Smart lighting control system is a network-based lighting control solution that uses various components, such as occupancy sensors, transmitters & receivers, and microcontrollers for controlling lighting. The control systems offer various advantages such as maximizing energy savings, while adhering to building codes and complying with green building and energy conservation programs. These systems have been widely used in lighting applications of Smart Building & Smart Home establishments, industries, and automotive areas. Reduced energy consumption is one of the major advantages of using intelligent lighting controls. The scope of the report discusses the potential opportunities for the market players to enter the global intelligent lighting controls market. This report also provides in-depth analysis of the market, outlining current trends, key driving factors, and key area of investment. The report includes Porter’s five forces analysis to understand the competitive scenario of the industry and role of each stakeholder in the value chain. It features the strategies adopted by the key market players to maintain their foothold in the market.

The life sciences industry is moving from treatment to preventive scenarios and management of patient's health outcomes. In addition, early detection of disease patterns and strategic target is the key for effective business strategies. Thus, life science companies are demanding for analytics software that is used to transform data into useful insights. Further, benefits of analytics software in life sciences such as early detection of prescription and treatment patterns, strategizing patient outcomes and achieving better operational quality that drives the intellectual journey of patient centricity further boosts the growth of the global life science analytics software market. The market is derived exclusively on the basis of the revenue generated through software license, maintenance and subscription. These are used in research & development, clinical trials, preclinical trials, sales & marketing support, regulatory compliance, supply chain analytics and pharmacovigilance. It doesn’t include revenue generated from services provided by the companies.

Encryption is one of the fastest emerging data security solutions, which protects confidential data from being accessed by unintended users. The main purpose of encryption is to protect the confidentiality of the data stored in files/folders and disks and data travelling over wireless network, depending upon the security and compliance needs of the organization. Rising number of data breaches and increased compliance regulation among the developing nation drives the growth of the market. In addition, rise in adoption of cloud and virtualization among enterprise fuels the growth of the market. However, high capital investment and limiting the use of encrypted devices in some of the countries hampers the growth of the market. Furthermore, widespread adoption of IoT technology & cloud services and ongoing technological advancement in encryption chip are expected to provide lucrative opportunities for the growth of the market.

According to the Information Technology and Innovation Foundation (ITIF), IoT applications for monitoring machine utilization can increase manufacturing productivity by 10% to 25%. BC Machining LLC, a metal parts manufacturer, onboarded a machine utilization monitoring solution that helps in improving productivity, while optimizing the utilization of computer numerical control (CNC) machines. IIoT solutions capture real-time data from equipment sensors to provide reports on the machines’ cycle times, downtime, and other parameters. According to Zebra’s latest Manufacturing Vision Study, smart asset tracking solutions based on RFID and IoT are expected to over take traditional, spreadsheet-based methods by 2022. Sekisui Alveo AG, a polyolefin foam materials manufacturer, implemented an inventory management solution based on RFID and IIoT devices. This helped it in viewing inventory levels, while locating specific inventory items in real time. With the increasing demand for IoT in manufacturing, companies are entering into strategic partnerships, to gain a competitive advantage. In 2019, the BMW Group collaborated with Microsoft, primarily for the establishment of a manufacturing platform, in order to develop and encourage collaborative IoT development in the manufacturing sector.

Cognitive computing is a next-generation system that interacts in human language and helps experts to make better decisions by understanding the complexity of unstructured data. The global cognitive computing market encompasses technologies such as natural language processing, machine learning, automated reasoning, and information retrieval, which are used in translating unstructured data to sense, infer, and predict the best solution. The research conducted provides details on the products of technology, its applications, end users and the companies operating in the region along with their key strategies. By region, the global cognitive computing market is segmented across North America, Europe, Asia-Pacific, and LAMEA (Latin America, Middle East and Africa).

✓ 光模块/主设备业绩预期乐观：2020年5G带动资本开支明显增加，在线场景爆发驱动IDC扩容，华为、爱立信、新易盛、天孚通信、博创科技等公司的中报数据已基本定调全年业绩增长；✓ 资本开支景气度有望继续提升：预计60万左右5G基站Q3完成交付，Q4有望规划新增Capex；疫情和生产秩序向好，云厂商Capex有望恢复；✓ 5G新应用有望加速落地：5G和云计算的升级，将催化5G消息、MEC、工业互联网等5G垂直行业应用落地，新业态，大空间。✓ 看好下半年板块持续跑赢指数：当前通信行业PE34倍，处于历史较低水平（历史中值40倍），今年年底国内5G基站将实现全国所有地级以上城市覆盖，设备商整体业绩向好，相关应用逐步落地，板块估值有望提升。

恒生科技指数将于2020 年7 月27 日推出，目标是追踪香港上市龙头科技企业，定位为恒生指数及恒生中国企业指数之后的另一旗舰。我们认为，新指数顺应了科技产业持续向好的发展趋势、港股市场结构与投资需求的变化，也体现了“新经济”显著更高的成长性和研发水平。而港股机构投资者比例高、被动式资金规模巨大，追踪恒生指数系列规模为340 亿美元、追踪港股ETF 规模达到1560 亿港元，新指数有望提高港股科技龙头的资金关注度和配置比例，建议重点关注港股互联网巨头以及5G、云计算、IoT 和半导体国产化龙头公司。

2020Q2 科技板块的基金持仓占比达到26.3%，连续4 个季度提升。其中消费电子、半导体、云服务和金融IT 等领域占比提升，游戏、医疗IT 等基本持平，5G、安防等细分领域明显下滑。展望未来，料国内外宽松的流动性环境将持续，TMT 整体估值仍在中位水平附近，仍具备景气优势。我们建议持续关注云服务、游戏、半导体国产化、IDC 和消费电子等景气优势领域，并关注安防和5G 龙头的估值修复机会。

2019 年全球ERP 市场规模规模超过400 亿美元，但作为企业最为核心业务系统，复杂业务逻辑、和企业内其他系统紧密耦合、数据安全担忧等，明显抑制全球ERP 云化进程。Oracle、SAP 等头部ERP 企业通过系统代码重构、模块化设计、统一数据平台、客户分层&灵活部署模式等，亦取得一定进展，Netsuite则通过聚焦中型企业&快速发展企业客户，获得良好效果。当前国内头部ERP企业积极推动产品云化转型，且充分吸取海外市场成功经验，叠加产业政策、市场格局等层面有利因素支撑，我们持续看好国内头部ERP 企业云化转型所带来的收入、利润等核心指标长周期持续改善的可能。

2020年受新冠疫情影响，全球需求端不确定性增强，新基建成为托底经济新抓手，通信行业投资向5G、云计算、工业互联网、卫星互联网等方向聚焦，赋能行业迈向新纪元。新冠疫情的爆发与蔓延给经济造成下行压力，一季度行业整体营收和净利润均有所下滑，但随着国家大力发展新基建，5G和云计算加速发展，IDC、云视频、北斗、专网等细分板块逆势增长，带动通信行业估值、机构配比等参数均有所提升。随着5G商用和云基建的推进，云视频、车联网、AR/VR等5G新应用将快速崛起，商业模式将逐步清晰。

一方面随着汽车电子占整车成本逐渐提高；另一方面半导体和移动互联网的发展，提供了硬件和移动端的物质基础，汽车行业逐渐由最开始的“机械定义汽车”逐步转变到现在的“软件定义汽车”。在软件定义汽车时代，产品价值链被重塑，传统汽车核心竞争要素将会被硬件、软件和服务所取代，供应链生态也将被打破。本文主要就软件定义汽车进行探讨，为各位投资者提供参考。