行业研究报告题录
制造业--计算机、通信和其他电子设备制造业(2013年第20期)
(报告加工时间:2013-09-23 -- 2013-09-29)

行业资讯

境内分析报告

  • 2013年8月(上半月)通信行业要闻综述
    《通信信息报》8月1日报道,在移动互联网爆发的背景下,国内手游呈现快速增长态势。据中国游戏产业最新调查报告显示,2013年上半年,中国移动网络游戏用户规模较2012年上半年增长119.3%。经历着快速变革的手机游戏,跨界合作逐渐成为一种趋势。 点评:如今,智能手机已逐渐由通信终端转变为娱乐终端,这为手机游戏带来良好的发展契机,随着业内引来跨界组合,或促进手机游戏又一轮井喷。另外,手机游戏产品周期一般只有半年左右,因此,如何把内容做深并延长产品生命周期,将其纳入到整个产业体系中,是影游的跨界合作需要考虑的问题。
  • 中国电子传输设备市场报告(2012-2016年)
    Electronic transmission equipment is a device that is used for transferring data over a point-topoint or point-to-multipoint communication channel. Based on its use, the equipment is classified into three segments, namely Wireless Transmission Equipment, Broadband Transmission Equipment, and Satellite Transmission Equipment. The Electronic Transmission Equipment market in China generates a large part of its revenue from East China followed by South Central China. In 2012, the market generated 51.8 percent of its revenue from East China and 26.8 percent from South Central China. The Electronic Transmission Equipment market in China is expected to grow at a CAGR of 15.97 percent during the period 2012-2016.
  • 元器件行业2013年半年报综述
    2013年上半年,元器件板块实现营业收入1109.5亿元,同比增长21.8%;实现归属于母公司所有者净利润75.7亿元,同比增长40.8%;整个板块综合毛利率为22.0%,同比增加2.7个百分点。若剔除京东方A,则元器件板块2013年上半年营业收入同比增长16.3%;归属于母公司所有者净利润同比增长8.9%;板块整体综合毛利率同比微幅增加0.3个百分点。
  • 田杰棠:云计算,亟须防范产业发展风险
    2013全球云计算大会于9月15日至17日在上海举行,这是已有5年历史的全球云计算大会首次亮相中国,反映出业界对中国云计算市场前景的看好。据机构预测,“十二五”期间,云计算产业的年均名义增长率将达到60%左右,在“十二五”中后期将成长为一个千亿级的产业,成为我国经济的重要增长点。目前我国云计算产业处于什么发展阶段?面临哪些困难?后续推进的着力点在哪里?中国经济时报记者为此专访了国务院发展研究中心技术经济研究部第二研究室主任田杰棠。
  • IT通信行业季度分析报告——2013年1季度
    工信部数据显示,2013 年1-3 月,电信企业继续加大互联网、3G 等基础设施建设力度,网络能力不断提高,进一步凸显通信基础设施作为信息消费通道作用。一季度固定资产投资达488 亿元,其中互联网和数据通信投资同比增长91.5%。全国光缆线路长度净增48.8 万公里,达到1529.4 万公里,同比增长20.4%。宽带普及提速工程效应依然明显,接入网光缆线路长度同比增长28.5%,高于长途光缆25.1 个百分点。
  • 2013年9月(上半月)通信行业要闻综述
    通信世界网9月2日报道,据工信部介绍,截至2013年3月,我国电话用户已达14.5亿户,约有2.8亿电话用户还没实名登记,占总用户的20%,主要是预付费的移动电话用户。 点评:只有实行了信息实名制之后,用户的隐私才能真正得到保护,通过规范的管理,才会让老百姓使用通讯设备更加安全,更加便捷。上述手机实名制推行3年来,在正规的电信运营商营业厅得到了有效落实,但在非电信运营商渠道如代理销售点,街边报刊亭等,由于这些渠道很少要求用户提供身份证明,造成手机实名制在上述地点基本无法实现。
  • 2013年8月(下半月)通信行业要闻综述
    《北京晨报》8月19日报道,电子商务对传统零售业的绞杀已经成为不争的事实,面对电子商务的迅猛发展,传统零售业的变革已经悄然开始,从正面交锋到合作共赢,传统零售商撒网电子商务已是大势所趋。 点评:传统企业的转型已悄然开始。2013年中国网络购物市场交易额将达4076.1亿元,服装服饰已成为网购的第一大商品,但纺织服装行业却尚未摆脱寒冬。消费者的生活方式、消费习惯向互联网迁徙,这是已经发生的趋势。企业要做的就是提前撒网,布局互联网和移动互联网,才能捕到更大更多的鱼。
  • 2013年1-7月电子信息制造业增速进一步下滑
    2013年1-7月,在我国经济总体增速放缓、结构深度调整、有效需求不足的大背景下,我国电子信息产业运行相对平稳,但全行业生产、出口、内销增速呈现小幅回落,效益质量不容乐观等问题,企业经营压力依然较大。下半年,全球经济将继续呈弱势复苏态势,同时,我国经济在“稳增长、扩内需”的政策引导下,国内市场总体将平稳增长,预计下半年经济形势将会稳中趋好。

