传感器是“物联网之眼”，国家政策持续扶持传感器产业。传感器是物联网系统数据采集的源头，被称为“物联网之眼”。根据 IoT Analytics 的数据，2022 年全球活跃物联网连接设备数量超过 140 亿个，已经部署超过 500 亿个连接的物联网传感器；预计 2027 年全球联网物联网设备数量将超过 290 亿个，2022-2027 年复合 增速达 16%，传感器将与物联网的快速发展齐头并进。近年来我国陆续出台多项政策，进一步明确智能传感器产业发展方向和路径；政策规划注重促进高端传感器及关键技术和核心材料的突破，推进智能传感器相关产业的发展。河南省政策大力扶持智能传感器产业，重点建设“一谷多园”，形成万物互联、绿色智能、融合发展的智能传感器产业集群和生态体系。

英伟达以GB200为核心发布多款突破产品，显著提升计算性能：在GTC2024大会上，英伟达发布了划时代的Blackwell 架构和基于此架构的GB200超级芯片，标志着GPU的全面升级。Blackwell是英伟达首个采用多芯片封装设计的GPU，在同一个芯片上集成了两个GPU，使得芯片算力得到跨越式提升，代表了生成式AI和加速运算领域的重大突破。采用Blackwell 架构的GPU被划分为了B200和GB200两个产品系列。GB200不仅在算力上实现了质的飞跃，将AI性能提升至20petaflops，在能耗成本上也实现了显著降低。其NVL72解决方案通过集成多个计算节点，为处理复杂计算任务和大规模AI模型提供了理想的平台，同时采用铜缆互联和冷板液冷系统设计降低了能耗和成本。随着AI技术的进步和应用领域的扩大，GB200及其供应链将对全球技术市场产生深远影响。

The global fundus camera market is estimated to grow at a CAGR of 7.9% from 2022 to 2030. Key factors driving the market growth are increase in diabetic retinopathy screening procedures and launches of innovative products. However, incorrect clinical diagnosis due to distorted fundus photography hinders the market growth.

The global aesthetic lasers market is estimated to grow at a CAGR of 12.3% from 2022 to 2030. Key factors driving the market growth are growing adoption of non-invasive aesthetic procedures and increasing prevalence of skin disorders along with growing awareness about beauty devices. However, risks and complications associated with procedures and stringent safety regulations hinders the market growth.

The global endoscopy procedures market is estimated to grow at a CAGR of 7.0% from 2022 to 2030. Key factors driving the market growth are growing preference for minimally invasive surgeries and increasing prevalence of cancer are the key factors driving the market. However, the risks of infections associated with endoscopic procedures hamper the market growth.

The global aesthetic lasers market is estimated to grow at a CAGR of 12.3% from 2022 to 2030. Key factors driving the market growth are growing adoption of non-invasive aesthetic procedures and increasing prevalence of skin disorders along with growing awareness about beauty devices. However, risks and complications associated with procedures and stringent safety regulations hinders the market growth.

The global endoscopy procedures market is estimated to grow at a CAGR of 7.0% from 2022 to 2030. Key factors driving the market growth are growing preference for minimally invasive surgeries and increasing prevalence of cancer are the key factors driving the market. However, the risks of infections associated with endoscopic procedures hamper the market growth.

The automated external defibrillators market is estimated to grow at a CAGR of 4.5% from 2020 to 2030. Key factors driving the market growth are increasing prevalence of cardiovascular diseases and rising training and awareness programs on automated external defibrillators. Whereas performance issues related to automated external defibrillators is hindering the market growth.

Chillers provide cooling in residential, industrial, and commercial places. Chillers provides air conditioning in buildings with the use of chilled water. Roof top chillers usually are air cooled whereas basement chillers are water cooled. The rising humidity concerns in both developed and developing countries, and surging demand for air conditioning systems for safety and comfort are boosting developments in the Chiller market across the world. HVAC chillers are widely used across the industries such as pharmaceuticals, electronics & semiconductors, aerospace & defense, food & beverages, cold storage, turbine, and leather. Thus, increased preference for district cooling systems in industries and high-rise buildings is a major factor boosting the Chillers market growth. Moreover, rising adoption of HVAC chillers in commercial spaces and residential sector, growing disposable income and rapid pace of urbanization, and continuous proliferation of tourism industries in different regions contribute to the Chillers market growth. The construction of new hotels and public infrastructure adds to the demand for HVAC chillers.

The global aesthetic lasers market is estimated to grow at a CAGR of 12.3% from 2022 to 2030. Key factors driving the market growth are growing adoption of non-invasive aesthetic procedures and increasing prevalence of skin disorders along with growing awareness about beauty devices. However, risks and complications associated with procedures and stringent safety regulations hinders the market growth.

The global fundus camera market is estimated to grow at a CAGR of 7.9% from 2022 to 2030. Key factors driving the market growth are increase in diabetic retinopathy screening procedures and launches of innovative products. However, incorrect clinical diagnosis due to distorted fundus photography hinders the market growth.

The global aesthetic lasers market is estimated to grow at a CAGR of 12.3% from 2022 to 2030. Key factors driving the market growth are growing adoption of non-invasive aesthetic procedures and increasing prevalence of skin disorders along with growing awareness about beauty devices. However, risks and complications associated with procedures and stringent safety regulations hinders the market growth.

The automated external defibrillators market is estimated to grow at a CAGR of 4.5% from 2020 to 2030. Key factors driving the market growth are increasing prevalence of cardiovascular diseases and rising training and awareness programs on automated external defibrillators. Whereas performance issues related to automated external defibrillators is hindering the market growth.

The global endoscopy procedures market is estimated to grow at a CAGR of 7.0% from 2022 to 2030. Key factors driving the market growth are growing preference for minimally invasive surgeries and increasing prevalence of cancer are the key factors driving the market. However, the risks of infections associated with endoscopic procedures hamper the market growth.

计算需求爆发+政策指引+数据安全考虑，推出一体机大势所趋。AI 计算需求呈爆发式增长，预计 2022-2027 年我国智能算力 CAGR 有望达 33.9%；政策明确 AI 为新质生产力重要引擎，国央企加大算力基础设施建设、加大 AI 应用需求；同时，三星引进 ChatGPT 后已遭遇了三次数据泄露事件，内部员工将公司机密通过提问形式输入 ChatGPT，引发数据安全担忧。

4 月 22 日至 5 月 17 日，沪深 300 指数上涨 3.85%，31 个申万一级行业涨幅中位数为 3.76%，其中申万电子指数上涨 6.68%，排名第 9。15 个申万电子三级行业涨幅中位数为 7.54%，其中印制电路板上涨 13.26%，排名第 1。PE估值低于历史中位数，5 月 17 日申万电子整体法 PE-TTM 为 35 倍，处于历史后 37.83%分位；中位数法 PE-TTM 为 46 倍，处于历史后 39.73%。

数据中心网络架构加速向高速率带宽迭代：AI 算力需求大幅增长，通信网络带宽速率提升势在必行。以全球两大网络通信协议以太网和 InfiniBand 为例，2025 年预期将发布的 PCIe 7.0 将提供比 PCIe 6.0 翻倍的双向传输带宽；2025 年将发布的 InfiniBand GDR 每通道传输速率提升至 400 Gb/s，4 通道速 率将达到 1.6Tb/s 水平，数据中心网络架构加速向高速率带宽迭代。