2023 Internet of Things Concept Stocks Leaders
The biggest feature of the 5G era is the Internet of Everything, and the Internet of Things is one of the most rapidly developing directions in the 5G era, with a large enough market space and the most important direction, and the core of the Internet of Everything is all the objects that can be connected to the network. The following is the leading conceptual stocks of the Internet of Things that I brought for you! I hope you like it!
Since the leader will change at any time, there are currently 195 stocks in the Internet of Things, which are:
603118*** into the shares,
300504 Tianyi shares,
688258 Zhuo Yi information,
600171 Shanghai Beiling,
600584 Changdian Technology,
688159 Youfang Technology,
002079 Suzhou Solid Technology,
300638 Guanghetong,
300312 BONUS TECHNOLOGY,
002151 Beidou Xingtong,
300476 Shenghong Science and Technology,
002369 Joywing Technology,
000034 Digital China,
300101 Zhenxin Technology and so on.
1移远通信:模组行业龙头，全球销售体系完善
PC衰退手机渐弱，物联网标准统一突破技术瓶颈，成为下一个爆发点。 Module industry communication technology 2G to 5G iteration, NB-IoT new technology maturity, downstream applications from the smart payment, smart water, electricity and coal meters to **** enjoy the economy, smart cities continue to expand. Volume and price rise drive industry boom continued, we predict that the module industry 18-2023, the market size from 20 billion to 60 billion, compound growth rate of 29%, the next 5 years industry space no obvious ceiling. The establishment of globalized sales system of domestic manufacturers, breaking the original pattern dominated by foreign manufacturers. Foreign module leader Sierrawireless, Telit revenue has been negative growth, while domestic competitors rely on cost advantages and globalization channels, to achieve scale and gross margin growth, occupy a competitive position.
Talent technology, industry experience, market certification cast industry barriers, the first entrant years of cultivation, industry barriers continue to deepen. The core competitiveness of the module in the soft not hard, the industry manufacturers are mostly self-research + sales, manufacturing outsourcing business model. The company's competitive advantage throughout the three links: R & D to expand the product line, sales to open up the market, manufacturing to improve delivery capacity. 1) more than R & D team in various industry segments deep for many years, has the most complete product line, and in the subsequent Internet of Things when the outbreak of new application scenarios, the new product line R & D ahead of the competitors. 2) globalization of the sales system and a number of market certifications; 3) the scale of the advantage of reducing costs and improve delivery capacity.
The company's new product line will be the first of its kind in the world.
The company's business evolution is divided into three phases: large-scale - improve gross profit - net profit pulling up. The next three years the company is still in the scale expansion period, forecast wireless module shipments will grow from 48 million in 18 years to 160 million in 21 years, shipments of global market share is expected to reach 50%, revenue share of 30%. At the same time, the company layout plan long-term development, down into the intelligent manufacturing, up layout application services, is expected to further open the profit space through the vertical integration of the industry chain.
2 move for communications: small and beautiful IoT terminal manufacturers, with global competitiveness
The company is the industry's leading wireless IoT equipment and solutions provider. The company provides high-quality GPS terminal equipment and solutions for wireless IoT applications such as in-vehicle communications, fleet management, item tracking, personnel safety management, telemedicine and wireless health management, remote monitoring, etc. The products can be categorized into in-vehicle tracking communications products, item tracking communications products, personal tracking communications products, animal tracking and tracing products, etc. In FY18, the company's main business revenue was 476 million yuan, of which Vehicle-mounted tracking communication products accounted for 68.09%, item tracking communication products accounted for 21.15%, personal tracking communication products accounted for 1.06%, and other main business accounted for 9.79%.
As one of the major export suppliers of M2M (machine-to-machine communication) equipment in China, the company's products are exported to North America, South America, Eurasia and other parts of the world. In the field of M2M equipment, the company's competitors are mostly overseas companies. Mainstream suppliers in the world include CalAmp and Enfor in the U.S., Teltonika and Aplicom in Europe, Portman in Taiwan, and Shifted Communications, Boshi Junction and Conquest in China. Among them, more than 85% of the business is in overseas, is the only domestic for the go out and with the European and American suppliers to rival, in the world has a strong competitive strength of the enterprise.
