营收增速逐季改善，行业景气度回升。2019 年晶圆代工逐季增长，2020Q1展望持续向好。2019 年以来全球主要晶圆代工厂台积电、中芯国际、联电以及华虹半导体整体收入规模逐季增长，各季度的同比增速逐季改善。2019Q1，主要晶圆厂营收同比增速为-16.7%，2019Q3 营收同比实现正增长，2019Q4 营收同比增速提升至11.8%。

MLCC（片式多层陶瓷电容器）是最常用的被动元器件之一，终端下游涵盖消费电子、家电、汽车、通信等。根据Paumanok 数据，预计全球MLCC出货量从2011 年的2.3 万亿只增长至2019 年接近4.5 万亿只，2019年市场规模将超120 亿美元。目前行业需求推动力主要来自于1、5G 发展推动消费终端和基站建设MLCC 用量增长；2、汽车电子化率及新能源车渗透率提升带动车规MLCC 市场增长。作为电子工业的大米，我们预计未来MLCC 行业需求仍将以每年10%-15%左右的幅度增长。

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.

This research report provides insights into the global PACS and RIS Market. Picture archiving and communication system (PACS) is used for management, retrieval, storage, and distribution of the medical images. In the field of radiology, it is used for sharing and viewing of diagnostic images. A radiology information system (RIS) is a network of the software system used for managing medical images and other related data. RIS keeps track of radiology imaging orders and data of bills. It is used along with PACS and vendor neutral archives (VNAs). RIS manages image archives, keeps record and billing. The scope of the PACS and RIS market includes product, component, deployment, end user and country. The report offers insights and in-depth analysis of the PACS and RIS market emphasizing on various parameters such as market trends, technological advancements, market dynamics, and competitive landscape analysis of leading market players across the region.

2019年，规模以上电子信息制造业增加值同比增长9.3%，增速比上年回落3.8个百分点。12越，规模以上电子信息制造业增加值同比增长11.6%，增速比上年提升1.1个百分点。

Digital video surveillance systems can be used for nearly any environment. Owing to increase in adoption of advanced surveillance by the government sector, manufacturers have realized the need for optimum IP surveillance systems. There are many advantages that an IP camera CCTV system offers over an analog format. There has been an increase in demand for security applications such as video surveillance to monitor and record borders, ports, transportation infrastructure, corporate houses, educational institutes, public places, buildings, and others. The scope of the report discusses the potential opportunities for the market players to enter the global IP video surveillance & VSaaS market. This report also provides in-depth analysis of the market, outlining current trends, key driving factors, and key area of investment. The report includes Porter’s five forces analysis to understand the competitive scenario of the industry and role of each stakeholder in the value chain. The report features the strategies adopted by key market players to maintain their foothold in the market.

Satellite service providers offer satellite capacity to end users such as DTH operators, telecommunication companies, and others. These providers buy capacity from the satellite operators to resell voice, broadcasting, and data circuits to several end-user industries. The satellite services market is analyzed and estimated in accordance with the impacts of the drivers, restraints, and opportunities. The period studied in this report is from 2018 to 2026. The satellite services market is segmented into type and end-user industry. Based on type, the market is divided into consumer services, fixed satellite services, mobile satellite services, remote sensing, and space flight management services. On the basis of end-user industry, the market is classified into media & entertainment, government, aviation, defense, aerospace, retail & enterprise, and others. Based on region, it is analyzed across North America, Europe, Asia-Pacific, and LAMEA. Satellite services have the highest share in the space industry. This is attributed to the large consumer base of satellite services such as defense, media, retail, and others.

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.

2018 年，全球半导体行业景气周期见顶，以存储器为代表的核心半导体产品开始进入降价周期，但全球半导体市场在存储器市场上涨等因素的带动下依然上涨13.7%，达到4687.8 亿美元。2018 年中国集成电路市场销售额增至16031.8 亿元，增速高达12.5%，增速有所放缓。由于移动通信终端、PC、汽车等众多应用领域需求持续疲软，预计2019 年市场规模增长将进一步下滑。