麦格理-全球-通信行业-2018世界移动通信大会，好兆头，大规模的产品发布

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1、GLOBALMWC2018Goodsign;MassiveproductlaunchesEventMobileWorldCongress(MWC)kickedoffinBarcelonaonFeb26(link).KeyrelatedreportKeyhighlights:1)AIinsmartphones,includingreal-timetranslation,shootingmoderecommendation,imagerecognition,imagesearch,voicereco

2、gnition,SmartphoneTrackerv.11–2018voicecommands,etc.2)ARinsmartphones,creatingcharacterswithyourreplacementcycle;Xiaomireboundownface,3)greatscreen-to-bodyratio,underdisplayfingerprint,facialrecognition,glasscasing,andwirelesschargingaskeyspecificatio

3、ns.SmartphoneTrackerv.X–Newwinners;newestimatesHuawei,LG,Samsung(coveredbyDanielKim),ZTE,Nokia,Sony,Asustekproductlaunchesleadingtheshow(Fig1).WeexpecttheSmartphones–iPhoneX;TrueDepthvariousflagshipmodellaunchesinMWC2018toeasethestreet’scamera,Glass,

4、Wirelesschargingconcernsonsmartphonede-spec.AswehighlightedinJan(SmartphoneCES2018–AI,Drones,AR,Trackerv.11,link),weexpecttheflattishsmartphonemarkettocontinuetoAutonomousdrivingbenefittheleadingbrandsandacceleratetheadoptionofnewfeatures.MWCShanghai2

5、017–5G;BlazingtheStockideas:Weadviseinvestorstostickwithleadingbrandsandpathcomponentsinbothclasses—‘leadingbrands’and‘newfeatures’.Buy:Apple,Samsung,TSMC,Broadcom,HonHai,Sony,Murata,Skyworks,MWC2017–PowerfulandFasterSunnyOptical,LensTech,Luxshare,AS

6、E,TaiyoYuden,TDK,Sunway,ASMPacific,SMIC,GIS,LGInnotek,Inventec,WinSemi,Himax,EliteMaterial,CHPT,TPK,KYEC,Megachips,NanyaTech,Powertech.Staycautious:Analyst(s)Largan,AAC,Catcher,ASUS,Kinsus.MacquarieCapitalLimitedAllenChangImpact+85239221136allen.chang

7、@macquarie.comVerenaJengHuawei5Gchipset-Balong5G01,MateBookXPro(US$1,848,edge-to-+85239223766verena.jeng@macquarie.comedgescreen),MediaPadM5(US$431):HuaweilauncheditsfirstChrisYu+862124129024chris.yu@macquarie.comcommerciallyavailable5Gchipset,Balong

8、5G01,compliantwiththe3GPPJinGuostandard.Despitethepeakrateat2.3Gbps,lowerthanthe20Gbpsthat5G+862124129054jin.guo@macquarie.comaims,itshowsagainHuawei’saggressivemovein5GandmanagementWendyHuang,CFA+85239223378wendy.huang@macquarie.comtargetstoo