据媒体报道，荣耀产品业务部总裁熊军民近日表示，即将发布的荣耀Magic2除了采用滑屏设计和屏下指纹之外，还将采用石墨烯技术。业内认为，石墨烯电池将成为下一个电池技术的突破方向。随着石墨烯制备技术进一步推动规模化应用，5-10年内市场将进入高速发展期，到2020年市场规模可达到3.85亿美元。鉴于石墨烯优良的性能和未来广阔的应用空间，当前有相应技术储备公司在产业竞争格局中占据有利地位。

近年来，云计算、大数据、移动互联、物联网、深度学习等技术发展，智能语音在智能家居、可穿戴设备、汽车电子、教育、医疗、金融等场景化应用持续深化，推动市场规模快速增长。为此，赛迪顾问围绕智能语音市场进行深入研究，针对重点行业的场景化应用、市场竞争格局及主要厂商的战略布局进行深刻剖析，并结合市场发展态势和资本关注热点领域进行投资价值与投资机会挖掘，期望能通过此研究为促进我国人工智能应用发展提供有价值的参考。

The blockchain technology is expected to disrupt the automotive value chain in the near future. The magnitude of its impact might vary from stake holders to stake holders, but it surely encompasses the whole value chain. This section of the research study throws light on the push and the pull forces operating in the automotive blockchain market. It further studies the impact of these forces on the market growth.

The global quantum dot display market was valued at USD 302.3 million in 2014 and is expected to witness significant growth to reach USD 3.86 billion by 2022, growing at an estimated CAGR of 39.9% from 2015 to 2022. The market is poised for unprecedented growth over the forecast period owing to technology maturity. Quantum dot display enables improvement of in conventional displays with vibrant color and reduces the cost of manufacturing electronic devices while increasing quality.

There was volatility in computer hardware spending over the review period, a trend that reflected the impact of PC saturation, the diffusion cycle for tablet ownership, and upgrade cycles in key product categories. After a steep and sustained decline 2012-2015 the AV segment returned to growth in 2016-2017 based on demand for new products and technologies. The smartphone boom occurred early in South Korea, and therefore handset segment performance was weak over the review period.

The smart electricity meters market has been segmented on the basis of end-user and by region. On the basis of end-user market has been segmented to residential, commercial and industrial smart electricity meters. The residential end-user segment include all households and newly constructed households. The commercial end-user segment includes commercial buildings and aligned infrastructures such as hotels, residential lodges, small to large shopping complexes, and offices. The industrial end-user segment involves the incorporation of smart electricity meters into product manufacturing facilities and processing plants.

Demand cannibalisation by smartphones has lowered the Mexican PC market, which is still developing with a household penetration of 45.4% in 2017, despite showing stalled growth for the first time. TV ownership is widespread, but vendors should benefit from upgrades to new technologies.  Pressure on digital camera volumes from smartphones will continue to be a drag.  The handset segment was affected by peso depreciation in 2015-2016, but will gain a stronger footing once the smartphone migration upside is no longer obscured by economic challenges.

The personal electronics value chain encompasses suppliers, subcontractors and/or sub-manufacturers, OEMs (Original Equipment Manufacturers), distributors/ sales channel and end-users. The industry faces several challenges owing to evolving consumer preferences, supply-related delays and production disruptions. Technological advancements, increased R&D investments along with the need to achieve economies of scale make value chain analysis an important aspect for the industry.

刻蚀设备市场空间巨大。据FactorEquilibrium数据，2016年全球刻蚀设备市场为78亿美元；2017-2025年市场销售额CAGR为6.8%。受益建厂潮，国内产线建设拉动20亿美元刻蚀设备需求。根据长江存储和华力微电子产线设备采购情况，国产刻蚀设备占有率不到20%，国产化率极低。制程不断推进及设计结构日益复杂是推动刻蚀设备市场的核心逻辑。新的制造工艺，如多重图形、基于金属硬掩模的双大马士革工艺、浅沟道刻蚀、高深宽比和高选择比刻蚀等技术不断对刻蚀设备提出挑战。结构上，DRAM和Logic/Foundry小型化、3DNAND堆叠层数不断增多、FinFET成为主流等结构创新，使得刻蚀难度和刻蚀步骤不断增加，拉动刻蚀设备需求和发展。

