China's electronic component industry price trend analysis

Electronic components industry plays an important role in China's electronic information industry and supports the development of China's electronic information industry. At the same time, the rapid growth of foreign trade in electronic components has stimulated the development of China's foreign trade. In the Huaqiangbei electronics market, sales of electronic components accounted for nearly 60% of sales in the entire Huaqiang North electronics market, so its trend played a decisive role in the trend of the comprehensive index.

In the first half of 2010, this was the traditional off-season of the electronics industry. However, in the first quarter, it showed a strong demand season. In the second quarter, due to the strong recovery of the electronics industry, the demand for electronic components further increased, and the supply of some electronic components was in a state of tension. Huaqiangbei Electronics major shopping malls in the off-season transactions are not light phenomenon. Electronic components began in May this year. The index exceeded the 100 point mark and rose to a new level, showing a strong upward trend. It climbed to a record high of 110.5 at the end of July and then gradually declined. In 2010, the electronic components market experienced the phenomenon of “Q1 is not off-season, Q2 is off-season is prosperous, and Q3 is not busy enough”. According to the analysis, the first half of the first quarter is not due to the fact that most electronic component manufacturers are in economic crisis. The general reduction in production capacity, and the strong recovery in the electronic market in the first half of the year, the market demand picked up, there was a shortage of some product inventories, the price pressure was greater, and some distributors bought goods to increase prices; on the other hand, Due to the continuous growth of demand in the first half of the year and the arrival of the peak season for September to November, some suppliers prepared for stocking ahead of schedule, which has relieved the lack of goods to some extent.

Electronic devices According to the information released by the international electronics market, it has been learned that markets such as analog, memory, and PC chips appear to be in an off-season, and this is the market research organization VLSI Research CEO G. Dan Hutcheson believes that the chip industry will return to normal after the 2010 hot start. In other words, the chip market will cool down to a certain extent and return to a more reasonable growth cycle. Hutcheson said: “The slowdown in the overall economic climate has brought ripple effects to the semiconductor and electronics industries.”

Market performance in various areas, including PC-related chip sales slowdown, DRAM market "face collapse", strong performance of mobile phone chips, NAND flash memory also remained stable, analog chips are mixed; electronic products to slow down, let each Home OEMs are wary of component purchases; this situation is not surprising, because the back-to-school season is over and schoolchildren have returned to school.

The mobile phone chip market showed strong performance. The packaging giant ASE also reached a better-than-expected fourth quarter orders in 2010. In addition, the tablet PC market is heating up. Samsung recently released a new Galaxy Tab tablet computer product. Both mobile phone chips and NAND flash memory suppliers are good news. The wafer-generation industry has achieved remarkable performance. TSMC's revenue growth rate for the next two years is estimated to be 40% and 10% respectively.

In the Huaqiangbei electronics market, sales of electronic devices accounted for 94% of the weight of electronic components, and their price trends were consistent with the price trend of electronic components. In the third quarter, the price trend of electronic devices rose first and then fell. Compared with the second quarter, the price index of electronic devices rose by 6.47 percentage points, and the rising trend slightly slowed; it increased by 13.08 percentage points year-on-year, excluding seasonal factors, and electronic devices were The third quarter performed well, highlighting the vitality of the market. Among the numerous products of electronic devices, according to the characteristics of the products themselves, the performance of market price fluctuations is also not the same. Among the 13 sub-indexes of the electronic products, the CPU, DSP, and amplifiers have risen significantly, and the ring index has exceeded 11%. From last year until now, the power amplifier (PA) required for 3G RF has always been out of stock. The reason is mainly due to the prevalence of low-cost mobile phones, the surge in smart phone sales and mobile Internet access, resulting in PA. With a large increase in usage, the PA industry is unable to supply it. The most obvious price drop was the logic circuit, whose price index value decreased month by month, a decrease of 9.97 percentage points from the previous quarter. In discrete devices, the price of semiconductor diodes remained stable, while semiconductor transistors continued to rise. However, due to the gradual decline in prices in the late third quarter, the growth rate slowed down significantly compared to the second quarter. The price of sensors was relatively stable in the third quarter, with little fluctuation.

In the third quarter of electronic components, the monthly price trend of electronic components showed an inverted “V” shape. Compared with the second quarter, the price of capacitors and resistors increased significantly.

The price of resistors in Huaqiangbei market shows that the development of the resistor market in 2010 was relatively good. In 2010, due to the Spring Festival and the off-season of consumption of electronic products, the resistor price index rebounded in February and began to rise month by month. Its monthly price index rose to 125.02 in August, an increase of 30.33 percentage points from the first index in January, a rise of 32%. On the one hand, due to the recovery of the consumer electronics industry in China after the financial crisis, the 3G network construction has been steadily advancing, the national strategic industry-Internet of Things has received unprecedented attention, and a series of emerging fields, such as new energy vehicles and energy-saving lighting, are all on resistors. There is a great demand. After experiencing the financial crisis, international manufacturers paid more attention to brand building and channel management. The manufacture of products has accelerated the transfer to the Asia-Pacific region, and the demand for resistors has increased. On the other hand, the reduction in production capacity in 2008 has caused shortages this year. Goods, more speculators buy a large number of commonly used resistance models, buy goods to increase the market price of resistors. In the latter part of the year, the lack of goods in the market was alleviated to a certain degree. In September, the price of the resistors was reduced.

The 0402 chip resistors are used more and more frequently in electronic products such as mobile phones, MP3s, MP4s, digital cameras, portable digital video cameras, portable GPS devices, and notebook computers. With the increasingly miniaturization of digital devices such as mobile phones, there are eight types of 0402. Therefore, the price trend of the 0402 model has attracted attention.

In the past three months, the price of 0402 has fluctuated between 0.002-0.003 yuan/pcs. Its price index has risen significantly in late May, and the index value has risen to 100 points. From the beginning of June onwards, prices have dropped significantly and have continued through early July. During this period, however, there has been a significant increase in market sales. “Badge and profit” is the usual marketing strategy of the business. As the market has not been out of stock channels, coupled with strong market demand, the market price of resistor 0402 has been operating at a high level since the late period.

Capacitors, with China increasingly becoming the world's major manufacturing base for electronic information products, the total demand for electronic components in the domestic market has shown a rapid growth trend, in which the production, sales, and import and export of capacitors have shown rapid growth. In the third quarter, the capacitor reporting point was 104.05, an increase of 14.16 percentage points month-on-month. The capacitor price trend in the third quarter can be divided into two segments: From early July to early August, the value of the index rose gradually, with a weekly average increase of 2.9 percentage points; From early August to the end of September, the value of the index fell gradually, with a weekly average of about 1.9 percentage points.