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(2020年第35期)
(报告加工时间:2020-09-21 -- 2020-09-27)

境外分析报告

  • 全球晶体振荡器市场-增长,趋势和预测(2020-2025年)
    Oscillators are electronic circuits used to generate an electrical signal of a particular frequency by utilizing the vibrating crystal’s (piezoelectric material) mechanical resonance. There are different types of piezoelectric resonators, but, typically, quartz crystal is used in these types of oscillators. Such oscillator electronic circuits are called crystal oscillators. The increasing demand for convenience is driving the application of wireless interconnections, such as remote keyless entry. Crystal devices, such as quartz crystal units and crystal oscillators, have higher stability against environmental changes. Therefore, they are used as frequency control devices in electronic circuits. The application of crystal units and crystal oscillators in automobiles is expected to grow during the forecast period. Moreover, crystal oscillators are widely used in safety applications, such as break control systems, antilocking systems, and airbag and tire pressure monitoring systems (TPMS). The demand for precision, coupled with improving regulations for safety applications and the necessity for fast data transmission, is driving the adoption of crystal units and oscillators. Automotive system developers use quartz crystal and oscillator timing solutions that are prone to shock and vibration issues. With the advent of ADAS, the requirement for clocking, complex data acquisition rates, and low jitter reference clocks is increasing. Vendors in the market studied are expected to focus on developing and offering such solutions over the coming years.
  • 全球机场人行道系统市场报告(2020-2027年)
    This report covers the study of the global airport moving walkway systems market. Comprehensive analyses of the market trends, future estimations, and thorough study of the market on the basis of business type, type, angle, and region are included in this report. Airport moving walkway systems report specifies the market of moving walkway systems especially for airports and its detailed revenue generation by its various segments. Airport moving walkway systems include moving walkways of different types depending on their types and angle of installation. Moving walkway systems are used to move people and their luggage from one place to another within the airport. Further, the report highlights the regional trends, and the regional coverage of this market across North America, Europe, Asia-Pacific, and LAMEA (Latin America, Middle East, and Africa). It further provides insights on the drivers, restraints, and opportunities to understand the dynamics and potential of the airport moving walkway systems market.
  • 全球高级IC基板市场-增长,趋势,预测(2020-2025年)
    IC packaging provides the physical/mechanical support for the device and is also responsible for the interconnection between the chip and external terminal, such as the printed circuit board (PCB). The encapsulation helps in the prevention of physical damage and corrosion of the metallic parts; the type of package used in manufacturing IC depends on various parameters, such as power dissipation, size, cost, and other requirements. The increasing trend of miniaturization is driving the demand for advanced packaging. The advent of 5G, which influenced the demand during 2018, is expected to be continued, as the use of FCBGA in 5G base stations and HPCs is increasing in countries that adopt the communication technology, worldwide. FCCSP holds a prominent demand share, which is driven by smartphones, wearables, and other consumer electronics. Over the coming years, the demand for advanced IC substrate is expected to increase even further due to growth in the global demand for 5G enabled smartphones and smart wearables. Due to the 2018's shortage of substrate, which was driven by the demand from 5G vendors, fabless manufacturers are pushing substrate manufacturers for capacity and are partnering with increasing number of suppliers to cover their requirements.
  • 全球工业X射线检查设备和成像软件市场-增长,趋势,预测(2020-2025年)
    X-ray technology has been commonly associated with the healthcare and R&D sectors for several years. However, in recent times, technology has expanded into the manufacturing environments, which is helping several end-user industries improve the quality of production. Additionally, with the evolution of digital X-ray variants, the price of equipment and operations has considerably gone down, enabling the rapid adoption of X-ray technologies in the manufacturing environments. Some of the initial industries that pioneered the use of X-ray inspection for quality control include the aerospace and defense and semiconductor industries. The innovation of in-line computed tomography (CT) systems was one of the greatest innovations that led to rapid expansion of X-ray inspection technologies in the manufacturing space. One of the first models of inline X-ray systems were introduced in 2010, by North Star Imaging. At present, in-line CTs have become an industry standard for many automotive manufacturers, electronics manufacturers, and several semiconductor industries, where quality control/assurance is the point of focus for physical testing and evaluation of finished products and raw materials. When North Star Imaging first launched its product, it was claimed as one of the fastest systems of that time, which completed an entire scan in under six seconds.
