More than ten listed companies related to A-share satellite communications involve the upstream and downstream of the industrial chain such as satellite manufacturing, ground equipment manufacturing, and satellite operation. Not only Huawei, Meizu, ZTE and other manufacturers have officially announced the progress in satellite communications. In the future, mobile terminals will be integrated with satellite Internet and terrestrial networks.
Since Huawei’s flagship mobile phone supports satellite communications, the related industry chain has continued to attract market attention.
A number of industry insiders pointed out in an interview with the “Science and Technology Innovation Board Daily” reporter that with the entry of Huawei and Apple, satellite communication is expected to become the standard configuration of smartphones. However, because satellites can provide very limited bandwidth resources, this also means that mobile phone manufacturers need to compete for satellite communication resources.
Subsequently, with the advancement of 6G technology research and development, the goal of space-ground integration is expected to be achieved. In the future, mobile terminals will be integrated with satellite Internet and ground networks, and they can be directly connected to low-orbit satellites to achieve calls without adding any antennas and chips.
A number of listed companies are involved in satellite communications
According to the incomplete combing of Xingmine data and the “Science and Technology Innovation Board Daily”, more than ten listed companies related to A-share satellite communications involve the upstream and downstream of the industrial chain such as satellite manufacturing, ground equipment manufacturing, and satellite operation.
Among them, Zhenyou Technology, as an equipment and service supplier of China Telecom, exclusively undertakes the construction of the core network part of Tiantong-1 and provides support and services for the subsequent operation of China Telecom. In the Tiantong-1 core network project, Zhenyou Technology provided China Telecom with core network software and hardware equipment, and charged equipment fees and supporting software licensing fees; The operators are responsible for operating the services related to satellite communication end users and collecting service fees from end users.
The disassembly video of Huawei Mate 60 Pro shows that the RX6003 RF transceiver chip on its motherboard is related to Guangzhou Runxin Information Technology Co., Ltd., and its controlling shareholder is Hager Communications, with a shareholding ratio of 50.69%. The relevant person in charge of Hager Communications told the reporter of the “Science and Technology Innovation Board Daily” that the company’s business involves satellite communications, mainly for special institutions and industry users, and involves trade secrets for specific customers, which is inconvenient to disclose.
There is also a chip with a model HTD60 on the Mate 1010 Pro motherboard, which is suspected to be a satellite mobile communication baseband chip. In this regard, communication industry analysts told the “Science and Technology Innovation Board Daily” reporter that the chip is a subsidiary research institute of CETC and Huali Chuangtong are involved.
After combing by the reporter of the “Science and Technology Innovation Board Daily”, the enterprises that have cooperated with Huawei in the fields of antenna and positioning also include Xinwei Communications, China Haida, and Tongyu Communications.
As an antenna manufacturer that has cooperated with Huawei for many years, Xinwei Communications said that it mainly provides antennas, wireless charging, EMI\EMC and other pan-RF products, and the cooperation areas include mobile phones, tablet computers, notebooks, wireless headphones and other application terminals.
The relevant person in charge of the securities department of China Haida told the Science and Technology Innovation Board Daily that the company and Huawei have certain cooperation in smart city and other business fields. “The satellite industry chain is divided into three parts: remote sensing, communication and navigation and positioning. The company’s products are mainly in the field of surveying and mapping, which can be used in the model, data construction and processing of smart cities. ”
It is understood that based on the self-produced Beidou high-precision positioning equipment, China Haida uses GIS, three-dimensional laser point cloud, RS and other technologies to collect various spatial geographic information elements, carry out data processing, data processing, data analysis, etc., and output location information and spatial geographic data.
The main cooperation between Tongyu and Huawei is in the fields of microwave antennas, base station antennas, and timing antennas. At present, Tongyu Communication also carries out the layout and research of satellite communication technology, and satellite ground terminal beam adaptive communication antenna technology is one of its key research areas.
In addition, a number of companies have denied direct cooperation with Huawei. The reporter called the securities department of China Satcom as an investor, and the relevant person in charge revealed to the reporter of the “Science and Technology Innovation Board Daily” that the company’s satellite communication business has not cooperated with Huawei Mate60 pro, and the Tiantong satellite is operated by China Telecom.
The relevant person in charge of the Tianyin Mechanical and Electrical Securities Department told reporters that its holding subsidiary Tianyin Interstellar is for cooperation with satellite companies, and its product star sensor is an integral part of spacecraft and aircraft navigation systems, and is an important component applied on satellite platforms. But whether the specific satellite is used for scientific research or commercial communications depends on the satellite company.
Satellite communication or mobile phone standard In the future, it will connect low-orbit satellites
Not only Huawei, but in the first half of this year, Meizu, ZTE and other manufacturers have officially announced their progress in satellite communications. Xingji Meizu and Spacetime Daoyu have developed a multi-mode satellite communication chip, Meizu Tianwen S1, which supports the connection of high-orbit and low-orbit satellites, and can achieve two-way transmission and reception of custom long text and voice.
