Hardware equipment industryresearch report

Asia Pacific semiconductor industry in depth report From Morgan Stanley

The following is the Asia Pacific semiconductor industry in depth report From Morgan Stanley recommended by recordtrend.com. And this article belongs to the classification: research report, Hardware equipment industry.

Can 5g and Wi Fi 6 replace short range wireless communication? Our view: unlikely. We believe that short-range wireless communication technology is as important as cellular network and Wi Fi. This is a heated debate. 2: will Bluetooth continue to be the dominant technology of short-range wireless communication? Our view is: Yes. Bluetooth provides a well-balanced function and comprehensive ecosystem.

Bestechnic is a good representative of the Greater China debate. 3: will Bluetooth SOC be commercialized? Our view is: No. The market is growing (for batch devices), product segmentation and further specification migration. We conducted a case study of Nordic semiconductor, a pure business company from Europe, which increased its gross margin after increasing its profit margin.

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