  • 全球智能虚拟助手市场报告(2020-2027年)
    An intelligent virtual assistant (IVA) is a software that is developed on artificial intelligence system. It stimulates or provides responses as similar to human interactions and perform particular tasks such as customer service. Virtual assistants are widely being adopted across industry verticals due to machine learning, deep neural networks, and other advancements in artificial intelligence technologies. The intelligence technology integrated into these systems indicates the capacity for understanding, reasoning, and learning. These three are primary key elements that emulate a customer service agent’s ability to response to queries. IVA systems use various interaction methods, which include text-to-text, speech-to-text, text-to-speech, and speech-to-speech, among others to assist users in executing their respective tasks. The global intelligent virtual assistant market has exhibited notable growth in the recent past. However, it is poised to demonstrate an even more robust growth trend during the forecast period. The report focuses on the growth prospects, restraints, and market analysis. The study provides Porter’s five forces analysis of the intelligent virtual assistant industry to understand the impact of various factors such as bargaining power of suppliers, competitive intensity of competitors, threat of new entrants, threat of substitutes, and bargaining power of buyers on the market.
  • 全球端点安全市场-增长,趋势和预测(2020-2025年)
    The number of PCs, laptops, smartphones, tablets, and point-of-sale terminals has witnessed tremendous growth with the rise in population and the increased digitalization in industrial processes. This increase in different smart devices is generating several endpoints in networks, all over the world. Hence, there is a rising need for security, owing to the increased number of endpoint devices. Multiple types of endpoint security mediums have been recognized, such as firewalls or antiviruses. These mediums monitor the data and update the same in the server, which has become a requisite for the current technology-based industry. The increased internet accessibility, machine-to-machine communication, and growth in automation are all driving the market. With the increased employment in the software industry, employees are using different PCs and mobiles in offices, and companies are running servers on a variety of operating systems, which can lead to cyberthreats at any instance. Endpoint security suites are being used to maintain security and control, supporting the endpoint flexibility. Endpoint security vendors are offering cloud-based options to customers, for their endpoint security deployments. With the rising adoption of cloud-based solutions, for many applications, like email, there is an increase in the adoption of cloud-based security as well. Endpoint security systems help companies attain enhanced endpoint visibility and detect hidden endpoint exploit processes. With the increasing number of mobiles and other touch devices, such as tablets and POS, endpoint security companies are designing software with higher management flexibility, giving the users several choices for protection. The endpoint security market was saturated and commoditized. However, it has witnessed renewed growth, as many companies are evaluating their vendor relationships and trying to invest in efficient and higher functionality endpoint security solutions.
  • 全球自动取款机ATM市场报告(2020-2027年)
    ATM is an electronic telecommunication device, which offers services to customers in terms of financial transactions such as deposits & withdrawals and account information & transfer of funds, without the physical involvement of bank staff. Continuous innovations in ATMs have made current ATMs more advanced as compared to the first-generation ATMs. With rise in customer demand for mobility and do-it-yourself banking, the ATM market is anticipated to continue to grow in the coming years. Presently, ATMs have become the most powerful asset for the financial institutions to serve their customers 24X7. The scope of the report discusses the potential opportunities for the market players to enter the ATM market. In addition, it provides in-depth analysis of the market, outlining current trends, key driving factors, and key opportunity areas.
  • 全球内存计算市场-增长,趋势和预测(2020-2025年)
    Adoption of in-memory computing, also known as IMC, is on the rise. This can be attributed to the growing demand for faster processing and analytics on big data, the need for simplifying architecture as the number of various data sources increases, and technology enhancements that are optimizing their Total Cost of Ownership. In-memory computing, fundamentally comprises of RAM storage and parallel distributed processing. The adoption, however, is dependent on how businesses understand the value it can add, such as, Usage of less hardware to support the required performance, to reduce the upfront capital costs and Lifetime extension for the hardware and software via increased performance. Further, the demand to process huge and growing datasets in real-time are acting as catalyst towards the in-memory computing middleware adoption. Over the past several years, companies across a broad range of industries have been observed commencing adoption of in-memory computing platforms to achieve the application performance and scalability they need to achieve their digital transformation or omnichannel customer experience. Some of the use cases are in banking and financial services, retail, healthcare, to name a few. For instance, the BFSI sector deploys the in-memory computing to facilitate smooth investment banking transactions, insurance claim processing & modelling, among others. Risk and Asset Management firms used the technology to gain an understanding on range and probabilities of probable investment outcomes through complex simulations.
