上周苹果公布2017年200大供应商名单，超声电子果真名列其中(原本半信半疑的，现在应该相信了)，其他几个 A 股耳熟能详的苹果概念股也都在，我们就不多说了。比较值得注意的细节是，博世(Robert Bosch GmbH) 这次也纳入名单，已经透露出苹果依然在布局汽车领域，并没有退出代号为 Project Titan 的计划；苹果应该会在2021 年推出它的汽车，那个时候 5G 和物联网已经问世，紧接着的就是车联网。

作为全球两大智能手机领导品牌之一，三星于 2017年 3 月 29 日发布新一代“机皇” ——Galaxy S8， S8 应用了全面屏设计、10nm芯片、虹膜识别+人脸识别、Bixby 智能语音助理、增加外观配色等创新之处，除此之外，S8 还升级了前臵摄像头的像素（S8 前摄 800 万像素，S7 500 万像素），取消 Home 实体键换成压力反馈式的虚拟 Home 健等。三星 S8 的创新昭示并引领着消费电子行业的新趋势，有望带来新的投资机会。

紫光集团获国开行大基金大规模资金支持，国内热度持续：上周半寻体市场重要新闻，根据紫光集团官方网站消息，国家开发银行、华芯投资管理有限责任公司分别通过签署合作协议，意向支持紫光集团融资总量 1,000 亿元和意向投资不超过 500 亿元人民币，重点支持紫光集团发展集成电路相关业务板块。我们认为这个新闻向行业市场表达了至少两个信息，一方面产业政策的持续加码，显示了国家层面对于集成电路产业的发展的决心，另一方面明确了紫光集团通过资本优势进行大规模的投入自主创新，辅劣以与海外重要厂商寺求共赢的合作方式，来实现产业的快速成长，将会成为我们国家集成申路产业推进的主要模式。

The sales of set-top boxes (STBs) in the global STB market will decrease during the forecast period as the market has almost reached the maturity stage. The decline in sales can also be attributed to market saturation and the increasing popularity of on-demand streaming services such as Hulu and Netflix.With digitization of TV being the priority for governments, an increasing number of countries are mandating the adoption of STBs, which is supporting the market growth.In this report, Technavio covers the present scenario and growth prospects of the global STB market for 2016-2020. To calculate the market size, the report considers the unit sales of STBs. It presents the vendor landscape of the top six vendors in the market and lists other prominent vendors in the market. It discusses the major drivers that are influencing market growth, current challenges faced by vendors and the market as a whole, and key emerging trends affecting the current and future market scenarios.

Virtual retinal display (VRD) is expected to gain traction in the market. VRDs are increasingly used in head mounted displays (HMDs). The display is projected directly into the users' eyes. It has high potential to replace other display technologies such as liquid crystal display (LCD), light-emitting diode (LED), and active matrix organic LED (AMOLED) as it consumes less power and has high clarity.Virtual reality (VR)-based gaming is gaining high popularity in the market. Hence,VR device manufacturers such as Oculus, Samsung, and Sony might adopt VRD instead of display with screens. However, start-ups such as Avegant might find it difficult to make a noticeable presence in the market as its product Avegant Glyph is expensive and does not have head-tracking or eye-tracking option.The military is expected to be the major end-user segment after individual consumers, as VRD technology is increasingly used in drones.

Smartwatches are not only used for entertainment, fitness, and wellness but also for online retail and banking. eBay was the first online retail vendor that offered its services through Samsung's smartwatch apps in September 2013. In addition,Citibank extended its services to its customers in the US through the Citi Mobile Lite app for the Apple Watch in July 2015.Fitness band providers are launching smart fitness watches or fitness bands embedded with payment technology. This will likely pose a threat to the growth of the smartwatch payment segment. Smartwatches are expensive compared with fitness bands. With the manufacture of fitness bands embedded with payment solutions, the possibility of individuals preferring fitness bands over smartwatches is likely to be higher.

