2020年1月，国内手机市场总体出货量为2081.3万部，同比下降38.9%。其中，2G手机为34.6万部、4G手机为1500.3万部、5G手机为546.5万部。

2018 年，全球半导体行业景气周期见顶，以存储器为代表的核心半导体产品开始进入降价周期，但全球半导体市场在存储器市场上涨等因素的带动下依然上涨13.7%，达到4687.8 亿美元。2018 年中国集成电路市场销售额增至16031.8 亿元，增速高达12.5%，增速有所放缓。由于移动通信终端、PC、汽车等众多应用领域需求持续疲软，预计2019 年市场规模增长将进一步下滑。

运营商加速推进5G，全年建设目标只增不减。截止至2 月20 日中国联通已经实现累计6.4 万个5G 基站的开通，覆盖了所有直辖市、省会城市，以及京津翼、长三角、大湾区等区域的重点城市。同时中国联通也向各省下达5G 建设任务书，2020 年上半年完成10 万站的建设，三季度完成原2020年的25 万站建设预期。对此我们认为全年5G 基站的建设预期将会进一步提高，而对应5G 基站供应链将迎来进一步的拉动。

半导体封测包括封装和测试两个环节，目前封装技术正逐渐从传统的引线框架、引线键合向倒装芯片（FC）、硅通孔（TSV）、嵌入式封装（ED）、扇入（Fan-In）/扇出（Fan-Out）型晶圆级封装、系统级封装（SiP）等先进封装技术演进。芯片的尺寸继续缩小，引脚数量增加，集成度持续提升。

1 月电子行业个股中位数涨幅为5.30%， 申万电子指数涨跌幅为8.61%。2019 年1 月1 日—1 月31 日，申万电子指数涨跌幅为8.61%，同期沪深300、上证50、创业板涨跌幅为-1.03%、-3.23%和3.64%。在申万28 个行业中，期间申万电子指数涨幅排名第1。

储能本质是平抑电力供需矛盾，新能源发展创造新的储能需求。全球范围内新能源渗透率加速提升为大势所趋，而在这个过程中，电源生产连续性和用电需求间断性的不平衡将持续存在。电能自身不易储存，如果以电能比作“工业食粮”，则电网为“工业粮仓+运河”，而储能则可称为“工业社会之碗”，发展储能的重要性，不言而喻。

MLCC（片式多层陶瓷电容器）是最常用的被动元器件之一，终端下游涵盖消费电子、家电、汽车、通信等。根据Paumanok 数据，预计全球MLCC出货量从2011 年的2.3 万亿只增长至2019 年接近4.5 万亿只，2019年市场规模将超120 亿美元。目前行业需求推动力主要来自于1、5G 发展推动消费终端和基站建设MLCC 用量增长；2、汽车电子化率及新能源车渗透率提升带动车规MLCC 市场增长。作为电子工业的大米，我们预计未来MLCC 行业需求仍将以每年10%-15%左右的幅度增长。

2018 年，机器人市场仍保持较高发展增速，工业机器人占据市场主要份额，服务机器人市场占比不断增加。我国连续五年位居全球工业机器人销量第一，国产品牌持续投入研发，与国外品牌产品差距不断缩小。在产业结构调整及制造业自动化转型升级背景下，机器人市场需求强劲。

从长周期看，电子行业表现出周期规律，标准程度较高的通用元器件产品价格周期规律显著，产品的需求周期、产能周期、库存周期决定价格周期。上一轮16-17 年价格景气周期中全球Memory、LCD、Wafer、CCL、MLCC、LED 芯片等均同步上涨，涨价周期中行业内公司均表现出很大利润弹性。在经历18-19 年行业价格持续下行周期，我们判断19H2 有望进入新的价格反转大周期，看好未来5G/IOT/电动车供应链需求增长背景下和库存低位状态下的价格反转上涨趋势。

2019年国内新能源车产量117.4万辆，同比下滑3%，低于市场在年初的预期，也是国内新能源车发展近十年以来首次出现负增长。

检测设备是大家关注但是在划分上通常并不清晰的一类设备。我们接下来的一系列报告希望能够深度挖掘检测设备的技术内核以及在不同行业中的不同应用。

营收增速逐季改善，行业景气度回升。2019 年晶圆代工逐季增长，2020Q1展望持续向好。2019 年以来全球主要晶圆代工厂台积电、中芯国际、联电以及华虹半导体整体收入规模逐季增长，各季度的同比增速逐季改善。2019Q1，主要晶圆厂营收同比增速为-16.7%，2019Q3 营收同比实现正增长，2019Q4 营收同比增速提升至11.8%。

Digital video surveillance systems can be used for nearly any environment. Owing to increase in adoption of advanced surveillance by the government sector, manufacturers have realized the need for optimum IP surveillance systems. There are many advantages that an IP camera CCTV system offers over an analog format. There has been an increase in demand for security applications such as video surveillance to monitor and record borders, ports, transportation infrastructure, corporate houses, educational institutes, public places, buildings, and others. The scope of the report discusses the potential opportunities for the market players to enter the global IP video surveillance & VSaaS 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. The report features the strategies adopted by key market players to maintain their foothold in the market.

