Shenzhen Enrich Electronics Co.,Ltd

Recently, according to the Ministry of Industry and Information Technology (MIIT), the frequency utilization plan of 5G communications in the 3-5GHz frequency band was released. According to the plan, the working frequency bands of 3300-3600MHz and 4800-5000MHz are the 5G systems, As 5G business time continues to advance, more and more listed companies in advance on the layout of the market!

The RF electronic components as an integral part of mobile phones, has long been occupied by overseas manufacturers to SAW RF filters, for example, the cost of the RF module accounted for more than 50%, the same is basically Overseas companies are dominated by Murata, TDK, Avago, Skyworks, Qorvo, Qualcomm and a few other vendors. In this regard, domestic manufacturers are almost 20 years behind overseas manufacturers and can now be said to be in the early stages of development.

However, from last year to this year, the domestic manufacturers of McNair Technology and letter communications in the SAW filter frequently force, both in the market vigorous layout, trying to seize the era of RF 5G dividend tuyere! Only this year, letter communications 110 million acquisition of Deqing Huaying 19% stake, followed by McNair Technology 227 million acquisition of Jin Zhichuan 67.5% stake. Prior to this, McNair Technology proposed to invest 450 million investment SAW filter package project; from the two perspectives, the former mainly want to do the design, while the latter wanted to do the main package! Which letter communications and 55 cooperation, and McGrady technology and 26 cooperation!

However, a few days ago, McGrath Technology announced again that the company will delay 450 million investment in the SAW filter package project, mainly due to the limited by the upstream overseas equipment manufacturers to extend delivery and funding is not in place!