On the basis of traditional vehicle, object and personal tracking, the company has been actively expanding *** enjoy scooter business and animal tracking business since 18 years, and hope to open up the company's growth space. (1) The global rise of ***sharing economy, focusing on the opportunity to expand ***sharing scooters.In FY18, ***sharing electric scooters have risen in a number of overseas cities, and this year, they have continued to heat up in Europe and other places as well. Currently, the two largest electric skateboard companies in the market are Lime and Bird, and giants such as Uber, lyft, and Google are also entering the market. (2) Cooperation with Australia Lide, layout animal tracking field for the extension. 18 early, the company and Australia Lide products company signed a strategic cooperation agreement, Lide products is the world's leading producer of animal identification system solutions, in the livestock industry has seventy years of rich experience as well as improve the sales channel, the product through the Australian National Livestock Identification System as well as the International Animal Records Committee certification. Currently, the company has completed the research and development of more than 30 products, including a series of visual tags, electronic tags and readers, basically has the ability to provide customers with complete solutions.
3 Loxin Technology: WiFiMCU communication chip leader, open source ecological casting barriers
The company's main business is the Internet of Things WIFIMCU communication chip and its module, in the WIFIMCU chip segment, the company belongs to the first echelon with the giants of Qualcomm, Texas Instruments, Mimaki, Cypress. The main products ESP8089, ESP8266 and ESP32 series of products, in performance, integration, power consumption and stability have competitive advantages, cost-effective than foreign manufacturers have more obvious advantages.
The main application scenario of WiFiMCU is smart home, smart home development of the initial smart hardware types are relatively small, mainly for smart speakers and other single product, and now has evolved from a single product intelligence to whole-house intelligence. 18 years, the start of the family scene of the increase in the types of intelligent devices, smart locks, smart lighting, smart cameras, smart switches and other smart single product popularity, whole-house intelligent solutions became a new trend. The company works closely with well-known manufacturers such as Xiaomi, Doodle, and Corvus, which are large downstream customers, and the company's share continues to increase with strong downstream demand.
The company has innovatively established an open and active technology ecosystem through open source, and has a high reputation in the global IoT developer community. Many international engineers, creators and amateurs are actively developing new software applications online based on the company's hardware products and ESP-IDF operating system. In GitHub, an internationally recognized open source community forum, more than 25,000 open source projects have been designed by online users around the company's products.
4 China Resources Microelectronics: integration of the whole industry chain, the early layout of the Internet of Things sensors and controllers
CRC Microelectronics is China's leading semiconductor company with chip design, wafer manufacturing, packaging and testing, and other integrated industry chain management capabilities, product focus on power semiconductors, intelligent sensors and intelligent control field. The company is the largest power device enterprise in China, and the performance and process of many products are in the leading position in China. At the time of the outbreak of the new window of the Internet of Things, the company has laid out the Internet of Things sensors and intelligent controllers in advance, and the R&D and capital investment is tilted to the new business. At present, the two segments account for less than 10% of the total business, the future is expected to inject new vitality into the company's development.
The company's intelligent sensors can be divided into MEMS sensors, smoke sensors and photoelectric sensing products. The product line is rich, widely used in automotive electronics, consumer electronics, industrial control and medical and other fields. MEMS sensors on the wafer manufacturing, packaging technology requirements are higher, the manufacturing process is also more complex. Eight of the world's top ten MEMS manufacturers are IDM companies, IDM mode of the company's own manufacturing and packaging strength, has a significant competitive advantage.
MCUs are used to control a smaller amount of arithmetic, product replacement is slower compared with other integrated circuits, domestic companies have the opportunity to accelerate the catch-up in technology. In the low-end consumer field, China has realized a certain scale of import substitution, in the automotive electronics, industrial control and other MCU performance requirements in the field, with the accumulation of technology of local enterprises, the future is also expected to realize import substitution. The company's intelligent control products can be divided into human-computer interaction MCU, metering and computing MCU, general-purpose MCU, etc., in a number of product series have made significant technological breakthroughs. The company's intelligent control products are based on industry-leading OTP, MTP, FlashCMOS and other mainstream process platforms, covering 4-bit, 8-bit, 16-bit and 32-bit CPU cores, applied to human-computer interaction, consumer electronics, industrial control, metering and computing, etc., with a rich product line, import substitution and other advantages.
5 Gao Xinxing: strategic focus on car networking and public security business, the transformation of the metamorphosis and start again
The company has through the acquisition of the national pulse technology, zte wisdom, zte IoT and other companies, to complete the depth of the layout of the car networking and the field of security of the public ****. 19 years Q4 goodwill impairment of about 1,070 million yuan, the future of goodwill impairment risk is reduced. 19 years the company is in the process of the acquisition of the national pulse technology, zte wisdom, zte IoT, etc. In Q19, the company is in a period of transition, actively tighten PPP and BOT projects, and mainly do BT projects and optimize project management in the future. Through the strategic focus on the main channel, the company will be gradually transformed from the past epitaxial expansion to endogenous growth-driven enterprises. 19 years mainly in-depth product side and market side of the work, 20 years is the important point of the pre-marketing landing.
