在系统厂商主导的国产化推动下，我们认为2022 年中国半导体代工行业收入将继续保持17%以上高增长，产能紧张状况仍将持续。我们预计到2025年中国大陆半导体产能将比2021 年增长109%，全球占比达到17%，初步满足手机、汽车、家电等行业成熟工艺国产化需求。经历了过去两年的缺芯之后，半导体生产环节的战略价值重新得到认识，在IDM 厂商提价的带动下，我们预计全球成熟工艺半导体代工营利性进入上升通道。

Lithium-ion battery recycling is referred to collection of lithium-ion batteries through various sources including automotive, industrial, consumer & electronics appliances and recovery of metals of element through recycling processes. The global lithium-ion battery recycling market estimation includes revenue reported by selling these recovered metals or elements whether that goes into further battery recycling or other second usage applications. Reportedly, most metals recovered go into battery manufacturing only.

The market took a significant hit in 2020 due to the COVID-19 pandemic, with sales declining by 4.6% from 2019. However, Frost & Sullivan expects a 3.8% growth in 2021. Positive trends in pharmaceuticals, food and beverage processing and packaging, electronics and semiconductors, and automotive will drive the market in 2021 and during the forecast period. There is a growing global demand for industrial automation to enhance operations and productivity. Manufacturers also adopt automation post-COVID-19 to automate their manufacturing units more. This is to minimize human intervention should another pandemic arise.

Computed tomography (CT), X-ray, and ultrasound, though not the first choice for COVID-19 diagnoses, became important tools in managing COVID-19. Hence, these modalities generated better revenues than the others. Teleradiology witnessed major adoption as more practices shifted their work from hospitals to homes and home offices necessitated investments in hardware and software. Due to financial problems, efficiency and productivity became top priorities for hospital administration. Artificial intelligence (AI), cloud, and analytics were the major areas that received significant attention during the pandemic year.

The increase in geriatric population, and the increase in prevalence of chronic diseases, technological advances in imaging methods and the rising adoption of imaging devices in medical evaluations are the major key drivers of the Global Microfocus X-ray Source Industry Market. The aging of the population is expected to increase the prevalence of various chronic diseases, resulting in high demand for medical imaging devices. The market growth is propelled by stringent regulations by various governments regarding industrial safety and product quality, increasing demand for NDT services in automotive and aerospace industries, advancements in software that are integrated into radiography systems, and the preventive maintenance of industrial equipment.

The target drones are classified into five main product types, based on their mode of operation, payload type, platform, and target type, along with speed for aerial targets. The companies are focusing on developing the target drones that would have a higher adoption rate in the market, such as remotely piloted aerial target drones. The following figure depicts the classification of the global target drone by product.

A new revenue model that defines how a company creates and capitalizes economic value, typically impacting its value proposition, product offering, operational strategies, and brand positioning

Increased smart technology adoption, such as automated vehicles, vessels, and unmanned aerial vehicles, is expected to increase the demand for satellite-enabled IoT services. The need to optimize operational efficiency and reduce downtime drive the demand for constant remote monitoring and analytics. Increased implementation of predictive analytics and ML for predictive maintenance has increased IoT solution adoption. Users can enhance connectivity solutions at lower costs due to the availability of low-cost end-to-end IoT solutions.

A silicon photomultiplier (SiPM) is an electronic sensor, which generates an analog signal at output in real time. The histogram of the amplitudes relies on the time characteristics & intensity of the incident light. The system output is a time sequence of current pulse that has a discrete dispersal of amplitudes such as A, 2A, and 3A., For the purpose of analysis, the report segments the global silicon photomultiplier market based on type, device type, application, industry vertical, and region. The report provides information about various types of silicon photomultipliers available in the market such as NUV SiPMs, and RGB SiPMs. It further outlines the details about different devices, including analog SiPMs and digital SiPMs. The applications covered in the study include LiDAR, medical imaging, high energy physics, hazard & threat detection, and others. The major industry verticals discussed in the report are Automotive, healthcare, it & telecommunication, aerospace, oil & gas, and others. Moreover, it analyzes the current market trends of silicon photomultiplier across different regions such as North America, Europe, Asia-Pacific, and LAMEA and suggests the future growth opportunities.

2021 年以来，乘用车批量列装激光雷达，产业链迅速成熟并受到资本市场重视与青睐。我们认为激光雷达将是 L3 以上自动驾驶必备传感器产品，拥有 700亿美金以上市场空间。我们判断 MEMS 振镜、1550nm 激光器、SPAD 接收器、SoC 化主控芯片等技术方向将会是未来激光雷达厂商集中发力的主流路径，相关整机厂商与上游零部件厂商拥有投资机会。