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(2022年第5期)
(报告加工时间:2022-01-24 -- 2022-02-13)

境外分析报告

  • 全球医学影像与信息学展望至2021年
    Computed tomography (CT), X-ray, and ultrasound, though not the first choice for COVID-19 diagnoses, became important tools in managing COVID-19. Hence, these modalities generated better revenues than the others. Teleradiology witnessed major adoption as more practices shifted their work from hospitals to homes and home offices necessitated investments in hardware and software. Due to financial problems, efficiency and productivity became top priorities for hospital administration. Artificial intelligence (AI), cloud, and analytics were the major areas that received significant attention during the pandemic year.
  • 靶机市场全球性和区域分析预测(2021-2031年)
    The target drones are classified into five main product types, based on their mode of operation, payload type, platform, and target type, along with speed for aerial targets. The companies are focusing on developing the target drones that would have a higher adoption rate in the market, such as remotely piloted aerial target drones. The following figure depicts the classification of the global target drone by product.
  • 全球工业物联网 (IIoT) 推动齿轮泵市场数字解决方案的创新
    This study analyzes the global gear pump market and its growth prospects in the short, medium, and long terms. COVID-19 has created unforeseen circumstances for businesses around the world, affecting the overall growth of the manufacturing sector. This research offers a growth outlook for the global gear pump market during the next 5 years. The gear pump sub-products included in this study are internal and external gear pumps, which differ in design. The internal gear pump has an outer gear that drives the inner gear when it turns. In the external gear pump, the gears rotate against each other.
  • 全球机器视觉增长机会
    The market took a significant hit in 2020 due to the COVID-19 pandemic, with sales declining by 4.6% from 2019. However, Frost & Sullivan expects a 3.8% growth in 2021. Positive trends in pharmaceuticals, food and beverage processing and packaging, electronics and semiconductors, and automotive will drive the market in 2021 and during the forecast period. There is a growing global demand for industrial automation to enhance operations and productivity. Manufacturers also adopt automation post-COVID-19 to automate their manufacturing units more. This is to minimize human intervention should another pandemic arise.
  • 全球外科仪器跟踪设备市场分析与预测(2021-2031年)
    The global surgical instrument tracking devices market is expected to grow at a CAGR of 9.16% for the forecast period 2021-2031. Leading market players strive to retain a competitive edge by having a good presence in key markets and offering a diverse product range. The market has witnessed a total of 32 key developments over the five years (January 2016-March 2021), with a majority of them being product offerings and upgradation accompanied by partnerships, alliances, and business expansions. Efforts are being made to bring more technologically innovative goods to market, each aimed at a particular unmet need. With the launch of new and updated devices with improved features, surgical instrument tracking devices technology has become increasingly possible to unlock new use cases.
  • 全球半导体芯片短缺危机及其对汽车行业的影响
    The semiconductor industry is observing higher demand for IT components, peripherals, and consumer electronics than it did in 2019. This could be due to the pandemic, the enforced work-from-home situation, and the contactless functioning of many essential and non-essential services. The auto semiconductor space is highly fragmented; therefore, it has a complicated value and revenue split across Tier I, Tier II, and Tier III suppliers. Tier III suppliers posses wafer-level capabilities; hence, this level is highly consolidated and dominated by a few manufacturers from Asia. The current crisis is due to Tier III suppliers' inability to meet the sudden spike in demand from all consumer segments, particularly from automotive.>
  • 全球社交媒体分析改变客户体验 (CX) 服务
    Social media analytics is a fragmented market with the presence of major vendors across the United States and Europe. Asia-Pacific is expected to record the highest CAGR due to the rapid digitalization and increasing brand awareness; the Middle East and Africa are likely to remain stagnant. The social media analytics market has experienced significant growth globally over the past decade and will continue to expand rapidly through the next 5 years. The emergence of small and mid-size vendors offering social media tools as standalone and primary products is noteworthy. The big players offering customer relationship management (CRM), sales, and marketing tools have penetrated the market with add-ons that offer social media monitoring and analytics.
  • 全球卫星支持的物联网增长机会
    Increased smart technology adoption, such as automated vehicles, vessels, and unmanned aerial vehicles, is expected to increase the demand for satellite-enabled IoT services. The need to optimize operational efficiency and reduce downtime drive the demand for constant remote monitoring and analytics. Increased implementation of predictive analytics and ML for predictive maintenance has increased IoT solution adoption. Users can enhance connectivity solutions at lower costs due to the availability of low-cost end-to-end IoT solutions.
