Southeast Asia’s 5G Services on the Road Next Year
The Nikkei 28th Morning Post reported that Southeast Asia is scheduled to start 5G commercial services in 2020, and this is expected to boost the performance of related companies. Regarding the hot Asian companies in 2020, analysts and other market affiliates are generally optimistic about semiconductors and electronic parts enterprise.
South Korea Youjin Investment Securities chief analyst Li Chengyu pointed out that with the increase in shipments of 5G models, it is estimated that global smartphone shipments will increase by 5% to 1.44 billion in 2020, representing the first growth in 4 years. Related semiconductors, Electronic parts factories are expected to benefit greatly. Among the beneficiary stocks in South Korea, Lee Seung-woo named Samsung Electronics and SK Hynix. In Taiwan, the foundry leader TSMC is expected to expand its profits, mainly because TSMC has high competitiveness in the most advanced CPU manufacturing required for 5G smartphones.
In addition, Xiao Qianxiang, chairman of Fubon Investment Gu, is optimistic that companies such as the semiconductor design giant MediaTek will be the beneficiaries of 5G demand. MediaTek just released a new product for 5G in November. It is estimated that orders from Chinese manufacturers will increase in 2020. Silicon wafer fab Universal is also expected to benefit from expanding demand, driving increased profits.
Qualcomm said on November 19 that the global shipments of 5G smartphones in 2020 are estimated to be 200 million, which will double to 450 million in 2021 and further expand to 750 million in 2022.
Masaichi Tosaka, president of Taiyo Yuden, a major manufacturer of multilayer ceramic capacitors (MLCC), said in an exclusive interview with Bloomberg on the 26th that demand for MLCCs will increase further in 2020. Asaka Nozaka pointed out that there are many orders for MLCCs for 5G base stations from China’s Huawei and ZTE, and the demand for smartphones and data centers is also strong. Therefore, the demand for MLCCs will increase in the next 5 or 10 years.
Murata Mfg., President and President of MLCC Murata Mfg., Said in an earnings briefing held on October 31 that “5G base station parts orders exceeded expectations, and MLCC demand was strong.”