每經AI快訊，中金公司研報指出，手(shou)機直連有(you)望重構星(xing)地(di)通(tong)信(xin)體系，衛(wei)通(tong)模塊及(ji)星(xing)上載(zai)荷有(you)望受(shou)益(yi)。1）雙模終(zhong)端為手(shou)機增添小(xiao)型(xing)(xing)化(hua)衛(wei)通(tong)模組，其芯片面積縮減90%、外置天線小(xiao)型(xing)(xing)化(hua)后(hou)整合(he)進(jin)手(shou)機內部。隨(sui)著(zhu)雙模終(zhong)端在高端機型(xing)(xing)中的滲透(tou)率提升(sheng)，衛(wei)通(tong)模組需求(qiu)或快速放量。2）大(da)型(xing)(xing)相控陣(zhen)能(neng)夠有(you)效提升(sheng)天線增益(yi)、優化(hua)波(bo)束賦(fu)形能(neng)力，是實現存量終(zhong)端直連的關鍵(jian)技(ji)術之(zhi)一(yi)，相控陣(zhen)載(zai)荷是空間段(duan)建設(she)受(shou)益(yi)程度最高的環(huan)節(jie)之(zhi)一(yi)。3）參考5G時期資本開支(zhi)，星(xing)地(di)融(rong)合(he)網絡建設(she)或將撬(qiao)動(dong)千億級(ji)設(she)備需求(qiu)，衛(wei)星(xing)制造(zao)、通(tong)信(xin)設(she)備及(ji)終(zhong)端環(huan)節(jie)有(you)望分享(xiang)星(xing)地(di)通(tong)信(xin)體系重構紅利。