根据中国信息通信研究院的数据显示，2019年我国云计算整体规模达到1334 亿元，同比增速 38.6%，保持快速增长态势，预计到 2023 年，市场规模将 超过 2300 亿元。2019 年中国公有云规模 689 亿元，相比 2018 年增长了 57.6%，公有云规模首次超过了私有云，预计到 2023 年公有云市场仍将保持 快速增长态势，届时公有云市场规模将超过 2300 亿元。而在公有云中，SaaS 市场规模在 2019 年达到了 195 亿元。根据 Gartner 报告，SaaS 是云计算中 最大的细分市场，预计 2020 年全球市场将增长到 1277 亿美元。据可信云企 业级 SaaS 评估统计，国内 SaaS 服务主要关注于企业管理和运营的各个环 节服务，涉及诸如企业资源管理、财务管理、协同办公、客服管理以及客户 管理和营销等诸多领域。

在2020 年苹果秋季发布会上，苹果发布了两款Apple Watch 产品，包括Apple WatchSeries 6 以及廉价版的Apple Watch SE。Apple Watch Series 6 的重要更新在于增加血氧监测功能以及使用最新的S6 芯片，S6 芯片的性能较上一代有20%提高。本文致力于解构血氧检测实现原理以及S 系列芯片的SiP 封装技术。

投资建议：1）消费电子建议关注iPhone 无线通讯模组以及iWatch 的SiP模组供应商环旭电子；CMOS 芯片供应商韦尔股份；存储器相关公司兆易创新；国内泛射频龙头信维通信；国内ODM 和功率半导体的龙头闻泰科技；国内被动元件相关公司风华高科；2）半导体建议关注封测板块长电科技、华天科技、通富微电、晶方科技；半导体材料板块沪硅产业、安集科技、石英股份；半导体设备板块汉钟精机、新莱应材；功率半导体厂商华润微；液晶面板板块相关公司京东方、TCL 科技、ST 东科；玻璃基板相关公司彩虹股份；偏光片相关公司三利谱。3）MiniLED 和照明双驱动，建议关注 LED 产业链标的阳光照明，相关公司瑞丰光电、鸿利智汇、三安光电、华灿光电、乾照光电、聚飞光电、木林森。

本周计算机指数上涨3.21%，跑赢创业板指0.87 个百分点，跑赢上证指数0.83个百分点，位列全行业第13 名。

计算机行业2020 年上半年实现营收3076.3 亿元，同比增长6.6%，实现归母净利润113.4 亿元，同比下滑40.7%，业绩疲软主要系2020Q1 受疫情影响，板块业绩下滑较大。随着疫情影响的减弱，计算机板块在2020年单二季度增长恢复显著，单二季度营收实现1826.3 亿元，环比增长47.3%，归母净利润实现125.9 亿元，环比扭亏大幅增长。

微盟、有赞称雄微信电商SaaS，市占率不及10%仍有巨大提升空间。中国电商SaaS格局和龙头对比：主要是微信体系的有赞和微盟两家提供通用性、全国性平台/工具的公司，及其他垂直行业工具和区域性的杂牌军构成，目前前两者的市占率估计在10%左右。由于平台的不断发展演进和电商商户玩法的复杂化及增值服务的相关需求，有赞、微盟两家头部企业有望在不断地迭代过程中从尾部、腰部的竞争对手中获取更高的市场份额。

根据数字化转型技术研究院的数据，MES在中国的普及率较低，18年仅达到21.6%。根据测算，2020年MES市场规模为111.36亿元，未来3年复合增长率可达到16%，2023年市场规模近200亿元。目前，MES产品国产化率仅为30%左右，若考虑到未来3-5年国产化率的提升，CAGR会更高，国产MES的复合增长可能会达到20%以上。

板块选择：重点推荐调整充分年内业绩确定的信创板块以及高景气持续性强的证券IT和银行IT板块，重点关注SaaS、数字货币、智能驾驶等板块优质个股。政府项目型板块有待观察，3季报加速恢复可加大配置，否则明年年报前后是更好配置时点。

The high content screening market is driven by factors, such as an increase in investments by the government and other organizations , technological advancements, and the expanding application areas. According to the Office for National Statistics (ONS), the total expenditure in R&D in the United Kingdom is increasing rapidly. During 2016, the expenditure was GBP 33.2 billion, which increased in 2017 and reached GBP 34.8 billion. Similarly, in the United States, the investment on medical R&D was USD 39.5 billion, in 2017. This indicates that a substantial investments were made in healthcare in the major countries. As the government and other organizations are investing more in research and development, the high content screening market is expected to register significant growth. The increase in R&D activities in Asia, particularly India. The consecutive annual growth in the expenditure in R&D in the country indicates a period of stability, security, and healthy competition across the industrial sectors. The high cost of the advanced technologies is expected to hinder the growth of the market. However, the increasing demand for advanced tools for drug developments, other studies, recent product launches are expected to boost the growth of the high content screening market.

The number of PCs, laptops, smartphones, tablets, and point-of-sale terminals has witnessed tremendous growth with the rise in population and the increased digitalization in industrial processes. This increase in different smart devices is generating several endpoints in networks, all over the world. Hence, there is a rising need for security, owing to the increased number of endpoint devices. Multiple types of endpoint security mediums have been recognized, such as firewalls or antiviruses. These mediums monitor the data and update the same in the server, which has become a requisite for the current technology-based industry. The increased internet accessibility, machine-to-machine communication, and growth in automation are all driving the market. With the increased employment in the software industry, employees are using different PCs and mobiles in offices, and companies are running servers on a variety of operating systems, which can lead to cyberthreats at any instance. Endpoint security suites are being used to maintain security and control, supporting the endpoint flexibility. Endpoint security vendors are offering cloud-based options to customers, for their endpoint security deployments. With the rising adoption of cloud-based solutions, for many applications, like email, there is an increase in the adoption of cloud-based security as well. Endpoint security systems help companies attain enhanced endpoint visibility and detect hidden endpoint exploit processes. With the increasing number of mobiles and other touch devices, such as tablets and POS, endpoint security companies are designing software with higher management flexibility, giving the users several choices for protection. The endpoint security market was saturated and commoditized. However, it has witnessed renewed growth, as many companies are evaluating their vendor relationships and trying to invest in efficient and higher functionality endpoint security solutions.