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(2017年第11期)
(报告加工时间:2017-03-27 -- 2017-04-04)

行业资讯

  • 全球风扇晶圆级包装市场报告(2016-2020年)
    Chip-scale packaging (CSP) emerged in the 1990s. By 1998, wafer-level CSPs emerged as the most preferred form of chip packaging solutions due to their low cost benefits in applications, ranging from application-specific integrated circuits (ASICs) and microprocessors to electrically erasable programmable read-only memory (EEPROM). WLP is one of the key trending technologies used for CSP and is gaining popularity among fabless and foundry companies globally. The major benefit of WLP is that wafer fabrication and testing is done on the wafer itself, reducing the cost of WLP with increasing wafer size and decreasing die size.

境内分析报告

  • 电子元器件行业:指纹识别迎产业链重构新机遇-深度报告
    自进入 2017 年之后,指纹识别行业站到了“产业变革”的时间节点上。在光学式和超声波式指纹识别技术方案还不够成熟,既要实现正面隐藏式指纹识别,又不得不采用电容式方案的背景之下,盲孔电容式指纹识别就成为了近期最有前景的 under glass 方案。我们通过本报告,详细地分析了领先者汇顶科技的 IFS 方案和苹果前后两代产品细节方面的不同,进而发现,一旦电容式 Under Glass 成为近期主流,在硬件层面最显著受益的将是 TSV 先进封装和先进玻璃加工,指纹识别庞大的用户基础和手机厂商不断的创新动力,将为先进封装和盖板玻璃加工行业带来巨大的新市场。除了电容式 underglass 有望成为近期主流外,可以嵌入玻璃的“超薄式”正面玻璃/陶瓷盖板模组的指纹识别,可以有效提高屏占比,今年也可能被一些旗舰机型采用。要做到超薄,先进的 TSV 封装工艺也是不可避免的。
  • 电子行业:英特尔收购Mobileye,LCD结构调整-周报(2017/03/19...
    紫光公司主导的长江存储科技在武汉投资 240 亿美元建设国家存储芯片基地,该公司 CEO 杨士宁日前表态 3D 闪存晶圆厂的安装设备将在 2018 年Q1 季度完工,2019 年全速量产,预计 2020 年会在技术赶超国际领先的闪存公司。杨士宁宣称目前国产 3D 闪存各项指标已经达到了预期要求,成功实现了工艺器件和电路设计的整套技术验证,向产业化道路迈出具有标志性意义的关键一步。存储器是国家推动的半导体战略中的重要一环。推荐关注标的:上海新阳、北方华创、紫光国芯等。
  • 电子行业:电池行业迎来高景气发展阶段-深度报告
    双电芯、大容量、快充驱动消费类电池高成长:电池容量呈现逐渐增长的趋势,而电池在大容量下的安全问题也已引起广泛重视。双电芯技术已逐步成熟,能够在突破容量瓶颈的基础上消除安全隐患,有望随着新一代 iPhone的搭载而成为未来推动消费类电池发展的驱动力,并将使电池的单机价值提升 80%以上。同时,在电池大容量趋势下,快充技术已成为未来智能手机的重要需求,也将促进电池单机价值的增加。此外,笔记本电脑轻薄化将推动18650 向聚合物锂电池转变。我们认为以双电芯、快充、大容量等为代表的新兴技术将为电池行业带来新一轮的高景气阶段。