上周计算机行业(中信)指数下跌 4.05%，沪深 300 指数下跌 1.08%，创业板指数下跌 4.12%。上周计算机行业白马龙头和自主可控龙头继续出现大幅回调，我们认为：1、客观上这些公司近期机构配置集中，收益远超过大盘指数。一般来讲，机构报团如果是阿尔法驱动，那么可持续性强周期也更长；如果是贝塔驱动(风险偏好趋同带来的集中配置)的抱团，么在市场风格变化的时候，容易出现趋势性下跌。

上周苹果发布iPhoneXS、XSMax、XR三款手机及AppleWatchSeries4。三款手机对于屏幕尺寸、双卡双待、处理器及通信性能、外观色彩等进行了升级，总体配置符合预期。从定价来看，iPhone延续了高端产品定位。我们判断新iPhone上市对供应链的影响包括：1）18年三款新机销量有望与17年新机销量持平或略增，产业链公司受益机会更多来自创新项目以及份额提升；2）终端定价较高有利于维持苹果自身毛利率，亦将缓解供应链降价压力；3）3D拍照、OLED、LCP天线等渗透率提升，利好业已卡位细分领域的龙头公司。苹果产业链我们首推立讯精密、欧菲科技、大族激光等。此外，苹果新品有望倒逼国产品牌加速围绕5G与AI的应用创新，持续看好国产机5G创新与核心元件进口替代，推荐三环集团、顺络电子等。

上周计算机行业(中信)指数上涨2.17%，沪深300 指数上涨5.19%，创业板指数上涨3.26%。近期计算机行业白马龙头和自主可控龙头股价出现较大波动，我们认为：1、客观上这些公司近期机构配置集中，收益远超过大盘指数，在大盘企稳情况下，机构可能调仓前期超跌板块；2、市场担忧中美贸易战走向硬对抗。虽然A 股计算机公司对外出口微乎其微，直接业绩冲击非常小，但贸易战影响市场风险偏好，作为高贝塔的板块，计算机行业首当其冲。

2018年上半年电子板块走势弱于沪深300指数。板块整体营收4794.10亿元，同比增长13.46%，增速较去年同期下降19.34pct。板块整体扣非归母净利润157.83亿元，同比下降24.32%。电子板块整体毛利率20.24%，相较去年同期下降1.72pct；板块整体净利率为5.20%，相较去年同期下降0.93pct。总体来看板块盈利质量下滑。

PaaS 属于应用开发环境，上能支撑应用开发和集成，下能提升资源利用效率，提升 IT 生产力。PaaS 服务对象包括 2D（Developer）和 2B，具备双边网络效应，是产业链中壁垒最高的一环（技术壁垒+生态壁垒）。所以 PaaS 对于云计算厂商延伸自身的业务边界，扩展目标客户群，增强客户粘性，构建平台化和生态化的业务模式有重要意义。随着云计算逐步向大型企业渗透，IaaS 和 SaaS 厂商纷纷加码 PaaS， PaaS 市场增长加速，重要性日益提升。 

声呐是一种利用声波在水下的传播特性，通过电声转换和信息处理，完成水下导航与测距的技术，可以实现水下探测、定位、跟踪、识别、导航、制导、通信、测速、对抗等多种功能，应用十分广泛。

2009年电动汽车电池组成本中原材料占比44%，包括12%活性材料，32%采购部件（资料来源：波士顿咨询）；2015年电动车电池组成本中原材料成本占比上升至63%（资料来源：罗兰贝格咨询）；随着非材料成本的下降，到2020年，预计原材料成本飙升至近80%，这将极大提升存量电池市场的潜在价值，激发废旧动力电池资源化回收产业（资料来源美国阿贡国家实验室） 。

2015年11月，发改委等四部委联合出台《电动汽车充电基础设施发展指南（2015-2020年）》：首次对不同类型的充换电站明确了建设指标：区分了公交车/出租车/环卫物流专用车/公共充电站/城际快充站，区分了内部停车场/写字楼、路边停车场。建设责任主体主要为地方政府和电网企业。众筹共建模式加快建设进度。首次对国内不同省份的电动汽车发展目标进行分解：区分加快发展地区、示范推广地区和积极促进地区，明确了2020年之前形成“四纵四横”（四纵：沈海、京沪、京台、京港澳,四横：青银、连霍、沪蓉、沪昆）城际快充网络。