电子行业：3D打印，引领先进制造新纪元

电子产业链景气提振-中观高频景气图谱2025.2-国信证券

自主可控与 AI 算力驱动，国内半导体制造迎重大机遇：为满足人工智 能领域不断增长的算力需求，全球 GPU芯片的需求量大幅提升。美国针对 GPU 芯片对华出口的管制日趋严格；国内 GPU 企业在中国大陆以外的晶圆代工渠 道也面临着更多风险。自主设计+代工生产的国产 GPU 芯片已成为保障国内 人工智能产业发展的关键替代品，其生产过程需要消耗大量的晶圆代工产能

丝杠是人形机器人精密传动的关键，其产业化加速预计推动丝杠市场需求增百亿， 国内制造商及设备供应商有望受益。

Digital radiography (DR) has revolutionized the field of medical imaging, offering a modern and more efficient alternative to traditional film-based radiography. By leveraging digital sensors, DR provides faster, higher-quality images with reduced radiation exposure, significantly improving diagnostic capabilities.

Global Bluetooth Speaker Market - Focused Insights

算力体现网络价值，AIDC 成为基建先锋。IDC 利用已有的互联网通信线路和带宽资源，建立标准化的电信专业级机房环境，为企业和政府提供服务器托管、租用以及相关增值等方面的全方位服务。我国 IDC 行业快速发展，数据中心机架总规模由 2019 年的 315 万架增长至 2023 年的 810 万架，但也造成了短期市场供给过剩的问题，其中一线城市机房上架率仍处在高位，但中西部以及东北地区算力需求有限，机房上架率较低，在供需失衡的背景下，部分公司 IDC 租金出现不同幅度下滑。

• Autonomous vehicle makers are working hard to address the issue of autonomous vehicle safety when they are deployed on public roads. These players believe that autonomous vehicles will be far safer drivers than human drivers. This standard necessitates a large increase in existing testing installations.

Virtual reality is a computer-generated simulation or recreation of an environment that simulates physical presence in real or imagined worlds. This technology enables the user to interact with the environment and experience a sense of presence in that world. Virtual reality typically involves the use of a headset or multi-projected environments to create realistic images, sounds, and other sensations that simulate a user's physical presence in a virtual or imaginary environment. It is widely used in various fields, including entertainment, gaming, education, training, and simulations.

Machine vision refers to the use of computer-based systems that enable machines to interpret and process visual information, such as images or videos, to perform tasks such as inspection, measurement, and identification. Vision guided robotics (VGR) integrates machine vision with robotic systems, allowing robots to see and respond to their environment in real-time for tasks such as assembly, sorting, and material handling. These technologies are widely used in manufacturing, automation, quality control, and logistics to enhance precision, efficiency, and flexibility.