通过对比梳理红帽公司开源商业模式历程，我们认为，开源模式将成为国产操 作系统厂商的主流发展趋势，订阅式服务有望成为主流盈利模式。对于国产操 作系统厂商来说，在行业信创中，为企业客户提供混合云建设服务将进一步打 开市场空间。

2020年6月，海外疫情影响边际减弱，相关产业链厂商出货改善。舜宇光学6月手机镜头出货量同比 +16.5%，主要系海外疫情影响减弱，下游需求恢复；CCM出货量同比+1.1%，CCM与镜头表现分化主要系国 内客户需求承压；车载镜头出货同比-11.7%，主要源于疫情导致的出货递延。大立光6月实现营收41.4亿新台 币，同比+1%，环比+7%；公司出货结构受规格降级影响，高像素产品出货占比下降，未来随海外销售因疫情 得到控制而逐渐恢复，公司出货有望改善。玉晶光受益于产品结构优化与A客户SE新机拉动，6月业绩同比 +29.3%。丘钛科技与舜宇模组业务的下游客户覆盖相似，6月CCM出货同比-1.0%，高端产品占比持续提升。 展望三四季度，我们认为在海外疫情逐渐受控的背景下，终端消费电子需求将环比回升；中长期看，受益于5G 换机潮、光学元件升级的预期，预计光学行业量价齐升趋势不改，我们中长期仍看好光学行业的发展。

ASML 发布FY2020Q2 业绩，维持高速成长。ASML 发布FY2020Q2（Ended 2020/6/30，下同）业绩，实现营业收入33.26 亿欧元，同比增30%，环比增36%，原因是Net System 营收逐步成长，Logic 和Memory 销售额都显著增长。公司实现Non-GAAP 毛利率为48%，实现Non-GAAP 营业利润率26%，同比增83%，环比增112%。

Microelectromechanical system (MEMS) sensors have gained significant traction over the recent years, due to advantages, such as accuracy and reliability, in addition to the scope for making smaller electronic devices. Industrial automation and the demand for miniaturized consumer devices, such as wearables, IoT connected devices, and others, across regions, are among the significant factors that are driving the MEMS market. The increasing demand for IoT devices across the world is spearheading the adoption rate of MEMS in these devices, owing to the miniaturization trend in the market, for connected devices. For instance, the global number of IoT devices is expected to reach 50.1 billion by 2020 from 34.8 billion devices in 2018, according to The Internet & Television Association. Such increasing demand is expected to influence the MEMS market positively. In line with this the industrial demand for IoT is expected to eclipse the consumer connected devices demand over the coming years; with the sheer number of connected devices requirement and adoption in the industrial space is on the rise, for example by 2025 the industrial connected devices are expected to be more in numbers compared to consumer connected devices, according to GSMA Intelligence. The automotive industry, which is presently experiencing a technology transition, with a major focus on increasing safety, comfort and entertainment, using electronic components, provides ample opportunities for MEMS pressure sensors. Emerging sensor-rich applications, such as in the sector of autonomous vehicles, drones, and AR/VR equipment, are further accelerating the need for MEMS sensors.

pH sensors and analyzers are a critical part of the process analytics industry. Most of the sectors that engage in manufacturing and processing of liquids, ranging from water to complex chemicals, use pH sensors to find the pH value of fluids in several industrial processes, to assess the quality of liquid and water being used in production processes. The application of pH meters is mainly found in power plants and water treatment plants, as well as the pharmaceutical, chemical processing, mining, oil and gas, and food and beverage industries. For instance, a pH sensor is used to analyze the drug efficiency and ensure a proper pH level of water to manufacture the drug in the medical industry. Similarly, the calculation of the desired amount of pH is necessary for food and beverage production. According to Endress+Hauser, a leading provider of pH sensors in the global market, pH measurements account for over 30% of all quality relevant measurements in processes. Moreover, an economic survey conducted by the Association of German Chambers of Commerce and Industry (DIHK) indicates growing global investment in the process analytics industry, which is primarily triggered by concrete business developments in the key sales markets. The German Electrical and Electronic Manufacturers’ Association (ZVEI) established that this situation created a positive business environment for the measurement and process automation industry, while augmenting the demand for process analytics instruments, such as pH sensors and analyzers.

The global lithium-ion battery recycling market is associated with the major battery manufacturing companies and some independent recycling companies as well. The varied range end-source companies that are present in the market provide opportunities to the other players willing to bear the high risks involved in the industry. This chapter details the latest strategies and technological developments adopted by the key market players in the lithium-ion battery recycling market. In order to lead the market as well as engage in the process of market growth, a company needs to work in collaboration with the top market leaders, acquire the relatively weaker companies, bring new and efficient technologies to the market, and enrich the existing process. This chapter details the latest strategies and developments adopted by the key market players in the global lithium-ion battery recycling market. The key players actively taking part in the lithium-ion battery recycling market are SungEel HiTech Co. Ltd., and GS Engineering & Construction Corp. (GS E&C), among others. Some of the key strategies adopted by the key market players are listed in the following figure.

Vendors in the market are offering radar sensors based on the range and the technology (continuous and pulsating). The long-range radars applications are based on 77-GHz frequency. However, 79 GHz is gaining traction for short and mid-range applications, like industrial and automotive, owing to the higher form factor with 3X smaller antennas. It is also benefiting from a wide frequency band of 4 GHz (77 to 81 GHz). Radar sensors have become an integral part of the smart home market, particularly offering contactless control for lighting, air-conditioning, sanitary systems, and automatic door, as well as for security systems, such as alarms, access control, and tracking applications. Due to the robust growth, the autonomous car is instrumental in driving the radar sensor market. The radar technology is driven by the new car assessment program among the OEMs, as they integrate these systems to complement camera devices for ADAS applications. Radars, combined with other sensors, provide enhanced information on safety and collision avoidance. Vendors in the market are building capabilities and investing in acquiring exper tise specific to the automotive industry, which is expected to not only hold the prominent share of the radar sensor market but also expected to augment the demand even further, over the growing demand of EVs. The vendors are expected to invest in new and emerging technology and product capabilities development for the sensors to add value to the offerings and help themselves to remain relevant in the market.

7 月 10 日，工信部印发《工业互联网专项工作组 2020 年工作计划》 （以下简称《2020 年计划》），提出了包括提升基础设施能力、加强统 筹推进、推动政策落地等 10 大任务类别 54 项具体举措。