The global selfie stick market will grow at a CAGR of 26.05% during the forecast period due to decline in the prices of selfie sticks.In terms of revenue, Bluetooth selfie sticks constituted the largest product segment in 2015, accounting for a 47% market share.In terms of revenue, Asia-Pacific (APAC) dominated the global selfie stick market,with a share of 54% in 2015.The increasing number of selfie-related deaths is the biggest roadblock for the adoption of selfie sticks across the world.In this report, Technavio covers the current scenario and growth prospects of the global selfie stick market for 2016-2020.

Over the past decade, the automotive industry has been undergoing structural changes in terms of electrification of automotive mechanism, engine downsizing, emission regulations, enhancing safety features, and vehicle connectivity to produce vehicles that are safer and more efficient. Despite significant progress made in terms of safety, on-road accidents and collision rates remain high. This has led to the R&D of some of the most advanced life-saving systems and technologies such as driver state monitoring systems in the automotive industry.

Cooling solutions are used in data centers to remove heat generated by the IT equipment. Many CRAC and computer room air handler (CRAH) units are operated in data centers, including air conditioners, chillers, cooling towers, economizers, humidifiers, and modern containment systems that furnish rack cooling. These cooling units use air and liquid cooling techniques for operation. The cooling process accounts for 40% of the electricity consumed in a data center. To reduce the OPEX of a data center, several modern cooling techniques are being invented and tested by vendors.

The ear, nose, and throat (ENT) surgical navigation system is one of the niche segments in surgical navigation systems market and is growing at a rapid rate.With the technological advances in this field, critical surgeries like zygomatic deformity reconstruction, skull base operations, and Graves’ orbitopathy are being performed successfully. For instance, NewYork-Presbyterian Hospital has confirmed that intraoperative navigation with stereotactic guidance has improved the skull base surgery for complex tumors, which was earlier considered difficult.Vendors mostly rely on partnerships with other medical technology companies, for technologically advanced modalities. These partnerships help them integrate new technologies into their surgical navigation systems, to survive in this competitive market as well as gain recurrent revenues from end-users.

The tire pressure monitoring systems (TPMS) is one such feature among the advanced driver assistance systems (ADAS) suite that has seen wide and rapid penetration as compared with any other systems. This can be attributed to the strong regulatory push and declining cost of technology fueling its widespread adoption.The growing popularity of TPMS among fleet managers is a key trend observed,leading to large-scale opportunity in the commercial vehicle space. The increased emphasis on preventive maintenance is an effort to optimize the total cost of ownership among fleet managers, which will fuel the segment's growth. In terms of passenger cars, we expect this technology to hit high volume entry level cars by the end of forecast period.Currently, the US and Europe hold the highest volume for TPMS due to the implementation of mandates about a decade ago. We expect strong growth to stem from Asia-Pacific (APAC) as regulations toward TPMS would be implemented during the forecast period.

Real-time locating systems (RTLS) and radio-frequency identification (RFID) tags help in increasing the efficiency and reducing the operational cost of enterprises,including small and medium-sized enterprises (SMEs).The opportunity in the RTLS market has led to increased number of RTLS vendors.This, in turn, leads to a reduction in the price of RFID tags, which enable increased adoption of RTLS solutions among SMEs.Transportation and logistics is one of the major sectors that contribute to the highest proportion of revenue to the global RTLS market.Increased use of RTLS for asset tracking in the transportation and logistics sector is a major factor that has a significant impact on the growth of the market.This report covers the present scenario and growth prospects of global RTLS market inthe transportation and logistics sector for the period 2016-2020.

Door phones are a necessity in a modern household. They are simple in structure and are relatively inexpensive. Door phones can be used for both voice communication as well as video communication and are used in apartments, single-family residences or residential buildings, and others. Door phones can also be used in factories as well as different communities in order to identify the visitors. Video door phone is constructed using power line communication channels. Door phones installed indoors are linked to video door phones outside via the power line.

