The electric vehicles (EV) market witnessed significant growth, due to the need for addressing future energy requirements. The need to attain sustainable transportation plays a significant role in driving the demand for electric vehicles. The EV market is coming up as an integral par t of the automotive industry, and it represents a pathway toward achieving energy efficiency, along with reduced emission of pollutants and other greenhouse gases. The increasing environmental concerns, coupled with favorable government initiatives, are the major factors driving this growth. The annual sales volume of the electric vehicles is projected to cross the 5 million units mark by the end of 2025, and it is expected to account for 15% of the overall vehicle sales by the end of 2025. The transformation of the automotive industry has its impact on the automakers, tire manufacturers, aftermarkets, and supply chain of the industry.

um需ma求ry＃端 ：国内5月出货下滑 11.8%，海外复苏出现波折。据信通院，5月出货同比-11.8%（4 月同比+14.2%），需求的复苏未能持续，但也有5 月同比基数相对较高的波动因素。5 月下旬以来，海外COVID-19 新增确诊人数在一段时间的平稳后再度增长，亚洲（除中国）、南美疫情加重，北美也依然严重。再叠加欧美游行活动对线下零售渠道的影响，海外需求的复苏出现波折。考虑到国内需求未持续恢复，海外复苏又出现波折，我们推测到三季度初品牌厂的订单可能偏谨慎，海外疫情得到控制后需求才有希望逐渐复苏。

在报告中，我们汇总 了3家IC设计龙头公司： Nvida（全球第3大IC设计）、AMD（全球第5大IC设计）、Xilinx（FPGA设计龙头）、3 家IDM 及代工龙头公司，英特尔（全球IDM 龙头）、台积电（全球代工龙头）、中芯国际（中国代工龙头）在2020 年Q1 发布的财务指标情况和业务说明会核心观点，对全球半导体设计及制造领域头部企业的现状和全年进行了研判。

CMOS (complementary metal-oxide-semiconductor) sensor is an imaging sensor, presently being employed in most of the cameras and other image capturing devices. The CMOS technology is based on arrays of light-sensitive pixels, which gather photons of light and convert them to a visible image. With the rising demand for high-definition image-capturing devices in industries, the CMOS technology has been witnessing high adoption rate in the region, as it provides faster shutter speed while delivering high-quality images. Government agencies and military forces have long used high-speed imaging to improve knowledge and performance of ballistic weapons, while also gaining greater insight into impact physics. Similarly, applications of high-speed imaging technology in the consumer world has come from the field of automotive crash testing that is pushing the demand for CMOS sensors. This has resulted in several investments from major and new players in the technology. Recently, Sony Corporation announced the upcoming release of two new models of CMOS image sensors: the IMX415 type 1/2.8 4K-resolution stacked CMOS image sensor and the IMX485 type 1/1.2 4K-resolution back-illuminated CMOS image sensor. Sony has designed these two new sensors for security cameras for the growing smart city market and to meet the rapidly expanding need for security cameras in a variety of monitoring applications, such as anti-theft, disaster alert, and traffic monitoring systems or commercial complexes.

Large number of next gen memory technologies are under development which promise to meet the growing demand of consumer electronics and enterprise storage systems and applications. Smart phone and other consumer electronics OEMs in particular are looking for the next big competitive advantage, and all signs point to new memory technologies as the most powerful choice. The traditional memories, DRAM and NAND, are falling off Moore's law and therefore research and development is going on for new memory devices. Also, a lot of industries are experiencing technology convergence, resulting in increased complexity of their systems. This convergence is evidenced in numerous devices such as automotive, smartphones, wireless communication and smart factories. In 2017, the information electronics industry saw another peak which resulted in the serious shortage of spare parts. Thus, manufacturers increased their production capacity to meet demand supply gap. Also, introduction of innovative features such as the face recognition in mobile phone by Apple Computer, which later fermented on many application surfaces, including the other mobile phones, access control, unmanned vehicles, automotive, etc. This will increase the demand for highly complex natured integrated circuits (ICs) in coming years. Such trends along with increasing complexity in consumer electronics design and growing automotive expertise is also expected to drive the demand for SLC NAND flash memory worldwide. The market for SLC NAND flash memory has been segmented into three major segments including type, application, and density. The type segment is fragmented by serial and parallel. The application segment is sub-divided into consumer electronics, industrial, automotive, communication, computers & IT, and others. All the application segments have further been sub-divided into the smaller application components.

阿里发布新一代安全架构核心技术“AI 安全诊断大师”。5 月6 日，通信世界网讯，AI 模型对微小扰动很敏感，一些细微不可见的改动就可以引起算法上的巨大误差，往往带来可怕的安全威胁。基于从源头打造安全免疫力的新一代安全架构理念，最近，阿里安全发布了一项核心技术“AI 安全诊断大师”，可对AI 模型全面体检，“看诊开方”，让AI 模型出生就自带增强型免疫力，抵御安全威胁。

《前沿技术》聚焦于重点行业、重点产品、重点工艺等的前沿技术研发、突破性进展和商业化应用，帮助用户及时了解重大前沿技术的研发动向和主要趋势，以及主要企业的技术优势和最新进展，以更好地把握和判断相关技术和产品所处的发展阶段、主要应用场景、潜在市场价值和可能存在的风险。

CMOS 是市场主流的图像传感器，整体市场规模持续上涨。图像传感器发明到现在还不足百年，技术经过了从光导摄像管到CCD 再到CMOS的迭代，最终确定了以CMOS 为主流的路径。

PA市场主要由国外厂商主导，市场份额集中在Skyworks、Qorvo和博通等国际厂商。国内PA厂商基本Fabless设计公司，主要有海思、卐胜微、昂瑞微、唯捷创芯、紫光展锐、慧智微、飞骧科技、锐石创芯等，主要代工有三安光电、海特高新。