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(2017年第22期)
(报告加工时间:2017-06-12 -- 2017-06-18)

境外分析报告

  • 北美通信电源系统市场报告(2016-2020年)
    Data traffic on telecom networks has been growing more than 20% year-on-year (YOY) creating an immense pressure on telecom operators to reduce the downtime of their networks and enhance their revenue from data services.Government subsidies and initiatives in deploying hybrid power technology solutions are increasingly supporting the growing telecom infrastructure.Increased deployment of LTE (small cells) infrastructure to improve efficiency of operations and extend coverage area is boosting the telecom power systems market to grow rapidly.Increasing number of off-grid towers is enhancing the demand for DC power solutions in the telecom power systems market.
  • 全球FRID锁市场报告(2016-2020年)
    The tourism industry in Asia-Pacific (APAC) countries like China, India, Indonesia,and Thailand is on the rise leading to tourism infrastructure development. Among the countries in APAC, China is leading in terms of room construction. As the hospitality industry in the region is growing, vendors will look for innovative products to offer better guest experience in terms of design. Therefore, newtechnology based RFID locks are expected to register the highest growth in the region.Manufacturers of RFID lock are continuously investing in the integration of RFIDbased electronic locks to mobile access solutions. With the proliferation of smartphones, consumers would want to access door locks with the help of mobile devices. As RFID locks provide an enhanced experience to access the propertywith the help of mobile devices, the demand of the RFID locks is set to increase.The construction industry is driving the demand for RFID locks. It creates a demand for new locks to be installed directly into new buildings and also create a demand for retrofitting. However, manufacturers are struggling with increased competition in the market and declining prices of RFID locks.
  • 全球坚固型设备市场报告(2016-2020年)
    Rugged handhelds held 50.69% — the largest share — of the global rugged device market in 2015. The segment will grow at higher than the average rate during the forecast period.The rugged notebook segment will lose its market share due to increasing popularity of rugged handhelds. Its market share is expected to decline to 20.62% in 2020, from 22.61% in 2015.The defense and military segment is expected to be saturated by 2020, resulting in reduced revenue contribution in terms of the procurement of new rugged devices.Global rugged device unit shipments will grow at a CAGR of 7.28% during the forecast period due to higher demand for rugged devices from the commercial and industrial sectors.
  • 全球虚拟现实游戏市场报告(2016-2020年)
    Growing funding from top firms like HTC, Alibaba, and all the members of VR Venture Capital Alliance (VRVCA) will help develop advanced VR headsets globally.Growing popularity of VR accessories like Virtuix VR motion platform, which provides gamers an immersive experience, will drive the market.VR display is gaining popularity in head-mounted displays (HMDs) and hence, it will replace the current screen displays.Oculus VR has developed a VR device for PC gamers, Samsung is trying to capture the mobile gaming market with the introduction of Samsung Gear VR, and Sony is developing Project Morpheus to cater to the console gaming segment.
  • 全球机器人手术市场报告(2016-2020年)
    The limitations involved in open surgeries and laparoscopic procedures coupled with increasing advantages of robotic surgery systems are expected to boost the adoption rates of robot-assisted surgeries worldwide. For instance, the advantages such as smaller incision size, fewer complications, minimization of infection rates,and shorter recovery times are driving surgeons to adopt these robotic systems toperform various urological surgeries.The emergence of micro and nano robots in robotic surgical procedures is likely to have a positive impact on the market growth, owing to the potential advantages such as single incision surgery, and supplementary visualization. Also, the small arms and micro motors work on the body without the need for a large external machine. Such advantages will drive the adoption rates of these devices.The increasing inorganic growth strategies among vendors are likely to expand their expertise and presence in the market. For instance, Auris Surgical Robots completed its merger with Hansen Medical for a cash consideration of $80 million.The acquisition will add three different robotic systems to Auris Surgical's product portfolio.
  • 美国实时定位系统市场报告(2016-2020年)
    Real-time locating systems (RTLS) and radio-frequency identification (RFID) tags help in increasing the efficiency and reducing the operational cost of enterprises,including small and medium-sized enterprises (SMEs).The opportunity in the RTLS market has led to the increased number of RTLS vendors. This, in turn, leads to a reduction in the price of RFID tags, which enables the increased adoption of RTLS solutions among SMEs.Increased use of RTLS for asset tracking in the healthcare domain is a major factor contributing to the growth of the market.Healthcare, retail, manufacturing, and logistics and transportation are the major verticals that contribute the highest proportion of revenue to the market.The adoption of these technologies will grow rapidly during the forecast period due to their advantages over active RFID and Wi-Fi-based RTLS solutions.
  • 全球无人机有效载荷及子系统市场报告(2017-2020年)
    In this report, Technavio covers the present scenario (with the base year being 2016) and the growth prospects of the global unmanned aerial vehicle (UAV) payload and subsystems market for 2017-2021. To calculate the market size, the report considers the revenue generated in the overall defense market from the procurement of sensors and cameras, weaponry, radars and communication systems, and other types of UAV payload and subsystems (ground control stations [GCS] and onboard computers).However, both funded and unfunded R&D investments in the development of UAV prototypes and payload components were not considered when deriving the market size for the base and projected years.
  • 全球机器人末端工具市场报告(2016-2020年)
