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Table_MainInfo Table_Title / 5G Table_Summary 19 6 25 19 22.98%5G201930.315G 5G5G PCBPCB 5G 5G VR/AR5G 6 28 EPS PE 2018A 2019E 2020E 2018A 2019E 2020E 101.92 2.49 2.7 3.61 40.93 37.75 28.23 13.62 0.33 0.43 0.55 41.27 31.67 24.76 24.79 0.66 0.93 1.23 37.56 26.66 20.15 8.89 0.27 0.37 0.51 32.93 24.03 17.43 69.25 0.51 0.84 1.25 135.78 82.44 55.40 16.60 0.13 0.21 0.29 127.69 79.05 57.55 138.8 1.63 3.38 4.01 85.15 41.07 34.61 54.91 0.30 0.81 1.18 183.03 67.79 46.53 86.70 1.42 1.68 2.22 61.06 51.61 39.05 19.45 0.76 0.81 0.98 25.59 24.01 19.85 17.58 0.59 0.71 0.89 29.80 21.70 19.75 80.7 2.27 2.97 3.75 35.55 27.17 21.52 Table_Invest Table_PicQuote - 28%- 18%- 8%2%12%2018/72018/82018/92018/102018/112018/122019/12019/22019/32019/42019/52019/6Table_Trend % 1M 3M 12M 3.03% -7.98% -3.95% -1.14% -10.59% -15.69% Table_IndustryMarket 286 31541 21414 35.71 2.31 20576 600 % 55.15 Table_Report 2019-05-19 2019-04-03 Table_Author S0550518060004 01058034600 zhshijyeah : S0550118040029 17820390636 wang_snnesc S0550119060026 18898835026 yangyifeinesc / 2019-07-02 2 / 53Table_PageTop 1. 2019 . 41.1. .41.2. .41.3. .51.4. 19 .61.4.1. . 61.4.2. 220 “ ” . 71.4.3. 5G 5G . 92. . 102.1. .102.2. 6 . 112.3. .122.3.1. . 122.3.2. . 142.3.3. . 152.4. “ ” .152.4.1. . 152.4.2. . 162.4.3. . 172.4.4. . 182.5. .202.6. A .202.6.1. . 202.6.2. . 222.6.3. IDM . 232.6.4. . 252.6.5. CMP “ ” . 262.6.6. . 283. 5G PCB 5G . 293.1. PCB .293.1.1. PCB . 293.1.2. . 303.1.3. PCB . 323.2. 5G 5G .323.2.1. 5G . 323.2.2. . 383.3. .413.3.1. PCB . 413 / 53Table_PageTop 3.3.2. PCB . 433.3.3. . 443.3.4. VR/AR . 453.3.5. . 463.3.6. 5G . 483.3.7. . 494. . 515. . 514 / 53Table_PageTop 1. 2019 1.1. 19 6 25 22.98%9 5G201930.31 1 2019 A Wind 2 2019 A Wind 1.2. 5 185 / 53Table_PageTop 30 3 2019 Wind 4 2019 Wind 1.3. 201920181 2019 Q1 TOP10 TOP10 ( ) % 6 / 53Table_PageTop 143.94 4.10 5.08 139.13 5.61 13.65 33.26 2.27 5.56 28.89 0.71 9.06 27.32 1.44 12.38 25.15 1.03 12.59 21.71 0.31 8.57 21.09 0.17 20.63 18.94 0.91 5.53 18.56 0.18 8.81 Wind 2 2018 Q4 TOP10 TOP10 ( ) 143.29 5.56 7.03 86.78 6.17 15.02 56.71 5.01 12.30 42.05 1.25 15.96 39.58 2.34 14.21 32.85 3.57 13.40 27.66 2.45 21.08 26.29 1.22 15.02 25.18 2.20 12.02 23.14 0.29 35.13 Wind 1.4. 19 1.4.1. 2019 1 28 FBI 1 29 237 / 53Table_PageTop 2 8 “ 5G”5G 5 15“ ” 5 20 90390 2019 1 245G 5G 5000 5GCPEPro AAU5G 50%23% 5G 5000 5GR14V2X 5G 2 24 MateX 3 26 9P30 P30 P30ProFreeLace FreeBudsLite 12000mAh 40WWatchGT P30Pro 45 176 21 810 8107nm SoCNPU AI 32280 855 7301.4.2. 220 “ ” 112018 11 5 “ ”12 3 2019 1 308 / 53Table_PageTop 62 132 20 213 13 33 183 22 3 27 4 44 16 4 22 24 24 64 26 4 305 11 5 275 30 5 31 9 / 53Table_PageTop 6 3 6 5 1 33 7068 64 6 11 326 13 6 25 2 12788 7 12 4 124.26 1.4.3. 5G 5G 2019 6 65G 5G5G 5G “ ”5G 4G 5G5G5G5G AR VR5GAPP 5G5G 5G 5G 5G 5G5G5G5G 10 / 53Table_PageTop 2. 2.1. 201982% 47.54% 45.41%2019 TTM100 70 51.725 Wind 6 Wind
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