境外分析报告

  • 全球汽车个人导航系统市场报告(2016-2020年)
    We expect the global automotive personal navigation systems market to grow at a CAGR of 14.51% during the forecast period.In 2015, EMEA led the global automotive personal navigation systems market with a 36.17% market share, followed by the Americas with a 33.99% share, and APAC with a 29.84% share. This combined majority share is due to the high adoption of personal navigation devices (PNDs) and aftermarket in-vehicle systems (IVS).However, during the forecast period, the market dynamics will experience structural changes. Aftermarket IVS sales will likely fall from 37.08% in 2015 to 21.23% by 2020. This decline can be attributed to the rise in factory-fitted IVS and smartphone-based systems.This report covers the present scenario and the growth prospects of the global automotive personal navigation systems market for 2016-2020. The market size is calculated through a bottom-up approach, which accounts for the total units sold per annum for different types of navigation systems used in vehicles. The report also presents the vendor landscape and a corresponding detailed analysis of the top four vendors in the market. It discusses the major drivers and key trends in the globalpersonal navigation systems market. Also, the report outlines the challenges faced by vendors and the market at large and gives a forecast of it up to 2020.
  • 全球流式细胞仪市场报告(2016-2020年)
    Flow cytometry is a laser or impedance-based technology used in cell sorting, cell counting, biomarker detection, and protein engineering. Flow cytometry allows for indepth analysis of cell structures using software.
  • 全球光收发器市场报告(2016-2020年)
    The data centers segment will be the major end-user segment contributing to the growing demand for optical transceivers, and the market will also see demand for optical transceivers from the military and defense sector during the forecast period.The growing focus on leveraging the network infrastructure globally is one of the major growth drivers for the market.Due to the increase in the number of network deployment projects, optical fiber manufacturers are increasing their production capacities, thereby creating a demand for optical transceivers.This report covers the present scenario and the growth prospects of the global optical transceiver market for the period 2016-2020. It covers a brief technological comparison between optical fiber cables and copper cables and outlines the major developments in the optical fiber market.
  • 全球纳米机器人系统市场报告(2016-2020年)
    A robot is a machine designed to perform one or more complex tasks with high speed, precision, and accuracy. The robotics market is highly competitive with a large number of automation and robotics vendors. The global robotics market is growing at a steady pace, with the majority of its revenue from the automotive, electrical and electronics, and food and beverage sectors. In the emerging economies, the robotics market is driven by the demand for assembly, machine loading and unloading, packaging, welding, painting, and material handling. However, in developed countries, the growth rate for robotics is slow as the market is mature.
  • 全球GaN器件市场报告(2016-2020年)
    The need to improve power conversion efficiencies, raise power density levels, extend battery lives, and accelerate switching speeds in various end-user segments such as the consumer electronics, telecommunications hardware, EVs, or domestic appliances is increasing at a rapid pace. GaN is one of the process technologies that is expected to make a huge impact in power system design.
  • 全球家庭影院投影机市场报告(2016-2020年)
    Globally, fast-moving consumer goods (FMCG), consumer electronics, furniture and furnishings, apparel, and beauty products have considerable growth potential. The demand for home theater projectors is expected to increase during the forecast period with growing disposable income of consumers and the rising millennial population, an attractive target group for these products. A key growth factor during the forecast period will be the increasing influence of social and digital platforms on consumers. In addition, attractive services such as free shipping and easy terms for product returns will also play a pivotal role.
  • 全球GaN射频器件市场报告(2016-2020年)
    Silicon has been the preferred choice for computing and electronic devices since its invention almost 50 years ago. However, the constant evolution of technology demands high power and ever greater enhancements in the core semiconductor materials to ensure high performance. GaN has superior properties than silicon such as high breakdown voltage and saturation velocity. The bandgap in GaN is almost thrice the bandgap of silicon. Thus, GaN has the ability to improve power conversion efficiencies, raise power density levels, extend battery lives, and accelerate switching speeds in different end-user segments such as consumer electronics products.
