疫情前DRAM位元供需缺口为5.4%。根据DRAMeXchange 数据，疫情前20 年DRAM位元供给增速为12.2%，需求增速为17.6%，供需缺口为5.4%（供需缺口是14 年以来最大的一次）。

自去年12 月起NAND 和DRAM 现货价陆续起涨，NAND 涨幅更加明显。根据Bloomberg 数据，NAND 和DRAM 现货价已陆续自去年12 月起涨。具体来看，NAND 现货价自去年12 月上旬起涨，不同规格容量差异较大，截至2/28 日，TLC 512G 上涨33%，TLC 256G 上涨48%，TLC 128G 上涨7%。DRAM 本次涨价滞后两周左右，自去年12 月中旬起涨，不同规格容量涨幅均匀，DDR4 8G 上涨23%，DDR4 4G 上涨24%，DDR3 4G上涨21%。

检测设备是大家关，注但是在划分上通常并不清晰的一类设备。我们接下来的一系列报告希望能够深度挖掘检测设备的技术内核以及在不同行业中的不同应用。

催生芯片设计行业，引领先进制程工艺，半导体行业前瞻指标。自张忠谋在1987 年创立公司，台积电见证半导体产业分工发展，与芯片设计行业（fabless）共同成长。近十年公司在制程工艺引领行业，7nm 与5nm 等制程更领先三星半年以上量产。

This research report provides insights into the global PACS and RIS Market. Picture archiving and communication system (PACS) is used for management, retrieval, storage, and distribution of the medical images. In the field of radiology, it is used for sharing and viewing of diagnostic images. A radiology information system (RIS) is a network of the software system used for managing medical images and other related data. RIS keeps track of radiology imaging orders and data of bills. It is used along with PACS and vendor neutral archives (VNAs). RIS manages image archives, keeps record and billing. The scope of the PACS and RIS market includes product, component, deployment, end user and country. The report offers insights and in-depth analysis of the PACS and RIS market emphasizing on various parameters such as market trends, technological advancements, market dynamics, and competitive landscape analysis of leading market players across the region.

Smart sports equipment are those sport equipment that are infused with sensors that track, monitor, and analyze athletes performance. These smart sports equipment also advice on technique improvements as well as help compare their performance with other players. The global smart sports equipment market is analyzed based on its prospects and future growth rate. The report highlights numerous factors that influence the growth of the smart sports equipment market. These include market forecast, drivers, restraints, opportunities, and role of different key players operating in the market. The report is analyzed for smart sports equipment by product type such as smart balls, smart golf sticks, smart hockey sticks, smart rackets & bats, and others. In addition, it focuses on the end user segment that includes men and women. Moreover, it focuses on the distribution channel including specialty stores, franchise stores and online stores. Furthermore, it includes revenue generated from the sales of smart sports equipment across North America, Europe, Asia-Pacific, and LAMEA.

2019 年12 月，工业生产增速回升，工程机械主要产品产量增速趋于稳定；八大产品总销量大幅增长，市场需求旺盛；1～11 月，进口持续下降，降幅有所收窄；出口总体趋稳；行业利润总额增长25.56%，营业收入增长12.57%

高端装备制造业绩效保持增长，1～12 月，营业收入同比增长4.5%，利润总额同比增长11.9%。同期，高端装备相关行业投资继续下降，铁路、船舶、航空航天和其他运输设备制造业投资同比下降2.5%。智能制造方面，12 月，工业机器人产量同比增长15.3%，延续上月增长态势。

 1~11月，机械工业重点联系企业累计订货额同比下降2.75%，降幅较1~10月(-4.7%)收窄1.95 个百分点;全国规上机械工业企业营业收入193361.93 亿元，同比增长2.57%，较全国工业低1.84个百分点;利润总额11755.52 亿元，同比下降2.75%，降幅虽较全国工业低0.64个百分点，但较1~10月收窄0.62个百分点;截至12月份，机械工业产品产量增减不一，增长产品数量有所改善，仍在增长的产品多数增速回落;受中美贸易摩擦影响，机械行业主要产品进出口额同比负增长，本月降幅大都有所收窄;机械工业主要涉及的五个国民经济行业大类固定资产投资增长较弱。

智能制造系统集成行业的发展是推动我国制造业转型升级的关键，近年来，我国发展先进制造业的政策不断出台，为智能制造系统集成行业发展提供了有力的政策支持。随着全球制造业双向回流进程的加速推进，我国制造业转型升级和提质增效迫在眉睫，也促进了国内智能制造系统集成市场的快速发展。2018 年我国本土市场虽然还是由西门子、GE、罗克韦尔、施耐德等几家国际龙头企业占据大部分市场份额，但是诸如和利时、浙江中控、东方国信和昆仑数据等多家企业均呈现快速发展态势，成为国内市场中的有力竞争者。赛迪顾问认为，国内智能制造系统集成市场正在蓬勃发展，商业模式正在逐步清晰，聚焦于细分行业的系统集成商将成为市场的主流，与此同时，随着国家政策的大力推进以及资本市场的进一步助力，我国智能制造系统集成市场将会持续保持高速增长。