In 2016, China produced 2.1 billion mobile phones, an increase of 13.6% compared with the previous year. According to the Ministry of Industry and Information Technology, China produced 2.1 billion mobile phones in 2016, an increase of 13.6% compared with the previous year. Among them, about 150 million smartphones, an increase of 9.9%, accounted for 74.7% of the total mobile phone production. We believe that with the increase of the global mobile phone industry market concentration and the rise of Chinese brand mobile phone manufacturers, the relevant targets of the mobile phone industry chain are welcomed. It is suggested that attention should be paid to Ophiguang, Xinwangda, Changying Precision, Xinwei Communication and Desai Battery.
Semiconductor materials and equipment are rising in China, with fixed assets expenditure on integrated circuits increasing by 31.1%. According to Ministry of Industry and Information Technology, China produced 13.18 billion integrated circuits in 2016, up 21.2% year-on-year; produced 643.3 billion discrete semiconductor devices, up 11% year-on-year; and invested in fixed assets in electronic components industry increased by 2.1% year-on-year in 2016. 2.7%, of which, semiconductor discrete device manufacturing and integrated circuit manufacturing increased by 96.4% and 31.1% respectively.
1) We believe that China's semiconductor materials and equipment have made significant breakthroughs in three subdivisions, breaking the monopoly of foreign companies: chemical mechanical polishing abrasive fluid (Andi microelectronics), high purity metal target (Jiangfeng Electronics), plasma etching equipment (micro-semiconductor). With the rapid growth of fixed assets expenditure in the domestic integrated circuit industry, semiconductor materials and equipment will enter the golden stage of development. It is suggested that attention should be paid to Shanghai Xinyang (Semiconductor Chemicals and Equipment Loading) and Taiji Industry (Semiconductor Clean Room EPC). 3. The two sessions are equipped with panoramic law enforcement recorder, and VR is concerned.
2) Recently, the National Two Sessions held, Beijing police law enforcement officers and dogs equipped with panoramic VR law enforcement recorder, law enforcement process to achieve 360 degrees of all-round image acquisition. Game Developers Conference GDC 2017 is held, and the 6th Global Mobile Game Conference GMGC2017 will also be held on March 15. VR-related products are displayed by Yingda, Oculus Rift, HTC Vive, Samsung and Microsoft. 2) We believe that the introduction of VR in the field of security and deep coupling in the game industry will benefit the camera industry chain, enhance market capacity and stimulate the growth of related businesses. With the improvement of technology, VR will enter more daily application scenarios, and promote the further outbreak of the industry. It is suggested to pay attention to Opel Light, Crystal Optoelectronics, Joint Venture Electronics and Baoqianli.