China Electronic Components Industry Outlook, February 2022
Since 2021, benefiting from the accelerated global digitalization process and the "new infrastructure" and "double carbon" targets, China's electronic components industry will continue to be driven by downstream demand.
The Chinese electronic components industry has been growing rapidly since 2021, benefiting from the accelerated global digitisation process and the continued pull of downstream demand from factors such as "new infrastructure" and "double carbon" targets.
However, the self-sufficiency rate of mid-to-high-end products still needs to be improved; under the combined influence of strong demand and insufficient supply of semiconductor production capacity, China's electronic components industry is growing rapidly.
Under the combined influence of strong demand and insufficient supply of semiconductor production capacity, despite the divergent financial performance of the various sub-sectors, the industry as a whole remained stable.
The industry as a whole maintained good profitability and operating profitability, despite the divergent financial performance of various sub-sectors due to the combined effects of strong demand and insufficient supply of semiconductor production capacity
The global digitalization process is accelerated by the epidemic, and under the guidance of the "new infrastructure" policy and the "double carbon" target, the construction of 5G networks, cloud computing and data centers is accelerated.
5G network, cloud computing and data centre construction accelerated, automotive electronics, AR/VR and other market demand
The demand for electronic components is strong, but the global semiconductor supply shortage may delay the release of some demand.
Some of the demand will be released.
Electronic components companies are strengthening their market position and "one-stop" service capability through mergers and acquisitions.
The concentration of the industry is rising; China's electronic components industry is developing rapidly, but there is still a gap between the technical level and
The rapid development of China's electronic components industry, but there is still a gap between the technology level and the international advanced manufacturers; the structural imbalance between supply and demand in the semiconductor industry
The structural imbalance between supply and demand in the semiconductor industry will continue in the short term, and domestic semiconductor companies will improve their competitiveness mainly through endogenous growth.
The structural imbalance between supply and demand in the semiconductor industry will continue in the short term.
Key materials and technologies for the electronic components industry are included in the National 14th Five-Year Plan.
The future is expected to receive continued policy and financial support; however, the current Sino-US relationship has not significantly
However, the current relationship between the US and China has not improved significantly, and countries are increasing their support for semiconductors and strengthening technology export restrictions.
However, the current relationship between China and the United States has not improved significantly, and countries have increased their support for semiconductors and strengthened technology export restrictions.
There are many sub-sectors of electronic components and the financial performance of each sub-sector varies.
The industry's key players have performed well in terms of revenue and profitability since 2021, with the semiconductor and semiconductor
The operating profitability and solvency of companies in the display industry have increased significantly, while the profitability of module companies is under pressure.
The earnings of module companies are under pressure.
The Chinese electronic components industry has been growing rapidly since 2021, benefiting from the accelerated global digitisation process and the continued pull of downstream demand from factors such as "new infrastructure" and "double carbon" targets.
However, the self-sufficiency rate of mid-to-high-end products still needs to be improved; under the combined influence of strong demand and insufficient supply of semiconductor production capacity, China's electronic components industry is growing rapidly.
Under the combined influence of strong demand and insufficient supply of semiconductor production capacity, despite the divergent financial performance of the various sub-sectors, the industry as a whole remained stable.
The industry as a whole maintained good profitability and operating profitability, despite the divergent financial performance of various sub-sectors due to the combined effects of strong demand and insufficient supply of semiconductor production capacity
The global digitalization process is accelerated by the epidemic, and under the guidance of the "new infrastructure" policy and the "double carbon" target, the construction of 5G networks, cloud computing and data centers is accelerated.
5G network, cloud computing and data centre construction accelerated, automotive electronics, AR/VR and other market demand
The demand for electronic components is strong, but the global semiconductor supply shortage may delay the release of some demand.
Some of the demand will be released.
Electronic components companies are strengthening their market position and "one-stop" service capability through mergers and acquisitions.
The concentration of the industry is rising; China's electronic components industry is developing rapidly, but there is still a gap between the technical level and
The rapid development of China's electronic components industry, but there is still a gap between the technology level and the international advanced manufacturers; the structural imbalance between supply and demand in the semiconductor industry
The structural imbalance between supply and demand in the semiconductor industry will continue in the short term, and domestic semiconductor companies will improve their competitiveness mainly through endogenous growth.
The structural imbalance between supply and demand in the semiconductor industry will continue in the short term.
Key materials and technologies for the electronic components industry are included in the National 14th Five-Year Plan.
The future is expected to receive continued policy and financial support; however, the current Sino-US relationship has not significantly
However, the current relationship between the US and China has not improved significantly, and countries are increasing their support for semiconductors and strengthening technology export restrictions.
However, the current relationship between China and the United States has not improved significantly, and countries have increased their support for semiconductors and strengthened technology export restrictions.
There are many sub-sectors of electronic components and the financial performance of each sub-sector varies.
The industry's key players have performed well in terms of revenue and profitability since 2021, with the semiconductor and semiconductor
The operating profitability and solvency of companies in the display industry have increased significantly, while the profitability of module companies is under pressure.
The earnings of module companies are under pressure.