The global sensor-based gun systems market will post a CAGR of 4.99% during 2016-2020. The increasing spending on border and maritime security systems in countries like India, Israel, Australia, South Korea, and the US, coupled with the growing demand for securing strategic infrastructures in war-torn areas in Iraq and Afghanistan, is expected to propel the demand for sensor-based turret guns.The establishment of collaborations among different countries on sharing military defense technologies, as well as the growing preference for establishing a joint venture (JV) among foreign companies, will increase the opportunity for both existing and new vendors to exercise technologically advanced manufacturing process and materials. This will enhance the quality and reliability of sensors, in terms of tracking and detection capabilities.During the forecast period, the growth of the market in EMEA and APAC will be predominantly driven by both development and procurement of sensor-based turret guns, while the major countries in the Americas are expected to invest in smart arm technologies (sensor-based handheld guns) to control the growing misuse of guns.In this report, Technavio covers the present scenario (with the base year being 2015) and the growth prospects of the global sensor-based gun systems market for 2016-2020.

Data centers are used to house an enterprise IT infrastructure. In data centers, networking is the process involved for interconnecting physical and network-based devices. It enables communication between the server and storage infrastructure for the transfer of data between each other, in an external network, or across the internet.

The low manufacturing cost of wearable patches in China supports the market growth.The increasing popularity of wearable patches has encouraged many vendors from different industries to enter the market. Cosmetic companies have started entering the market. L'Oréal is planning to enter the market by 2017, which will likely boost the growth of wearable patches in the non-clinical application segment.The Americas and Europe, the Middle East, and Africa (EMEA) are expected to lose their market shares to APAC mainly because of the high adoption of wearable patch technology in APAC.This report covers the present scenario and the growth prospects of the global wearable patch market for 2016-2020.

The major demand for ultrasonic non-destructive testing (NDT) equipment is expected to arise from the automotive, transportation, and power generation sectors, due to the increasing use of ultrasonic technology to maintain high-quality standards.APAC is expected to account for the highest market share in the global ultrasonic NDT equipment market. The region is expected to achieve this position mainly because of the growth in the infrastructure and power sectors in the region.The rise in air traffic has led to an increase in the demand for aircraft especially from emerging economies such as China, India, and Indonesia. Aircraft are tested using ultrasonic NDT equipment to assure safety and maintain the quality standards. Therefore, the growth in demand for aircraft is expected to propel the demand for ultrasonic NDT equipment.This report covers the present scenario and the growth prospects of the global ultrasonic NDT equipment market for the period 2015-2020.

In 2015, 802.11n based wireless local area network (WLAN) products dominated the market, accounting for a share of 50.3% in terms of shipment and revenue.In 2015, the Americas dominated the market, accounting for 42.02% of the market share in terms of revenue.The availability of enhanced cellular connectivity is boosting the growth of the global mobile access point (AP) market.Increased development of smart cities is contributing significantly to the market growth.High-scale deployment of long-term evolution (LTE) networks for better connectivity is favoring the market.More than 115 million non-smartphone connected devices (mobile PCs, tablets,and mobile hotspot devices) were sold worldwide in 2015 owing to the demand for the internet to access information.

The global VR glove market is expected to post a CAGR of 82.2% during the forecast period.VR gloves are likely to avoid the slow market entrance due to the low lifespan of the next-generation technology. In the current market, the technology is upgraded every five years, due to which VR gloves will soon become a necessity, rather than a luxury, in order to avoid technology stagnation.As the awareness of VR is the highest among Spanish population (at 92%),Technavio predicts that Spain will be the fastest growing market for VR glovesduring the forecast period.A number of vendors are expected to enter the market during the forecast period.This will eventually lead to price wars, resulting in declining average selling price (ASP).Crowdfunding is one of the major sources to raise funds for VR projects. It helps in encouraging new entrants in the market, increasing competition and reducing the price of devices. It also allows the vendors to anticipate the demand for their products, directly communicate with potential buyers, and contribute to the product development stage. This is likely to help vendors build the right products for the market.

根据网易新闻报道，4月1日,发改委内改革专题会议指出，着力抓好混合所有制改革试点，尽快批复实施试点方案，在军工等领域迈出实质性步伐，形成一批典型案例，形成可复制可推广的经验。“要把握进度，倒排时间表，争取做到5、6月份改革方案全部报出、党的十九大之前出台实施。”