5G heat dissipation materials and major stocks Feirongda hit a new high again. This stock is an excellent target for 5G heat dissipation + electromagnetic shielding + base station antennas, benefiting from Huawei and 5G mobile phones.

5G heat dissipation materials and major stocks

Feirongda hit a new high again. This stock is an excellent target for 5G cooling + electromagnetic shielding + base station antenna. Benefiting from Huawei , benefiting from 5G mobile , and also my August gold stock. Today, I will take this opportunity to briefly talk about 5G cooling technology routes and major stocks.

( Feirongda Moore started launching in early July)

trend : The functions integrated on a single device are becoming more and more complex, and the products are pursuing lighter and thinner. The problem of heat dissipation has always been a pain point for consumer electronic products. The power consumption of 5G mobile phone chips is 2.5 times that of 4G. If there is a pain point, there will be market demand. It has become a market consensus that heat dissipation and battery shielding are hot spots for 5G hype.

Currently widely used heat dissipation materials artificial graphite materials, thermal gap materials, thermal gels, thermal grease , phase change material , etc.

(Screenshots from the brokerage public research reports are sourced, the same below)

1. Three types of heat dissipation technologies route

①VC (hot-smoothing board ): Strong cooling capacity and high technical threshold. After 5G is commercially available, this is very likely to be the mainstream heat dissipation technology. Taiwan main cooling manufacturers are Shuanghong Technology and Jiance Precision. The quarterly demand for Shuanghong Technology VC has doubled, and the stock price has increased by more than three times in the past year. The three Taiwan VC cooling stocks have all increased by more than double. Kunshan Pindai, a subsidiary of domestic Feirongda , mainly engaged in cooling modules, and has heat pipe /VC, stamping parts and fan technologies and products. This wave of hot speculation is taken for granted. [ Feirongda In addition to heat dissipation, there are two highlights: electromagnetic shielding and base station antenna]

Taiwan Stock Exchange Shuanghong Technology's stock price rose from the lowest 45 to 200

Feirongda Three-horse cart

② Heat pipe (liquid-cooled heat dissipation copper tube) : The principle is the same as VC. Compared with graphite, the heat dissipation method has higher heat dissipation efficiency and more uniform heat conduction. Many mobile phones currently released adopt a mixed heat dissipation solution that matches heat pipes and graphite. For example, Huawei Mate 20X 5G is graphene + liquid-cooled copper tube heat dissipation, Feirongda , Zhongshi Technology .

VC and heat pipe are relatively high-end and have high costs. Considering the cost and weight, it is mainly used for flagship phones and gaming phones for the time being. It is not popular yet. It is expected that heat pipes this year and VCs next year.

③ Graphite : Graphite heat dissipation is a traditional heat dissipation technology, and it is also very mature and has low cost. Apple is still in use. Zhongshi Technology is a mainstream supplier of graphite heat dissipation in Apple . In addition, it also has technical reserves for graphite + VC, graphite + heat pipes through acquisitions last year.

or above are three heat dissipation technology routes. In the advanced order, it is graphite sheet to liquid hot and cold pipe to heat-smoothing plate. At present, considering the cost-effectiveness, most of them adopt mixed solutions. For example, Huawei mate20 5G is graphene + cold night copper tube, and OPPO Reno 5G is graphite sheet + cold night copper plate.

2. Main stocks

Regarding stocks, in addition to the most familiar Feirongda , there are also Zhongshi Technology , Carbon Yuan Technology, etc. Through the above analysis, we can know that the biggest elastic highlights are Feirongda , Zhongshi Technology second, and most of the other concepts are.

Feirongda : Huawei supplier + heat dissipation

Zhongshi Technology : Apple Supply + heat dissipation

Carbon Yuan Technology: Graphite heat dissipation material

Overclock three : LED is the main, consumer electronic heat dissipation material (not very pure)

Communication, electronic sector observation one point 0801

[Special reminder: This round of hype is coming to an end, not letting everyone chase, not waiting for the next wave of market in the car]