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(2020年第33期)
(报告加工时间:2020-09-07 -- 2020-09-13)

行业资讯

境外分析报告

  • 全球智能厨房电器市场分析和预测(2019-2024年)
    The global smart kitchen appliances market comprises major companies providing smart appliances that have a variety of specifications which include voice assistance, AI/Internet of Things integration, and app controlling features, among others. These are traditional appliances which are been combined with technologies, to aid and provide guidance for kitchen management and cooking in order to make the environment safer for the consumer. The kitchen appliance manufacturers offer a range of smart products to suit the customers’ needs. This varied range of market participants provides opportunities to other players willing to bear the high risks involved in the industry. This chapter provides the latest strategies and developments adopted by the key market players in the global smart kitchen appliances market. In order to lead the market as well as engage in the process of market growth, a company needs to work in collaboration with the top market leaders, acquire the companies with less capital to expand, bring new products and services to the market, and improve the existing products.
  • 全球5G芯片组市场-增长,趋势和预测(2020-2025年)
    With 5G networks soon to be rolled out, smartphone OEMs telecom players are rapidly gearing towards the shift. Telecom service providers across the globe are upgrading to 5G networks, which rely on denser arrays of small antennas to offer ultra-high data speeds. At the same time, smart phone manufacturers are working towards equipping handsets with built-in 5G radios, to exploit complete potential of 5G networks. Such efforts are increasing the demand for 5G modem chipsets, which are considered to be the keys that allow devices to support 5G technologies. These 5G modem chipsets, in combination with service providers, largely serve and enhance the capabilities of three major applications: enhanced mobile broadband, ultra-reliable and low latency communications, and massive machine type communications. 5G technology is not yet commercialized, and some countries still face several regulatory constraints. A few pilot countries, however, such as the United States, Japan, South Korea, and China, have reportedly started licensing mmWave spectrums for research and testing purposes.
  • 全球患者监测市场-增长,趋势和预测(2020-2025年)
    The patient monitoring market’s growth is primarily driven by the rising prevalence of chronic diseases, growing geriatric population, rising popularity of health monitoring devices, and preference for home and remote monitoring devices. According to the World Health Organization, Chronic Obstructive Pulmonary Disease (COPD) is expected to emerge as the third leading cause of death across the world by 2030. Majority of the chronic diseases and conditions are linked to an aging society and lifestyle choices, such as smoking, sexual behavior, diet, and exercise, along with genetic predispositions. Moreover, the rising awareness regarding patient monitoring devices, especially remote monitoring and home monitoring devices, are anticipated to witness significant growth rates over the forecast period. The percentage of adults meeting the national guideline for aerobic physical activity increased from 44% in 2008 to 54% in 2017. The rising awareness regarding the benefits associated with healthy lifestyle and increasing usage of health monitoring devices are likely to drive the market’s growth.
  • 全球烟雾探测器市场报告(2020-2027年)
    Smoke detectors assist in detecting fire outbreak in the building, which reduces the risk of hazards caused by accidental fires. This prevents the loss of life and property, by alarming the occupants to escape the situation. The report on the global smoke detector market presents a detailed analysis of the trends, future estimations, and thorough study of the market based on product type, installation type, end user, and region. On the basis of product type, the market is fragmented into ionization smoke detectors, photoelectric smoke detectors, dual sensor smoke detectors, and others. Based on installation type, it is categorized into hardwired and batteryoperated smoke detectors. By end user, the market is classified into commercial, manufacturing, residential, automotive, telecommunications, oil, gas & mining, and others. The market is analyzed across North America, Europe, Asia-Pacific, and LAMEA to understand their regional trends. This report highlights the drivers, restraints, opportunities, and growth strategies adopted by key players to understand the dynamics and potential of the market. The study includes Porter’s five forces analysis of the industry to determine the impact of suppliers, competitors, new entrants, substitutes, and buyers on the market growth.
  • 全球智能手表市场报告(2019-2027年)
    The study of smartwatch in this report emphasizes on various products, operating systems, and corresponding applications. Different operating systems such as watchOS, android, Linux, and others are available in the market. Many leading vendors such as Apple, Xiaomi, Fitbit, and others are operating in this segment. Various features include notifications, alerts, apps, answer messages by voice, media management, fitness tracking, and a very good battery life. The market size revenue considered in the report is revenue earned by companies by selling smartwatch. From application perspective, the report analyzes the market according to personal assistance, wellness, healthcare, sports, and others. The companies operating in the market have adopted strategies such as collaboration, partnership, product launch, R&D, and acquisition to increase their market share and expand their geographical presence. The global smartwatch market is analyzed and estimated in accordance with the impact of the drivers, restraints, and opportunities. The period studied in this report is from 2019 to 2027, wherein the forecast period is from 2020 to 2027.
  • 全球有机LED市场报告(2020-2027年)
    The global OLED technology market is predicted to show a promising growth during the forecast period owing to the increased demand for energy efficient and eco-friendly lighting products that would consume less energy. This is the major factor driving the global OLED market. OLEDs are primarily used for display and lighting functions. Based on the rapid technological developments, OLED technology has shown drastic improvement in the past few years. The scope of the report discusses the potential opportunities for the market players to enter the global organic LED 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.
  • 全球组织成像市场分析和预测(2020-2030年)
    The global tissue imaging market has witnessed a single-digit growth in the past five years. The increase in demand for tissue imaging devices is majorly attributed to the growing prominence for early diagnosis and advancement in the imaging technologies. Through the thorough analysis of the key strategies incorporated by the players of the global tissue imaging market, it was observed that major players were keen to expand their dominance through the launch of new products enabling advanced features.