The explosion in data generation has fueled the demand for improved memory and storage types at the workplace. The traditional memory systems have been struggling to keep up with the increased volume of data, the bandwidth requirements in the systems, and the speed requisite in the current generation systems. The emerging Big Data and artificial intelligence (AI) applications, including machine learning, drive innovations across many industries. The issues in making advancements in memory technologies to meet the evolving computing requirements present several challenges for the AI industry. Next-generation memory has fit in as the missing part of the puzzle. For instance, the existing tech DRAM works fast but consumes a lot of power, while both NAND and hard drives are cheap but work slow. The new memory types combine the speed of SRAM and the non- volatility of flash drives with almost unlimited endurance. Although the research on these technologies has been going on for a long time, there was a delay in reaching the commercial market. A significant proportion of the total power is spent on memory systems, as most of the area of current systems-on-chips (SOC) is occupied by memories. Moreover, the processing elements need to be fed with instructions and data from memories where memory plays a vital role in the system's performance.

Satellite service providers offer satellite capacity to end users such as DTH operators, telecommunication companies, and others. These providers buy capacity from the satellite operators to resell voice, broadcasting, and data circuits to several end-user industries. The satellite services market is analyzed and estimated in accordance with the impacts of the drivers, restraints, and opportunities. The period studied in this report is from 2018 to 2026. The satellite services market is segmented into type and end-user industry. Based on type, the market is divided into consumer services, fixed satellite services, mobile satellite services, remote sensing, and space flight management services. On the basis of end-user industry, the market is classified into media & entertainment, government, aviation, defense, aerospace, retail & enterprise, and others. Based on region, it is analyzed across North America, Europe, Asia-Pacific, and LAMEA. Satellite services have the highest share in the space industry. This is attributed to the large consumer base of satellite services such as defense, media, retail, and others.

Large number of next gen memory technologies are under development which promise to meet the growing demand of consumer electronics and enterprise storage systems and applications. Smart phone and other consumer electronics OEMs in particular are looking for the next big competitive advantage, and all signs point to new memory technologies as the most powerful choice. The traditional memories, DRAM and NAND, are falling off Moore's law and therefore research and development is going on for new memory devices. Also, a lot of industries are experiencing technology convergence, resulting in increased complexity of their systems. This convergence is evidenced in numerous devices such as automotive, smartphones, wireless communication and smart factories. In 2017, the information electronics industry saw another peak which resulted in the serious shortage of spare parts. Thus, manufacturers increased their production capacity to meet demand supply gap. Also, introduction of innovative features such as the face recognition in mobile phone by Apple Computer, which later fermented on many application surfaces, including the other mobile phones, access control, unmanned vehicles, automotive, etc. This will increase the demand for highly complex natured integrated circuits (ICs) in coming years. Such trends along with increasing complexity in consumer electronics design and growing automotive expertise is also expected to drive the demand for SLC NAND flash memory worldwide.

This research report provides insights into the global PACS and RIS Market. Picture archiving and communication system (PACS) is used for management, retrieval, storage, and distribution of the medical images. In the field of radiology, it is used for sharing and viewing of diagnostic images. A radiology information system (RIS) is a network of the software system used for managing medical images and other related data. RIS keeps track of radiology imaging orders and data of bills. It is used along with PACS and vendor neutral archives (VNAs). RIS manages image archives, keeps record and billing. The scope of the PACS and RIS market includes product, component, deployment, end user and country. The report offers insights and in-depth analysis of the PACS and RIS market emphasizing on various parameters such as market trends, technological advancements, market dynamics, and competitive landscape analysis of leading market players across the region.

Next generation storage technology deals with an advanced portfolio of products and solutions, which help to store data across various end-user industries that include IT firms, automotive companies, and data centers, among others. With the increasing file sizes and a huge amount of big and unstructured data, IT companies are facing plenty of problems while dealing with data management.  The conventional data storage technologies are not able to handle a large amount of everyday data. The next generation data storage infrastructure offers a reliable, faster, and cost-effective solution to meet the demands of growing data storage. Next generation data storage has emerged as an essential technology because everything used today generates data. For instance, wearable electronics, games, movies, advertisements, i.e., almost all generate data. Next generation storage technologies are used to save and retrieve data more efficiently. Growth in smart technologies and cloud computing is one of the major factors of smart storage space. A large amount of data generated needs to be easily accessible and analyzed to enhance user experience. These intelligent storage solutions help facilitate reliable, secure, and scalable solutions.

Large number of next gen memory technologies are under development which promise to meet the growing demand of consumer electronics and enterprise storage systems and applications. Smart phone and other consumer electronics OEMs in particular are looking for the next big competitive advantage, and all signs point to new memory technologies as the most powerful choice. The traditional memories, DRAM and NAND, are falling off Moore's law and therefore research and development is going on for new memory devices. Also, a lot of industries are experiencing technology convergence, resulting in increased complexity of their systems. This convergence is evidenced in numerous devices such as automotive, smartphones, wireless communication and smart factories. In 2017, the information electronics industry saw another peak which resulted in the serious shortage of spare parts. Thus, manufacturers increased their production capacity to meet demand supply gap. Also, introduction of innovative features such as the face recognition in mobile phone by Apple Computer, which later fermented on many application surfaces, including the other mobile phones, access control, unmanned vehicles, automotive, etc. This will increase the demand for highly complex natured integrated circuits (ICs) in coming years. Such trends along with increasing complexity in consumer electronics design and growing automotive expertise is also expected to drive the demand for SLC NAND flash memory worldwide.