半导体作为电子信息产业的基础与核心，是现代社会高速发展的重要支撑，已经成为衡量一个 国家综合实力的重要标志之一。 半导体材料作为半导体产业的基础，大致分为半导体制造材料与半导体封装材料，其中又可以 细分为基体材料、制造材料和封装材料。 • 基体材料主要是用来制造硅晶圆半导体或者化合物半导体； • 制造材料是将硅晶圆或者化合物半导体加工成芯片所需的各类材料，主要包括光刻胶、光掩 膜、电子气体、抛光材料、湿法化学品与溅射靶材等； • 封装材料是将制得的芯片封装、切割过程中所用到的材料，主要包含芯片粘结材料、陶瓷封 装材料、键合丝、引线框架、封装基板、切割材料等。 本报告重点研究半导体基体材料。

根据我们对亚马逊、谷歌、Meta、微软、阿里、腾讯等50 余家全球云计算 产业链公司梳理，过去一月（2022/1/7～2022/2/7）全球主要云计算产业链 公司总市值下跌4.88%。业绩方面，4Q21 海外IaaS 板块总营收同比 +42.4%，较3Q21 放缓0.9pct，其中AWS 提速增长，Azure 放缓。根据 Factset 一致预期，预计2022 年海外IaaS 板块总营收同比增速为34.6%（较 2021 年12 月预期略上调1.3pct）。4Q21 MAGA 合计资本开支同比增长 19.2%，预计2022 年MAGA 合计资本开支同比增长17.6%。建议关注：中 国电信、中国联通、数据港、工业富联、中际旭创、新易盛、华工科技。

数据库：现代企业不可或缺的基础软件。数据库是现代信息化管理的必然要 求，是企业级用户交易数据、客户信息、存货库存等海量数据的载体。数据库本 质是一款数据管理系统，除提供基础的数据存储功能外，还可以对数据进行新增、 截取、更新、删除等操作，同时屏蔽数据访问的复杂性，能与多个用户共享、具 有尽可能小的冗余度、与应用程序彼此独立的数据集合。数据库可根据数据结构 的匹配关系分为关系型数据库和非关系型数据库。

The global GPS tracking devices market encompasses technology, type, and end use. On the basis of technology, it is further divided into standalone tracker, OBD device, and advance tracker. By type, the market is segmented into data loggers, data pushers, and data pullers. By end use, the market is analyzed across automotive, aerospace & defense, healthcare, transportation, and others. By region, this market covers North America, Europe, Asia-Pacific, and LAMEA. Further, the report also covers the strategies adopted by key market players to sustain the competitive environment and increase their market share. Sierra Wireless, Orbocomm, Atrack Technology, Geotab Inc., Box Telematics, Meitrack Group, Trackimo Group, Calamp Corp, Starcom System Ltd., Concox Wireless Solution are the key players in the market.

Home automation system refers to automatic and electronic control of household features, activity, and appliances. In addition, home automation is a network of hardware, communication, and electronic interfaces, which work to integrate smart devices with one another via Internet. Every device has sensors and is connected through Wi-Fi, so anyone can manage them from a smartphone or tablet. This allows to turn on lights, lock doors, or even turn down heat remotely. Home automation and controls system is an automatic centralized control system. This system finds application in heating, ventilation, & air conditioning; lighting; and security & access control. Increase in demand for energy efficiency and maintenance of secure & safe environment with enhanced user convenience in various industry verticals boost the market growth.

Machine vision in the healthcare sector used to offer imaging-based automatic inspection and analyze the image for application such as process control and robotic guidance. Surge in adoption of artificial intelligencebased technologies and big data in healthcare, rise in demand for automation in healthcare applications, and increase in adoption of personalizes medicines are some of the factors that drive the growth of the machine vision system market. However, a shortage of skilled professionals is acting as restrain and hampers early adoption in developing countries. Further, the adoption of cloud-based healthcare solutions is expected to provide lucrative opportunities for the global machine vision industry during the forecast period.

The Food and Agriculture Organization of the U.S. predicts that the global population is expected to grow by over 30% by 2050, reaching approximately 9.72 billion individuals. For increasing overall food production to cater to the growing population, farmers need to implement advanced precision farming processes that enable them to produce more crops and efficiently. The changeability of the climate require solutions that can deal with all biophysical and useful variables in their complexity. In recent times, remote sensing technologies have evolved exponentially due to continuous technological advancements with the spread of multispectral cameras. Hyperspectral imaging is a technology for developing and analyzing an image of a real scene in order to obtain quantitative information for quality assessment and process control. In hyperspectral imaging, the image is split into tens or hundreds of colors.

Ethernet switch is a multiport network switch that connects all the computer networking devices together on a computer. It forwards the data only to its destination port where it is required unlike Ethernet hubs which forward the data to all the ports irrespective of the requirement. Ethernet switches are broadly classified into two main categories modular and fixed configuration. Modular switches enables to add expansion modules into the switches as needed, thereby delivering the best flexibility to address changing networks, whereas fixed configuration switches are switches with a fixed number of ports and are typically not expandable.

Li-Fi and optical camera communications (OCC) are 2 emerging light communication technologies that gained traction in the past few years in indoor and outdoor wireless communications. Li-Fi is a networked, bi-directional wireless communication technology that uses light to transmit/receive massive data at higher speeds for short-range communications. The study includes Li-Fi hardware components and OCC hardware and software components for market sizing and forecast. Li-Fi hardware components include primarily: 1) the Li-Fi access point, a Li-Fi-enabled light emitting diode (LED) lighting fixture, 2) a photodetector in the form of a Li-Fi dongle to receive light signals and transmit data back.