Smart lighting control system is a network-based lighting control solution that uses various components, such as occupancy sensors, transmitters & receivers, and microcontrollers for controlling lighting. The control systems offer various advantages such as maximizing energy savings, while adhering to building codes and complying with green building and energy conservation programs. These systems have been widely used in lighting applications of Smart Building & Smart Home establishments, industries, and automotive areas. Reduced energy consumption is one of the major advantages of using intelligent lighting controls. The scope of the report discusses the potential opportunities for the market players to enter the global intelligent lighting controls 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. It features the strategies adopted by the key market players to maintain their foothold in the market.

According to the Information Technology and Innovation Foundation (ITIF), IoT applications for monitoring machine utilization can increase manufacturing productivity by 10% to 25%. BC Machining LLC, a metal parts manufacturer, onboarded a machine utilization monitoring solution that helps in improving productivity, while optimizing the utilization of computer numerical control (CNC) machines. IIoT solutions capture real-time data from equipment sensors to provide reports on the machines’ cycle times, downtime, and other parameters. According to Zebra’s latest Manufacturing Vision Study, smart asset tracking solutions based on RFID and IoT are expected to over take traditional, spreadsheet-based methods by 2022. Sekisui Alveo AG, a polyolefin foam materials manufacturer, implemented an inventory management solution based on RFID and IIoT devices. This helped it in viewing inventory levels, while locating specific inventory items in real time. With the increasing demand for IoT in manufacturing, companies are entering into strategic partnerships, to gain a competitive advantage. In 2019, the BMW Group collaborated with Microsoft, primarily for the establishment of a manufacturing platform, in order to develop and encourage collaborative IoT development in the manufacturing sector.

Cognitive computing is a next-generation system that interacts in human language and helps experts to make better decisions by understanding the complexity of unstructured data. The global cognitive computing market encompasses technologies such as natural language processing, machine learning, automated reasoning, and information retrieval, which are used in translating unstructured data to sense, infer, and predict the best solution. The research conducted provides details on the products of technology, its applications, end users and the companies operating in the region along with their key strategies. By region, the global cognitive computing market is segmented across North America, Europe, Asia-Pacific, and LAMEA (Latin America, Middle East and Africa).

Encryption is one of the fastest emerging data security solutions, which protects confidential data from being accessed by unintended users. The main purpose of encryption is to protect the confidentiality of the data stored in files/folders and disks and data travelling over wireless network, depending upon the security and compliance needs of the organization. Rising number of data breaches and increased compliance regulation among the developing nation drives the growth of the market. In addition, rise in adoption of cloud and virtualization among enterprise fuels the growth of the market. However, high capital investment and limiting the use of encrypted devices in some of the countries hampers the growth of the market. Furthermore, widespread adoption of IoT technology & cloud services and ongoing technological advancement in encryption chip are expected to provide lucrative opportunities for the growth of the market.

恒生科技指数将于2020 年7 月27 日推出，目标是追踪香港上市龙头科技企业，定位为恒生指数及恒生中国企业指数之后的另一旗舰。我们认为，新指数顺应了科技产业持续向好的发展趋势、港股市场结构与投资需求的变化，也体现了“新经济”显著更高的成长性和研发水平。而港股机构投资者比例高、被动式资金规模巨大，追踪恒生指数系列规模为340 亿美元、追踪港股ETF 规模达到1560 亿港元，新指数有望提高港股科技龙头的资金关注度和配置比例，建议重点关注港股互联网巨头以及5G、云计算、IoT 和半导体国产化龙头公司。

2019 年全球ERP 市场规模规模超过400 亿美元，但作为企业最为核心业务系统，复杂业务逻辑、和企业内其他系统紧密耦合、数据安全担忧等，明显抑制全球ERP 云化进程。Oracle、SAP 等头部ERP 企业通过系统代码重构、模块化设计、统一数据平台、客户分层&灵活部署模式等，亦取得一定进展，Netsuite则通过聚焦中型企业&快速发展企业客户，获得良好效果。当前国内头部ERP企业积极推动产品云化转型，且充分吸取海外市场成功经验，叠加产业政策、市场格局等层面有利因素支撑，我们持续看好国内头部ERP 企业云化转型所带来的收入、利润等核心指标长周期持续改善的可能。

2020Q2 科技板块的基金持仓占比达到26.3%，连续4 个季度提升。其中消费电子、半导体、云服务和金融IT 等领域占比提升，游戏、医疗IT 等基本持平，5G、安防等细分领域明显下滑。展望未来，料国内外宽松的流动性环境将持续，TMT 整体估值仍在中位水平附近，仍具备景气优势。我们建议持续关注云服务、游戏、半导体国产化、IDC 和消费电子等景气优势领域，并关注安防和5G 龙头的估值修复机会。