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(2019年第45期)
(报告加工时间:2019-12-23 -- 2019-12-29)

行业资讯

境外分析报告

  • 亚太移动心脏遥测系统市场2027年
    The Asia Pacific mobile cardiac telemetry systems market is estimated to grow at a CAGR of 12.1% from 2019 - 2027. The Asia Pacific mobile cardiac telemetry systems market includes the consolidated markets for China, Japan, India, Australia, South Korea and Rest of Asia Pacific. Asia Pacific region occupies a third position in the global mobile cardiac telemetry systems market and is expected to register robust growth rate during the forecast period. The region is the fastest growing market for the mobile cardiac telemetry systems in the global scenarios. The top 10 industry players operating in the market of mobile cardiac telemetry systems across the globe includes Medtronic, BioTelemetry Inc., Applied Cardiac Systems, Inc, Medicomp Inc, Preventice Services, LLC, The Scottcare Corporation, Medi-Lynx (Subisidiary Of Medicalgorithmics, S.A), Zoll Medical Corporation, Welch Allyn, and Telerhythmics, LLC.
  • 亚太机器人加油系统市场2027年
    A robotic fueling system has the advantage of preventing human contact with potentially dangerous fumes, avoiding driver’s exposure to extreme hot or cold temperatures during fueling, and reducing the labor costs associated with full service fueling stations. A robotic fueling system consists of five main subsystems: control system which include user interface, processor, and logic schema; sensor system for vehicle positioning and identification, robotic arm, fuel dispensing nozzle, and the fuel port interface. The main focus of robotic fuelling is to explore improvements over existing systems (manual) mainly by cost reduction (personnel cost) through automation. Simplification in robotic fueling can be achieved by the redesign of the vehicle positioning and fuel dispensing systems. The robotic refueling system market has been witnessing robust growth due to factors such as Low cost of operation and flexibility of dispensing different fuels, adoption of this system by the mining industry owing to cost, flexibility, safety and increased productivity of mining operations. No requirement for operators on-site to man fuel stations and refuel vehicles is considered to the major driving factor for the robotic fueling systems remarkable growth rate during the forecast period from 2019 – 2027
  • 欧洲机器人加油系统市场2027年
    A robotic fueling system has the advantage of preventing human contact with potentially dangerous fumes, avoiding driver’s exposure to extreme hot or cold temperatures during fueling, and reducing the labor costs associated with full service fueling stations. A robotic fueling system consists of five main subsystems: control system which include user interface, processor, and logic schema; sensor system for vehicle positioning and identification, robotic arm, fuel dispensing nozzle, and the fuel port interface.
  • 欧洲应用现代化工具市场2027年
    Application modernization tools help in the transformation of legacy applications to enhanced, modern applications or platforms. The major components consist of assessment, migration, replatforming, integration, recoding, rehosting, rearchitecting, reengineering, remediation, retirement, and replacement. Application modernization tools are affected by factors such as the size of the economy, GDP growth, IT infrastructure development, technology adoption, and regulatory policies. These factors vary from one country to another and affect the application modernization tools spending in that particular country. Due to the increasing need for integrating the existing legacy applications and databases with new applications, which exploit the extranet, internet, eCommerce, and other new technologies the application integration tool market is expected to grow during the forecast period. Additional major factors that are contributing to the positive growth of application modernization tools market include rising need for business agility and the adoption of cloud computing in the application modernization strategy.
  • 欧洲移动心脏遥测系统市场2027年
    The Europe mobile cardiac telemetry systems market is estimated to grow at a CAGR of 13.0% from 2019 - 2027. The market of mobile cardiac telemetry systems in the Europe region is majorly contributed by the Germany and Germany is the largest market for the mobile cardiac telemetry systems. The growth of the market is defined by the products developments done by the companies in the country like Germany and UK. The top 10 industry players operating in the market of mobile cardiac telemetry systems across the globe includes Medtronic, BioTelemetry Inc., Applied Cardiac Systems, Inc, Medicomp Inc, Preventice Services, LLC, The Scottcare Corporation, Medi-Lynx (Subisidiary Of Medicalgorithmics, S.A), Zoll Medical Corporation, Welch Allyn, and Telerhythmics, LLC.
  • 全球活检设备市场报告(2019-2026年)
    Biopsy is a sample collection process to identify the presence of disease-causing agents in a particular organ. Variety of biopsy procedures are available in the commercial disease diagnosis market, including conventional and advanced biopsy procedures. The report provides an in-depth analysis of the global biopsy devices market based on product, application, guiding technology, and end user. The report includes popularly used products in the market such as needle-based biopsy devices, biopsy forceps, localization wires, and other products. However, the report excludes the drugs used in the process of biopsy and any other device used during the cancer treatment process. Moreover, it does not include liquid biopsy products in the study.
  • 北美赌场游戏设备市场-行业展望和预测(2019-2024年)
    Casino gaming equipment such as slot machines, gaming tables, video poker machines, VLTs among others facilitate smooth day-to-day casino operations. These sophisticated gaming equipment are the back-bone of the gambling industry where casinos are the major revenue contributors. The sale of gaming equipment is proportional to the growth in the gambling market worldwide. Gambling is an activity where one wagers money or something of value on events with uncertain outcomes. When permitted by the law, gambling is often referred to as gaming in many countries. Consideration, chance, and prize are the three major elements of gambling that need to be present. Some of the major gambling activities are poker, casino, betting, and lottery.
  • 欧洲模数转换器市场2027年
    The data converter that helps in converting data from analog signals received from environmental phenomena digital signals is known as analog to digital converter (ADC or A/D converters). The entire conversion includes several steps, such as sampling, quantization, and coding. The ADCs are the essential converters as environmental analog values are supposed to be converted to digital values for processing with a digital computer. There are varied types of ADCs present in the market such as; simultaneous or flash A/D converters, tracking-type A/D converter, counter-type A/D converter, successive approximation type A/D converter, sigma-delta A/D converter, and single-, dual- and multislope A/D converters. These ADCs has its usage in a number of applications including digital signal processing (microcontrollers, TV tuner cards, digital storage oscilloscopes); scientific instruments (digital imaging systems, temperature sensors, radar systems); and digital audio (sound recording, digital audio workstations, and, pulse-code modulation).

