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(2022年第25期)
(报告加工时间:2022-07-12 -- 2022-07-31)

行业资讯

  • 电子行业:薄膜电容行业双重量升,中国大陆优质厂商乘势而来-汽车电子及半导体系列报告之三-广发证券
    电容器在调谐、旁路、耦合、滤波、储能等电路中起重要作用,而薄膜电容相较其他种类电容器具有耐高压、寿命长、温度特性好、安全稳定等特点,广泛应用在车载及光伏逆变器、车载充电器(OBC)和充电桩等新能源场景中。一方面,薄膜电容作为新能源车电动化及光伏逆变器的核心元器件,将持续受益于新能源高景气;另一方面,新能源汽车技术升级带来薄膜电容单车用量提升。电机的增多可以使新能源汽车的动力性能更好,多电机将逐渐成为更多新能源汽车的标准配置,单车配置电机数量增加,拉动配套电机控制器件需求上涨,薄膜电容作为电机控制器重要组成部分,单车价值量持续提升

境外分析报告

  • 全球有线接口创新市场预测报告(2022-2028年)
    Establishments described in this report are primarily participating in the wired interface market. The Wired Interface is the physical interconnection between the devices to serve the basic purpose of communication in the form of high-speed data transfer, streaming, and others. The wired interface is used to connect the various electronic devices such as a mouse, display, PCs, power supply, video games, and many others.
  • 全球可穿戴显示器创新市场预测报告(2022-2028年)
    Establishments described in this report are primarily participating in the wearable display market. Wearable Display is the subcategory of the wearable technology that is a smart electronic device implemented with the accessories. The wearable display devices enable the wireless connections to communicate on mobile devices, tablets, in transceiver manner.
  • 全球视觉传感器创新市场预测报告(2022-2028年)
    Establishments described in this report are primarily participating in the vision sensor market. Vision sensors use images captured by a camera to determine presence, orientation, and accuracy of parts. These sensors differ from image inspection “systems” in that the camera, light, and controller are integrated together, which makes the unit's installation and operation simple.
  • 全球钠离子电池市场及未来展望需求与机会评估2027年
    Report titled “Global Sodium-ion Battery Market and Future Outlook to 2027- Demand and Opportunity Assessment” is a comprehensive report that study Sodium-ion battery market performance in present and expected demand outlook by studying market by technology, and in detail Lithium-ion battery demand by industries. Also report study overall battery requirement and need of Stationary Energy Storage in near future owing to clean energy mission and shortage of electricity in major economies worldwide. The report helps to assess future opportunities for Sodium-ion batteries.
  • 全球智能铁路创新市场预测报告(2022-2028年)
    Establishments described in this report are primarily participating in the smart railways market.
  • 全球智能显示创新市场预测报告 (2022-2028年)
    Establishments described in this report are primarily participating in the smart display market. In computing, Smart Display was a Microsoft initiative to use a portable touchscreen LCD monitor as a thin client for PCs, connecting via Wi-Fi. Smart Display was announced in early 2002, released in early 2003 and discontinued in December 2003, having never achieved more than negligible market penetration.
  • 全球无线音频创新市场预测报告(2022-2028年)
    Establishments described in this report are primarily participating in the wireless audio market. The transmitter receives the audio signal from the source and then transmits the signal wirelessly. The receiver picks up this wireless signal and passes it to the audio reproduction device which plays the signal back as audible sound.
  • 全球智能工厂创新市场预测报告(2022-2028)
    Establishments described in this report are primarily participating in the smart factory market. The Smart Factory is a concept for expressing the end goal of digitization in manufacturing. The way the term is most commonly used, a Smart Factory is a highly digitized shop floor that continuously collects and shares data through connected machines, devices, and production systems.
  • 全球包装呼吸机市场展望预测市场报告( 2022-2027年)
    Ventilators facilitate the inward and outward movement of breathable air from the lungs to offer mechanical ventilation to patients who have undergone a surgical procedure. Also, ventilatory support is provided to individuals who require emergency oxygen therapy in intensive-care medicine, home care, and emergency medicine. The patient is connected to a ventilator using an artificial airway, which is a hollow tube that goes through the mouth into the main airway or trachea. A mechanical ventilator provides respiratory support until patients can breathe on their own.
  • 全球智能机器人创新市场预测报告(2022-2028年)
    Establishments described in this report are primarily participating in the smart robot market. A smart robot is an artificial intelligence (AI) system that can learn from its environment and its experience and build on its capabilities based on that knowledge.
  • 全球顶级机器人创新市场预测(2022-2028年)
    Establishments described in this report are primarily participating in the top robotics market. Top robotics machinery includes articulated robots, SCARA robots, parallel robots, cylindrical robots, and cartesian robots.
  • 全球空间机器人创新市场预测报告(2022-2028年)
    Establishments described in this report are primarily participating in the space robotics market. Space robots are considered to be more capable devices that can facilitate manipulation, assembling, or servicing functions in orbit as assistants to astronauts, or to extend the areas and abilities of exploration on remote planets as surrogates for human explorers.
  • 全球智能温室创新市场预测报告(2022-2028年)
    Establishments described in this report are primarily participating in the smart greenhouse market. The smart greenhouse is a revolution in agriculture, creating a selfregulating, microclimate suitable for plant growth through the use of sensors, actuators, and monitoring and control systems that optimise growth conditions and automate the growing process. ... Hydroponic greenhouses grow plants without soil.