  • 全球商用车电控空调悬挂市场报告(2016-2020年)
    The automobile suspension system dates back to the beginning of 19th century when automobiles were invented. That time, internal combustion engine-powered vehicles were in the embryo stage, and two innovations were made to form the vehicle's suspension system. For the first time, front coil springs were used along with dampeners that acted as shock absorbers for minimizing vibrations in vehicles. Later, suspension systems saw the use of new setup with leaf springs, which were less costly and flexible in terms of changing shape so as to accommodate varying weights. This system was initially used by European automakers.
  • 全球汽车盲点检测市场报告(2016-2020年)
    One of the core drivers behind the global automotive blind spot detection (BSD) system market is the rising incidence of on-road fatalities. Such incidents have risen in recent years, especially in emerging economies. This has pushed users of automobiles to become aware of safety as a concept and has helped create a new avenue for automakers to introduce additional features in an already heavily electronically saturated vehicular space.Technavio covers the present scenario and the growth prospects of the global automotive blind spot detection system (BSD) market for the period 2016-2020 in this report. To calculate the size of the market, we have considered a combination of top down and bottom up approaches, wherein our in-house databases have been used to arrive at the global BSD market.
  • 全球感应炉市场报告(2016-2020年)
    Induction cooktops, also known as induction hobs, are more versatile and allow quick and controlled heating when compared with traditional gas cooktops. Induction cooktops utilize electrical induction technology. The appliance uses a magnetic field to move the molecules in utensils, thereby generating heat. While an induction hob heats the cookware, the glass top and the air surrounding the vessel do not get heated up. This feature makes an induction cooktop a safer and more energy-efficient option than a gas cooktop.
  • 全球电子家庭视频市场报告(2016-2020年)
    Broadband connections have developed over a period of time in terms of network expansion, innovation, and usage. The number of global broadband users has increased from 400 million in 2000 to 3.4 billion users in 2015. Globally, nearly 80% of the households in developed countries and 34% in developing countries had internet access by 2015. The high penetration of the internet has led to the growth of digital content streaming and downloading since 2011.
  • 全球消费级无人机市场报告(2016-2020年)
    Consumer drones are used to capture photos and shoot videos. They are also used as toys. Consumer drones are capable of capturing high-speed actions, distinct objects, and are designed for rugged conditions, including extreme weather. Consumer drones are equipped with GPS tracking and high-quality cameras that allow users to take photos of distinct objects, without any threat to life.
  • 全球非挥发性双列直插内存模块市场报告(2016-2020年)
    Intel plans to release its 3DX point non-volatile dual in line memory module (NVDIMM) by the end of 2016. The adoption rate of this product will be high due to its high speed and low cost when compared to dynamic random access memory (DRAM).In 2016, SMART Modular Technologies released its 32 GB NVDIMM-N. It is the highest density DDR4 NVDIMM-N in the industry. This innovation will help the company grow in the market, as many server manufactures are shifting toward higher density memory echnologies.NVDIMM's superiority in read and write speed and lifespan will hinder the adoption of peripheral component interconnect express solid-state drive (PCIe SSD).This report covers the present market dynamics and the growth prospects of the global NVDIMM market for the period 2016-2020. The market size estimation is done on the basis of total number of NVDIMM shipped globally.
  • 全球室内LBS市场报告(2016-2020年)
    Location-enabled mobile devices include smartphones, tablets, and devices fitted in vehicles. The location of such devices is determined by a mechanism known as localization, which considers the user's browsing activities related to navigation, lifestyle, shopping, social networking, public transportation, utilities, and games. Indoor LBS provide information regarding ongoing local events, shopping, and entertainment with the support of mobile devices, and have become a key component of marketing strategies and monitoring systems.

投资分析报告

  • 通信行业:光器件,景气再升级,投资正当时-深度报告
    光通信具有“通信容量大、传输距离远、抗电磁干扰、传输损耗低、信号串扰小”等优点,已经成为最主要的信息传输手段。电信市场,骨干网和城域网已经实现光纤化,接入网正在进行光纤化升级改造;光通信系统在数据中心应用爆发,在智能电网建设、高铁建设、安防监控等领域也有着广阔的应用前景。光通信行业主要包括“光器件、光通信设备、光纤光缆”三大子行业,光器件为核心,在光设备中占比逐年攀升。 
  • 通信行业:运营商资本开支下滑,向传输网和基础网络倾斜-周报
    公司是国内领先的通信接入设备及解决方案提供商,持续专注于通信网络接入产品的研发、制造和销售;立足于通信运营商,主攻方向为企业综合接入设备,同时积极将业务扩展工业通信等领域。目前公司产品涵盖综合接入终端产品、集中式局端产品、工业网络产品、专用无线网络产品、软件茶农和辅助性接入产品六大类,超过 3000 个型号品类,产品应用于通信运营商和智能电网、智能交通等多个领域。 

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