2013年，越来越多的人开始选择平板电脑作为主要的移动计算设备。随着新应用、新服务的不断涌现，消费者能够随时随地享受有趣的内容，并在不同的设备间无缝访问和分享这些内容。平板电脑快速地融入并改变着大众的生活、工作和娱乐方式。嗅觉敏锐的终端设备厂商将不会放过这一商机，传统PC厂商、手机厂商、服务提供商、甚至电视厂商都纷纷加入战局，推出各自的产品。

Electronic components are discrete devices that are used in electronic systems. There are two categories of electronic components, namely, active and passive. China is the manufacturing hub for electronics and electronic components because of the availability of low-cost manufacturing inputs in the country. Electronic components include capacitors, magnetic elements, sensing components used in sensors, electric connectors, resistors, and induction coils. wide range of applications of electric components is one of the major factors driving their adoption.The Electronic Component Manufacturing industry in China is growing rapidly. Currently, the majority of the growth is derived from PC manufacturers, the Consumer Electronics sector, and the Telecom sector. The Automobile sector, mobile handset manufacturers, and lighting manufacturers are expected to make significant contributions to this industry in the later years of the period 2012–2016. The industry is expected to post a CAGR of 9.32 percent during the period 2012–2016.

北美半导体BB值维持1.08，持续回暖。芯片销售低迷，半导体成长率预估下修。LED背光及照明需求逐渐升温，LED产业第2季营收季增可望达3成，订单能见度乐观，LED族群迎接旺季来临，晶电、亿光5月营收创新高。智能机加速对功能机替代。硬件升级&低成本低价格迅速抢占市场。平板电脑：15年成为主流。超级本：触控NB渗透率提升。中大尺寸触摸屏契机：国内厂商崛起。

业绩综述：二季度为电子行业传统淡季，历史上二季度上市公司营收、净利表现平淡；1Q13电子行业ROE仍处于低位， 2Q13预计环比小幅提升，主要依靠收入增长带来净利率、周转率的底部反弹。由于1H12基数较低，预计1H13电子行业营收、净利增速将较有明显回升；我们预计全行业中报营收增速上看20%，净利润增速上看10%。子行业部分，依旧是结构性表现：智能终端和安防产业的利润增速和质量较高，LED板块底部反弹，周期板块呈弱复苏态势。

计算机硬件行业景气结构性提升。智慧城市引爆安防行业快速发展。智慧银行促进金融电子终端不断增长。三网融合推动双向网改持续放量。

在日前工业和信息化部、科技部、中国科学院及中国工程院联合主办的新工业革命与增材制造国际研讨会上，来自国内外3D打印领域的专家和企业家把偌大的会议大厅挤得水泄不通；同期举办的北京工业智能及自动化展会上，企业也纷纷展出了最新的3D打印设备和产品。

随着科学技术的发展，我国通信行业取得了举世瞩目的成就，逐渐成为现代国民经济增长的新热点。尤其是第三代移动通信技术的诞生，也即是3G技术，将无线通信与国际互联网等多媒体通信相结合成新一代的通信系统，使得各种多媒体形式出现多元化的发展，为社会和人们的生活带来了方便。同时，市场各商家也利用3G技术所蕴藏的优势和商机，争相开发这一技术带来的价值链，而如何把握市场先机，抓住质量才是制胜的关键。

我们认为计算机行业2013年的半年报业绩应该略好于去年。目前行业109家公司中共有41家在一季报中对半年报的业绩做出预测，其中9家公司业绩与去年基本持平；19家好于去年；13家差于去年。下半年智慧城市的大规模建设将为相关公司提供业绩和估值支撑。建设智慧城市已经成为城市发展的内在需求，目前许多城市都制定了具体的建设目标和支持政策，相关的计算机行业公司也收获了颇丰的订单，将逐渐兑现业绩。另外据我们了解，首批90家智慧城市试点还处于顶层设计阶段，大规模招标可能出现在今年下半年或明年上半年。第二批50个试点城市名单即将出炉，智慧城市建设标准不久也将问世。

由于Apple、三星等手机高端品牌销量不如预期，由于高端手机接近饱和，由于本土手机历史的几个轮回，近期有关中国手机未来分析的报道再次成为热点，有媒体断言3000元成为中国手机的天花板，甚至中国手机会重蹈2003年左右全线溃败的历史，真的如此吗？

5月份以来，电子信息产业固定资产投资在前4个月增速持续回落的基础上有回升迹象，新增固定资产速度明显加快，新开工项目开始有所增加，外商投资止跌回升。

Healthcare IT is defined as the use of Information and Communications Technology(ICT) to deliver enhanced healthcare. ICT has revolutionized the healthcare sector by providing advanced healthcare facilities at more convenience and reduced time and cost. Use of IT in healthcare has made the digitization of patient health information possible which can be monitored, stored, shared and secured, resulting in better understanding of patient medical conditions and reduced medical errors. Healthcare IT has made distance delivery of healthcare possible via telemedicine.

ATM industry is a blend of various corporations which offer different services in coordination in order to achieve the notion of 24 hour banking. With the growing demand of consumers,the banks are forced to develop and expand ATM fittings in order to provide facilities to them and make them stay associated with the bank. Over the years ATM's have gained confidence of the consumers because of the secure transactions and easy availability. Nowadays,ATM is used not only for withdrawing money but also for advanced features such as bills processing,e-ticketing, bringing up to date of passbooks and many others. More companies are incorporating new features in ATM cards in order to achieve greater efficiency, increase usability and offerings.