The company's recent announcement of the termination of the acquisition of 51% of the shares of Etex shows that the company's development thinking is once again focused. At present, the car networking products have realized "connection - terminal - platform - application" full coverage, and released the 5G car networking development strategy and city-level commercial car networking solutions, to promote the technology application landing. Has been clearly "5G and C-V2X product development project" gradually invested 213 million yuan, based on 5G module, vehicle terminal, V2X platform and other products, unified planning and technology forward-looking layout, to achieve multi-service convergence of Telematics applications. Prior to this, Gaoxin also joined hands with Geely and Qualcomm, announcing that it will release Geely's world's first production models supporting 5G and C-V2X in 21, and Gaoxin will provide C-V2X products for these production models.
The company's law enforcement case handling products have been landing in 8 provinces and 40+ cities. 18 years after the acquisition of Shendun information, Shendun's law enforcement case handling platform currently has a market share of about 40% in the country; big data/intelligence platform share of about 20%. Shield on the one hand can strengthen the "end + platform" layout, on the other hand, the company is expected to take advantage of its channels to break through the northern market. 19 December, the company won the Guangdong Provincial Public Security Bureau video cloud project, public security business to the depth of the direction of development.
6 Broadcom Integration:Deep plowing wireless communications for more than 10 years, ETC and IoT support the performance of the rising
The company was founded in 2004, graduated from the University of California, Los Angeles, Dr. Pengfei Zhang and Dr. Guo Dawei for the company's actual controller, in the field of RF semiconductors have a wealth of experience in the design, management. Founded 14 years ago, the company continued technological innovation, launched the world's first 5.8-GHz cordless phone integrated transceiver chip, 07 years, with China's highway ETC standard formally adopted the 5.8-GHz standard, Broadcom integrated based on the development of 5.8GHz BK5822 integrated transceiver chip once accounted for 90% of the market share in China. At present, the company in the national standard ETC RF transceiver, wireless keyboard and mouse chip, FRS walkie-talkie chip, drone wireless remote control chip, bluetooth audio chip and other fields are the largest domestic supplier.
In May 19, the State Council put forward by the end of the year to strive to basically abolish the national highway provincial boundary toll stations, the Ministry of Transportation issued a notice on this, in accordance with the plan, by the end of 19 years, the provinces (autonomous regions and municipalities) automobile ETC installation rate of more than 80%, through the highway vehicle ETC utilization rate of more than 90%. Under the strong stimulus of the policy, the number of national ETC users exceeded 180 million at the end of December 219, the company as a pioneer in the ETC chip industry, the performance of the short term is expected to achieve rapid growth. Core point three:Long-term IoT applications to promote the opening of a new space, TWS headset, smart home to bear the brunt
The Internet of Things market outbreak, in the local communication scenario, Bluetooth and WiFi is still the mainstream connectivity solutions. Smart home from single product intelligence to whole house intelligence evolution, from smart speakers and other smart single product development to smart light bulbs, smart closet, smart door locks, smart switches multi-category smart home products. The company's BK3260, BK3257 and other Bluetooth audio chips have been used in Baidu and millet smart speakers, low-power IoTWIFI chip is also synchronized in the research. Apple launched the TWS headset as a node, TWS industry into a blossoming situation, the Android camp Zhongwei, millet, Samsung and other increased investment in the field of TWS, the company reserves for the TWS headset and other wearable devices required for low-power Bluetooth audio chips, will benefit from the industry outbreak.
7 and Thai: deep plowing intelligent controller business, millimeter wave ride 5G + satellite Internet east wind
The company was founded in 2000, by the Harbin Institute of Technology and Tsinghua University **** with the establishment of investment. Founded twenty years, the company has been committed to providing high-end products for the high-end market, is Electrolux, Whirlpool, Siemens, GE, Panasonic and other globalization company's important partners, the domestic intelligent controller leading position is solid. The company's 18-year acquisition of Visions Technology, cut into the field of millimeter-wave RF chip, layout of the new track, for the company's future development to inject new potential energy.
The company's intelligent controller business includes household appliances, power tools, intelligent hardware, automotive electronics, LED products, intelligent buildings and other product lines. Intelligent controller of the main driving factors from the Internet of Things application landing, the Internet of Things in various industries is the process of wave-shaped development, the current smart home, smart city and other scenes to realize faster, the Internet of Cars and industrial Internet of Things to cultivate a longer cycle. 65% of the company's performance from the home appliance intelligent controller business, with the smart home from the single product intelligence to the whole house intelligence across, home appliances in the field of future market space is broad. In the past three years, the company's revenue growth rate of home appliance controllers has remained above 30%, and has not yet reached the ceiling. At the same time the company was established in July 19 subsidiaries Shenzhen and the Thai automotive electronics, has established cooperation with auto parts factory BorgWarner, is expected to create another success in the field of automotive electronics.
