The global synthetic aperture radar (SAR) Market is a part of the global aerospace and defense market. The global aerospace and defense market was valued at $2,407.83 billion in 2021 and reached $2,907.21 billion in 2023. The global aerospace and defense market witnessed an incremental growth of $499.4 billion and registered a CAGR of 9.9% from 2021 to 2023.

Wearables technologies refer to electronic technologies that are embedded in wearables, such as smart bands, smartwatches, smart clothing, and smart rings. Wearable electronic devices are equipped with miniaturized electronic devices such as microchips and sensors, enabling them to perform computing tasks. The electronic devices embedded in wearables collect data and track activities, allowing the wearers to access information in real-time. The scope of the report includes smart bands, smartwatches, smart rings, wireless headphones, smart glasses, smart clothing, and head-mounted displays (HMDs).

True wireless headphones are wireless audio devices that operate without any physical connection to audio sources. These headphones offer the freedom to enjoy music, podcasts, and other audio content without the constraints of wires, making them a popular choice for consumers seeking convenience and portability. True wireless headphones come in various forms including earbuds and headphones; they are equipped with advanced technologies such as Bluetooth connectivity for seamless pairing with mobile devices and active noise cancellation for immersive listening experiences. The market caters to a wide range of consumer preferences, with options available for different usage scenarios, styles, and budgets. With a focus on innovation and user experience, the true wireless headphones market continues to evolve, driven by the advancements in audio technology and changing consumer lifestyles.

10 月 A 股半导体指数跑赢中国台湾半导体指数及费城半导体指数。10 月，半导体（SW）行业指数+19.36%，同期电子（SW）行业指数+14.65%，费城半导体指数/中国台湾半导体指数-1.56%/+4.93%；年初至今，半导体 （SW）行业指数+21.94%，同期电子（SW）行业指数+18.95%，费城半导体指数/中国台湾半导体指数+18.47%/+51.67%。

半导体设备板块具备“高景气+强催化”属性，2024Q3 各核心标的营收继续保持高增，贯彻“高景气”属性；特朗普上台，中美科技博弈预计再上台阶，自主可控继续成为板块主旋律。9 月底以来，市场流动性释放，赋予板块 EPS 和 PE 双击。展望后续，复苏和先进工艺突破继续作用为下游资本开支的两大主线，建议持续关注下游先进工艺良率提升和低国产化率卡脖子设备突破。