Data centers are the largest consumers of electricity worldwide as they consume around 3% of the world’s electricity, which is expected to exceed 8% by 2030. Also, the increasing construction of hyperscale data centers will raise the energy demand by more than 600 terawatt-hours by 2021. A data center can consume power ranging from 100 kW to over 100 MW. The incoming power to the facility from the utility feed is 2−33 kV, which is reduced to 480 V using on-site transformers. The power from the transformer is fed into the switchgear or automatic transfer switches (ATS), which are connected in parallel to the generator to supply backup power during outages.

The AI in healthcare was introduced back in the 1960s with simple CAD systems for chest X-Ray and mammography applications. In recent years, AI-based systems have shown a stronghold on major technological advancement in the healthcare ecosystem, evolving around patient-centric and value-based care models. According to one of the key vendors of medical imaging Koninklijke Philips N.V., nearly 60% of its research and development activities are dedicated to software, and a large part of these research are on AI.

NextGen avionics represents a transition from a ground-based air traffic control system to a satellite-based air traffic management system, facilitated by the expansion of aviation-specific applications for commonly-used technologies, such as global positioning system (GPS), along with technological advancements in areas such as weather forecasting, data networking, and navigation. The detailed and accurate satellite-based landing paths can be used by aircraft fitted with self-monitoring avionics and piloted by skilled pilots to fly safely near congested skies or mountainous regions. High levels of required navigation performance (RNP) capability are integrated into new commercial airplanes and business jets as well as those being upgraded with NextGen avionics.

Amid the tragic consequences of COVID-19, life sciences and medtech companies emerged as lights in the darkness. Decades of scientific work and investment seemed to be overnight successes. The heroic dedication of health care providers was met by the fastest novel vaccine development in history. Traditional competitors partnered to accelerate research and manufacturing.

The report focuses specifically on the devices used in spinal fractures and injuries treatment procedures. These include X-Ray devices and CT devices. The report also includes AI-enabled X-Ray and CT imaging software. The following points highlight the exclusion criteria for the global spine X-Ray and computed tomography market report: Imaging modalities such as MRI, positron emission tomography (PET), ultrasound, and other modalities including single-photon emission computed tomography (SPECT) have not been considered. Imaging devices and software used particularly for the detection of chest X-Rays, lung nodules, cardiovascular diseases, and others have not been considered.

According to John McCarthy, a professor at the Computer Science Department of Stanford University, AI is defined as “the science and engineering of making intelligent machines, especially intelligent computer programs. It is related to the similar task of using computers to understand human intelligence, but AI does not have to confine itself to methods that are biologically observable”.

The landscape of hematological malignancies emerging therapeutics is massively growing, with many emerging and legacy companies venturing into the industry with their respective therapeutic portfolio exclusively developed and designed for the targeted treatment of hematological malignancies such as leukemia, lymphoma, and multiple myeloma.

5G is being tested for C-V2X use-cases. C-V2X based on 5G will significantly increase the safety and the automated driving capabilities of connected/autonomous vehicles. Low latency, massive bandwidth capability, and improved processing capacity are the major advantages that 5G will offer to the AVs of the future. The pace at which data is uploaded will be crucial for potential autonomous use-cases. Large quantities of data from sensors, radars, cameras, and other devices will be constantly gathered from cars, uploaded to the cloud, and exchanged in real time with other vehicles. Existing 5G download and upload rates are insufficient for AVs to perform ultra-reliable and low-latency use-cases. In the event of a network interruption (for example, a storm or a hurricane), AVs can migrate to the 5G edge cloud without affecting third-party services such as charging stations, fuel stations, and hospitals.

The development and usage of energy-based aesthetic devices for medical and cosmetic procedures has increased exponentially over the past years. The report covers the aesthetic lasers and energy devices used for the rejuvenation of hair and skin. However, the report does not include services for these devices. The aesthetic lasers and energy devices market is segmented on the basis of technology, product, application, end users, and region.

Earth observation data and services market cater to different end-users such as government and defense, archaeology and civil infrastructure, energy and natural resources, agriculture, forestry and fishery, and maritime. In 2020, the global satellite Earth observation market was dominated by government and defense, energy, and natural resources. This is due to the high utilization of data and services in addressing military and tactical surveillance, monitoring of critical structures and ground assets, mining exploration, soil erosion monitoring, oil exploration, and optimization of renewable energy production.

The satellite spectrum monitoring market has various end users such as aerospace, maritime, oil and gas, military, government, and media and entertainment. Satellite spectrum monitoring is an emerging market as the spectrum is getting more crowded with the advancement of technology. This chapter explains the various end users on which the satellite spectrum monitoring systems are being used and their market size.