投资分析报告

  • 计算机行业:拥抱云计算主线,关注景气细分-2020年投资策略报告
    5G 风口来临,2020 年首推云计算产业链。5G 是2020 年的绝对风口,巨大的网络性能提升以及智联网(AIoT)生态建设的需求将带来几何级的数据增长,而云计算作为当前最优的算力困境解决方案也将迎来发展机遇。
  • 电子行业:MiniLED,苹果引领,2020开启应用元年
    Mini LED 背光竞争力显现,苹果采用将推动应用放量。采用 Mini LED背光技术的 LCD 显示屏,在轻薄度、亮度、对比度、色彩还原等方面远优于普通 LED 做背光的 LCD 显示屏,甚至可以与 AMOLED 竞争,同时还能控制生产成本。
  • 计算机行业:一致开放与二元体系!-2020年计算机投资策略
    更新了2020景气领域:汽车IT(拐点)/AI+云(拐点)/安全(延续),医疗IT/企业IT等待整合后成长。绘制了十大下游景气周期图,也回溯了2018-2019。
  • 计算机软硬件行业:国产TPMS芯片的成长机会-TPMS芯片专题报告
    2017 年TPMS(Tire Pressure Monitoring System,胎压监测系统)政策落地,要求2020 年1 月1 日起在产车型出厂全面强制安装TPMS,行业景气度有望提升。芯片是TPMS 核心部件,长期被国外厂商垄断,随着国产技术的成熟和市场空间的打开,国产TPMS 芯片有望迎来快速发展的良机。四维图新11 月26 日公告,其子公司杰发科技已成功研制TPMS 芯片AC5111 并具备量产能力。我们认为,杰发TPMS 芯片有望逐步从后装市场进入到前装市场,或将逐步放量。
  • 计算机行业:七部委推“互联网_社会服务,助力互联网_医疗健康加速发展
    七部委印发意见:促进“互联网+社会服务”发展。各省、自治区、直辖市及计划单列市人民政府,新疆生产建设兵团,国务院有关部门:增进人民福祉、促进人的全面发展是我们党立党为公、执政为民的本质要求。社会服务是指在教育、医疗健康、养老、托育、家政、文化和旅游、体育等社会领域,为满足人民群众多层次多样化需求,依靠多元化主体提供服务的活动,事关广大人民群众最关心最直接最现实的利益问题。要认真落实党中央、国务院决策部署,推动“互联网+社会服务”发展,促进社会服务数字化、网络化、智能化、多元化、协同化,更好惠及人民群众,助力新动能成长。
  • 电子元器件行业:寻找主题盛宴后的兑现机会-2020投资策略
    2019 年前 11 个月中信电子元器件行业一级指数上涨 54.6%,在所有的 29 个一级行业指数中排名第 2,大幅跑赢沪深 300、中小板和创业板指数 27.4、25.0 和 22.5 个百分点,扭转 2018 年颓势。2019 年的上行基本可以总结为主题投资带来的估值提升,上半年的估值修复以及三季度旺季来临后基本面的变化部分支持了估值进一步提升,科技主题投资在宏观经济相对较为薄弱的情况下,成为市场短期的共识。
  • LED行业:Mini+LED成就显示之美,量产在即-深度报告
