检测和量测构成半导体制造的质量控制环节。检测和量测是半导体加工过程中的两大质量控制环节（以下统称“量检测”）。应用于前道制程和先进封装的质量控制根据工艺可细分为检测（Inspection）和量测（Metrology）两大环节。检测指在晶圆表面上或电路结构中，检测其是否出现异质情况，如颗粒污染、表面划伤、开短路等对芯片工艺性能具有不良影响的特征性结构缺陷；量测指对被观测的晶圆电路上的结构尺寸和材料特性做出的量化描述，如薄膜厚度、关键尺寸、刻蚀深度、表面形貌等物理性参数的量测。

超级电容是功率型储能器件，高功率、高可靠、环保特性突出。1）高功率特性：超级电容系统功率密度最高可达40 kW/kg、锂电池在1 ~3kW/kg，EDLC 充放电时间可达秒级、HUC 在分钟级别、锂电池在小时级别。2）高可靠特性：对比锂电池−20 ~ +60 °C 工作温度范围、标称5000 次左右的循环寿命，超级电容工作温度范围可宽至−40 ~ +85 °C，充放电次数最高可达100 万次。3）环保特性：超级电容不含重金属和有害化学物质，而锂电池无法分解，易对环境产生污染。

特斯拉坚守商业化最早、生产自动化程度最高、成本最低的圆柱电池技术路线，2020 年9 月电池日上，特斯拉提出一整套从材料到工艺制造的完整4680 解决方案，工艺体系上提出4680 大圆柱+无极耳+CTC 三位一体，化学材料体系配套方面，使用高镍（无钴）+硅碳负极并在正负极中添加粘合剂等辅材。4680 相比21700 单颗电芯容量提升5 倍，功率提升6 倍，在整车层面实现了16%的续航里程的提升，成本降低14%，在单GWH 投资成本方面降低7%。我们认为4680 与高镍硅基相辅相成，4680+高镍硅基的解决方案在安全性能、低温性能和快充性能方面有显著优势，当前在成本端有劣势，未来伴随材料成本下降和规模效应，有望成为高端长续航里程车型的主流技术路线。

Consumer electronic products have a well-established market both domestically and in terms of export demand. The country has a well-developed semiconductor market which during the pandemic was unable to operate to its full potential. Malaysia is crucial in the outsourced assembly, packaging, and testing market, as well as in the automated test equipment businesses. Companies such as Dell, HP, and Intel have their manufacturing centre in Malaysia. Some of the audio visual products produced in Malaysia include radios, speakers, and TV sets, and major vendors include Panasonic, Samsung, and Sony. The Malaysian market, even though small, is an important manufacturing hub for global consumer electronics supply chain, local manufacturing players are more affected by global demand than domestic demand.

Profession AV solutions, often known as pro AV equipment, are systems that, among other things, send multiple high-quality live audio and video signals that are uncompressed to many devices. Live events, broadcast facilities, business installations, and recording and post-production all require pro AV equipment. The backbone of every pro-AV system, whether fixed or portable, are pro speakers equipment and solutions. In recent years, the introduction of cloud and softwarebased applications has resulted in a significant shift in audio-visual (AV) technologies. Advanced AV solutions are expected to assist global businesses in achieving seamless business communication and cooperation. System integrators and channel partners, on the other hand, are seeing a lot of income potential in the burgeoning worldwide enterprise AV industry.

我国东数西算战略、美国对英伟达高算力芯片的禁运均指向了被市场忽略的概念——算力。为什么我们当前重视算力革命？如何看待这场IT 变革？

上游景气赛道表现亮眼，中游制造端承压，下游消费逐步恢复。上游电子化学品、半导体设备/材料、分立器件受益于国产化替代、晶圆产能扩张和汽车、新能源等新兴增长极驱动，业绩高增；中游元件、光学光电子等低壁垒高产能的传统产业遭受上游原材料涨价和下游消费疲软双向夹击，业绩显著下滑；下游消费电子在Q1 业绩触底后，Q2 基本面已有所恢复。

半导体零部件种类繁杂，构成百亿美元市场空间。半导体设备结构复杂，体积庞大，集成度高，由种类繁多的零部件组成，而有别于传统机械零部件，半导体零部件在材料、结构、工艺、品质、精度、可靠性、稳定性等各方面都面临更高的技术标准。

根据Omdia数据，7月全球大尺寸LCD面板月度营收48.80亿美元，环比下降4.26%，同比下降35.65%，其中京东方、TCL华星、友达、群创大尺寸LCD面板月度营收分别同比下降39.27%、32.61%、51.74%、55.45%；LG大尺寸LCD面板月度营收同比增长3.53%。