The market for 5G infrastructure is expected to revolutionize the domain of various broadband services and is supposed to empower connectivity across different end-user verticals. According to GSMA, around 45% urban coverage level has been achieved for 5G networks in the early deployment trails. Countries, like China and India, among others plan to implement 5G network by 2020, the development of which requires large amounts of capital investment in 5G capable infrastructure. A majority of the 5G networks are likely to be composed of small cells. Small cells are vital to the functionality of 5G networks because they provide increased data capacity that 5G demands. They also help providers reduce costs by eliminating expensive rooftop systems and installation costs, and they are expected to help improve the performance and battery life of mobile handsets.

1一6月，规模以上电子信息制造业实现营业收入同比增长4．6％，利润总额同比增长27．1％（去年同期为下降7．9％）。营业收入利润率为4．44％，营业成本同比增长4．4％，6月末，全行业应收票据及应收账款同比增长12．7％。

The study of avalanche photodiode market in this report emphasizes on various materials, and end users. Different materials such as silicon, germanium, and InGaAs are available in the market. Many leading vendors such as Excelitas technologies, LUNA, and others are operating in this segment. Various features include high gains, higher sensitivity, and low lighting output. The market size revenue considered in the report is revenue earned by companies by selling avalanche photodiode. From the end user perspective, the report analyzes the market according to commercial, aerospace & defense, telecommunication, healthcare, commercial, and others. The companies operating in the market have adopted strategies such as collaboration, partnership, product launch, R&D, and acquisition to increase their market share and expand their geographical presence. The global avalanche photodiode market is analyzed and estimated in accordance with the impact of the drivers, restraints, and opportunities. The period studied in this report is from 2019 to 2027, wherein the forecast period is from 2020 to 2027.

Brain monitoring systems enable physicians and researchers to study human activities, neurological disorders, and also the brain-computer interfaces (BCIs). BCI is presently a budding field of research that aims to ease human interaction and communication with the environment by directly evaluating the hemodynamic activities in the brain. Numerous medical centers and research facilities are using wearable imaging techniques, such as magnetoencephalography (MEG) and other advanced brain monitoring systems. Quite a few por table and implantable brain monitoring systems and methods have been explored over the recent few years, and this aims to acknowledge the emerging field and encourage more research activities toward high-resolution portable as well as implantable sensors for brain monitoring.  Several brain technology companies are acting as major players in the market by combines neuroscience, artificial intelligence, and hardware, to develop innovative products. A few companies, like Bitbrain, are working on high-tech EEG brain sensing devices and software solutions for real-world human behavior research, health, and neurotechnology development.

英伟达于8月19日发布FY2021Q2财报，单季度营收38.7亿美元，同比+50％/环比+26％；GAAP净利润6.22美元，同比+13%/环比-32%

电子特气广泛应用于半导体生产工艺各个环节，被称为电子工业的血液。2019年，我国电子特气的市场规模为140亿元左右，得益于集成电路产业向国内转移，预计未来中长期内国内电子特气市场将保持10%以上的高速增长。目前，全球前五大气体公司占据全球电子特气90%以上市场份额，2019年电子特气国产化率仅为15%左右。市场规模的增加将加速推动电子特气的国产化进程，在此过程，国内部分优势企业有望把握契机做大做强。

8 月第2 周电子指数涨跌幅为-0.23%，板块个股涨跌幅中位数为-0.87%。本周，申万电子指数涨跌幅为-0.49%，同期沪深300、上证50、创业板涨跌幅为-0.07%、0.76%和-2.95%。在申万28 个行业中，期间申万电子指数涨幅排名第16；2020 年初至今，申万电子指数累计涨跌幅为36.96%，在申万全部行业中排名7。

Hardware encryption involves encoding of data or information into a form, which is accessible to only authorized users. Encoding of the hardware requires an encrypting algorithm that generates cipher text, which can be read only after decryption. Decoding this private data needs an authorized user to type in a key or a password. In hardware-based encryption process, both the encryption and decryption is carried out by individual processors. Encryption and decryption process plays an important role in preventing unauthorized access to sensitive or private data. Hardware encryption helps the user to protect confidential data during transmission and storage. With advancements in technology, leading market players are developing various hardware-encrypted solutions to cater to increasing demands in the storage industry.

Connected car can be defined as a car that is equipped with a wireless local area network (Wireless LAN) and usually with internet. This connectivity allows the car to share data and internet access with any other device both outside and inside the vehicle. In addition, car is also installed with special added technology that connects to internet or wireless LAN and provides additional benefits such as navigation, vehicle diagnosis, and others to the driver. The connected cars market has witnessed significant growth over the years, owing to increase in trend of connectivity solution worldwide.

交付数据快速恢复，我们对全年改善保持积极的预期。疫情爆发前，竣工已有改善趋势，虽然疫情冲击导致回暖有所延后，但目前看，全年前低后高的趋势仍将维持，需求回补+竣工改善有望提振厨电下半年终端需求。