The explosion in data generation has fueled the demand for improved memory and storage types at the workplace. The traditional memory systems have been struggling to keep up with the increased volume of data, the bandwidth requirements in the systems, and the speed requisite in the current generation systems. The emerging Big Data and artificial intelligence (AI) applications, including machine learning, drive innovations across many industries. The issues in making advancements in memory technologies to meet the evolving computing requirements present several challenges for the AI industry. Next-generation memory has fit in as the missing part of the puzzle. For instance, the existing tech DRAM works fast but consumes a lot of power, while both NAND and hard drives are cheap but work slow. The new memory types combine the speed of SRAM and the non- volatility of flash drives with almost unlimited endurance. Although the research on these technologies has been going on for a long time, there was a delay in reaching the commercial market. A significant proportion of the total power is spent on memory systems, as most of the area of current systems-on-chips (SOC) is occupied by memories. Moreover, the processing elements need to be fed with instructions and data from memories where memory plays a vital role in the system's performance.

WiFi6 是IEEE 针对WLAN 网络的有一次重大技术升级。WiFi6 的设计不仅仅考虑了大带宽要求下的应用场景，例如AR/VR、4K/8K 高清视频等，也考虑了如何解决更多网络连接数下的拥塞问题。因此WiFi6引入了1024QAM，OFDMA 以及MU-MIMO 等诸多技术，在解决传输速率的同时，大幅提高了网络拥塞状态下的用户体验。

Emergence of analytical technologies in the manufacturing industry is expanding the potential of production facilities with more efficient product life cycle. The ability of predictive analytics to forecast futuristic outcomes, in terms of maintenance, marketing, sales, product defects, and many such other parameters fuels the market growth. Furthermore, the global manufacturing predictive analytics market dynamics provide key factors that impact the market growth, which include advent of Industrial Internet of Things (IIoT) and proliferation of Industry 4.0 evolution. The report features information on manufacturing predictive analytics software and services offered by the key market players. Furthermore, it highlights the strategies adopted by the major market players to improve the market share and sustain competition.

2018 年，我国GDP 增速为6.6%，经济保持平稳运行。随着我国经济进入新常态，劳动力成本不断攀升，企业

面临着转型升级带来的压力，亟需提高管理效率、控制管理成本的解决方案。因此，越来越多的企业希望通过转

型来降低企业运营成本。我国经济在“十三五”时期保持稳定的中高速增长，一方面每年经济体量的增长将带来

新的信息化需求，另一方面经济发展模式的转变将使更多企业开始关注打造基于信息化体系的核心竞争力，由此

带来的信息化投入将保持高速增长。在工业领域，工业互联网产品及解决方案需求增长快速，迎来了继“两化融

合”后又一个重要发展机遇。

The Internet of Things (IoT) has a considerable impact on transforming multiple industries by forging real-time connections between machinery, environmental conditions, people, and business processes. Implementing comprehensive IoT solutions can be challenging, however, and it is even more complicated when the operation takes place underground. Mining is a resource critical industry, where the ability to remotely monitor personnel and control equipment can have a significant impact. In this case, the usual constituents for IoT connectivity run into a massive number of problems. The radio signals that carry cellular, Wi-Fi, RFID, and other wireless data are not sufficient to penetrate rock and soil. Numerous mining operations have begun to partner with technology companies to invent creative solutions for deploying wireless networks underground. Along the way, they’re keeping better track of employees and equipment, increasing safety, improving maintenance, and boosting efficiencies. From an application on a mobile device, supervisors at mine sites can receive the alerts via email, SMS, or in-app notifications. This helps the supervisors to react to critical problems that are occurring in real- time and help in the maximization of productivity.

Geospatial analysis refers to a broad range of activities, which emphasize on applying various techniques to data, comprising geographical or space-related characteristics.  Some of the key factors driving the growth of the geospatial analytics market include increasing use of GPS devices, technological advancements in the field of GIS technology, recent trends in integration and convergence of geospatial technologies, advent of new business models aimed at leveraging the demand for geospatial information, and increased application of geospatial analytics in city and town planning.

电子行业1 季度为传统淡季，营收占比不足15%，防控得当的情况下，疫情造成短期的需求不足、复工推迟、物流受限等因素对电子行业全年影响有限。目前来看，消费电子和半导体大部分企业已全面复工，产能利用率逐步爬升，消费电

子的大部分企业产能利用率维持在30%-50%区间，晶圆代工和封测厂商整体产能利用率超过了60%，即使受到疫情影响，1 季度晶圆代工和封测厂商产能利用率仍有望超过去年同期。我们仍维持原先看法，疫情影响电子行业有限，不改5G 背景下的上行趋势。建议关注消费电子龙头企业立讯精密、工业富联和信维通信；国内电视面板龙头企业京东方A 和TCL集团（华星光电上市主体）；国产化走在前列的存储厂商兆易创新，IC 设计公司韦尔股份、紫光国微，晶圆代工厂商中芯国际，封测厂商长电科技、晶方科技、通富微电和华天科技；优质的设备厂商北方华创和精测电子。

GaN 射频器件具有高频、高功率、宽带宽、低功耗、小尺寸的特点，

能在5G 时代节省宝贵的PCB 空间，并达到良好的功耗控制。GaNon-

Si 有望挑战BTS 和RF 功率市场中现有的LDMOS 解决方案。到

2024 年GaN 射频市场空间可达20 亿美元，CAGR 达21%，主要由

军用雷达和无线基础设施市场拉动。全球市场主要由以Cree 和住友

电工为代表的美日企业统治，国内厂商如三安光电、海特高新、华进

创威在GaN RF HEMT 领域有一定实力。

2018 年中国工业大数据相关政策频出，国家在工业大数据的需求端和供给端均出台了相应的规划，加快了信息化技术和工业的深度融合。总体而言，2018 年中国工业大数据市场继续保持稳定增长的良好态势。随着产业环境的进一步优化，工业大数据行业龙头企业加强合作，形成创新共赢的格局，共同推出高品质产品及服务。赛迪顾问认为，新兴技术将助力工业大数据的未来发展，工业大数据技术标准将趋向统一，工业大数据将成为工业互联网发展的突破口，助力工业企业智能化转型。与此同时，工业大数据市场需求端的格局正在发生变，越来越多的工业企业倾向于采购生产流程优化和设备故障诊断类产品，应用端场景定制化服务正在成为重要发展方向。

2018 年中国电子商务市场整体规模进一步提升，B2B 市场仍然占据主体地位，农村电商、跨境电商、社交电商等细分领域均保持稳定增长；2018 年一系列法律法规及相关政策密集出台，一方面推动了整体电子商务快速发展，另一方面也对电子商务平台审核监管、商家诚信经营等方面都提出了更高的要求，用户权益进一步得到保障；目前电子商务整体竞争格局趋于稳定，B2B、B2C 领域均处于多龙头瓜分市场的竞争态势，行业集中度有所上升。赛迪顾问认为，供需两端双升级将成为电商发展的新驱动力，同时随着传统电商流量红利逐渐消失，一、二线互联网用户趋于饱和，下沉市场将成为未来电商企业争夺的战场。此外，无论是B2B 还是B2C 市场，垂直细分行业电商平台会不断涌现，行业种类和业务覆盖度也将进一步加强。