    Robotic end-of-arms tooling (EOAT) is the last aspect analyzed when implementing a robotic automation project. The cost of EOAT can be as low as $10 for a suction cup and over $1,000 for an electric gripper. Hence, its cost is not a big part of an automation project. However, it has a direct impact on robotic cell performance and throughput. End-users consider performance, purchase, operations, and recurring costs when choosing a robotic EOAT system. The purchase costs include costs of all EOATs, the cost of the tool changer, robotic programming for grippers, and spare parts. The operation costs include the cost of tool changeover, compressed air, and maintenance.Washdown robots have become popular in the food and beverage industry after the approval of robots and EOAT from Food and Drug Administration to use in direct food contact. The washdown robots are equipped with EOAT that can be chemically sanitized to make them aseptically clean. The approval of these robots in the industry will increase their adoption in food processing and primary packaging applications.The growth of the e-commerce sector has increased over the last decade,especially in India where the government is focusing on implementing smart cities.Robotic EOAT can handle objects with many different shapes and sizes and are suitable for high mix and low volume warehouses. The EOAT of the mobile robots employed in the e-commerce industry consists of grippers, vacuum end effectors,and suction cups to hold and transport objects.
  • 全球零售自助结账终端市场报告(2017-2021年)
    This report covers the present scenario and the growth prospects of the global retail self-checkout terminals market for the period 2017-2021. To calculate the market's size, this report considers revenue generated on the basis of the total number of unit shipments and the new installations of self-checkout terminals in retail outlets.The report outlines the usage of self-checkout terminals by the global population on the basis of gender and age. It also lists the three key leading countries. In addition, the report presents the vendor landscape, vendors' shares on the basis of unit shipments,and a corresponding detailed analysis of the five key vendors operating in the market.It also discusses the major drivers that influence the growth of the market globally, the challenges faced by the vendors and the market as a whole, and the key trends emerging in the market.
  • 全球超声设备市场报告(2016-2020年)
    The adoption of advanced technological innovations by vendors is contributing to the market growth of ultrasound equipment globally. For instance, Samsung developed WS80A series with Elite performance package, the first five-dimensional (5D) ultrasound equipment in the world. The product has become popular for fetus scan and women’s health, as well as assessing the fetus’ central nervous systemand cardiac functioning.In this report, Technavio covers the present scenario and growth prospects of the global ultrasound equipment market for 2016-2020 (base year: 2015; forecast end year: 2020).
  • 全球体育RTLS市场报告(2016-2020年)
    Real-time location system (RTLS) and radio-frequency identification (RFID) tags help in increasing the efficiency and performance of fitness professionals, athletes,and individual users.The opportunity in the RTLS market has led to increased number of RTLS vendors.This, in turn, leads to a reduction in the price of RFID tags, which enable increased adoption of RTLS solutions among small and medium-sized enterprises (SMEs).Increased use of RTLS for sports performance tracking is a major factor affecting the growth of the market.
  • 全球护士呼叫系统市场报告(2016-2020年)
    This report covers the present scenario and growth prospects of the nurse call system market in US for 2016-2020 (base year: 2015; end year: 2020). To calculate the market size, we consider the revenue generated from the sales of NCS, including nurse call components such as pagers and smartphones. The NCS helps a caregiver and a patient to effectively communicate with each other and enhance patient care.The report describes the market by technology:Wired NCS,Integrated wireless NCS.The report describes the market by end-user:SNFs,ALFs,ACFs.The report presents the vendor landscape and a corresponding detailed analysis of the top four vendors operating in the market and two key companies. In addition, it discusses the major drivers influencing market growth and the challenges faced byvendors and the market as a whole. It also examines key emerging trends and their influence on current and future market scenarios.
  • 全球扬声器市场报告(2016-2020年)
    The emergence of Chinese players in the market and introduction of low-cost speakers by them are factors that are likely to support the growth of shipment of wireless speakers worldwide. However, the increase in availability of counterfeit products will likely affect the revenue inflow of leading vendors.Customers demand technologically advanced products. Therefore, technology is one of the major buying criteria for individual users. Vendors are increasingly focusing on producing speakers with advanced features to meet customers' demands. Streaming via NFC and AirPlay are some of the latest wireless technologies that attract buyers as they provide users with a wide range of options for hassle-free music listening.
  • 全球水下照相机市场报告(2017-2021年)
    This report covers the present scenario and the growth prospects of global underwater camera market for 2017-2021. To calculate the market size, the report considers the revenue generated from the sales of underwater cameras, excluding cameras that cannot be submerged in water. It also presents the vendor landscape and a corresponding detailed analysis of the top four vendors in the market. It discusses the major drivers that are influencing market growth, current challenges faced by vendors and the market as a whole, and key emerging trends affecting the current and future market scenarios.
  • 全球语音识别市场报告(2017-2021年)
    The global voice recognition biometrics market will grow from $1.09 billion in 2016 to reach $2.64 billion by the end of 2021, growing at a CAGR of 19.35%. Throughout this report, 2016 is considered the base year, and the values are estimated for 2017-2021.

