Battery materials consist of all the materials used in producing battery packs, mainly from lithium, cobalt, and nickel. For the purpose of analysis, the battery materials market is studied on the basis of battery type, application and region. The growth drivers, restraints, and opportunities are explained in the report to better understand the market dynamics. This report further highlights the key areas of investment. In addition, it includes Porter’s five forces analysis to understand the competitive scenario of the industry and role of each stakeholder. The report features the strategies adopted by key market players to maintain their foothold in the market. Furthermore, it highlights the competitive landscape of the key players to increase their market share and sustain intense competition in the industry.

Despite the traditional dull season and tight supply of 92/96-layer or 64- layer 3D NAND chips, the global market for smartphones remains strong as Apple’s iPhone12 sales beat expectations, and the US ban on Huawei starts to bite, prompting customers to shift to other smartphone vendors such as Honor, Xiaomi, OPPO and Vivi and sustaining demand for Flash. Moreover, the stay-at-home economy and the subsequent remote work and learning boost shipments of commercial laptops and Chromebooks. Consequently, the decline in the prices of NAND Flash is expected to ease in first quarter of 2021 from the previous quarter, auguring well for NAND Flash vendors’ revenues.

9月15日，欧盟委员会宣布了一项新的芯片法案，旨在创建包含芯片制造在内的最先进的芯片生态系统，以确保欧盟的半导体供应安全，并为突破性的欧洲技术开拓新市场。这是欧盟剑指2nm制程，高调宣布发展先进和可持续半导体后，再次出台相关法案支持先进半导体的发展。向来以“小而美”的国家和产业著称的欧盟，正以前所未有的紧迫性向先进制程进击。

半导体材料是半导体产业链上游中的重要组成部分，在集成电路、分立器件等半导体产品生产制造中起到关键性的作用。目前全球的半导体产业链正向中国大陆转移，中国晶圆厂扩产的步伐已逐渐加快。伴随着国内晶圆厂的投产，将产生更多半导体材料的需求，市场需求空间已被打开。经过近六十年的发展，半导体材料经历了三次明显的换代和发展。数据显示，2014-2019年，中国半导体材料市场规模逐年增长，从2014年的60亿美 元增长至2019年的87亿美元，复合增长率为7.65%。2019年在全球半导体材料下行趋势下，中国大陆是唯一半导体材料市场规模增长的地区。“十四五”时期，我国要加快构建以国内大循环为主体、国内国际双循环相互促进的新发展格局。在双循环背景以及国家鼓励半导体材料国产化的政策导向下，本土半导体材料厂商将不断提升半导体产品技术水平和研发能力，逐渐打破国外半导体厂商的垄断格局，推进中国半导体材料国产化进程，促进中国半导体材料行业的发展。

An ultrasonic sensor works by releasing sound waves at high frequency for humans to hear, and when sound is reflected, it calculates the distance based on the time it took to travel. It is widely used in many applications such as presence detection, stacking height control, robotic sensing, liquid level control, loop control, full detection, through-beam detection for high-speed counting, irregular parts detection for hoppers and feeder bowls, 45° deflection, thread or wire break detection, and contouring using ultrasonic systems.

The ultrasound devices market is segmented into product type, type of device display, device portability, application, and region. By product type, it is segmented into diagnostic ultrasound systems (including 2D imaging systems, 3D & 4D imaging systems, and Doppler imaging), and therapeutic ultrasound systems (including HIFU and ESWL). By type of device display, it is bifurcated into color ultrasound devices and B/W ultrasound devices. By device portability, it is divided into trolley/cart-based ultrasound devices and compact/handheld ultrasound devices. Ultrasound technology finds applications in many clinical areas, namely, radiology/general imaging, cardiology, obstetrics/gynecology, vascular, urology, and other clinical areas such as emergency medicines, anesthesiology, and musculoskeletal.

集成电路作为全球信息产业的基础与核心，被誉为“现代工业的粮食”，其应用领域广泛，在电子设备、通讯、军事等方面得到广泛应用，对经济建设、社会发展和国家安全具有重要战略意义和核心关键作用，是衡量一个国家或地区现代化程度和综合实力的重要标志。受益于移动通信终端、汽车等众多应用领域需求持续走强，叠加国家层面政策支持，“十四五时期集成电路市场规模将高速增长，预计2025年中国集成电路销售额将突破2万亿。

个护：大部分品类增速环比有所修复，2021年8月纸巾/湿巾、卫生巾/私处护理降幅收窄，纸尿裤增速提升，成人尿裤护理降幅继续扩大 。软体：增速稳健，沙发销售额同比增加40.4%。文具&潮玩：文具受疫情高基数影响大盘有所下滑，品牌份额具有季节性波动。

内销来看，海尔 8 月内销同比转正， 内外销增速领跑行业，格力、美的增速均略有放缓。出 口来看，海尔增速大幅领先，格力、美的增速有所放缓。推荐关注竞争格局持续优化且下半年盈利能力有望修复的白电龙头 海尔智家、美的集团、格力电器。

传统厨电：线下复苏乏力，线上稳健增长，均价持续提升。家电出口：家电整体出口额高增，大家电或受海运拖累增长承压。白电推荐 B 端再造增长的美的集团，效率提升的海尔智家；厨电推荐高增长强激 励的集成灶龙头火星人、全维度改善的二线龙头帅丰电器；小家电推荐品类/渠 道全扩张的 JS 环球生活，智能投影龙头极米科技，技术领先、2B 和 2C 齐头并 进的激光技术龙头光峰科技，产品与线下优势明显的局部按摩器龙头倍轻松。