Electronic industry medium-term strategy
time：2021-07-27
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Mainland electronics industry will continue to accelerate to catch up, the future momentum in the semiconductor and automotive electronics mainland electronics industry is a typical accelerated catching-up economy, by means of the transfer of industries as well as the era of smart phones in the global division of labor to achieve rapid development. From the current point of view, the mainland electronics companies have been in a number of consumer electronics segments (such as acoustic, touch, etc.) to achieve catch-up or catch up on Taiwan. Future's electronics companies are expected with a huge domestic market, to accelerate the integration of global resources, improve the supply chain, and further in more areas to achieve Taiwan and South Korea and European companies to catch up with and even overtake, from "Made in China" to "Chinese wisdom made . " We are optimistic about the mainland companies in the semiconductor and automotive electronics development opportunities through the development in these areas is expected to achieve further deepening of economic catch-up. Semiconductors: national will gradually fall, the World Resources grafting domestic IC industry in China has formed from the design, manufacture, packaging and testing to complete industrial chain terminal, some electronics companies to enter the first-tier suppliers overseas supply chain, and started to enter the scale expansion phase. "Promoting the National Integrated Circuit Industry Development Outline" and the release of helping the country's IC industry investment fund, will develop a national strategy for the integrated circuit industry. Wherein the compound semiconductor relate to important areas of national defense, information security, green energy, will be the focus of the "Outline" to support the development of China and also a new blue ocean for semiconductors is expected to achieve the turn to overtake. We are optimistic about the support of the national industrial funds and capital markets platform, the domestic semiconductor industry will accelerate overseas mergers and acquisitions, and continuously improve productivity, technology, market share, etc., into the world-class level. Automotive: The new trend in the industry has brought new opportunities and mainland enterprises with extended development actively cut global automotive electronics market more than 200 billion US dollars, China's auto electronics market size of about 400 billion yuan, broad space for development. With the overall vehicle electronic degrees of improvement, the future market capacity will be further expanded. Meanwhile, auto parts standardization and modularity become a trend, automotive electronics supply chain tends to open new development opportunities for the continent emerging automotive electronics companies. From the maturity and the degree of difficulty associated products cut into the supply chain analysis, we believe the future of mainland companies are expected to cut into the automotive electronics market, from automotive wiring harness / connectors and on-board equipment and vehicle networking fields. We are optimistic about the field of consumer electronics components (such as wire harnesses, connectors, etc.) have a strong competitive enterprises through epitaxial growth, good growth in the automotive electronics business. We are optimistic about the investment strategy in consumer electronics components with strong competitiveness of enterprises through epitaxial growth, good growth in the automotive electronics business, recommend Deren Electronic, sophisticated telecommunications legislation, Wing Ding shares. Also optimistic about the domestic semiconductor industry in the country will advance to achieve a breakthrough, recommended three safety optoelectronics, Beijing Jun, Huatian Technology; also optimistic about the opportunity to catch up with Chinese companies to accelerate the industrial areas of economic under 4.0, it is recommended EPI precision, the distance Optoelectronics. Increased competition led to falling prices prompt risk, macroeconomic decline, new technology introduced into lower than expected.
