An embedded processor is especially designed for embedded systems and can handle multiple processors in real time. It handles all the computational and logical operation of a computer. They are in a form of computer chips that are embedded in various microcontrollers and microprocessors to control various electrical and mechanical systems. These processors also offer features such as storing and retrieving data from the memory. The scope of the report discusses the potential opportunities for the market players to enter the global embedded processor 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.

Discrete manufacturing is an industry term used for manufacturing of finished products that are distinct items capable of being easily counted, touched, or seen. In addition, PLM software is used by various industries to manage entire lifecycle of a product from its start through the engineering, design, manufacture, and disposal services of manufactured products. Moreover, PLM software provides companies with the ability to improve their production quality and also increases a company’s efficiency & productivity. Moreover, many manufacturing units across developing nations of Asia-Pacific and LAMEA are using this software to reduce prototyping costs while developing or innovating new products, which enhances growth of the market.

A femtocell is a fully featured, low-powered, small, cellular base station. A femtocell is connected to a mobile number service provider network by a typical broadband and cable service. Femtocells are small and they can replace Wi-Fi routers. They are basically designed for residential or office establishments. The femtocells that are designed for home support around four connections, whereas commercial femtocells typically support connections up to 16 users. This is a cost-effective solution that is used for high-speed internet. The report focuses on the growth prospects, restraints, and femtocells market analysis. The study provides Porter’s five forces analysis of femtocell industry to understand the impact of various factors such as bargaining power of suppliers, competitive intensity of competitors, threat of new entrants, threat of substitutes, and bargaining power of buyers on the femtocells market trends.

NFC payment is a contactless payment service that allows people to transfer or receive money using smartphones, tablets, laptops, and other devices. Furthermore, numerous benefits provided by NFC payment devices service include high security, hassle free transaction, faster transaction processing speed, and others. In addition, various banks and financial institutions are providing NFC payment devices service as it provides bank customers with convenient, fast, and secure payment processing systems. This increases the adoption of NFC payment devices among people, thereby driving the growth of the market.

Ethernet switch is a multiport network switch that connects all the computer networking devices together on a computer. It forwards the data only to its destination port where it is required unlike Ethernet hubs which forward the data to all the ports irrespective of the requirement. Ethernet switches are broadly classified into two main categories modular and fixed configuration. Modular switches enables to add expansion modules into the switches as needed, thereby delivering the best flexibility to address changing networks, whereas fixed configuration switches are switches with a fixed number of ports and are typically not expandable.

Banking and financial services outsourcing refers to the use of third party vendors to deliver services or perform tasks, which is normally undertaken by financial institutions. The objective behind its adoption among banks and financial institutions is to make it easier for them to dedicate their time and resources to core business and operations. Banking business process outsourcing (BPO) is a strategic tool that supports banks for its business growth and account servicing functions. The third party financial services provider may be offshore on onshore. The report focuses on the growth prospects, restraints, and trends of the global BFSI BPO services market analysis. The study provides Porter’s five forces analysis to understand the impact of various factors such as bargaining power of suppliers, competitive intensity of competitors, threat of new entrants, threat of substitutes, and bargaining power of buyers on the global BFSI BPO services market.

Enterprise resource planning (ERP) is a modular software system primarily designed to integrate the main functional areas of an organization's business processes into a unified system. An ERP system includes core software components, often called modules, which focus on essential business areas such as finance and accounting, human resource (HR), production and materials management, customer relationship management (CRM), supply chain management, and others. Organizations choose which core modules to use based on the business importance. ERP software enables efficient resource management and integration of organizational activities and its implementation enhances the operational efficiency, thus providing competitive edge to enterprises.

The constant development in the agricultural industry led to the need for a standardized communication system for various agricultural equipment. Agricultural equipment standardization first began in Germany in 1988 under the control of Verband Deutscher Maschinen- und Anlagenbau e.V. (VDMA), which resulted in a national standard DIN9684. The development toward agricultural standardization led to the creation of an international ISO-based standard, ISO 11783. Due to constant developments, the tractors, as well as other agricultural equipment, have become more complex. Inter-equipment communication, especially at the equipment level, has been taken into consideration while establishing the ISOBUS standard. Also, the increased emphasis on precision farming and autonomous harvesting devices needs a standardized network to deploy its benefits. Primarily, ISO 11783 or ISOBUS standard aims at simplifying communication between various agricultural equipment. The standard covers all aspects of a networked system, such as controlling equipment, power management, physical layer, and tractors. To ensure the compatibility among various agricultural equipment through ISOBUS standard, an independent conformance test procedure is defined along with implementation levels.

Pay TV is a subscription based television service. Pay TV generally includes subscription-based content such sport event, newly released movies and television serials. Pay TV includes different types of subscription services such as cable TV, satellite TV and IPTV. Cable TV offers its services through coaxial cables or fiber optic cables. Satellite TV is a type of television programming that is wirelessly delivered to TV sets across the world through network of radio signals, communications satellites, broadcast centers and outdoor dish antennas. IPTV uses Internet protocol (IP) based network to deliver TV channels to viewer’s set-top box. The prominent factors that drive the Pay TV market growth include increase in number of subscribers and the launch of new television channels. Moreover, increase in demand for IPTV in developed countries further fuels the growth of the market. However, emergence of OTT platforms such as Netflix, Amazon Prime, and Hotstar, are expected to restrain the growth of the pay TV market.

