日本産值表現：2020年以來，受惠於5G、人工智慧（(l)等應用持續發展，帶動高效能運算晶片出貨持續增温，且新冠肺炎疫情明顯推升遠距工作、練上學習及影音娱樂等宅經濟需求，促使筆記型電腦、基地台、伺服器及網通設備等出貨表現顯著增加，帶動以伺服器、個人電腦處理器為主力應用的日本℃載板廠商出貨持續成長，此外，記憶體載板需求穩定提升，加上5G單晶片對於BT載板的層數持續提升，使得BT載板需求仍具支撑，有助於降低因智慧手機市場需求走弱所帶來的衝擊，帶動日本℃載板2020年上半年産值成長轉趨勁。

RPA是Robotic Process Automation（机器人流程自动化）的简称，是指可以模拟人类在计算机等数字化设备中的操作，并利用和融合现有各项技术减少人为重复、繁琐、大批量的工作任务，实现业务流程自动化的机器人软件。

The need for security of applications that employ critical information, documents, and credential is leading to an increasing adoption of smart contact-less card technology, as they enhance security through encryption and communication between the smart card device and the card reader. Apart from this, smart cards are increasingly getting deployed as a tool of stored value, particularly in loyalty programs across various sectors, like transportation, parking, and retail that track data and offer incentives to retain their customer bases. The advent of multifunction cards has made it convenient to manage the network system access and store valuable and other data. In addition, smart cards help in safeguarding the private information of individuals and keeping their informational details safe from hacking and other unwanted intrusions. Smart cards hold tremendous promises in the advanced authentication applications, as smart card coupled with PIN provides two-factor authentication in a much more secure means of authenticating users. Technological advancements in the market has witnessed the advent of cards that allow authentication to provide unified access and advanced authentication for physical access to the buildings and computer systems.

Real-time location systems (RTLS) detect and track the geographical position of people and objects in real-time. The RTLS consists of a tag that is attached to objects or individuals and the signals conveyed from this tag are analyzed with respect to a fixed point of reference, which helps in finding the precise location of the individual or the object. RTLS encompasses location readers, sensors, application software, battery powered tags, and network infrastructure. This report features information on real time location system and services offered by key vendors. Furthermore, it highlights the strategies adopted by key market players to improve the market share and sustain competition.

The massive multiple-input and multiple-output (MIMO) technology is the most recent iteration of antennas. With the wide range of advantages, such as increased range and 3D beamforming, it is expected that this technology will rapidly expand the adoption rates of this technology, especially in the advanced telecommunication markets, like North America and Europe. However, in the case of much higher demand zones of Asia-Pacific, this technology is still in the testing phase and is limited to the top-end commercial applications only. The ongoing pandemic of COVID-19 propelled the industries in all the sectors to either stop their manufacturing completely or grant work from homes to their employees. This boosted the usage of internet for browsing online media content, increased calling are some of the factors that are putting a burden on the existing networks. Therefore it has become imperative for the players in the telecom industry to look for solutions like MIMO in order to provide uninterrupted services to its consumers. In recent years, the increasing number of mobile devices for commercial use, coupled with the trend of ‘bringing your own device’ (BYOD) to work, created an enormous demand for high-speed internet connections, which is expected to further propel the growth of the market.

The robotic process automation (RPA) market is expected to grow, owing to increasing focus and adoption of a digital workforce, and rising functional benefits of RPA solutions for business process automation across various end-user industries. The adoption rate of RPA in enterprises that face challenges and inefficiencies with the legacy systems is on the rise. The benefits offered by the SPA not only increase the organization's productivity but also enables them to focus on their core business activities. For instance, according to Unit 4, office workers spend 69 days a year on administrative tasks that are repetitive; this costs companies USD 5 trillion a year. According to a study by RPA vendor UiPath, over 90% of organizations are already using technology to automate business processes, and 88% believe that automation will accelerate human achievement and is effective when it complements humans. Customer relationship management, sales and delivery process, human resource process, and invoice management are some of the major areas of applications of the market studied, targeted by vendors for their products.

