2010年11月19日星期五

From networked RFID and sensor unprecedented fiery technology will determine the success or failure of _ wealth Ark market

The concept of interconnection is the opportunity foam or overnight, "the concept of networking" has become the most popular topic in the stock market, and the concept of "Networking" of units since this week, eye-catching performance also attracted the attention of market participants to YuanWang Valley, represented by the Board this week's gains more faucet is 57.11%. So, what makes the concept of networking units suddenly become the favorite of the market? What is of networking so-called of networking (Internet ofThings), and both are network, refers to various information sensing devices, such as radio frequency identification (RFID) devices, infrared sensors, GPS, laser scanners, and other various devices and the Internet together formed a huge network. Its purpose is to have all items and network connected together to facilitate the identification and management. Of networking is the use of ubiquitous network technology to build up, computer, Internet and mobile communication network another wave of information industry, is a completely new technology. Early in 1999, in the United States held in mobile computing and Network International Conference, "sensor network is the next century to humanity and a development opportunity"; in 2003, the United States the technical comments on proposed sensor network technology will be the future change people's lives of the first of the ten technology; in 2005, Tunisia hosted the World Summit on the information society (WSIS), the International Telecommunication Union (ITU) issued the "ITU Internet reports 2005: from networking, formally proposed the" of networking "concept. According to the ITU's description, in the era of networking, in a variety of daily necessities, a short distance on embedded mobile transceivers, mankind in a world of information and communication will be given a new dimension of communication, from any location at any time of the communication connection to people and objects and structures and communication between objects. There are research institutions predict that of networking is the computer, Internet and mobile communication network another wave of information industry. It is expected that within 10 years of networking may mass popularity, this technology will become a billion-scale high-tech market, their industry than Internet big 30 times. Industry promising is learnt, from networking industry chain can be broken down into identity, perception, processing and transmission of four sessions, each session key technology for RFID, sensors, smart chip and telecom operators wireless transmission network. EPoSS Things in the Internetof in2020 "report analysis to predict the future of networking development goes through four stages, 2010 RFID is widely used in logistics, retail and pharmaceutical fields, 2010-2015 2015 ~ Internet of objects, the objects entered in 2020, half-smart 2020 years later to the full intelligence. As pioneers in the development of networking, RFID has become the market most concerned about the technology. Data show that in 2008 the Global RFID market size has been removed from the 2007 rose to $ 49.3 52.9 million, this figure covers the RFID market, including tags, readers and other infrastructure, software and services. RFID cards and card-related infrastructure will be accounted 57.3% to $ 30.3 billion. From the financial and security industry will promote RFID card class market growth. Analysys International forecast, 2009 Chinese RFID market will reach $ 5 billion, CAGR is 33%, of which more than 38 million RFID tags, readers close to 7 billion yuan, software and services to reach 5 billion market pattern. MEMS is the abbreviation of micro-electromechanical systems, MEMS technology is built on the basis of micro/Nano, broad market prospects. The main advantage of MEMS sensor is small in size, massive amount of cost reductions, the postpartum period is currently mainly used in automotive and consumer electronics to two major areas. According to the latest report, ICInsight is expected from 2007 to 2012 global semiconductor based on MEMS sensor and actuator of sales will reach 19% of the average annual compound growth rate (CAGR), and 41 million in 2007, compared to five years after implementation of 97 billion in annual sales. Key areas of networking and the RFID sensor, etc the national medium-and long-term science and technology development planning (2006-2020) "and" next-generation broadband mobile wireless communications network, "significant special in the sensor network in key research areas. At present, China's technology research and development technical level is already at the forefront of the world, the Chinese Academy of Sciences as early as 10 years ago launched the sensor network research, has invested millions of dollars, at present, China and Germany, the United States, United Kingdom, Korea and other countries, as an international standard-setting one of the major countries. Guosen securities that, from networking is the key to RFID, sensors, embedded software and transfer the data calculation, etc. From the IT hardware and equipment company, can benefit from networking topic areas are: (1) 2D barcode and RFID, primarily two-dimensional code traceability of Newland (000997.SZ), RFID chip, RFID tag and reader YuanWang Valley, Shanghai beiling (600171.SH) and subsidiary of RFID, Xiamen Xinda (000701.SZ) subsidiaries Cedar sink Cong; (2) sensor related East technology (000727.SZ) subsidiaries Nanjing high-China Science and technology, MEMS package long electric technology (600584.SH); (3) and TD-SCDMA chip and SIM card of the company Datang Telecom (600198.SH), eastcompeace (002017.SZ), SiP package long electric technology. Shin Corporation believes that the future 3 ~ 5 years relative clear benefit from networking buildingFirst RFID manufacturers YuanWang Valley; the new short term with two-dimensional codes of low-cost advantages, in supply chain management will also get good development opportunities. China Mobile for expansion of value-added business income of the consider the development of networking strong interest, eastcompeace, Datang Telecom is expected to get super expected growth opportunities. In addition, investors can concern MEMS sensor concept manufacturers geer acoustics (002241.SZ), household appliances, intelligent control of Topband electronics (002139.SZ) as well as the integrated circuit industry related companies. Joint securities that, from the generation of networked information for the benefit of equipment companies including YuanWang Valley and the new world, but IT equipment manufacturing industry logic is a technology and cost competition in global competition. In the industry for the better background, do associated companies to obtain growth opportunities need to be bottom-up analysis and confirm again; from the delivery of online information for the benefit of equipment companies including optical communication systems and optical devices area fiberhome (600498.SH), ZTE (000063.SZ) and optical Xun technology (002281.SZ). Communications equipment manufacturing industry structure clear advantages to the Chinese of incline, from networking enterprises produce needs will drive the continued growth of related companies; and in the delivery of online information for the benefit of carriers including WIFI operators (600050.SH) China Unicom and China Telecom. Guosen securities at the same time remind, at present, the levels of development, the development of networking is still a bottleneck: the RFID chip and other core areas of high end to industrialization, mainly in low frequency RFID in China; the second is the sensor to the low level of industrialization, high-end product monopoly of foreign manufacturers; third, the implementation of the data calculation of interconnection capacity, greater need for revolution. Reflection: overall, of networking is not a bubble, because it can truly provide for the development of enterprises, but the value needs to be further developed, or dependent on technology improvements, cost reductions, as well as the support of national policy, which is the key to rapid development in the future.

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