数字化转型迎来发展的黄金拐点，布局工业互联网正当时。在智能制造的大趋势下，传统制造业数据利用率低、各生产环节孤立、产品单一等弊病逐渐暴露，传统的生产方式难以为继，而数字化手段成为了解决上述问题的有效手段；目前国内“5G+工业化联网”在建项目超过1800个，具有影响力的工业互联网平台超过100家，连接设备数超过7600万台套，国内制造业企业数字化转型取得长足进展。我国当前的智能制造水平位居世界前列，数字化工具与解决方案为下游客户赋能的效果日益明显，未来伴随着制造业客户需求的进一步释放，工业互联网有望迎来发展的黄金时期。

年出货量超千万，有望进入快速增长新阶段。伴随Quest 2 的发售，VR 头显设备出货量实现快速增长，年出货量已经超过1000万台，终端设备的渗透率和普及率正在逐渐提高，但由于目前VR技术还处在“部分沉浸”的相对早期的阶段，大众消费者对其认知度比较低，缺乏核心应用场景驱动大众对VR/AR 的需求，因此VR/AR 还没有能够如智能手机一般进入大众消费电子产品领域，目前仍然聚焦于小众群体。

华为军团成立，反映ICT 巨头向内求生决心及对技术演进方向判断。2021 年至今，华为相继成立煤炭、智慧海关港口、智慧 公路等十五大军团，我们认为军团业务模式本质上就是打破公司此前BG（事业群）的边界，把有相应能力的科学家与技术、 产品、工程、销售等专家汇聚在一个细分方向上，通过扁平化集体运营使基础研究成果更好落地，缩短产品更迭周期。作为 具有全球影响力的ICT（信息通信技术）巨头，华为选择在细分方向上发力，显示出其在缺芯和海外业务受挫的困境下向内求 生的坚定决心，正是没有退路就是胜利之路。我们认为华为有着国内乃至全球企业难以比拟的技术储备与全方位发展实力， 其业务领域涵盖社会方方面面，深度与广度兼具才能能好的去发掘、更为辩证的去看待产业机遇。华为对赛道的选择反映出 巨头对未来社会演进方向的判断，可为相关行业的公司发展提供指引。

重点公司追踪：光学是我们长期看好的细分方向，手机端虽然摄像头数量增长放缓，但是光学升级仍能持续，包括多主摄、潜望式、ToF 等；此外ARVR 以及汽车智 能化也将带动光学增量需求，ARVR 端光学关注摄像头、透镜、光波导等，车载端光学关注摄像头、激光雷达、HUD 等。供应链而言，我们看好重点光学公司围绕 手机、ARVR、车载在零部件及整机的布局，建议重点关注舜宇光学科技、韦尔股份、歌尔股份、联创电子、水晶光电、永新光学、蓝特光学等。

安防行业市场智能化、发展中国家增量空间仍存。根据赛迪顾问和前瞻产业研究院，安防行业市场规模在2023 年将因疫情消退、全球发展中地区需求扩展以及安防智能化的趋势中企稳并在2023 年迎来拐点，预计2025 年全球安防市场规模达到3033 亿美元。

半导体设备行业的显著特征是海外巨头在众多领域均对市场形成高度垄断态势。由于发展起步较早，技术较为先进的设备企业逐渐成长为相应领域的国际巨头，如ASML、应用材料、东京电子、泛林半导体等。并且，由于西方国家在二战后逐渐形成了以美国为主导的具有全球市场开拓力的电子科技产业链，因此相关领先企业得以形成市场份额上的快速开拓，进而对下游晶圆厂形成了较强的客户黏性以及对新进入者形成了较强的护城河壁垒。

疫情冲击半导体产业链，工信部有序推动复工复产：据中国半导体行业协会统计，2020 年上海市集成电路行业产值占全国23%，目前A 股上市的94 家半导体企业中有27 家办公地址位于上海。此外，中芯国际、华虹宏力等多座晶圆代工厂位于上海，沪硅产业、中微公司、盛美上海等多家半导体材料和设备公司的主要工厂也在上海，半导体产业链受上海疫情影响较大。为保障产业链供应链运转顺畅，工信部已派工作组赶赴上海，设立工业和信息化领域保运转重点企业“白名单”，集中资源优先保障集成电路、汽车制造等重点行业666 家企业复工复产。

公司成立于2003 年，主要从事摄像头芯片和显示驱动芯片的研发生产。摄像头芯片：根据Frost & Sullivan 的统计（转引自格科微招股说明书，下同），按出货量口径，2019/2020 年公司在全球市场的摄像头芯片供应商中排名第二/第一，全球市场占有率达20.7%/29.7%；以销售额口径统计，2020 年公司摄像头芯片销售收入达到58.6 亿元，全球排名第四。LCD 驱动芯片：2019 年公司LCD 驱动芯片出货量在中国市场的供应商中位列第二，占据9.6%份额。

手机数据跟踪：2022 年1-2 月国内市场5G 手机出货量3769.8 万部，占比达到78.7%。2022 年2 月，国内手机市场总体出货量为1486.4 万部，同比下降31.7%，环比下降55%；其中5G 手机出货量为1137.4 万部，占同期手机出货量的76.5%。