The domestic electronics industry needs to accelerate the transformation and upgrading

Since the beginning of this year, due to the deep impact of the international financial crisis, international demand has continued to slump, causing domestic electronics companies to experience a low point. Experts said that in this situation, the technology replacement and upgrading of the domestic electronics industry are imminent.

Export situation is not optimistic The low level of the electronic information industry in the first three quarters According to statistics released recently by the Ministry of Industry and Information Technology, in the first three quarters of 2012, the total import and export of electronic information products in China was US$ 849.2 billion, which was a year-on-year increase of 2.6%; of which, exports were US$ 496.8 billion. This was a 3.4% year-on-year increase; imports were 352.4 billion U.S. dollars, a year-on-year increase of 1.4%. In September, electronic information products exported 62.8 billion U.S. dollars, an increase of 5.4 percent; imports reached 48.8 billion U.S. dollars, an increase of 4.3 percent.

According to Wen Xueli, secretary-general of the China Electronic Component Industry Association, from the data of the previous three quarters, it can be seen that the electronic information industry has not emerged from the predicament. Exports only increased by 3.4% year-on-year, and imports increased by 1.4% year-on-year. Although they are still growing, they are also affected by factors such as price fluctuations. Therefore, the first three quarters of the electronic information industry can be said to be basically flat and a slight increase.

In the first three quarters of this year, the export situation of China's electronic information products to European countries was sluggish. Exports to Germany reached US$17.6 billion, down 15.5% year-on-year; exports to France reached US$5.8 billion, a year-on-year decrease of 17.4%; exports to Italy reached US$4.4 billion, a year-on-year decrease of 41.1%. Wen Xueli said that the double-digit decline in exports to Europe shows that the European debt crisis has had a very large negative impact on China's electronic information industry.

The decline in exports has adversely affected many domestic electronics companies. Liu Feng, chairman of the component trading network, said that since the financial crisis in 2008, the impact and restrictions on the domestic electronics industry have been obvious. Because China's electronic products are mainly export-oriented and processing-oriented, due to the declining demand in Europe and the United States, these export-oriented enterprises are affected more. In particular, the impact of the recent European debt crisis on the electronics industry may be even more serious. From the reflection of many merchants in the component trading network, the trade volume has experienced a significant decline in recent years.

"This year's external economic situation has had a very big impact on the electronics industry. From the external market situation, it is not as good as we expected." Zhu Weiying, deputy general manager of Changzhou Yinhe Electric Co., Ltd., said that the company’s annual sales are about 600 million yuan, and this year’s total may be flat compared with last year. From the industry point of view, in the energy-saving lamp lighting industry, many domestic electronic companies are doing OEM work abroad, this year may be more severely impacted, and some customer base performance fell.

Xu Wenbin, executive deputy general manager of Yangzhou Hong Yang Technology Development Co., Ltd., said that the overall situation of the market is relatively sluggish this year, and the solar energy market has been greatly impacted. Market shocks are mainly due to the suppression of demand in the global market and a large supply surplus in the domestic market. In the process of declining demand, the prices of products in the market are also beginning to be suppressed, and the downward trend in prices continues.

"On the one hand, product prices continue to drop. On the other hand, raw materials and labor costs continue to rise. Therefore, many companies are not only losing revenue, but have suffered a decline in profits, or even lost money," said Xu Wenbin.

The global electronic information industry is in a sluggish economy 2013 It is expected that there will be no significant improvement. It is worth noting that in the September of this year, domestic exports of electronic information products totaled 62.8 billion U.S. dollars, an increase of 5.4%, an increase of 9.4 percentage points from the previous month; imports of 48.8 billion U.S. dollars , an increase of 4.3%, the growth rate fell 13.4 percentage points from the previous month. In Wen Xueli's view, the September data showed that the situation was not good in the first few months of this year, but it improved in September.

Wen Xueli said that the profit rate of the entire information manufacturing industry in China was about 4.1% in 2011 and is expected to decline to 3.1% this year. Among them, the decline in the economic efficiency of the electronic components industry is a foregone conclusion this year.

The added value and export delivery value of China's electronics-related manufacturing industries have been at a low level since the beginning of this year. In the absence of effective domestic demand, the growth rate of China's electronics industry is highly correlated with the global economy. After experiencing a short-term rebound, demand has been released. The traditional peak season in the electronics industry is over. Economic uncertainty will play a major role in the industry, so we must remain cautious in the medium term.

“In 2013, the global ICT industry is still in a sluggish economy, and it is expected that this will hardly be noticeable.” Yang Shengfan, deputy director of the Extension Industrial Research Institute, believes that the global ICT output value in 2013 will reach US$1.3319 trillion, compared with 1 trillion 2856 in 2012. The U.S. dollar increased by 2.6%, adding about 33.42 billion U.S. dollars.

Although the global market is sluggish, the performance of the Chinese market is still better than the global market. According to Li Yongjian, consultant manager of the Extension Industrial Research Institute, the number of smart phone market in Mainland China will reach 256 million in 2013, an increase of 36.17% from 2012; 41 million LCD TVs, an increase of 5.13%; 734 million LED lighting market demand , an increase of 72.71%; IC industry market demand was 930 billion yuan, an increase of 8.14%; notebook computer market demand for 49.4 million units, an increase of 17%; touch panel industry market demand was 203 million, an increase of 50.82%.

However, the electronic components industry is expected to remain weak. "The electronics industry is like a barometer of whether the economy is getting better. It is a fundamentally-found industry. It may take two to three years for this industry to improve." Liu Feng said.

Emerging areas support market growth Experts recommend accelerating the pace of transformation and upgrading Yang Shengfan pointed out that with the current slump in the electronics industry, the low-cost strategy pursued by the company has been difficult to become a guarantee to continue receiving orders, how to improve through innovation in the case of unchanged unit prices Performance, and the acquisition of competitors' orders, are becoming an important element of the company's growth.

In the opinion of Tuo, voice control technology, NFC technology, voice real-time translation, remote control technology, wireless charging technology, transparent display technology, FlexibleAMOLED, carrier aggregation technology, eyeball control technology, quantum dot material technology will become the top ten innovations in 2013. Application technology is expected to bring new growth opportunities to the industry.

Li Yongjian stated that in 2013, the mainland ICT industry will present three trends: intelligence, energy saving and performance. Low-priced smartphones, mobile phones and communication chips, smart TVs, touch panels, LED lighting, and e-commerce will become the six major industrial highlights. Therefore, it is recommended that mainland electronics information companies can focus on the application and development of mobile platforms to dominate ICT innovation and industrial restructuring.

"For domestic electronic companies, some emerging areas that have emerged in the past two years will become an important support for industrial development." Liu Feng believes that, for example, smart cities and the Internet of Things industry, their development will inevitably bring more space to the electronics industry. Because with the development of the Internet of Things and smart cities, the demand for the electronic components industry will be stimulated, and the company's R&D, production, and sales channels will remain open.

Wen Xueli pointed out that at present, in the domestic electronic components industry, the scale of many companies is already quite large, but the development of technology level and core competitiveness is not enough, especially compared with some high-end products abroad. With the continuous increase in labor costs, electronic component companies must be transformed and upgraded, and must have core technologies before they can continue to develop into high-end markets.