3D scanners are devices that capture the details of a real-world object that include properties, such as dimensions, texture, and color, which can then be used to reproduce 3D models. Though 3D scanning technology has not penetrated substantially into the residential and private settings, these devices are prominently used for the production of video games and movies in industries, such as entertainment and media.

Cardiovascular Devices market is growing at a considerable rate, owing to factors, such as the rapid technological advances, increasing awareness of the population, high preference of minimally invasive procedures over conventional surgeries. The definitions for individual segments have been provided in the respective segments. The market estimates provided are entirely based on the segments tracked in this report and the estimates provided in this report may not be in line with other reports, where the segments tracked may not be in line with this report.

Profession AV solutions or pro AV equipment are systems that are involved in the transmission of multiple high-quality live audio and video signals among other transmissions, uncompressed in nature, to multiple devices. The pro AV systems are broadly used in live events, broadcast facilities, commercial installations, and recording, and post-production. Sound reinforcement equipment and solutions form the backbone of any pro AV systems, installed or portable. The advent of the cloud and the software-based application has propelled the audiovisual (AV) technologies to go through a major shift. Enterprises are looking forward to advanced AV solutions to help them in achieving seamless business communication and collaboration. On the other hand, system integrators and channel partners are also witnessing huge revenue potential in the growing global enterprise AV market.

The PLC market is strongly impacted by the industrial output and the investment funneled into computers and software. These PLC systems have traditionally been the foundation of both process and discrete factory automation. The growing adoption of Industry 4.0 across the industrial verticals has augmented the PLC market in the European region. A major growth indicator for PLCs in the discrete-manufacturing sector is the amplified deployment of robots across the automotive manufacturing, the electrical, and the electronics industries. With PLCs being used extensively in robotics, the market is expected to greatly benefit from the robotics boom. According to the recent estimates by IFR, five of the top 10 countries witnessing high industrial robots density are from Europe. These statistics indicate the high levels of automation that exists in the region and the need for process control equipment.

Profession AV solutions or pro AV equipment are systems that are involved in the transmission of multiple high-quality live audio and video signals among other transmissions, uncompressed in nature, to multiple devices. The pro AV systems are broadly used in live events, broadcast facilities, commercial installations, and recording, and post-production. Sound reinforcement equipment and solutions form the backbone of any pro AV systems, installed or portable. The advent of the cloud and the software-based application has propelled the audiovisual (AV) technologies to go through a major shift. Global enterprises are looking forward to advanced AV solutions to help them in achieving seamless business communication and collaboration. On the other hand, system integrators and channel partners are also witnessing huge revenue potential in the growing global enterprise AV market.

The research process adopted for this study is a highly structured, two-stage process: size estimation of the review period and the market engineering for the forecast period, of the global-, country-, and segment-level data, which leads to the data generation process (DGP) for the studied variables. The size estimations are carried out through multiple bottom-up and top-down approaches. The bottom-up approach includes the examining of historical revenues of key players, studying the size of the applications, value and supply chain analysis, and end-user demand, which are then cross-validated against secondary and primary resources.  The top-down approach is an astute research process, where the global market sizing is carried out through the secondary research, validated then by primary industry experts.

WSTS 于 7/1 公布全球 2019 年 5 月半导体销售额 330.6 亿美元，同比维持 15%跌幅，环比上升 2.9%，为本年来的首次环比正增长。费指近一月内（6/20-7/19）上扬 7.9%接近历史高位，标普 500 对费指 P/E 估值溢价率也缩小至 2.3%。

公募基金 2Q19 报告已披露完毕，我们分析了基金在电子、通信板块的持仓情况及变化趋势，其中电子、通信板块成分股以申万指数成分股为准。2Q19 基金重仓持股中电子板块占比 5.75%，仓位再度回落，超配幅度跌至近年低点。2Q19基金重仓持股中通信板块占比 1.43%，环比减少 0.58ppt，持续低配。

半导体行业垂直分工模式的出现促进了产业链分工的全球化。美国作为半导体领域无可争议领先者，依然需要依赖全球各地的资源与技术。国内半导体产业真正意义的发展起步于上世纪九十年代，经过二十余年的发展初步具备规模：在芯片设计领域，华为海思的通信、安防芯片已经达到世界领先水平；IC 制造领域，中芯国际 14nm制程进入客户导入阶段，12nm 研发取得突破。

2Q19 计算机板块持仓水平下降。2019 年二季度基金在计算机板块持仓占比为5.8%，较2019 年一季度的7.4%略有下降，回落至2018 年二季度的水平。

遥感为地理信息产业重要组成部分，长期以来未得到足够重视；遥感产业链可分为数据获取、数据处理、数据应用环节。

19Q2 基金重仓持股中电子板块市值占比 5.83%，仓位环比下降 1.29pct，同比下降 3.48pct。超配幅度为 1.37%，跌至近 4 年最低点。超配幅度环比下降幅度在申万 28个一级子行业中位列第二，主要由于中美贸易摩擦对下游需求带来一定抑制，且使供应链厂商面临较大的不确定性。