UNISOC launched the first satellite communication SoC chip, V8821. At present, based on V8821, UNISOC has completed 5G NTN (non-terrestrial network) data transmission, short messaging, calling, location sharing and other functions and performance tests with China Telecom, China Mobile, ZTE, vivo, Quectel, Keysight, Penghu Wuyu, Baicaibang and other industry partners.
At the previous MWC Shanghai exhibition, the vivo satellite communication prototype based on Unigroup satellite communication chip has been unveiled, using RF baseband integration scheme and built-in antenna to adapt to the Inmarsat
Among them, Zhenyou Technology, as an equipment and service supplier of China Telecom, exclusively undertakes the construction of the core network part of Tiantong-1 and provides support and services for the subsequent operation of China Telecom. In the Tiantong-1 core network project, Zhenyou Technology provided China Telecom with core network software and hardware equipment, and charged equipment fees and supporting software licensing fees; The operators are responsible for operating the services related to satellite communication end users and collecting service fees from end users.
The disassembly video of Huawei Mate 60 Pro shows that the RX6003 RF transceiver chip on its motherboard is related to Guangzhou Runxin Information Technology Co., Ltd., and its controlling shareholder is Hager Communications, with a shareholding ratio of 50.69%. The relevant person in charge of Hager Communications told the reporter of the “Science and Technology Innovation Board Daily” that the company’s business involves satellite communications, mainly for special institutions and industry users, and involves trade secrets for specific customers, which is inconvenient to disclose.
There is also a chip with a model HTD60 on the Mate 1010 Pro motherboard, which is suspected to be a satellite mobile communication baseband chip. In this regard, communication industry analysts told the “Science and Technology Innovation Board Daily” reporter that the chip is a subsidiary research institute of CETC and Huali Chuangtong are involved.
After combing by the reporter of the “Science and Technology Innovation Board Daily”, the enterprises that have cooperated with Huawei in the fields of antenna and positioning also include Xinwei Communications, China Haida, and Tongyu Communications.
As an antenna manufacturer that has cooperated with Huawei for many years, Xinwei Communications said that it mainly provides antennas, wireless charging, EMI\EMC and other pan-RF products, and the cooperation areas include mobile phones, tablet computers, notebooks, wireless headphones and other application terminals.
The relevant person in charge of the securities department of China Haida told the Science and Technology Innovation Board Daily that the company and Huawei have certain cooperation in smart city and other business fields. “The satellite industry chain is divided into three parts: remote sensing, communication and navigation and positioning. The company’s products are mainly in the field of surveying and mapping, which can be used in the model, data construction and processing of smart cities. ”
It is understood that based on the self-produced Beidou high-precision positioning equipment, China Haida uses GIS, three-dimensional laser point cloud, RS and other technologies to collect various spatial geographic information elements, carry out data processing, data processing, data analysis, etc., and output location information and spatial geographic data.
The main cooperation between Tongyu and Huawei is in the fields of microwave antennas, base station antennas, and timing antennas. At present, Tongyu Communication also carries out the layout and research of satellite communication technology, and satellite ground terminal beam adaptive communication antenna technology is one of its key research areas.
In addition, a number of companies have denied direct cooperation with Huawei. The reporter called the securities department of China Satcom as an investor, and the relevant person in charge revealed to the reporter of the “Science and Technology Innovation Board Daily” that the company’s satellite communication business has not cooperated with Huawei Mate60 pro, and the Tiantong satellite is operated by China Telecom.
The relevant person in charge of the Tianyin Mechanical and Electrical Securities Department told reporters that its holding subsidiary Tianyin Interstellar is for cooperation with satellite companies, and its product star sensor is an integral part of spacecraft and aircraft navigation systems, and is an important component applied on satellite platforms. But whether the specific satellite is used for scientific research or commercial communications depends on the satellite company.
Satellite communication or mobile phone standard In the future, it will connect low-orbit satellites
Not only Huawei, but in the first half of this year, Meizu, ZTE and other manufacturers have officially announced their progress in satellite communications. Xingji Meizu and Spacetime Daoyu have developed a multi-mode satellite communication chip, Meizu Tianwen S1, which supports the connection of high-orbit and low-orbit satellites, and can achieve two-way transmission and reception of custom long text and voice.
UNISOC launched the first satellite communication SoC chip, V8821. At present, based on V8821, UNISOC has completed 5G NTN (non-terrestrial network) data transmission, short messaging, calling, location sharing and other functions and performance tests with China Telecom, China Mobile, ZTE, vivo, Quectel, Keysight, Penghu Wuyu, Baicaibang and other industry partners.
At the previous MWC Shanghai exhibition, the vivo satellite communication prototype based on Unigroup satellite communication chip has been unveiled, using RF baseband integration scheme and built-in antenna to adapt to the Inmarsat
