The use of video surveillance in business is growing significantly, owing to the increasing need for physical security, coupled with the use of cloud-based services for centralized data. Globally, the drive to enhance the safety and security across different industries is adding to the market growth, significantly. With rapid developments in cloud computing and video surveillance software, the surveillance market has transformed, in comparison to the previous decade. The growth of the video surveillance market is expected to be fueled by the introduction of new IP-based digital technologies to detect and prevent undesirable behaviors, such as shoplifting, thefts, vandalism, and terror attacks. Video surveillance is being adopted in manufacturing, banking & financial services, and transportation and retail industries. This incorporation is higher in countries, such as the United States, the United Kingdom, India, China, and Brazil, owing to the large size of the concerned industries and higher awareness among consumers.

The report provides market dynamics and trends related to the VR in healthcare market. In addition, it presents the market estimations and forecast. The study estimates the revenues that are confined to the sales of virtual reality devices used in healthcare facilities. Valuations comprises revenue generated from VR Semiconductor Components, VR Devices, and VR Sensors. However, the market estimates do not include revenue generated from the post-sale services of the devices.

Digital video surveillance systems can be used for nearly any environment owing to increase in adoption of advanced surveillance by the government sector, manufacturers have realized the need for optimum IP surveillance systems. A lot of advantages are offered by an IP camera CCTV system offers over an analog format. There has been an increase in the demand for security applications such as video surveillance to monitor and record borders, ports, transportation infrastructure, corporate houses, educational institutes, public places, buildings, and others. The scope of the report discusses the potential opportunities for the market players to enter the global video surveillance market. This report also provides in-depth analysis of the market, outlining current trends, key driving factors, and key area of investment. The report includes Porter’s five forces analysis to understand the competitive scenario of the industry and role of each stakeholder in the value chain. The report features the strategies adopted by key market players to maintain their foothold in the market.

Video analytics is a computerized processing and automatic analysis of the video content generated, collected, or monitored during video surveillance. While monitoring the videos, the software identifies attributes, events, or patterns and characteristics of people or objects while ignoring the irrelevant activities via video analysis of monitored environments. A large volume of unstructured video data is produced through video surveillance in industries, city surveillance, and through social media. The video analytics software also enables users to analyze, organize, and share the insights gained from the video data to help in making better decisions. On the basis of component, the global video analytics market is segmented into software and services. The scope of video analytics market is derived from multiple video analytics applications across several industries such as, retail, healthcare, mining, transportation & logistics, and others. The applications in these industries include facial recognition & detection, incident detection, perimeter intrusion detection, crowd detection & management, traffic & parking management, and others. By deployment, the market is bifurcated into onpremise and cloud deployment.

上周市场仍处于震荡调整周期，沪深300 指数震荡上浮0.30%，通信板块下跌0.84%，行业排名第22 位。近期三大运营商陆续披露2020年7 月份主要运营数据，整体来看，7 月份是运营商今年以来无功无过的一个月，几乎是维持了上个月的态势。

5G 发展超预期，5G 套餐用户量高速提升，中国移动和电信累计5G 用户突破1.3 亿，ARPU 呈现回暖趋势，运营商业绩的拉升是加快5G 基站建设重要驱动力。

行情回顾：本期（2020.08.15-2020.08.21）市场表现良好，沪深300 指数上涨0.30%，收于4718.84 点。创业板指跌幅1.36%，中小板指涨幅0.36%。通信（申万）指数本期跌幅0.84%，收于2527.06 点，跑输沪深300；市场表现位于申万28 个一级行业第22 位。细分行业看，通信运营板块表现最优，涨幅为0.41%；终端设备板块表现最弱，跌幅为2.28%。

云游戏是以云计算为基础的游戏方式，云游戏具备摆脱终端桎梏、免下载、随时随地可游戏的特性，使其成为5G 最具爆发潜力的应用场景之一，市场空间广阔。根据HIS Markit 预计，2023 年全球云游戏市场规模将达到25 亿美元，同时根据伽马数据预测，2022 年中国云游戏市场规模将超40 亿元，CARG 达96%。2020年5G 元年也称为云游戏元年，云游戏有望成为5G 最早商用落地场景之一，成为这场ICT 技术变革的最大受益方向之一。

行业聚焦：半导体产业链中报总结，上游已现复苏迹象。Q2行业业绩总结：1）前十大设备商营收同比增长26%，6 月份仍持续增长，存储代工占7 成需求。2）芯片设计龙头营收合计环比/同比增长7%/-16%，高通手机芯片出货量同比high teen 下滑，同时HPC 芯片的英伟达及AMD 高增长。3）8 寸晶圆代工利用率持续满载，台湾主要代工厂营收同比超20%增长。4）IDM板块营收同比增长8%，主要由英特尔数据中心及PC 驱动，而汽车市场疲软使得模拟芯片大厂营收同比约20%下滑。5）封测龙头营收环比/同比增长9%/25%，显示复工后利用率持续提升。整体来看：产业链展望稳中有升，预期5G 智能机将持续渗透，汽车电子市场或在三季度触底反弹。

截至 2020 年 8 月 21 日，沪深 300 指数 2020 年涨幅 15.19%， 中证 TMT 指数同期涨幅 25.27%。其中，计算机板块同期涨幅为 26.79%，传媒板块同期涨幅为 27.79%，通信板块同期涨幅为 9.60%， 在申万 28 个一级行业中分别位居第 10、9、18 位。最近一年，沪 深 300 指数涨幅 24.78%，中证 TMT 指数涨幅为 45.63%，相对涨 幅为 20.85%。TMT 行业（不包括电子）总体表现优于市场。