投资分析报告

  • 通信行业:光通信维持高景气,聚焦低估值的龙头-2017年中期投资策略
    2017 年 3 月份电信业务收入 1056.90 亿元,同比增长 4.13%,4 月份电信业务收入 1109.10 亿元,收入同比增长 4.80%。电信业务收入出现稳步增长的趋势。2016 年我国电信行业的资本开支为 4350 亿元,投资同比下降 4.17%,投资有所下滑,但是整体通信的资本开支维持在高位。
  • 军工行业:周边局势进入缓和期,超跌反弹而非反转-动态报告
    进入 5 月份以来,我国周边国际局势发生了新变化。虽然有美军轰炸机飞越南海、反导试验取得成功等事件影响,但传统上与中国关系较为紧张的国家和地区,包括日本、印度、韩国、东盟诸国等,正通过各种渠道缓和双方关系,合作协商的态势已然形成。我们认为,我国周边国际局势正进入缓和期,美军进行反导试验、轰炸机飞跃南海等个案不会改变整体外部环境趋向缓和的大趋势。 
  • 军工行业:改革成长双拐点,军工投资大机遇-2017年度中期策略报告
    回顾 2016 年军工行业业绩,军工行业上市公司业绩保持整体稳定状态,2017 年一季度部分上市公司业绩有所改善,但军工年底交货特点,一季度业绩释放空间有限。今年军工行业处在混改等改革和军机批产等中长期拐点利好兑现期,行业正全面向好。二季度在市场风险偏好变化等情况下,市场忽视军工行业基本面向好的变化,军工板块上市公司股价大幅回撤,板块整体被错杀,投资价值被低估。 
  • 通信行业:出口扩容+互联网巨头投入,海底光缆有望强劲增长-研究周报
    据光通信领域权威数据机构 Ovum 统计数据显示,2016 年全球海底光缆市场规模超过 10.6 亿美元,相比 2014 年的 4 亿美元,增长了近 2 倍。预计到 2022 年,海底光缆市场规模将达到 14 亿美元,年复合增速 5%,其中亚洲和北美市场将成为主要增长点。 
  • 通信行业:春光无限正芳华-光通信深度报告
    国家“十三五”规划提出完善新一代高速光纤网络,明确到 2020年实现城市全光网和农村 98%覆盖,及 100M/1000M以上带宽能力,此为光通信的国家 KPI 指标。光纤接入有 1.75 亿户新增市场,仍有 70%增长空间,而 100M宽带升级市场空间为 2.37 亿,占存量宽带用户75%。此外,光纤反倾销延续,继续护航行业发展。 

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