预测2021 年疫情影响因素减弱，叠加5G 手机渗透率加快，全球智能手机有望增长10.4%至13.58 亿台，其中5G 手机5.44 亿台，渗透率40%，5G 射频前端迎来快速增长期。被动元件有望在手机、智能汽车及IOT 拉动下迎来量价齐升。摄像头光学创新将持续升级，三摄、四摄快速渗透，后置激光雷达摄像头有望迎来新应用，多品牌机型搭载潜望式摄像头。除智能手机外，以TWS耳机、智能手表、AR/VR 为代表的智能可穿戴设备持续技术创新，有望继续保持高速增长。电动汽车快速发展，功率IGBT 迎来发展良机。5G+AI，迎来智能安防大时代。

行业整体回顾。从Q3 季度来看，国内产业链复苏好于预期。具体体现在以下三方面：一是三季度需求快速回暖，国内产能恢复好于全球，导致国内公司订单景气度较高；二是供给端产能有所下降，中小企业受到疫情影响有部分产能退出，导致行业集中度进一步提升，行业龙头实现份额提升；三是半导体及消费电子等主要下游需求来自国内，因此一定程度上国内需求带动了全球产业链复苏。

根据群智咨询（Sigmaintell）的预测数据显示，2020 年12 月~2021 年1 月全球LCD TV 面板价格维持上涨趋势 ，涨幅相较前期有所缩窄，但涨幅依然较大。

根据SEMI 在SEMICON Japan 上发布半导体设备预测报告，预计2020 年全球半导体设备销售额达689 亿美元，同比增长16%。预计2021 年全球半导体制造设备市场将继续增长，2021 年将达到719 亿美元，2022 年将达到761 亿美元。

MLCC是最重要的电容器品类，下游应用广泛。被动元件也叫无源器件，指令讯号通过而未加以更改的电路元件。陶瓷电容器又可分为单层陶瓷电容器、片式多层陶瓷电容器（MLCC）以及引线式陶瓷电容器，其中MLCC占陶瓷电容器市场的90%以上。与其他电容器品类相比，多层陶瓷电容器具有低ESR、耐高温高压、体积小、电容量范围宽等优点，在成本和性能上都具有优势，是用量最大、发展最快的片式电子元件品种之一，已被广泛应用于通讯、计算机及外围产品、消费类电子、汽车电子和其他信息电子领域，在电子线路中起到振荡、耦合、旁路和滤波等作用。

With computers becoming ubiquitous in almost every conventional industrial and institutional system, there arises a need for their use in applications/systems that were once considered to be invincible. These applications/systems include the implementation of vital processes in operational domains in extremely harsh and compact environments. This has propelled a fundamentally different approach to the redesign of conventional mechanical and automation systems to match unconventional applications. Industrial computers and advanced control systems that were introduced in the mid-1980s have undergone a dramatic transformation in terms of computing capabilities, design, and compatibilities.

The market dynamics section of the report examines the diverse factors which govern the demand for and supply of storage and memory devices in the NVMe market. This analysis provides an in-depth understanding of the direction in which the market is headed to and the impact of various factors on the same. This section covers the market dynamics – drivers, restraints, and opportunities – in the NVMe market, listing and analyzing several factors that positively and negatively affect the market.

Methodical understanding of the core and adjacent markets as well as the industry changes, for the critical assessment of business dynamics of the markets in scope, including the drivers, challenges, and opportunities for various players Impact analysis of developments and initiatives made by governments as well as corporate stakeholders that influence the business environment for both market participants as well as customers Examination of competitor’s strategies and their recent developments for effective assessment of market movements at each level of the supply chain, along with supply chain analysis and supply and demand analysis for identifying the key stakeholders in the silicon photonics market Triangulation of the supply-demand gaps with business drivers and challenges to anticipate business opportunities and new revenue pockets, along with industry attractiveness analysis for identifying whether new products, services, or businesses have the potential to be profitable in the silicon photonics market