投资分析报告

  • 电子行业:面板涨价趋势犹在,智能设备景气高涨-月报
    半导体行业:全球半导体行业景气持续上升,北美半导体设备出货增加明显,8 寸晶圆厂产能满载,下游行业需求逐步复苏。中美贸易摩擦持续,美国商务部工业和安全局(BIS)进一步收紧了对华为获取美国技术的限制,科技博弈成为长期议题,国产替代始终为半导体行业发展主线。
  • 电子行业:存储芯片投资地图
    半导体存储器件是半导体行业市场占比最高的分支,总计市场规模在1000亿美元以上,近几十年以来市场规模一直在波动中上行。
  • 电子行业:苹果产业链持续向好,半导体韧性依旧-投资周报
    iPhone 大年叠加可穿戴,苹果产业链持续向好消费电子:5G 催化高存量iPhone 用户升级换机,可穿戴设备快速渗透iPhone 大年高确定性,苹果产业链持续向好:iPhone 存量用户达3.5 亿,其中iPhone6&7 系列占比近50%,此类用户一次升级到5G 的需求强烈,预计整体升级换机比例较高。
  • 计算机行业:环比优于往年两成,AI与云表现略胜-2020中报综述
    对计算机行业 208 支个股的 2020 年中报业绩进行分析,发现在 H1 整体营 收持平、利润承压之下,仍有现金流改善。而 Q2 环比改善爆发力更强,增 长占比较往年更胜两成。细分板块表现各异,AI 和云等相对较好。
  • 电子元器件行业:谨慎对待外部风险,选择基本面确定性高的板块
    前期估值推升后进入调整期 行业走势弱于市场整体:2020 年8 月国内A 股市场的申万电子行业一级指数下跌1.3%,位列第25 位,跑输沪深300 指数3.9个百分点,整体走势弱于大市。8 月半导体板块在前期估值推升的情况下进入调整期,消费电子受信息面的影响波动较大。海外市场方面,香港和美国科技板块上涨,而台湾科技业指数小幅下跌。
  • 计算机行业:2020H1业绩同比下滑,Q2明显改善-2020年中报业绩综述
    在经济增速换挡,经济结构转型升级的大背景下,企业已经从粗放式投资的增长模式逐步走向精细化运营的增长模式。在此背景下,企业信息化和数字化建设成为刚需。另外,在面临国际环境不确定性的背景下,信创成为行业的又一趋势。虽然2020H1 受疫情影响,行业整体业绩有所下滑,但是在Q2 我们已经看到行业内绝大多数细分板块已经出现明显改善。
  • 计算机行业:工业软件,制造强国必修课-“工业互联专题研究
    规模上,截至2018年,全球工业软件市场规模达3893亿美元,同比增长5.2%,近三年CAGR 5%。 2019年,我国工业软件市场规模为1720亿人民币,约占全球6%的份额;同比增长16.5%,增速高于国 际平均水平。
  • 电子行业:快充新“赛道,行业势不可挡
    快充走向百瓦时代:手机功耗提升和手机电池容量受限催生快充解决方案,通过充电头/电池/数据线及接口三方配合,快充已由过去传统高压低电流和低压高电流方案,走向高电流高电压融合方案,OPPO/VIVO/小米均于今年7月推出百瓦以上快充。此外,主流厂商通过GaN开关、平板变压器等使快充变得更便携,通过VC液冷散热、石墨烯、高导散热凝胶等使快充变得更安全。
  • 电子行业:军工、红外和苹果产业链持续高景气-2020年半年度总结和9月投资策略
    电子行业2020H1 回顾。2020H1 全行业(A 股)298 家公司收入为8724.02亿元,同比增长5.9%;全行业归母净利润为537.36 亿元,同比增长14.0%。电子行业各个子行业增速情况为:(1)半导体收入+29.0%,净利润+57.9%;(2)消费电子收入+12.9%,净利润+29.3%;(3)面板收入-11.2%,净利润-61.2%;(4)元件收入+3.4%,净利润-0.5%;(5)PCB 收入+2.9%,净利润+13.2%;(6)安防收入-2.4%,归母净利润+4.4%;(7)LED:收入-15.0%,净利润-35.2%;(8)汽车电子:收入+20.0%,归母净利润+182.8%。
  • 电子行业:5G硬件创新持续,汽车电子拐点已至-2020年秋季投资策略
    智能硬件创新方向建议关注制造线设备企业、射频领域先进封装龙头环旭电子、柔性电路板企业东山精密;商用车智能化赛道关注鸿泉物联;另外关注存储芯片国产化标的国科微。

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