资源描述
敬请参阅最后一页特别声明 -1- 证券研究报告 2020 2 17 电子行业 无线连接，无限想象 无线连接 行业 专题报告 行业动 态 IOT 2G/3G/4G/5G WiFi UWB NFC NB-IOT eMTC ZigBee LoRa tuner GNSS LNB 10m-10000km+ 2019 5G WiFi6 UWB 2020 5.2 NB-IOT R16 4G 5G WiFi WiFi6 5G 5.2 LE Audio BLE NB-IOT 5G UWB RFMD TriQuint Qorvo Skyworks Panasonic WiFi Cypress QuanTenna NXP Marvell Wifi wifi CSR IOT 2019 5G WiFi6 UWB 2020 5.2 NB-IOT R16 WiFi NB-IOT UWB LNA +5G WiFi MCU IOT WiFi NB-IOT TWS TWS WiFi ETC Nor flash MCU WiFi BLE NB-IOT MCU WiFi SOC WiFi SOC WiFi UWB 买入（维 持） 分析师 ( S0930517100002) 021-52523849 kailiuebscn 联系人 021-52523862 gengzhengebscn Wind -10% 10% 30% 50% 70% 10-18 01-19 05-19 08-19 电子行业 沪深3002020-02-17 敬请参阅最后一页特别声明 -2- 证券研究报告 1 IOT . 3 1.1 . 3 1.2 . 4 1.3 . 4 1.4 . 5 2 . 6 2.1 4G 5G . 6 2.2 WiFi WiFi6 5G . 8 2.3 5.2 LE Audio BLE . 10 2.4 NB-IOT 5G . 12 2.5 UWB . 14 3 . 16 3.1 . 16 3.2 WiFi . 17 3.3 . 18 3.4 . 18 4 . 20 5 . 21 2020-02-17 敬请参阅最后一页特别声明 -3- 证券研究报告 1 IOT 1.1 (Wireless communication) 1 2 2G/3G/4G/5G WiFi UWB NFC NB-IOT eMTC ZigBee LoRa tuner GNSS LNB 10m-10000km+ 2G/3G/4G/5G WiFi GNSS GPS NFC UWB 3 2020-02-17 敬请参阅最后一页特别声明 -4- 证券研究报告 1.2 Bluetooth Zigbee WIFI NFC , 2G/3G/4G/5G LPWA LoRa Sigfox eMTC NB-IOT LPWA 4 5 1.3 ZigBee ZigBee IOT WiFi IOT UWB NB-IOT LoRa IOT 6 7 2020-02-17 敬请参阅最后一页特别声明 -5- 证券研究报告 8 1.4 Strategy Analytics 2018 220 / 2025 386 2030 500 9 strategy analytic 2019 2020-02-17 敬请参阅最后一页特别声明 -6- 证券研究报告 2 2019 5G WiFi6 UWB 2020 5.2 NB-IOT R16 10 WiFi 2.1 4G 5G 1G 4G 4G 11 yole 2020-02-17 敬请参阅最后一页特别声明 -7- 证券研究报告 5G 5G 12 5G 13 5G 5G Massive MIMO SDN NFV 14 5G yole 5G PCB 2018 14.8 2025 25.3 2020-02-17 敬请参阅最后一页特别声明 -8- 证券研究报告 5G 2018 150 2025 258 15 16 yole yole 2.2 WiFi WiFi6 5G 2019 9 Wi-Fi Wi-Fi 6 4G 5G WiFi6 5G Wi-Fi Wi-Fi Wifi 3G 5G 3G Wifi 802.11g 4G 802.11n/ac(wifi4/5) 5G 802.11ax(wifi6) 17 WiFi6 5G WiFi6 2020 1 Wi-Fi Wi-Fi 6E Wi-Fi 6 6 GHz 2020-02-17 敬请参阅最后一页特别声明 -9- 证券研究报告 WiFi6 2020 1 Wi-Fi Wi-Fi 6E Wi-Fi 6 6 GHz 18 WiFi4 5 6 19 WiFi6 5G 2020-02-17 敬请参阅最后一页特别声明 -10- 证券研究报告 2019 9 Wi-Fi 6 WLAN 6 2020 Wi-Fi 6 PC iPhone 11 S10 WIFI6 OPPO WiFi6 Wi-Fi 6 IDC 2018 wifi 30 49% wifi 2019 WiFi 6 3 2020 Wi-Fi 6 16 AP(Access Point) 2022 22 5G 2019 Wi-Fi 6 10% 2023 90% 20 WiFi 21 wifi intel 2.3 5.2 LE Audio BLE 1.1 1.2 2.0 2.1 3.0 4.0 4.1 4.2 5.0 1.1 1.2 2.0 2.1 3.0 4.0 (BR/EDR (Bluetooth Low Energy BLE) LE Audio 2020-02-17 敬请参阅最后一页特别声明 -11- 证券研究报告 22 4.0 23 BLE LE Audio LC3 Multi-Stream Audio LC3 TWS TWS 5.0 MESH SIG 2019 40 2023 54 8% 90% 16 24 25 BLE 2020-02-17 敬请参阅最后一页特别声明 -12- 证券研究报告 2.4 NB-IOT 5G 2019 7 3GPP NB-IoT 5G ITU 2020 NB-IoT 5G NB-IoT 5GLPWA 3GPP NB-IoT 5G mMTC 3GPP R15 NB-IoT NR R16 NB-IoT 5G 2020 26 NB-IOT 2G 3G 2G NB-IoT 2G 2019 9 NB-IoT 2G 27 NB-IOT 2G 28 NB-IOT NB-IoT 2G 2020 20 GSMA 2020 1 127 NB-IoT LTE-M 2018 12 IoT Analytics 83 53%
展开阅读全文