市场回顾：上周沪深300 指数上涨0.38%，中小板指数上涨0.40%，创业板指数上涨0.33%，计算机（中信）板块下跌0.14%。板块个股涨幅前五名分别为：新晨科技，安恒信息，多伦科技，柏楚电子，安硕信息；跌幅前五名分别为：熙菱信息，梅安森，御银股份，汉鼎宇佑，神州信息。

The report covers the study of LiDAR market along with its components, types, applications, and end-user industries. The research involves study of LiDAR equipment and not LiDAR service management. LiDAR market is studied with respect to its four types, including airborne/aerial, mobile, short range, and terrestrial/stationary. Aerial LiDAR devices are mounted on aircrafts or drones, whereas mobile LiDAR are those equipped in vehicles, turbines, and other moving objects. Static/terrestrial LiDAR systems are deployed on land surface or buildings and towers. All LiDAR systems operate in range of about 0–10 meters are considered as short-range LiDAR. The applications of the LiDAR considered in the report include corridor mapping, seismology, exploration & detection, and others.

10 月14 日苹果将发布新一代机型iPhone 12 系列，iPhone 进入5G 新一轮景气周期。随着iPhone 定价更加亲民，竞争对手的高端品牌销量下滑，iPhone 手机销量有望扭转此前三年的下滑重回上升轨道。5G 创新推动供应链量价齐升。产业链龙头公司大部分属于资本密集型、人工密集型制造业，景气周期带动产能利用率大幅提升，标的公司业绩有望超预期。推荐龙头：鹏鼎控股、信维通信、立讯精密、歌尔股份、东山精密等。

半导体芯片是科技创新的硬件基础，站在5G+AI 这新一轮全球科技创新周期的起点，从中长期维度出发，半导体芯片将是科技创新发展确定的方向之一，全球的半导体销售额在全球疫情冲击、国际政治形势动荡的背景下仍维持较强的增长趋势。未来，我们认为在我国半导体产业进口替代加速带动下，我国半导体产业链将有望迎来高速发展的时代机遇——需求持续扩张，供给逐步跟进，市场、政府与产业协力，实际布局多点开花。

下周苹果iPhone 12 及华为旗舰机Mate 40 将分别于10 月13 日、10 月22 日召开发布会，两款新机均在硬软件层面升级较大，包括拍摄、快充、无线充电等亮点。预计手机市场将在四季度迎来换机潮，由于疫情压抑的需求有望集中释放。