Ultra-thin glass is a very thin glass with thickness range below 1mm. It offers different features making it one of the preferred materials of choice over plastics, metals, and silicon. This study provides information on the usage of ultra-thin glass in various end-use industries. The study is segmented on the basis of thickness (<0.1mm, 0.1mm-0.5mm, and 0.5mm-1.0mm), end-use industry (consumer electronics, automotive & transportation, etc.), and region (North America. Europe, Asia-Pacific, and LAMEA). The study mostly deals with the usage of ultra-thin glass mainly in consumer electronics, automotive & transportation, medical & healthcare, and others. The study also includes in-depth information of the major players in the market.

新能源汽车：进入产品驱动市场，国内一月产销同比高增。1 月国内新能源汽车产销同比延续高增长，其中产量为19.4 万辆，同比上涨285.8%，环比下降17.8%；销量达16.9 万辆，同比大幅上涨238.5%，环比下降27.8%。下半年疫情之后，随着国内经济形势进一步好转，叠加新能源车下乡为代表的一系列政策支持，中国新能源车产销同比延续高增长，整体产业延续较好发展趋势。分车型来看，宏光MINI11 月销量继续稳居第一，特斯拉位居次席；比亚迪汉EV 系列销量达9298 辆。目前，在中国市场，包括合资车企、自主品牌、新势力和外资车企仍在持续推出优质车型，考虑到大众、奔驰和通用为首的传统车企平台化车型持续布局、造车新势力颠覆传统的产品驱动力持续发酵和特斯拉Model Y 等产品在未来的潜在爆款效应。我们预计中国今年销量200 万辆；2025 年达631 万辆，5 年CAGR 达36%。

A surge in the number of autonomous vehicles can be witnessed in recent years. The need to increase drivers’ safety and ease their driving experience has resulted in an increased number of autonomous vehicles. These vehicles are integrated with multiple sensors and data processors, such as cameras, to perform driver-assisted features. Therefore, an increase in the number of autonomous vehicles ultimately drives the adoption of high precision asphere lens in the cameras used in those vehicles. The usage of fully autonomous vehicles allows the drivers to utilize their journey time in performing additional activities like working, accessing entertainment, and thereby increasing the drivers’ comfort. Also, using fully autonomous cars may solve the industry’s manpower shortage. For instance, according to American Trucking Associations, the U.S. fell short of 48,000 truck drivers in 2016, and this number can grow up to 170,000 in the next ten years. With the help of driverless trucks, this shortage of labor can be slowed. The addition of self-driven vehicle fleet may lead to innovative modes of traveling/transporting. Users may use cars based on pay-per-use models, including car-pooling, cab sharing, and peer-to-peer car rentals. These factors are expected to reduce vehicle owners’ efforts and will, therefore, contribute to the growth in the demand for autonomous vehicles. Thus, given the advantages of autonomous vehicles, an upward-facing trend is anticipated in the coming years that would certainly increase the demand and consumption of the aspherical lens as they provide improved accuracy of the focal point, greater focal length range, and sharper and clearer image formation.

Deep hole drilling machines are utilized for drilling holes with depth-to-diameter (D:d) more than 10:1 and up to 400:1. It is especially designed for manufacturing accurate and straight drilled workpieces, which find application in various industries, including automotive parts, medical and surgical tools, aerospace & defense and related machinery parts. The report on the global deep hole drilling machines market presents a detailed analysis of the trends, future estimations, and thorough study of the market depending on type, operation, end-user industry, business type, and region. The type covered in the study include BTA drilling machines and gun drilling machines. The report further provides information on operation of deep hole drilling machines, which include CNC and non-CNC. Moreover, the report also covers different end-user industries of deep hole drilling machines, including construction, mining, automotive, military & defense, oil & gas, energy, die mold, heat exchanger plate machining, medical, electronics, machine tool, and others. On the basis of business type, the market is bifurcated into OEM and aftermarket.

The report covers the study of the current sensor market, focusing on its type, current sensing technology, end users, active companies, and geographic presence. A current sensor is a device that detects electric current in a wire and generates a signal proportional to that current. The generated signal could be analog voltage or current or a digital output. These are categorized in open loop and closed loop and use technologies such as Hall-effect, Rogowski effect, and flux gate. Current sensors are used in various industries such as consumer electronics and automotive.

随着汽车的电气化及智能化发展，终端汽车零售的各种智能应用模块与高价值量电子元器件渗透率有望不断提升。我们通过易车网、汽车之家及懂车帝等汽车论坛，按照车辆在售车型与品牌分类，形成对于不同智能模块与应用的动态统计。2018至2020年，涉及统计主流百家品牌小型乘用车车型，整体看前装ADAS多模块2020年渗透率逐季提升，其中细分智能模块虽处于萌芽，但逐季上升趋势明确；面板方向，中控屏大型化与液晶仪表盘大众化呈现明确提速趋势。

自动驾驶加速，电子行业重点关注传感器、芯片机遇；摄像头长期市场规模可媲美手机，中国厂商镜头领先、CIS 切入； 毫米波雷达整机集中在汽车tier1，电子产业链关注PCB 机遇；激光雷达行业尚处于发展初期，国内整机厂商跻身全球领先梯队； 红外探测器行业高端车初步渗透，关注国内龙头厂商。

欧洲2020 年新能源汽车销量有望超彼时市场预期，将成为全球最大新能源汽车消费市场，销量达到130 万辆左右，渗透率10.42%，且不排除全年销量超130 万辆的可能性。上述观点及相关预测数据已经获得验证，EV sales 数据显示，2020 年欧洲新能源汽车销量增长142.4%至136.71 万辆，渗透率11.41%。展望2021 年，我们保守预计欧洲市场新能源汽车销量或超200 万辆，同比增长46%左右，渗透率16%左右。

投资建议：全球汽车电动化浪潮已至，锂电材料空间巨大，部分领先的中国锂电材料企业有望乘势而起，与跨国巨头同台竞技，成为引领本轮全球浪潮的巨人。正极材料重点推荐当升科技；电解液重点推荐新宙邦、天赐材料；隔膜材料重点推荐星源材质、恩捷股份（电新组覆盖）；负极材料关注璞泰来（电新组覆盖）。