Wireless sensors offer several advantages, such as accuracy and reliability, with the help of various innovative technologies, such as RFID and Bluetooth, in addition to the potential to make electronic devices easy to integrate. As a result, they gained significant traction in the past few years. These sensors are mostly used in factory settings for data monitoring of production flow. These also find applications in defense, building automation, and other industries, like materials handling and food and beverage. Due to the increasing quest for new energy sources, government regulations, renewable energy development, and rapid technological advancements, the wireless sensors market is propelling. Wireless sensors are considered a vital component in smart grids for remote monitoring of power lines and transformers, where they are put into service to monitor line temperature and weather conditions. Industrial automation and demand for miniaturized consumer devices, such as wearables and IoTconnected devices, among others, across regions, are among the significant factors driving the wireless sensors market. Due to the increased government regulation for the increased use of the sensor for safety, the demand for wireless sensors is growing. For instance, the areas with challenging environmental conditions, such as extreme high pressure, high temperature, etc. With the help of the wireless sensors, it becomes easy to control and monitor the facility from a safe distance continually. They help to acquire the data from the locations, which are difficult to access.

solution continues to be used, driven by low-end mobile phones, targeting emNAND flash memories are known for their uncomplicated structure, high capacity, and low cost. Their typical features are sequential reading, architecture, and high density. NAND flash memories are becoming more popular due to their usage as Solid-State Drives (SSDs) and USB flash drives, which are called flash storage devices. With the rise of PCs and smar tphones, NAND flash consumption is dramatically increasing, much of which is attributed to the growth of the average capacity in smartphones. This is expected to drive the demand for NAND flash packaging, thus influencing the demand for memory packaging. According to the Micron, in 2017, the average smartphone contained 43 GB of NAND flash storage, and it is expected to grow substantially over the next four years. By 2021, the company estimates that the average phone may have 142 GB of NAND flash storage, with flagship devices having one terabyte of flash storage. Within mobile phones, use of NAND flash for improved data storage has grown in areas, such as multi-chip packages (MCP) and package-on-package (POP), and high-density embedded storage, and MCPs/POPs and card slots in handsets.

The global outdoor LED display market includes the type of LED displays in the market and their applications such as billboards, mobile LED displays, traffic lights, perimeter boards, video walls, and others. An in-depth analysis of the outdoor LED display market and their revenue across North America, Europe, Asia-Pacific, and LAMEA has also been included in the report. Outdoor LED display involves presentation of videos, images, and digits on an array of LEDs, which act as pixels. High digital sponsorships & information displays, power efficiency features and surge in digital advertisements are some of the factors that drive the market growth. Conversely, rise in alternate LED advertisement designs and rise in sport events are some of the factors expected to provide lucrative opportunities for the outdoor LED display market in the upcoming years. This report features information on outdoor LED display provided by key vendors. Furthermore, it highlights the strategies of key players to improve the market share and sustain competition.

There is a variety of smart factory and manufacturing available in the market based on their usability and applicability. On the basis of solution, the smart factory and manufacturing market can be segmented into hardware and software solutions. the hardware segment is expected to have the largest share in smart factory and manufacturing, while software is expected to have highest growth during the forecast period. Both the segments can be classified into sub segments as shown in the following figure:

Radar is an electronic system, which measures the range and behavior of objects by transmitting an electromagnetic pulse at the object. High-power radar using large dish antennas has been used to measure distances to the moon and other planets, asteroids, and artificial satellites. In addition, radar systems are widely used in air traffic control, aircraft navigation, and marine navigation. For the purpose of analysis, the global radar market is segmented into product type, platform, application, end user, and region. By product type, the market is fragmented into continuous wave radar, pulse radar, and others. On the basis of platform, it is classified into marine, air, ground, and space. The applications covered in the study include air traffic control, remote sensing, ground traffic control, and space navigation & control. Depending on end user, the market is differentiated into automotive, aviation, industrial, weather monitoring, military & defense, and others.

The report provides market dynamics and trends related to the global neurostimulation devices market. In addition, it presents the market estimations and forecast. The study estimates the revenue generated from the sales of neurostimulation devices directly from a company and does not include revenue related to neurostimulation services such as doctor fees, consulting, and rehabilitation services. The valuations comprise revenue generated from devices, which are used during neurostimulation therapies. However, the report does not include revenue generated by dealers, traders, or brokers of the market during the supply of these devices in hospitals, clinics, and surgery centers. Furthermore, it excludes revenue generated from post-sale services of devices.