境外分析报告

  • 全球光纤激光器市场报告(2012-2016年)
    This report covers the present scenario and the growth prospects of the Global Fiber Laser market for the period 2012-2016. To calculate the market size, the report considers revenue generated from the sales of fiber lasers. The report also includes various end-users of the Global Fiber Laser market. It presents the vendor landscape and a corresponding detailed analysis of the top four vendors in the Global Fiber Laser market. In addition, the report discusses the major drivers that influence the growth of the Global Fiber Laser market. It also outlines the challenges that are faced by the vendors and the market at large, as well as the key trends that are emerging in the market.
  • 全球汽车相机市场报告(2012-2016年)
    This report covers the present scenario and the growth prospects of the Global Automotive Camera market for the period 2012-2016. The report includes cameras used for viewing and sensing purposes in the Global Automotive Camera market. It also presents the vendor landscape and a corresponding detailed analysis of the top four vendors in the market. In addition, the report discusses the major drivers that influence the growth of the Global Automotive Camera market. It also outlines the challenges faced by the vendors and the market at large, as well as the key trends that are emerging in the market.
  • 移动设备、相关软件和部件的相关问题研究。调查报告序号:337-TA-744.
    On May 18,2012, the Commission issued notice of its final determination of a violation of section 337 ofthe Tariff Act of 1930, as amended, entry of a limited exclusion order, and termination of this investigation. This opinion discusses the Commission's determination on the issues it previously determined to review, and on the issues of remedy, the public interest, and bonding. On November 5,2010, the Commission instituted this investigation under section 337, based on a complaint filed by Microsoft Corporation ('Microsoft') of Redmond, Washington, alleging a violation of section 337 in the importation, sale for importation, and sale within the United States after importation of certain mobile devices, associated software, and components thereof, that infringe one or more of claims 1-4,22, 26, 31, and 36 of U.S. Patent No. 5,579,517 ('the 517 patent'); claims 1,7,12, and 20 of U.S. Patent No. 5,758,352 ('the 352 patent'); claims 6,10,15,16, 23 and 24 of U.S. Patent No. 6,621,746 ('the 746 patent'); claims 1-9,15, and 16 of U.S. Patent No. 6,826,762 ('the 762 patent'); claims 1-3, 5-8 and 10 of U.S. Patent No. 6,909,910 ('tlie 910 patent'); claims 10-13 of U.S. Patent No. 7,644,376 ('the 376 patent'); claims 1,2, 8,19,25 and 35-37 of U.S. Patent No. 5,664,133 ('tlie 133 patent'); claims 11 and 13-15 of U.S. Patent No. 6,578,054 ('the 054 patent'); and claims 1,2,5,6 and 9 of U.S. Patent No. 6,370,566 ('the 566 patent'). 75 Fed. Reg. 68379 (Nov. 5, 2010). The Commission named Motorola, Inc. of Schaumburg, Illinois and Motorola Mobility, Inc. ('MMT' or 'Motorola') of Libertyville, Hlinois as respondents. Id. The Office of Unfair Import Investigations did not participate in this investigation.
  • 全球自助结帐终端市场报告(2012-2016年)
    This report covers the present scenario and the growth prospects of the Global Self-checkout Terminals market for the period 2012-2016. To calculate the market size, this report covers revenue generated by sales of self-checkout terminals. The market size is also calculated on the basis of total number of units shipped and the total installation base.It also covers the segmentation of the Global Self-checkout Terminals market by industry. The report also presents the vendor landscape and a corresponding detailed analysis of the top four vendors in the Global Self-checkout Terminals market. In addition, it discusses the major drivers that influence the growth of the market. It also summaries the challenges faced by the vendors and the market at large, as well as the key trends that are emerging in the market.
  • 移动设备和相关软件的相关问题研究。调查报告序号:337-TA-750.
    The Commission instituted this investigation on November 30, 2010, based on a complaint filed by Apple Inc., f/k/a Apple Computer, Inc., of Cupertino, California ('Apple'). 75 Fed. Reg. 74081-82. The complaint alleges violations of section 337 ofthe Tariff Act of 1930, as amended, 19 U.S.C. 1337 ('Section 337'), in the importation into the United States, the sale for importation, and the sale within the United States after importation of certain mobile devices and related software by reason of infringement of certain claims of U.S. Patent Nos. 7,812,828; 7,663,607 ('the 607 Patent'); and 5,379,430. The Commission's notice of investigation named Motorola, Inc. n/k/a Motorola Solutions of Schaumburg, Illinois ('Motorola, Inc.') and Motorola Mobility, Inc. of Libertyville, Illinois ('Motorola') as respondents. The Office of Unfair Import Investigation ('IA') was named as a participating party. On August 16, 2011, the presiding administrative law judge ('ALJ') issued an initial determination ('ID') granting a joint unopposed motion to terminate the investigation as to Motorola, Inc. See Order No. 10 (Aug. 16, 2011 ). The Commission determined not to review Order No. 10. See Notice (Aug. 31, 2011 ).