    Mini LED 是尺寸介于小间距 LED 与 Micro LED 技术的技术,Mini LED 主要应用于液晶面板背光模组、LED 显示:背光方面,Mini LED 能够提升 LCD 显示性能,调光分区更精细,实现高对比度、HDR、色彩还原更真实,同时可以做到功耗低、轻薄化、高可靠性,适用于大尺寸 LCD 面板、中尺寸的高端显示器以及笔记本电脑、车载显示等;显示方面,Mini LED 显示是小间距 LED 尺寸缩小、产品升级的结果,分辨率大幅提升、可视距离缩短,适用于高端显示场景。
  • 电子元器件行业:光学创新蓄力充分,需求旺盛春意盎然-摄像头行业深度报告
    从需求端而言,智能手机硬件升级为摄像头需求激增提供动力,安防与汽车电子提供稳定增长的需求空间。三摄和四摄渗透率超预期增长带动手机摄像头需求爆发,今年 Q3 智能手机后摄出货占比中,双摄占比 30%,三摄占比 26%,四摄占比 22%,四摄占比大幅提升。
  • 计算机行业:科技创新驱动行业发展-2020年度策略报告
    2019 年计算机行业取得明显超额收益。2019 年初至12 月20 日,申万计算机指数上涨49.55%,领先上证综指29.06 个百分点,领先沪深300 指数16.12 个百分点,在申万一级行业中排名第4 位,仅次于电子、食品饮料和家用电器行业。行业个股涨跌幅中位数为35.55%,明显低于行业指数涨跌幅,市场热点集中在政策导向和具有逆周期属性的细分领域,包括自主可控、金融科技、信息安全、ETC 和医疗信息化。
  • TMT行业:从韩国看5G的应用场景-全球5G系列报告
    2019年 4 月 3 日,韩国三大运营商(SK TELECOM、KT、LG U+)正式开启 5G 网络,也是全球第一个商用 5G 的国家,随后欧美各国也陆续开始商用。截止至 3Q19,全球 5G 用户约 499 万,其中韩国 5G 用户已达到318 万人,占全球 5G 总用户的 63%,预计到 19 年底将达 500 万以上。韩国 5G 推出半年以来,开展高清视频、VR/AR、游戏等应用,5G 用户实现 3 倍的流量增长,月均流量从 8G 到 25G,以下是我们对韩国 5G 应用的分析和梳理。 
  • 电子行业:手机主板升级势在必行,HDI开启新一轮景气周期-5G终端系列报告三
    5G 手机中器件用量大幅增加,集成度提升带来主板升级,促使普通 HDI 向 Anylayer HDI 和SLP(Substrate-Like PCB)的升级;苹果手机从 2017 年开始导入 SLP,并且延续了此方案,线宽/线距从 70um/70um 缩小至 30um/30um,且2020 年的新机型有望进一步缩小至 25um/30um;安卓手机主板有望从一阶、二阶 HDI 升级至 Anylayer HDI,部分旗舰机有望从 Anylayer HDI 升级至更高阶数或采用 SLP,5G 时代安卓手机主板价值量有望大幅提升。

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