  • 全球微焦点 X 射线源行业动态和战略见解(2021–2030年)
    The increase in geriatric population, and the increase in prevalence of chronic diseases, technological advances in imaging methods and the rising adoption of imaging devices in medical evaluations are the major key drivers of the Global Microfocus X-ray Source Industry Market. The aging of the population is expected to increase the prevalence of various chronic diseases, resulting in high demand for medical imaging devices. The market growth is propelled by stringent regulations by various governments regarding industrial safety and product quality, increasing demand for NDT services in automotive and aerospace industries, advancements in software that are integrated into radiography systems, and the preventive maintenance of industrial equipment.
  • 全球锂离子电池回收市场报告(2021-2030年)
    Lithium-ion battery recycling is referred to collection of lithium-ion batteries through various sources including automotive, industrial, consumer & electronics appliances and recovery of metals of element through recycling processes. The global lithium-ion battery recycling market estimation includes revenue reported by selling these recovered metals or elements whether that goes into further battery recycling or other second usage applications. Reportedly, most metals recovered go into battery manufacturing only.
  • 全球专业耳机市场的增长机会预测到2027 年
    This research service analyzes the global professional headset market. Professional headsets include corded and cordless headsets that are used in conjunction with enterprise endpoints integrated with the rest of the enterprise communications infrastructure (premises-based or hosted/cloud-based call-control systems). While shipments are based on units of headset tops, revenue includes headsets plus related infrastructure such as amplifiers, direct connect cables, digital adapters, charging base stations, lifters, headset software and other headset accessories.
  • 全球硅光电倍增管SiPM市场报告(2021-2030年)
    A silicon photomultiplier (SiPM) is an electronic sensor, which generates an analog signal at output in real time. The histogram of the amplitudes relies on the time characteristics & intensity of the incident light. The system output is a time sequence of current pulse that has a discrete dispersal of amplitudes such as A, 2A, and 3A., For the purpose of analysis, the report segments the global silicon photomultiplier market based on type, device type, application, industry vertical, and region. The report provides information about various types of silicon photomultipliers available in the market such as NUV SiPMs, and RGB SiPMs. It further outlines the details about different devices, including analog SiPMs and digital SiPMs. The applications covered in the study include LiDAR, medical imaging, high energy physics, hazard & threat detection, and others. The major industry verticals discussed in the report are Automotive, healthcare, it & telecommunication, aerospace, oil & gas, and others. Moreover, it analyzes the current market trends of silicon photomultiplier across different regions such as North America, Europe, Asia-Pacific, and LAMEA and suggests the future growth opportunities.
  • 全球太阳能泵增长机会报告
    A new revenue model that defines how a company creates and capitalizes economic value, typically impacting its value proposition, product offering, operational strategies, and brand positioning
  • 全球灌溉水解决方案市场的增长机会
    More efficient irrigation automation, control, and monitoring solutions will take on the long-term challenge of water scarcity in the world, especially if governments’ conservation efforts include restrictions on irrigation frequency and duration. The global irrigation water solutions market generated revenue of $11.22 billion in 2020. Frost & Sullivan forecasts a compound annual growth rate (CAGR) of 8.0% through 2026 for revenue of $17.79 billion. Of course, agriculture is an inherently unpredictable industry: extreme weather, crop diseases, natural disasters, or significant produce price fluctuations could affect farmers’ ability to invest in new equipment. Conservation initiatives would compel farmers to be more conscious of their water use and consider the benefits of drip irrigation and smart, data-driven solutions that could increase crop yields yet reduce costs.
  • 全球的旋转磁盘共焦显微镜市场2030年
    The increasing applications and benefits of confocal microscope and increasing adoption of confocal microscope is growing in biology, life science, material science, neuroanatomy, and neurophysiology, which is consequently expected to drive the growth of the market for confocal microscope over the forecast period. Rarely diagnosis and treatment of cases of microbial keratitis and along with clinical practices, confocal microscopy is developing into a powerful research and diagnostic tool in ophthalmology is further expected to spur the growth of the market for confocal microscope in the near future