投资分析报告

  • 化工行业:HNBR在锂电领域放量在即,万吨级市场一触即发-HNBR行业深度报告之二
    电池粘结剂是锂离子电池中重要的组成部分,对电池电化学性能有重要影响。目前,对粘结剂的要求除了基础的粘接功能之外,还有欧姆电阻小,在电解液中性能稳定,不膨胀、不松散、不脱粉等一系列要求。加入性能优异和合适用量的粘结剂,可以获得较大的容量、较长的循环寿命和较低的内阻,这对提高电池的循环性能、快速充放能力以及降低电池的内压等具有促进作用。在我们此前发布的行业深度报告《氢化丁腈-橡胶领域皇冠明珠,进军锂电赛道,市场潜力蓄势待发》中,我们已结合相关文献论述了HNBR 部分替代PVDF 的可行性和优越性。根据我们测算,在2021 年,HNBR 作为动力电池正极粘接剂的用量或已经达到1200 吨左右,而在2025 年在动力电池领域HNBR 作为粘接剂的用量接近1.8万吨,其中,三元锂电池用量为1.3 万吨,磷酸铁锂电池用量为0.48 万吨。
  • 计算机行业:关注鸿蒙3.0与华为军团的机遇-点评报告
    鸿蒙3.0 即将发布,新特性有望更好支持B 端应用,开启发展新篇章 近期鸿蒙3.0 推进不断加速,正式版有望月内发布。2022 年6 月15 日 HarmonyOS 3.0 开发者Beta 公测招募,几乎涵盖了所有机型和几款平板。7 月 6 日,HarmonyOS 3.0 开发者Beta 版的推送,UX 新特性、性能新特性和隐私 安全等新特性。HarmonyOS 3.0 除了隐私界面更新外,还增加了剪贴板隐私保 护、模糊定位、全新设计的App 权限访问记录界面。根据HarmonyOS 3.0 计 划里程,正式版有望于7 月发布。
  • 计算机行业:问界M7软件价值几何?
    问界M7发布,鸿蒙车机表现亮眼。问界车机借助鸿蒙的分布式OS能力,实现多屏互动、无缝流转以及强大的手机生态互通。无缝流转,多屏互联:鸿蒙车机的操作流畅性远超竞品;鸿蒙车机充分发挥其分布式特点,实现多屏互联、车机硬件调用等。手机生态互通:首发超级桌面,手机内应用自适应进入车机。人脸ID直接关联驾驶员账户,导航/通话/日程/服务卡片/应用数据随账号切换。着力打造AI智能助手:车企以语音交互为切入点打造智能助手,小艺已实现全双工、连续对话、随时打断、无效指令屏蔽、多音区等功能。
  • 锂电行业:粘结剂国产替代与技术迭代并行-深度系列九
    水性粘结剂具备国产替代和技术迭代路线:正极方面由于PVDF价格昂贵且配套溶剂NMP存在毒性,目前行业内积极研发新型水性粘结剂如PTFE(聚四氟乙烯),SA(海藻酸钠),PMMA(聚甲基丙烯酸甲酯),HNBR(氢化丁腈橡胶)等用于替代PVDF,新型水性粘结剂在磷酸铁锂正极的产值空间或达到30亿;负极方面,国产材料性能与国外接近,且价格低廉,预计国产材料的需求空间或达到27.6亿。
  • 电子行业:波动中寻找稀缺确定性-半年度策略报告
    我国近年来坚定推动“碳达峰 碳中和”国家战略目标的实现,因此今年上半年虽有疫情及通胀两方面的宏观因素干扰,但新能源相关产业仍保持了其高速增长态势。光伏电子及新能源车用半导体在疫情等压力下仍实现了较为可观的增长,预计下半年将随市场进一步扩张而持续受益。
  • 计算机行业:智驾芯片群雄并起,自动驾驶方兴未艾
    智能驾驶芯片群雄逐鹿,大算力成为行业新品芯片标配。全球智能驾驶发展处于早期,产业革新下硬件发展先行,芯片厂商群雄逐鹿,大算力已成标配。顺应智能驾驶浪潮发展, 芯片厂商的旗舰款芯片出货已普遍突破100TOPS,智驾芯片算力发展速度快于智能驾驶的应用侧。

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