The release of the Huawei Mate 60 mobile phone has undoubtedly attracted widespread attention recently. Some people may have experienced the magic of this Kirin 9000 chip. This mobile phone, it can be said, is a milestone in the development of China's consumer electronics industry.
Kirin 9000 chip, this chip independently developed from China, symbolizes our independence and self-improvement in the field of science and technology. It has broken through the technical blockade of foreign countries and fundamentally solved the problem of "lack of cores" in China's consumer electronics industry. This also means that we no longer have to be controlled by others, and we can dance independently on the world technology stage. In recent years, the development of the consumer electronics industry has been greatly restricted, and there are two key reasons. First of all, the life cycle of consumer electronics is limited, and mobile phones or computers usually lag after 2-3 years of use, which makes consumers much less willing to change devices. Secondly, China did not have self-developed chips in the past, which made it impossible for companies like Huawei to continue to produce mobile phones in the face of sanctions, which had a huge impact on enterprises and the entire industrial chain. Now, with the successful development and application of the Kirin 9000 chip, these problems have been effectively solved. The emergence of Huawei Mate 60 mobile phone not only improves the quality and performance of China's consumer electronic products, but also brings new vitality and vitality to the entire industry chain. This mobile phone is undoubtedly an important turning point in the development of China's consumer electronics industry, indicating that we will usher in a better future. 
The author is optimistic about the logic of "consumer electronics + domestic chips", which has the following aspects:
First, the consumer electronics and semiconductor industries are ushering in a cyclical inflection point, like the dawn of dawn, heralding the beginning of a new chapter. In the tide of science and technology, the interplay between AI and Huawei's black technology has undoubtedly injected a strong impetus into this change. As if awakening a sleeping giant, the surge in demand for replacement is giving birth to a new force. Semiconductors, the cornerstone of high-end manufacturing, are at the heart of consumer electronics, just as the heart is to the human body. Now, this heart is beating vigorously, indicating the prosperity and prosperity of the industry. At a time when the inventory cycle after the shrinkage of production capacity has bottomed out, the surge in demand for replacement machines has formed a synergy with AI empowerment and the expectation of innovation of new MR products, like a spring breeze blowing across the earth, awakening the vitality of all things. 
For the domestic industry, independent and controllable breakthroughs are more like a lightning bolt, piercing the dark night sky. This event not only injected new vitality into the industry, but also painted a magnificent picture of the domestic industry. The convergence of good fundamentals is like a river returning to the sea, and it has become a surging force. Driven by this force, the inflection point of the cycle reversal of consumer electronics has been clearly visible, and the future is opening up to us. News: Huawei will completely stop purchasing Qualcomm chips in 2024 and use its own Kirin chips; And analyst data shows that by 2024, Huawei mobile phones will sell 100 million unitsThe market space is huge, and it is also a very important opportunity for the domestic chip industry chain. By the above logic, it will inevitably set off a storm in the market, and the author has selected "several "consumer electronics + domestic chips" potential leaders, especially the first one
The author's most optimistic bull has a stock price of less than 10 yuan!
At present, the company has obtained high-quality customers in the field of automobile electrification and intelligence, including CATL and BYD. Leader in the field of segmentation!
Low price + low valuation, market value of less than 6 billion, low consolidation of the platformThe performance has risen steadily, and a 60% upside is expected.
From a technical point of view, there are funds in the intraday to test the disk, and the short-term yang wears more evenlyAnd the chips are highly concentrated, the main force is high-control, and the main wave is about to start rising.
Friends who want to keep up with the rhythm of the layout come to the homepage to send [number three six] to share for free
2.Foton Electronics
The company's main business is smart phone and other intelligent terminal products business, LED optoelectronic business and first-class business. It is also one of Huawei's important leading companies.
3.Zhongke Flying Measurement
A leading enterprise of semiconductor quality control equipment in China, the equipment has successively entered well-known manufacturers such as SMIC, Yangtze River Storage, Silan Jike, Changdian Technology, Huatian Technology, Tongfu Microelectronics, etc.
4.Jemet
It is one of the well-known mobile intelligent terminal accessories companies in China, and has a number of patents. It has strong R&D and design capabilities, production technology capabilities and quality control capabilities, and can adapt to the iterative update speed of the mobile intelligent terminal market at any time.
5.Vail shares
The world's top three CMOS image sensor leading companies, focusing on the three major semiconductor design businesses of "image sensor solutions + touch and display solutions + analog solutions".
6.Centec Communications
The company is a leading Ethernet switch chip design enterprise in China, and the Ethernet switch chip is a special chip (ASIC) used to exchange and process a large amount of data and messages.
7.Jiahe Intelligence
The leading manufacturer of electroacoustic products in China has shown a strong momentum of development in recent years. The company's operating income and net profit have achieved steady growth, which is mainly due to the company's leading position and good market reputation in the smart wearable device market.
8.Zhuo Sheng Wei
The leading front-end chip in China mainly provides RF switches, RF low-noise amplifiers, RF filters, RF power amplifiers and other RF front-end discrete devices and various module products to the market.