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What smart wear concept stocks are there? Speculation opportunities of smart wear concept stocks and summary of smart wear concept stocks
The Software and Integrated Circuit Promotion Center of the Ministry of Industry and Information Technology recently released "20 13 China Integrated Circuit Design Industry Development Report", predicting that wearable electronic devices will become the next market growth point. According to the analysis of the report, at present, the two fields in which domestic integrated circuit enterprises are most involved in product applications are consumer electronics (including mobile phones) and industry. In addition to smart phones and mobile terminals, wearable devices will become the next market growth point of consumer electronics products, such as Google Glass and Samsung Gear smart watches. At present, enterprises in traditional industries such as Nike have also begun to set foot in this emerging field, and the product form has been extended to bracelets, gloves, socks, belts, pajamas and so on. It is predicted that the global wearable device market has reached $ 3-5 billion at present, and will further grow to $ 30-50 billion in 3-5 years. It is estimated that 15% of smartphone users will buy wearable devices in the future.
Linkage concept of smart wear concept stocks: sensor concept, flexible printed circuit board
Active leaders of smart wear concept stocks: Beijing Zheng Jun, Zhongying Electronics, Suzhou Gushi and Han Wei Electronics.
Summary of listed companies related to smart wear concept stocks:
Beijing Zheng Jun (300223)★ Chip
The power consumption advantage of the company's AP chip products is extremely obvious, and its low power consumption advantage is more prominent in the field of smart watches. The superior chip performance of JZ4775 can not only bring high-speed operation effect and better user experience, but also have higher cost performance than similar products. The company's first-generation smart watch has completed the research and development work, and the scheme is mature and stable, and the design and evaluation of the second-generation smart watch scheme are under way.
Zhongying Electronic (300327)★ Chip
The IC products designed and sold by the company are mainly single chip microcomputer. In July of 20 13, the company confirmed through the interactive platform that the company's electronic chips have been applied to some wearable products and have BMS technology for power lithium batteries.
Tongfu Microelectronics (002 156) Chip
The company specializes in integrated circuit packaging and testing, and provides related technical support and services. The company has dozens of series and more than 500 varieties of products. The main packaging products include SOP/SOT/TSSOP, QFP/LQFP, MCM(MCP), QFN/PDFN, BGA, SiP, wafer bump, WLCSP, FC and other products, and provide FT testing for microprocessors, digital circuits, analog circuits, mixed-signal circuits, RF circuits and PT wafers.
Suzhou Solid Technetium (002079)★MEMS Sensor
Ming Rui photoelectric triaxial acceleration sensor, a subsidiary company, has entered mass production in the third quarter. At the same time, the sample of the second generation triaxial acceleration sensor under development can be put on the market in 10 and mass-produced at the end of the year.
Han Wei Electronics (300007)★MEMS sensor
At present, the company mainly develops and produces gas sensors, as well as sensors for flow, pressure and humidity. August 20 13, the company said that the application of sensor technology in wearable devices is still in the early research stage.
Silanwei (600460)MEMS sensor
In the first half of 20 13, Lance Microelectronics, a subsidiary company, made good progress in the research and development of IGBT, MEMS sensor, control and drive system and circuit of a new generation of LED large display screen, and digital audio and video chips and systems.
Aerospace electrical appliance (002025)MEMS sensor
The company said on the interactive platform that the company's micro-motor business has increased to a certain extent this year compared with the same period last year. The company's MEMS sensor products have been supplied in small quantities.
Shanghai Xinyang (300236)MEMS sensor
The company is a supplier of chemical materials and supporting equipment in advanced packaging fields such as TSV, bump fabrication and MEMs.
Fenda Technology (00268 1)★ Wearable devices
20 13 June, the company and Thai Science and Technology released smart watches. The company is mainly responsible for smart watches, radio frequency, application development on mobile phones and software/hardware design of precision manufacturing.
Jiuan Medical (002432)★ Wearable equipment
In the first half of 20 13, the wearable watch pedometer developed by the company was put into the European and American markets. The product can be worn on the wrist to infer the information such as calorie consumption and sleep quality during exercise, and the relevant test data can be applied to health management and weight loss. August 20 13, AM3, the first wearable iHealth smart watch developed by the company, was officially released in China.
Baolaite (300246) Wearable Equipment
At present, the hand-held monitors produced by the company are mainly used to monitor pulse rate, oxygen saturation and other physiological parameters.
Yiwei lithium energy (3000 14)★ battery
The company's main business is the design, development, production and operation of lithium battery products. The main products are lithium primary batteries, lithium ion batteries and other products, which are mainly used in smart grid and security fields. Primary lithium battery, including lithium secondary batteries and lithium manganese batteries, mainly serves the fields of Internet of Things (RFID), smart grid (smart meter), automotive electronics, security and so on. It is the largest lithium secondary battery supplier in China and the fifth in the world. Lithium-ion and lithium polymer batteries are mainly used in small electrical products and high-end digital electronic products. Other products include other batteries, electronic components manufacturing and distribution, new materials and EMS.
Xinwangda (300207)★ Battery
The company is mainly engaged in research and development, design, production and sales of lithium-ion battery modules, including digital lithium-ion battery modules for mobile phones, which are mainly used in mobile phones, MP3/MP4, digital cameras and so on. Lithium-ion battery modules for notebook computers are mainly used in notebook computers, netbooks, tablet computers, electronic paper books and so on. Power lithium-ion battery modules are mainly used in power tools, industrial mobile lighting, medical equipment and so on. The company's products are positioned in the middle and high-end brands among downstream customers, and have entered the supply chain system of well-known brand manufacturers at home and abroad such as Apple and Philips.
Danbang Technology (0026 18)★ flexible electronics
The company focuses on microelectronic flexible interconnection and packaging business, and is one of the few enterprises in the world whose industrial chain covers from substrate to chip packaging, forming a complete industrial chain from FCCL to FPC, FCCL to COF flexible packaging substrate to COF products. In the past two years, the company has become the largest COF flexible packaging substrate manufacturer in China.
Iflytek (002230) Intelligent Voice Chip
Goethe acoustics (00224 1) micro-acoustic element