He and Thai subsidiary Visions Chang Technology is the domestic phased array radar industry leader, with phased array radar T / R chip assembly core technology, effectively solve the T / R chip assembly high cost problem. Its products are used in bulk in aerospace, aviation, weaponry and other fields, is China's satellite millimeter-wave RF chip only private suppliers. The future application of millimeter wave technology has two major points of view: 1) millimeter wave is the core technology of the satellite Internet constellation, the United States StarLink and OneWeb is expected to launch 15,000 low-orbit satellites, China's domestic satellite program is also more than 3,500 +, satellite manufacturing and launch ushered in a high boom of 10 years; 2) millimeter-wave band can meet the needs of 5G communication for large broadband spectrum resources The domestic operators are also actively testing millimeter-wave bands, and China Mobile expects to realize the commercial deployment of 5G millimeter-wave around 22 years.
8 Wave Information:Riding the wind, into the world's first
Internet giants from the second half of 18 years into the server inventory digestion period, from the 3Q19 data, the overseas cloud giant capital expenditure rebound, the domestic cloud giant capital expenditure decline narrowing, the downstream industry demand signs of warming up is obvious, it is expected that next year, the cloud vendors as a whole It is expected that the overall capital expenditure of cloud vendors will realize high growth next year. In addition, 5G and AI as two important variables, will drive high growth in server shipments: 5G commercial in the near future, GMI predicted edge data center market in 2024 reached 13 billion U.S. dollars, edge computing servers are expected to meet the large-scale deployment from next year; AI industrialization process accelerated, IDC predicts that 22 years of the domestic computing power as the core of AI infrastructure investment will be more than 5 billion U.S. dollars, 19-22CAGR of 32%. 22CAGR of 32%. Finally, affected by the U.S.-China trade friction, Huawei, Dawning and other competitors server business to a certain degree of restriction, the company is facing a greater improvement in the competitive landscape. Driven by the above factors, the company, as a domestic server leader and global server leader, will welcome a new round of expansion.
The company's deep customization ability has been greatly improved by virtue of the JDM model, and the server new product development cycle has been compressed from 1.5 years to 9 months. After the smart factory went into production, the overall delivery cycle of cloud servers was shortened from 15 days to 3-7 days, production efficiency was increased by 30%, and production capacity was increased by 4 times, with industry-leading delivery capability, and the record of deploying more than 10,000 nodes in 8 hours was set in the past cases. At the same time, benefiting from the scale effect, the company's period expense ratio from 20.08% in 12 years to 8.47% at the end of 18 years, much lower than domestic counterparts, the product pricing space is larger and more competitive. Deep customization, fast delivery and cost control are the core capabilities of server vendors, and Wave leads in all aspects, benefiting most from industry development in the future.
Wave's four layouts will become the key to the industry: 1) the company's international layout is perfect, the future is expected to achieve breakthroughs overseas through product quality, depth of customization and large-scale supply advantages; 2) the company is one of the earliest layout of the AI server vendors, has a clear first-mover advantage, 18 years of the domestic market share of more than 50% (IDC), more than 60% share of Internet industry ; 3) the company through the OTII in the edge computing server standards development to get a head start, the current has been launched, the future will fully benefit from the development of edge computing; 4) 18 years of the company's channel management model of the major upgrades are conducive to stimulate the enthusiasm of the channel cooperation, the channel sales are expected to achieve high growth.
9 rainbow soft technology: vision algorithms as a tool, open up the AIOT big market
As one of the main entrances to the AI era, computer vision is mainly high-dimensional, dense data such as images and video as the main processing object, the degree of information extraction is deeper, the application scenarios are richer, and the value of commercialization is huge. Cell phone vision is one of the most mature application fields in the industry, mainly benefiting from the development of smartphone camera, and is expected to meet accelerated development opportunities in the future under the trend of 5G replacement tide as well as camera dual (multi) camera and deep camera penetration rate increase. In this field, the third-party algorithm providers have the advantage of technology precipitation and productization experience, the future is promising.
