在企业加速上云的大趋势下，零信任相关产品方案优势明显，国内网安厂商积极布局，零信任有望成为行业成长的新动力。相关受益标的包括：奇安信、深信服、启明星辰、绿盟科技、天融信、山石网科、安恒信息、中孚信息等。

基础技术的进步和演进带来的行业机会长期而持久。计算机的通用基础技术进步影响不仅限于单一行业，企业的研究投入也不局限于单一行业，具有放量价值，明年看点或在人工智能。

工业软件MES是5G工业的灵魂，而机器视觉则是5G工业的眼睛，也是应用工业软件实现工厂数据化、智能化的重要抓手。工业视觉具备极强的机器特性，如极高的速度、精度、重复性等，远超人眼识别；与此同时，工业机器视觉拥有采集大量现场数据的能力，是未来工业生产的最重要的数据入口。数据是驱动行业快速迭代、获取信息的重要来源，这也将成为工业机器视觉未来的巨大可能。据GGII预测，机器视觉产业未来三年，复合增速接近24%，是巨大的蓝海市场。

Over the past few years, the satellite industries market has been witnessing a shift in the trend from the usage of satellite for one-time stints toward their regular usage in satellite constellation. There is extensive demand for satellite constellations in the market owing to the increasing need for faster, reliable, and efficient real-time tracking and monitoring system for cargos, ships, etc., and earth observation (EO). Satellite constellations have numerous advantages, some of them that are expected to boost the market growth are listed as follows:

The development of ultra-modern wearables enabled soldiers to gather and analyze key data on the battlefield. Advanced wearable devices with comprehensive infrastructure perform diverse functions on the battlefield. The global super soldier wearable technology is segmented by headwear, bodywear, hearables, and connectivity devices. In 2019, hearables dominated the global super soldier wearable technology market with a market size of $2.77 billion, which is projected to reach $4.86 billion by 2025, registering a CAGR of 12.25% between 2020 and 2025. The following table showcases the forecasted model of gear type in the global super soldier wearable technology market.

A head-up display is a human machine interface (HMI) that projects real-time information related to the vehicle or aircraft, traffic, and associated environment for assisted driving experience. Head-up display is an essential tool in aircraft that increases the users’ situational awareness and approach stability. Although majority of vehicle journeys are less demanding than aircraft, the application of head-up display in vehicles enhances safety by keeping the driver’s attention on road, without getting distracted to fetch any information related to the vehicle. The recent technological advancements and increase in affordability for complex electronics are expected to drive the head-up display market exponentially in the near future.

在行业景气度逐步提升的背景下，建议关注人员规模快速增长的公司，因为人员的快速增长意味着公司业务订单的高景气，财务上体现为营收和业绩的高增长。在公司的人员中，相比前端销售人员和中后台职能人员，更应该要关注直接创造收入的技术及研发人员规模增长情况，本文将行业内公司的技术研发人员增长与其营收增长情况相比较，得出“技术研发人员增长速度与营收增速基本呈正相关关系”的结论。在人员大规模增长的情况下，也要关注公司人员的具体投向，主要系不同业务的人均创收和人均创造毛利都不一样，公司在不同业务上的人员结构配比在某种程度上决定了公司的业绩弹性。

The epitaxial wafer market for compound semiconductor holds a substantial scope for growth in the global market. Currently, it is in its growing stage, however, its contribution to the global market is expected to witness significant growth within the next six years. High cost associated with wafer manufacturing is a major limitation for market growth. However, recent innovations, which embed high efficiency and innovative features in smart devices, have enabled the technology to reach a wider audience base. Numerous players are entering the epitaxial wafer market for compound semiconductor with innovative products. Emerging development in IoT and growth of autonomous products are expected to drive the market growth in the future. The scope of the report discusses the potential opportunities for the market players to enter the global epitaxial wafer market for compound semiconductor. This report also provides in-depth analysis of the market, outlining current trends, key driving factors, and key area of investment. The report includes Porter’s five forces analysis to understand the competitive scenario of the industry and role of each stakeholder in the value chain. It features the strategies adopted by the key market players to maintain their foothold in the market.

Electron beam physical vapor deposition (EB-PVD) coatings are formed by a thin film deposition technique called as electron beam physical vapor deposition (electron beam evaporation). It is one of the thermal evaporation processes where electrons evaporate the coating material and cause it to deposit on the substrate. On contact with the substrate, the evaporant condenses and forms thin film on the substrate. Coating produced by EB-PVD process is in the scale of microns (μm). Coating can be single layer or multi-layered as per the properties required in the substrate. EB-PVD coatings mainly function as a thermal barrier coating (TBC) for high temperature environments such as in turbine blades and automotive engine components. Moreover, EB-PVD coatings improve the optical properties of optical lenses and enhance corrosion resistance of medical devices and biomedical implants.