Smart greenhouse is a concept of greenhouse that cultivates crops without human intervention. Crops in a smart greenhouse grow without adjustment of climate or any human interference by any means for a particular period. The smart greenhouse uses various microprocessors and sensors to perform functions such as controlling temperature and irrigation system. The key objective of the smart greenhouse is to enhance the productivity of the farmers and to produce better framing outcomes. Increase in popularity of organic food across the globe and surge in adoption of IoT and artificial intelligence by farmers and agriculturists drive the growth of the market. In addition, ease of crop monitoring and harvesting fuels the growth of the market. However, high investment costs owing to deployment of expensive systems in smart greenhouses hamper the growth of the market. Furthermore, rise in adoption of vertical farming technology and increase in publicprivate partnership in the agriculture sector is expected to provide lucrative opportunity for the market.

A GaN power device is an electronic device equipped with artificial intelligent algorithms and IoT for smart connection for human assistance, monitoring, and other intelligent functions. The GaN power devices are used in various applications such as consumer electronics, healthcare, automotive, military & defense, media & entertainment, and others. The consumer electronics segment accounted for the highest revenue in 2018. Whereas, military & defense segment is expected to create future opportunities for the market. The GaN power device market is analyzed and estimated in accordance with the impacts of the drivers, restraints, and opportunities. The period studied in this report is 2019–2027. The GaN power device market is segmented on the basis of type, application, and region. Based on type, the market is divided into smart watch, smart glasses, smart earwear, smart gloves, and others. Depending on application, it is categorized into consumer electronics, healthcare, automotive, military & defense, media & entertainment, and others. Region wise, as the market is analyzed across North America, Europe, Asia-Pacific, and LAMEA.

Multi-layer ceramic capacitors were first developed in the 1970s and 1980s, but their widespread adoption was possible in the last decade with the development of new dielectric materials and fabrication methods. The MLCC (Multilayer ceramic capacitors) possess unique characteristics like flexibility in size or shape, low cost, ability to withstand high voltages and are considered to most reliable. However, the most crucial characteristic that resulted in their widespread adoption was their ability to pack multiple components into a single package. Each MLCC has hundreds of layers and each layer acts as a separate component. This eliminated the use of additional components in the circuitry. MLCC were at the center of all the technological innovations that happened in the last decade, and they can be considered to be one of the enablers of new innovations in consumer electronics, telecommunications, and energy storage. The impact of MLCC has been such that the new technologies, like IoT, 5G, and EVs, are highly dependent on the availability of MLCCs. This has driven the manufacturer to align the product line and production capacities, to serve the requirements of the technologies.

9 月 21 日至 9 月 25 日，中小板指数下跌 3.05%，沪深 300 指数下跌 3.53%， 创业板指数下跌 2.14%。计算机板块下跌 4.67%，其中，计算机设备板块下 跌 5.15%，计算机应用板块下跌 4.56%。

大市场高增长，巨头优势显著。据弗若斯特沙利文报告（转引自京东健康招股书）， 中国2019年医疗健康支出总额达到人民币65200亿元；预计2019-2024年，中国在线零售药房市场 CAGR达34.2%，在线问诊市场预计CAGR达77.4%，电商巨头目前具有较大先发优势。

计算机行业从年初至今（9 月 25 日）涨幅 22.82%，强于沪 深 300（年初至今涨幅 10.78%），行业整体市盈率 68.97 倍，处于 历史偏高位置。

公司以计算机视觉技术为起点深耕 AI 技术，赋能千行百业的商业化落地。我 们认为，公司不断加强产品和技术的协同迭代，增强对细分赛道的把控力，作 为 AI 龙头公司，有望充分受益行业的高景气发展，未来成长可期。

特斯拉CEO 马斯克对高能量密度（400Wh/kg）动力电池的量产表示乐观，多线索指向硅纳米线（用作锂电负极）技术路线、斯坦福大学著名学者Y.Cui 研究团队及电池初创公司Amprius。