Electronic Components Sales Market Analysis and Forecast (August 2023)

2023/09/08

Table Of Contents

Prologue

1 Macroeconomics in August

  1.1 The Global Manufacturing Industry Downturn Easing

  1.2 The Electronic Information Manufacturing Industry Continues to Decline

  1.3 The Semiconductor Sales Slowly Rebounded

2 Chip Delivery Trend in August

  2.1 The Overall Chip Delivery Trend

  2.2 List of Delivery Cycles of Key Chip Suppliers

3 Orders and Inventory in August

4 Semiconductor Supply Chain in August

  4.1 Semiconductor Upstream Manufacturers
(1)Silicon Wafer/Equipment
(2)Fabless/IDM
(3)Foundry
(4)OSAT

  4.2 Distributor

  4.3 System Integration

  4.4 Terminal Application
(1)Consumer Electronics
(2)New Energy Vehicles
(3)Industrial Control
(4)Photovoltaic
(5)Energy Storage
(6)Service Machine
(7)Communication

5 Distribution and Sourcing Opportunities and Risks

5.1 Opportunities

5.2 Risk

6 Summarize

Disclaimer

 

Prologue

1 Macroeconomics in August

    1.1 The Global Manufacturing Industry Downturn Easing

In August, The global economic index remains low, with major economies such as China, the United States, the European Union, Japan, and the United Kingdom still below the warning line, but the downward trend has rebounded.

Chart 1: Manufacturing PMI of the world's major economies in August

Source: NBSPRC

The IMF is pessimistic about its economic expectations, predicting that the global economy will grow by 3% in 2023, but still significantly below the historical average of 3.8% from 2000 to 2019.

    1.2 The Electronic Information Manufacturing Industry Continues to Decline

From January to July 2023, China's electronic information manufacturing industry saw a stable recovery in production, a narrowing in export decline, a slight decline in efficiency, and a steady increase in investment.

Chart 2: Operation of electronic information manufacturing industry in August 2023

Source: MIIT

    1.3 The Semiconductor Sales Slowly Rebounded

In June 2023, global semiconductor industry sales reached 41.51 billion US dollars, an increase of 1.9% month on month. Global chip sales have slightly increased for four consecutive months.

Chart 3: Sales and Growth Rate of the Global Semiconductor Industry in August 2023

Source: SIAChip Insights

From the perspective of the capital market index, the SOX fell 4.9% in August and the SW industry index fell 7.8%. It shows that current domestic and foreign investors are pessimistic about market expectations.

Chart 4: Trend of SOX and SW Index in August

Source: Wind

For more information, please refer to the attached report.