  • 全球3D重建市场-增长,趋势和预测(2020-2025年)
    3D reconstruction is the process of creating a computer model of the 3D image of an object from twodimensional images. 3D object reconstruction finds various applications in the real world. Reconstruction allows to gain information about qualitative features of the object, which cannot be deduced from a single plane of sight. 3D reconstruction can be used in art analysis and restoration, phenotype analysis, film, and game graphics, design, and criminal investigations, among others. 3D reconstruction techniques enable users to design product at each stage of its development, eventually reducing the overall production cost by a considerable margin. Such wide range of applications across the end-user industries and the commercial application projections have been the prominent factors prompting vendors to invest in technology developments. The advent of deep learning techniques and the increasing availability of large training data sets is leading to a new generation of methods that can recover the 3D geometry and structure of objects, either from one or several RGB images, without using any complex camera calibration process. The image-based 3D reconstruction is an impor tant problem and a building block to several applications, ranging from autonomous navigation and robotics to graphics and enter tainment. Some of the applications deal with generic objects, while some deal with objects that belong to specific classes, such as the human body parts (e.g. faces and hands), animals, and automobile. The recent advancements in geometrically correct 3D intravascular ultrasound (IVUS) reconstruction enabled the depiction of the true coronary anatomy, with the combination of IVUS data with biplane angiographic images. Additionally, fur ther advancements of the 3D IVUS reconstruction software, in conjunction with the advancement in hardware capabilities, are expected to enable the implementation of real-time 3D IVUS reconstruction within the catheterization laboratories. This is expected to aid the market’s growth.
  • 全球高内涵放映市场-增长,趋势和预测(2020-2025年)
    The high content screening market is driven by factors, such as an increase in investments by the government and other organizations , technological advancements, and the expanding application areas. According to the Office for National Statistics (ONS), the total expenditure in R&D in the United Kingdom is increasing rapidly. During 2016, the expenditure was GBP 33.2 billion, which increased in 2017 and reached GBP 34.8 billion. Similarly, in the United States, the investment on medical R&D was USD 39.5 billion, in 2017. This indicates that a substantial investments were made in healthcare in the major countries. As the government and other organizations are investing more in research and development, the high content screening market is expected to register significant growth. The increase in R&D activities in Asia, particularly India. The consecutive annual growth in the expenditure in R&D in the country indicates a period of stability, security, and healthy competition across the industrial sectors. The high cost of the advanced technologies is expected to hinder the growth of the market. However, the increasing demand for advanced tools for drug developments, other studies, recent product launches are expected to boost the growth of the high content screening market.