中文技术报告

  • 河南省数字产业发展指数研究与应用
    近年来,数字经济发展速度之快、辐射范围之广、影响程度之深前所未有,日渐成为当前最具活力、最具创新力、辐射最广泛的经济形态,正在成为重组全球要素资源、重塑全球经济结构、改变全球竞争格局的关键力量。作为数字经济和数字城市发展的基础产业,数字产业持续快速发展,已成为新发展阶段下推动经济新旧动能转换的重要引擎。本文基于河南省能源大数据,构建了反映数字产业发展态势的经济指标和电力指标体系,研发了数字产业发展指数模型,从月度发展指数和周频电力指数两个维度对河南省及各地市数字产业发展态势进行分析。总体来看,河南省数字产业稳步快速发展,郑州数字产业规模“一枝独秀”,辐射带动作用显著,许昌、三门峡产业发展势头强劲,数字产业正在成为拉动全省经济发展的新引擎。

投资分析报告

  • 电子行业:汽车电动智能化发展,引领电子行业新机遇-深度报告
    此前,我们发布2022 年年度策略报告《把握信息&能源技术变革,引领新十年机遇》,强调当前时点信息与能源两大技术变革已处于增长拐点,电子行业迎来新十年黄金发展期。其中受信息技术变革驱动,汽车有望成为新的人机交互平台,且渗透率提升带来创新迭出。一方面,汽车电动化先行,全球电动车渗透率超过10%进入快速发展阶段,“三电系统”带来大量电子零部件需求;另一方面,汽车智能化跟随,智能驾驶、智能座舱相关的新技术、新产品百花齐放。未来十年,汽车电动智能化将成为电子行业的“主赛道”和“关键词”,产业链加速布局带来催化剂不断,需求持续渗透提供成长动力,相应的投资机遇层出不穷。为此,我们将策略报告中的汽车电动智能化内容重新梳理,以飨读者。
  • 科技行业:医疗IT长坡厚雪,前瞻布局景气拐点-深度研究
    医疗IT 建设受医院管理与诊疗需求驱动,与国内医疗体制改革同行,逐步形成了以医院信息化、区域/公共卫生信息化、互联网医疗、物联网医疗、医疗大数据&AI、医保信息化、药品信息化为核心的信息化产品体系。随着我国医疗体制改革进入以医保为抓手的第三阶段,医疗IT 也步入了以电子病历、智慧服务、智慧管理等多个评级体系驱动的“以评促建”发展阶段。
  • 产业观察·科技前沿·有望爆发类第7期,2022年2月
    VRAR虚拟现实:《“十四五”数字经济发展规划》鼓励虚拟现实 关键数据方面,1 月受成长风格整体回撤影响,VRAR 上游、中游行业 指数分别下跌16.38%、16.81%;Steam 平台VR 活跃用户占比为2.14%, 较上月1.93%的占比小幅提高0.21%,为8 月以来首次重回2%。据此估 算1 月平台VR 活跃玩家约为256.8 万。产业资本变动方面,1 月国内 VRAR 相关投融资数量不多,游戏人工智能解决方案超参数科技完成由 红杉资本领投的1 亿美元B 轮融资。事件、政策方面,继上海后,元宇 宙概念被写入多地《政府工作报告》;国务院发布《“十四五”数字经济 发展规划》,规划在打造智慧共享的新型数字生活部分提出,要加强超 高清电视普及应用,发展互动视频、沉浸式视频、云游戏等新业态,深 化人工智能、虚拟现实、8K 超高清视频等技术的融合。
  • 电子元器件行业:全面梳理21Q4公募基金的半导体持仓,增减变动释放何种信号?
    21Q4 公募基金持仓半导体公司前5 的市值排名分别为,紫光国微(FPGA特种芯片, 持仓市值299.9 亿元,Q3 第2)、韦尔股份(CMOS 芯片龙头,持仓市值250.3 亿元, Q3 第3)、北方华创(半导体设备龙头,持仓市值175.0 亿元,Q3 第1)、圣邦股份(模 拟芯片龙头,持仓市值170.8 亿元,Q3 第4)、兆易创新(存储器、MCU 和传感器, 持仓市值149.0 亿元,Q3 第5)

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