智能控制器是终端产品的“神经中枢”和“大脑”，下游应用广泛。智能控 制器是电子产品、设备、装置及系统中的控制单元，一般以微控制器 （MCU）芯片或数字信号处理器（DSP）芯片作为核心部件，通过内置 相应的计算机软件程序以实现特定的感知、计算和控制功能，在终端产 品中扮演“神经中枢”及“大脑”的角色。智能控制器下游应用涵盖各行各 业，主要应用于汽车电子、家用电器、电动工具及工业设备装置、智能 家居、锂电池、医疗设备及消费电子等领域。随着下游产业逐步进入智 能化时代，终端产品不断更新换代，未来将更加智能化、集成化和人性 化，为智能控制器行业发展创造了良好的机遇。

部分投资者将板块的波动同俄乌冲突联系在一起。我们认为事件将会对全球 半导体特气、稀土等材料的供给造成局部或短期扰动，但对全球的半导体设 计、生产，以及下游的消费电子整机生产销售不构成明显影响，对计算机、 传媒、通信行业影响有限。但我们建议关注俄乌冲突快速锁定占据给军事通 信行业发展带来的启示。我们认为虽然影响有限，但在关键领域的产业链国 产化意义重大。

E-waste or electronic-waste has increased exponentially around the globe as use of electronics and electronic gadgets have increased. E-waste management refers to reuse, resale, recycle, or disposal of discarded electronic and electrical devices. Presently, there is an increase in number of electronic and electrical industries, which has led to rise in volume of e-waste across the globe. Enhanced purchasing power of customers as well as increased rate of obsolescence of electronic and electrical devices also adds to e-waste in tremendous volume each year. The report focuses on the growth prospects, restraints, and market analysis. The study provides Porter’s five forces analysis of the e-waste management industry to understand the impact of various factors such as bargaining power of suppliers, competitive intensity of competitors, threat of new entrants, threat of substitutes, and bargaining power of buyers on the market.

工业软件作为工业和软件产业的重要组成部分，是推动智能制造高质量发展的核心要素，也是实现工业智能化的前提，因此在传统行业数字化转型的道路上，工业软件至关重要。从全球市场来看，工业软件将继续保持每年5%左右的稳健增速，行业增长较为稳定。随着“十四五”计划的推出，提出重点突破工业软件短板的目标，计划到2025年，全国工业企业关键工序数控化率，经营管理数字化普及率和数字化研发设计工具普及率分别达 68%、80%和 85%，工业APP突破100万个。工业软件国产化替代趋势刻不容缓，未来预计将应用于更多的细分场景中去。

根据中国信通院数据，2022 年1 月国内手机市场总体出货量3302.2 万部，同比-17.7%，环比-1.1%，同比下降主要因去年春季新机提前发布导致同期基数较高。5G 手机渗透率环比下降，1 月5G 手机出货量2632.4 万部，占比为79.7%，较2021 年12 月下降1.6pcts。根据中国信通院数据，2022 年1 月国产品牌手机出货量2565.2 万部，同比-23.9%，环比-9.9%，占同期出货量的77.7%。

CAM software is used to design product and program manufacturing processes such as CNC machining. It is an electronic information system, which includes predictions about arrival and departure times of travel. It utilizes models formed in computer assisted manufacturing to generate toolpaths, which drives machine tools to convert design into physical parts. It is used to manufacture prototypes, production runs, and finished parts.

Die attach machine, also known as die bond machine or die mount, is installed for the attachment of the silicon chip to the die cavity or die pad in the semiconductor package process. By attachment technique, its common types include epoxy, soft solder, sintering, eutectic, and others. Die attach machines are employed in various sectors for applications such as RF and MEMS, optoelectronics, logic, memory, CMOS image sensors, LED, and others.

The digital grid is aimed at automating, improving efficiency, and increasing the availability of the electric grid, ranging from transmission and distribution (T&D) systems to smart meters. For the scope of the report, Frost & Sullivan has included grid line sensors deployed along the T&D network, smart meters (AMI), and the associated communication devices.

车载无线通信模组是将芯片、存储器、功放器件等集成在一块线路板上，并提供标准接口的功能模块。车载无线通信模组作为汽车接入车联网和互联网的关键底层硬件，是连接车联网感知层和网络层的关键环节。相比较于传统的通信模组，车载模组对于极限的工作环境和软件的可靠性要求更高，需要确保道路通行的万无一失，因此对其各项技术指标也要有更严苛的要求。