Electronic components industry adjustment trend will continue

The electronic components industry has not shown signs of improvement.

At present, the growth rate of semiconductor sales is rapidly declining and the utilization rate of capacity is also declining. The level of inventories has risen. After experiencing the impact of the earthquake in Japan, European and American debt crisis has increased the uncertainty of the global economy. Consumer Electronics As an optional consumer product, sales will be adversely affected. In the first seven months of the year, global semiconductor sales increased by approximately 5.3% year-on-year. We still expect global semiconductor sales to grow at a single-digit rate throughout the year, and we expect the growth rate to fall to less than 5%.

Industrial upgrading is the key to survival and development. As the growth rate of the industry declines, the number of unfavorable factors increases. The performance pressure of electronic components has appeared, and the adjustment of market performance is also relatively large.

Under the background of China's economic growth transformation, China's electronics industry is also facing market opportunities, but to seize these opportunities, it still depends on the company's own R & D capabilities.

The key to seizing these opportunities is to realize industrial upgrading, move from mid to low-end products to the mid-to-high end, and improve product competitiveness.

Or partial opportunities as the industry growth rate began to return to normal, unfavorable factors intensified, the overall investment opportunities in the industry decreased, we pay more attention to deterministic investment opportunities in emerging consumer and emerging industries, the fourth quarter is the traditional peak season, Some new consumer electronics products will be launched and sales may be better than the previous period. It may stimulate the market for a short period of time. The long-term trend is closely related to the economic trend. However, from the current economic situation, it needs to be cautious.