繼2019年5~9月起國內上市櫃半導體封裝及測試業者合併營收月增率開始轉為正數態勢之後，10~12月則呈現震盪走勢。其中2019年10~11月國內上市櫃半導體封裝及測試業者合併營收月增率轉為負數態勢，主要係因華為先前連續拉貨，內部晶片庫存水準需要進行重新檢視，而2019年12月廠商總計合併營收較11月上揚1.76%，推升動能主要來自於高階封測、LCD驅動IC封測、記憶體封測、晶圓偵測等族群。

面對全球手機市場需求持續疲弱，加上系統級封裝 ( 、扇出型封裝 (Fan Out WLP) 比重持續提升，使得手機用 BT 載板的出貨難以明顯拉升，但隨著各國電信商陸續投入 5G 商轉，帶動 5G 基地台等基礎建設需求逐步攀升，日本廠商除持續投入伺服器、網通設備等非手機應用領域的拓展外，更逐步將類載板產能移做 ABF 載板的生產，帶動 2019 年日本 IC 載板全年產值仍持續呈現微幅成長的態勢。

本监测报告内容覆盖智能制造装备总体产业，包括智能测控装置、关键基础零部件、智能化高端装备和重大集成智能装备等智能制造装备的细分产业；以关键制造环节的智能化为核心，以端到端数据流为基础，和以网通互联为支撑。包括智能产品、智能生产、智能工厂、智能物流、各类智能机器人等。

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.

Wearable technology is an emerging trend that integrates electronics to the daily activities and fits into the changing lifestyles and can be worn on any part of the body. The ability to connect to the Internet, and enabling data exchange between a network and a device, is the driving factor that leads to the trend of wearable technology. Wearables imply wristbands that are launched by companies, like Fitbit, Jawbone, and Apple, and act as activity trackers, which have gained significant traction, owing to the boom in the fitness trend across consumers. The number of wristbands/fitness trackers by Fitbit that monitor heart rate and physical activity increased from 58,000 in 2010 to 22.295 million in 2016. After 2016, various other companies expanded their market reach by introducing new products, and Fitbit's reported number of devices sold in 2018 stood at 13.939 million. The decreased y-o-y sales were attributed to the increased share of other fitness tracker providers. The smartwatch category is also experiencing a rise, owing to the additional features, like the brand that suits the everyday lifestyle. Strong brands, such as Apple and Fossil, are keeping the pricing consistent with the price bands of traditional watches, to maintain their revenues. With Google’s WearOS, many other premium watchmakers, such as TAG and Armani, have entered the segment.

Continuous monitoring of patients’ parameters such as heart rate and rhythm, respiratory rate, blood oxygen saturation, electrocardiogram, blood pressure (BP), and many other parameters have increasingly become important for critically ill patients in healthcare settings. Patient monitoring systems are used to continuously monitor the patient’s vital signs. During treatment, it is highly important to monitor the vital physiological signs of patients continuously. Therefore, there is a high demand for patient monitoring devices in hospitals and other healthcare facilities. The continuous improvement of technologies not only improved the access of medical personnel to patients’ vital signs but has also simplified the diagnostic process and, as a result, has risen the monitoring efficiency of patients.

随着科学技术的不断发展和市场竞争的日益激烈，三星也进入了更为严峻的竞争环境。尤其在中国市场，华为、OPPO、ViVo以及小米电子的兴起，使得三星电子在中国市场举步维艰。因此，为了提高和保持其原有的市场地位及竞争优势，三星在产品的研发创新，如在其电子芯片和半导体方面等各项产品方面的大量投资，使得近几年其在美国的专利排行榜中持续位居第二。同时人力资源的重视和投资也帮助公司获得了多项美国工业设计协会和美国《商业周刊》颁发的IDEA奖、德国汉诺威工业设计论坛颁发的IF奖、日本工业设计促进组织颁发的G-Mark奖等。市场、管理和商业模式的不断创新和改革也引领其走向世界一流企业。现今，三星产品遍布全世界，其营业收入占韩国GDP近1/5。本文将从三星的主要业务、发展愿景、核心价值观、企业文化、公司战略、组织架构、品牌价值等方面进行介绍，了解三星的发展历程从而分析其在竞争力方面的投入和产出情况，指出其在市场和财务指标中可能存在的隐患和问题。

半导体行业重点公司（如台积电、英特尔等）均表示看好数据中心及笔电市场二季度需求，下调手机、汽车、工业等领域的全年需求。通过统计主要半导体厂商的法说会要点，我们预计数据中心、笔电市场二季度有望继续保持较高的增速，汽车、部分工业领域看到了一定程度的需求萎缩，同时业内下调了全年智能手机出货量预期，预计全年手机出货量有一定程度的下滑，但台积电维持5G 手机渗透率中两位数的判断。