The company has been focusing on mobile camera image processing technology research since 2003, after more than 20 years of development has created a more complete product system, high market acceptance, industry-leading position, customer coverage at home and abroad, major mainstream Android smartphone manufacturers. We believe that the company's long-term development has three major competitive advantages: 1) strong productization capabilities, for different hardware in the limited development cycle to provide customers with "performance - power consumption - hardware cost" three aspects of the optimal balance of solutions; 2) algorithms cover a wide range, has accumulated a lot of experience and skills in the field of imaging, image, color and We have accumulated a lot of experience and skills in the field of imaging, image, color, and have mastered various types of core AI technology, and have built a complete visual AI technology system; 3) We have initially built an industrial ecosystem, and the upstream and downstream of the industrial chain have cooperated closely, which helps us to keep up with the development trend of the industry, and to continue to improve the competitiveness of our products and the efficiency of response to the customer's needs.
As the main information portal of ADAS, with the improvement of automobile intelligence, the demand for in-vehicle lenses will rapidly increase, which will lead to the rapid development of automobile vision applications. The AI algorithm technology accumulated by the company in the field of cell phone vision has generality and extensibility, and a large number of modular products and basic support algorithm libraries are able to provide one-stop solutions for customers in different industries, which lays a solid foundation for the company to develop the automotive vision market. Currently, the company for the vehicle environment detection and in-vehicle safety driving assistance have put forward a relatively complete solution, the future is expected to fully benefit from the development of the automotive vision industry, the continuation of technology and product leadership.
10 Hongquan IOT: focusing on the car networking market for ten years, leading the commercial car networking system market
The company is closely centered on the two major technology paths of intelligent networked cars, and its main products include the advanced assisted driving system representing the path of intelligent technology and the intelligent enhancement of driving system representing the path of networked technology and the human-machine interaction terminal, In-vehicle networking terminals. The main products of our wholly-owned subsidiary, Cheng Sheng Technology, are intelligent city government affairs management platforms. Intelligent enhanced driving system business, solving the problem of network connectivity, revenue accounted for 58%; advanced assisted driving system, to improve vehicle intelligence, reduce traffic accidents, accounting for 15%, in the gradual replacement of intelligent growth of the driving system business, 100% + growth. Intelligent city business accounted for 8%, there have been a number of intelligent city platform projects landed in Shanghai, Zhejiang and other regions.
Intelligent enhancement of driving system customers for downstream vehicle manufacturers, the company's main customers are mostly Shaanxi Automobile, BAIC Foton, Beiben and Anhui Valin and other large vehicle manufacturers, customer volume, the quality of parts, performance and supply stability has high requirements, have established a strict qualified supplier certification system, suppliers need to be audited by the customer's purchasing, quality, testing, R & D, and many other departments The Company and its major products have passed the qualified supplier certification process of major customers and successfully realized sales.
Advanced assisted driving system business, to meet the dump truck city management departments, operators of fleet management requirements, the customer for the cities of dump trucks, cement mixer trucks operator fleet, 4S stores or transportation companies. Hongquan IOT's advanced assisted driving system accounts for 23 out of 27 city projects nationwide, and is the first in the country in terms of market share.
11 Lexin Medical:Wearable + cloud service health IoT leader, externalization and M&A TWS business
The company's product line includes smart bracelet watches, blood pressure monitors, blood glucose monitors, body fat scales, sleep monitors, heart stickers, and other categories, which can satisfy the needs of multiple industries and different areas of product mix of the population segments. The company's full range of products have medical certification qualifications such as China CFDA certification, U.S. FDA registration certification, EU CE certification, Korea GMP certification, Japan's "Designated Foreign Manufacturer Designation", and other medical certification qualifications, and the safety and precision reaches the national standard of second-grade medical instruments. Intelligent IoT and healthcare are increasingly linked, the value of the company's production qualification to obtain medical device quality system certification will become more and more obvious.
The wearable product community provides end users and third-party healthcare organizations with massive, continuous, multi-dimensional physical data, which are correlated and mined through the company's intelligent big data platform, which establishes a deeper user health value system, and provides more diversified and professional services for users in conjunction with the third-party healthcare service organizations. As of the end of FY19, there were more than 20 million registered users on the Loxin Cloud platform, with more than 300,000 daily active users.
In 19 years, Apple launched AirPods2 to completely ignite the TWS headset market, while Huawei, Xiaomi, Samsung and other representative companies of the Android system to increase capital investment in TWS headphones. At the beginning of the industry outbreak, Lexin Medical followed the industry development trend, and acquired 41.06% of the equity of Sound Source Technology in June 19, cutting into the TWS blue ocean market. Sound Source Technology has the domestic first-class R & D and the ability to solve complex technical problems, its has a noise-canceling headset brand Linner (Linner). Sound Source Technology's technological advantages in TWS headphones, and Lexin Medical's customer resources in the medical wearable market, can form a good synergy effect.