Home automation system refers to automatic and electronic control of household features, activity, and appliances. In addition, home automation is a network of hardware, communication, and electronic interfaces, which work to integrate smart devices with one another via Internet. Every device has sensors and is connected through Wi-Fi, so anyone can manage them from a smartphone or tablet. This allows to turn on lights, lock doors, or even turn down heat remotely. Home automation and controls system is an automatic centralized control system. This system finds application in heating, ventilation, & air conditioning; lighting; and security & access control. Increase in demand for energy efficiency and maintenance of secure & safe environment with enhanced user convenience in various industry verticals boost the market growth.

随着互联网技术的快速发展，中国人工智能产业也迎来了前所未有的大发展，智能汽车、智能机器人、智能无人机等产业相继出现。文章基于中国2009—2019年人工智能产业发展的经济数据，利用锡尔系数、基尼系数、对数离差值和泰尔指数分析了中国人工智能产业发展存在的区域差异性。研究发现：一是从整体上来看，中国人工智能产业发展水平存在着较大的差异。中国东部地区人工智能产业的发展水平要明显高于中西部地区。在区域内部差异和区域外部差异系数中，区域间差异要明显高于区域内差异；二是无论是区域内部差异和还是区域外部差异都在逐渐缩小，但是绝对差异依然较大。这可能是因为中国人工智能产业的快速发展和布局，加速了部分城市人工智能产业的发展。企业规模、产业结构、人力资本、政府资金投入会对人工智能产业发展产生显著的正向影响，在人工智能产业的推进过程中可以此为突破口。

我们认为互联网板块具备长期投资价值，当前是较好投资时点。受市场情绪 影响，当前互联网公司估值处于历史低位，当前互联网行业监管接近拐点， 如腾讯《英雄联盟手游》已经上线，美团的监管结果逐步落地，短期互联网 公司业绩稳步向好，中长期看，互联网行业投资逻辑与成长价值不变。推荐 关注有较强游戏内容研发能力的腾讯、心动公司、网易，推荐关注主业增长 空间广阔、新业务有序发展的美团，关注海外业务持续发展的小米。

近期区块链市场投融资事件集中于CeFi 领域，其中印度加密交易所CoinSwitch Kuber 以19 亿美元估值C 轮融资2.6 亿美元，中东和北非地区的加密货币交易所BitOasis B 轮融资3000万美元。在NFT 领域，Axie Infinity 开发商Sky Mavis 完成1.52 亿美元B 轮融资。

Q3 业绩环比逐渐改善，低估值游戏板块和优质流媒体有望获得更多关 注：核心公司Q3 爆款游戏表现较好，业绩环比有所回升，随着新产品 逐步进入变现期，其变现能力逐步显现；同时随着游戏出海的持续进 行，海外市场有望成为游戏公司发展的新驱动因素。优质流媒体公司随 着Q3-Q4 的热门综艺和影视剧持续推出，有望持续推动业绩增长。建 议关注标的：三七互娱、芒果超媒、吉比特、宝通科技。

10 月19 日上证指数上涨0.70%，沪深300 上涨0.98%，创业板综上涨0.56%，中证1000 上涨1.00%。Wind 11 个一级行业分类中，信息技术、工业、电信服务和指数分别实现0.72%、0.45%和-0.29%的涨跌幅。科技及智能设备产业链涉及的11 个Wind 三级行业分类中，排名前三的板块是信息技术服务、电子设备、仪器和元件和软件，分别实现了1.53%、1.36%和1.03%的涨跌幅；排名后三的板块是航空航天与国防Ⅲ、多元电信服务和半导体产品和半导体设备，分别实现了-0.51%、-0.29%和-0.15%的涨跌幅。

2021 年9 月，国内移动市场实际销售收入180.56 亿元，同比增长12.89%，环比下滑6.14%。整个三季度来看，国内移动游戏市场实际销售收入554.69 亿元，同比增长9.09%，环比下滑0.85%。主要由于《王者荣耀》、《阴阳师》等多款长线产品的流水较Q2 有所下滑，以及《航海王热血航线》、《摩尔庄园》等新游流水回落，且Q3新游带来的流水增量有限。

上周恒生指数变动为+2.0%，恒生综指变动为+1.7%，整体表现呈回升态势。恒生资讯科技行业及恒生科技指数分别变动+4.0%及+1.8%，整体表现优于大盘。恒生指数行业中，上周涨幅排名前5 的行业分别是恒生非必需性消费、恒生原材料业、恒生资讯科技业、恒生科技业、恒生电讯业。从PE(TTM)估值对比情况来看，恒生科技行业PE(TTM)为32.2 倍，排名第三，仅落后于医疗保健业与恒生非必须性消费行业，恒生资讯科技行业整体PE(TTM)30.6倍，依旧保持较高水平。

这篇深度报告，核心解决了以下问题：全球短视频市场空间有多大？竞争格局如何？全球主要短视频APP用户数据对比？中国短视频出海背景？各主要出海地区有何特征？字节跳动、快手 和欢聚为代表的中国厂商短视频应用出海进展如何？各自海外运营策略？出海获客成本如何？潜在ROI有多少？商业化变现情况？

一周观点：1）游戏龙头H2 拐点，新品表现不俗，内容储备丰厚，VR/AR 等新技术有望打开增长空间；2）工业B2B 电商龙头，国联股份持续高增长； 3）营销龙头分众传媒，优质点位持续增长；4）去中心化内容生态及产业链 迎电商旺季，平台及MCN 等服务商龙头等亟待关注。

9 月社会消费增长止跌回升。2021 年9 月我国社会消费品零售总额为 36833 亿元，同比增长4.4%（前值2.5%），两年平均增长3.8%（前值 1.5%）。其中，除汽车以外的消费品零售额33298 亿元，同比增长 6.4%。