投资分析报告

  • 计算机行业:全球央行数字货币全面提速-数字货币专题报告
    我国央行发行的法定加密数字货币 DC/EP 从 2019 年开始加速推进,目前正处 于封闭内测阶段。全球范围内,疫情提升了 CBDC 关注度,但布局任重道远。 目前全球所有的 CBDC 项目中,中国人民银行(PBC)的项目处于最高的发展阶 段,中国 DC/EP 走在全球前列并非偶然。
  • 计算机行业:整体成长性阶段性放缓,二季度复苏效果显著-2020年半年报综述
    2020H1 计算机行业业绩整体表现欠佳,互联网金融、IDC 板块业绩较为坚挺。 疫情影响下, 2020 上半年计算机行业公司营业收入增速主要集中在 -40%~30%,共有 203 家公司,占比达 80.56%;剔除营收增速>100%和<-100% 的个股及空值,营收增速中位数为-2.02%,与 2019H1 相比出现较大下滑。归 母净利润、归母扣非净利润同样下滑明显,剔除增速>100%和<-100%的个股 及空值,中位数分别为 1.42%和-6.34%。在行业整体表现低迷的情况下,互联 网金融、IDC 收入端、利润端均表现坚挺,均实现一定增长。
  • 计算机软硬件行业:阿里发布新制造平台“迅犀-工业互联网行业跟踪
    2020 年 9 月 15 日,阿里发布“新制造”平台“迅犀”。该平台运营主体为 杭州迅犀数字科技有限公司,成立于 2018 年 3 月,天猫淘宝总裁蒋凡任董 事长和法定代表人。该平台通过云计算、IoT 等新兴技术赋能制造业,是阿 里“新制造”的重要布局。我们认为,阿里推进“新制造”,顺应工业互联 网发展趋势,或带动底层工业软件发展,重点推荐宝信软件、柏楚电子。
  • 电子元件行业:解构Apple_Watch血氧检测与SiP技术
    在2020 年苹果秋季发布会上,苹果发布了两款Apple Watch 产品,包括Apple WatchSeries 6 以及廉价版的Apple Watch SE。Apple Watch Series 6 的重要更新在于增加血氧监测功能以及使用最新的S6 芯片,S6 芯片的性能较上一代有20%提高。本文致力于解构血氧检测实现原理以及S 系列芯片的SiP 封装技术。
  • 电子行业:首发5nm_A14最强芯,新款iPad及Watch创新不止-消费电子跟踪报告二之苹果2020 年秋季新品发布会点评
    2020 年9 月16 日凌晨1 点(北京时间),苹果于线上召开名为“Time fora Recap”的秋季新品发布会,对外发布了新款iPad 平板电脑系列、AppleWatch 智能手表系列以及Apple One 等软件服务升级,并首次发布5nm A14仿生芯片,而在本次发布会上并没有发布iPhone 新产品。
  • 家用电器行业:内销延续正增长,量价齐升趋势确立-产业在线8月空调数据简评
    产业在线披露8 月空调产销数据:行业总产量1059 万台,同比+3.32%,总销量1056万台,同比+2.78%,其中内销735 万台,同比+0.86%,出口321 万台,同比+7.49%,期末库存1605 万台,同比+36.86%;具体到品牌来看:格力当月+5.26%(内销+6.45%,出口基本持平);美的当月+15.79%(内销+10.58%,出口+29.87%);海尔当月+8.03%(内销+6.56%,出口+20.00%);奥克斯当月-58.86%(内销-59.82%,出口-56.52%)
  • 计算机行业:寻找中国西门子-MES深度报告中篇
    根据数字化转型技术研究院的数据,MES在中国的普及率较低,18年仅达到21.6%。根据测算,2020年MES市场规模为111.36亿元,未来3年复合增长率可达到16%,2023年市场规模近200亿元。目前,MES产品国产化率仅为30%左右,若考虑到未来3-5年国产化率的提升,CAGR会更高,国产MES的复合增长可能会达到20%以上。
  • 计算机行业:软件定义汽车迎来大时代,网安及金融科技维持高景气-2020年半年报点评暨九月投资策略
    计算机行业2020 年上半年实现营收3076.3 亿元,同比增长6.6%,实现归母净利润113.4 亿元,同比下滑40.7%,业绩疲软主要系2020Q1 受疫情影响,板块业绩下滑较大。随着疫情影响的减弱,计算机板块在2020年单二季度增长恢复显著,单二季度营收实现1826.3 亿元,环比增长47.3%,归母净利润实现125.9 亿元,环比扭亏大幅增长。
  • 家用电器行业:8月空调内销/出口同比+0.9%/+7.5%-8月产业在线空调数据点评
    产业在线数据,2020 年8 月家用空调总销量1055.9 万台,YOY+2.8%,内销735.3 万台,YOY+0.9%;出口320.6 万台,YOY+7.5%。1-8 月累计家用空调销量10101.6 万台,YOY-10.8%,内销5684.4 万台,YOY-17.4%;出口4417.2 万台,YOY-0.6%。
  • 电子行业:半导体产业近期趋势及核心问题讨论
    近期产业趋势:2020H1,全球半导体销售额2082亿美元,同比+6.77%,中国半导体销售额714亿美元,同比+5.47%,全球占比35.52%。受疫情影响,产业复苏有所放缓。

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