and foreign brands.
Danbang Technology (002618)★Flexible Electronics
The company specializes in microelectronics flexible interconnect and packaging business, is one of the very few global industry chain covering from the substrate, substrate to chip packaging enterprises, formed from FCCL → FPC, FCCL → COF flexible packaging substrate → COF products of the complete industry chain. The company has become China's largest COF flexible packaging substrate manufacturer in the past two years.
Kodak Xunfei (002230) intelligent voice chip
Gele acoustics (002241) micro-acoustic components