2020年1-2月份，规模以上电子信息制造业增加值同比下降13.8%（去年同期为增长6.0%）。1-2月份，规模以上电子信息制造业累计实现出口交货值同比下降17.2%（去年同期为增长2.7%）

景氣展望：儘管中國紅色供應鏈的威脅仍將導致一般規格產品難以擺脫降價壓力，不過隨著主要日系廠商退出低毛利產品市場、美中貿易摩擦獲得階段性解決，以及下半年新冠肺炎疫情(COVID-19)可望緩和，將使全球頻率元件產業供需情勢整體向好。

受惠于中国力推5G基建，加上华为、小米等中国手机品牌陆续推出5G手机，带动5G应用需求逐步增强，远距工作、线上学习需求亦持续推升伺服器应用需求。

2020年我國半導體業產值年增率則將延續2012年以來正數態勢，除了台灣半導體業在新冠肺炎(COVID-19)疫情仍有受惠族群，包括記憶體相關製造與設計、雲端運算/伺服器相關晶片、耳溫槍MCU、紅外線熱像儀中的CIS元件等之外，最主要是來自於晶圓代工龍頭廠商先進製程、半導體封測大廠高階封測等競爭優勢持續發威，且二線晶圓代工的合併綜效浮現所致，但畢竟新冠肺炎(COVID-19)疫情難免還是會對上半年終端應用市場需求造成影響，故2020年國內本產業產值年增率將僅有4.1%，低於原先市場預期強勁上揚的水準。

5G网络的大规模部署促使需求上升，得益于此，2019年中国通信设备制造业实现稳步增长。但中国通信设备的出口限制依然存在，经济增长放缓也将对行业未来发展带来一定的冲击。

专有云是吸收公有云与私有云双重优势的最佳中间方案：专有云在稳定性、易用性、拓展性等方面具备公有云级别的成熟度，又兼顾了私有云的安全可控，能够更好地满足政企特定性能、应用及安全合规等诉求。

Micro electromechanical system (MEMS) sensors offer several advantages, such as accuracy and reliability, in addition to the potential to make smaller electronic devices. As a result, they have gained significant traction in the past few years. Industrial automation and demand for miniaturized consumer devices, such as wearables and IoT-connected devices, among others, across regions, are among the major factors driving the MEMS sensors market. The automotive industry, which is presently undergoing technology transition focusing on increasing safety, comfort, and enter tainment, provides ample opportunities for the application of MEMS sensors. Emerging sensor-rich applications, such as autonomous vehicles, drones, and AR/VR equipment, are further accelerating the need for MEMS sensors. The miniature size of a MEMS sensor is driving its demand for design in the automotive industry, making it an essential factor for the massive adoption. MEMS sensors have been miniaturized, ranging from early 1 cm2 to sub-1 mm2, depending on the dimensional parameter. Such small devices are particularly preferred for vehicle applications and other IoT devices, due to their features, such as fast response, low power consumption, high sensitivity, and negligible payload. Leading as well as emerging electronic device manufacturers across the world, such as Siemens, Boeing, and Roche, among others, are leveraging the small size and small external packaging of MEMS sensors, to the enhance features in many end products.

Photomask is a fused silica quartz plate that has 6 inches square covered with pattern of opaque, transparent, and phase shifting areas. These are projected onto wafers in lithography process to express the layout of the one layer of integrated circuits. Furthermore, these sizes of the mask are typically used in lithography tools to expose 300mm and 200mm wafers. In addition, the photomask is comprised of transparent substrates including glass or fused silica that shows opaque coating on surfaces, where the microscopic pattern is fixed, and leaves some regions transparent and others opaque. The semiconductor application is expected to remain dominant on the growth of the global photomask market. Currently, almost 30% of photomasks are used by semiconductor & IC manufacturing companies. In addition, the photomask is widely used in manufacturing of hybrid circuitry, resistor network, LCDs, optical device, electron-optical devices, and MEMS.

The time and location where a transaction is completed are called a point of sale (POS). A POS system is computer hardware and software that manages the transaction during the sale of a product or service. It helps to capture, store, share, and report data related to the sales transaction. A standard POS system stores information on the product assortment, its pricing, product-related promotional offers, and inventory. POS terminals are available during face-to-face transactions where consumers swipe the payment tool such as debit, credit, or smart cards. Recent POS systems have a touchscreen interface that simplifies the transaction process. Industries such as hospitality, retail, restaurants, healthcare, warehouse & distribution, and entertainment employ POS terminals.

20 年5 月聚焦PC 、iPhone。过去一个月 (2020.5.10 - 2020.6.10)恒生信息技术指数+8% (恒生指数+2%) ，台湾电子指数+7% (台湾加权指数+6%) 。电子下游的彭博一致性预期微幅下修，系因2 季度的需求受海外疫情影响。