政策环境报告

  • [国研专稿]2013年第2季度我国通信行业政策环境分析
    2013年2季度,国家继续出台系列措施,规范和促进通信行业发展:为加快推动“宽带中国”战略部署实施,工信部、国家发改委等8部委于4月17日联合发布了《关于实施宽带中国2013专项行动的意见》;为继续深入推进电信基础设施共建共享工作等, 4月23日工信部、国资委联合发布了《工业和信息化部 国务院国有资产监督管理委员会关于2013年推进电信基础设施共建共享的实施意见》;为贯彻落实《国务院关于鼓励和引导民间投资健康发展的若干意见》精神,工信部于5月17日发布了《工业和信息化部关于开展移动通信转售业务试点工作的通告》;为了适应我国电信新技术、新业务发展,贯彻落实向民资开放电信业务及三网融合等政策要求,工信部于5月23日发布了《电信业务分类目录(2013版)》征求意见稿,公开向社会征求意见。

综合分析报告

  • 新兴产业周刊——2013年37期
    本刊以七大战略性新兴产业——节能环保、新一代信息技术、生物、高端装备制造、新能源、新材料、新能源汽车为研究重点,关注国家高层和各部委的动态,剖析国家和地方的新兴产业政策。本刊设有政策导读、领导讲话、七大战略性新兴产业本周国内外行业动态和重点企业新闻、投资专题四大板块,能够实时监测新兴产业和重点企业动态,把握新兴产业发展方向,研究发展重点,寻求发展机遇。

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