Electronic Components Sales Market Analysis and Forecast (September 2023)
Table Of Contents
Prologue
1 Macroeconomics in September
1.1 The Global Manufacturing Industry Downturn Easing
1.2 The Electronic Information Manufacturing Industry Continues to Be Sluggish
1.3 The Semiconductor Sales and Production Slowly Rebounded
2 Chip Delivery Trend in September
2.1 The Overall Chip Delivery Trend
2.2 List of Delivery Cycles of Key Chip Suppliers
3 Orders and Inventory in September
4 Semiconductor Supply Chain in September
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 September
1.1 The Global Manufacturing Industry Downturn Easing
In September, The global economic index has achieved a slight rebound, with major economies including China, including the United States, the European Union, Japan, and the United Kingdom still under the warning line, indicating that the global economic recovery efforts still need to be improved.
Chart 1: Manufacturing PMI of the world's major economies in September
Source: NBSPRC
Due to the continuous recovery of the global economy, the OECD has raised its global economic growth forecast for 2023 from the previous 2.7% to 3%.
1.2 The Electronic Information Manufacturing Industry Continues to Be Sluggish
From January to August 2023, the production of China's electronic information manufacturing industry continued to recover, the decline in exports continued to narrow, the recovery of benefits accelerated, and investment stabilized.
Chart 2: Latest Operation of Electronic Information Manufacturing Industry in 2023
Source: MIIT
1.3 The Semiconductor Sales and Production Slowly Rebounded
In August 2023, global semiconductor industry sales reached $44.04 billion, a month on month increase of 1.9%. Global chip sales have risen slightly for six consecutive months, indicating optimistic development prospects in the coming months.
Chart 3: Latest global semiconductor industry sales and growth rate in 2023
Source: SIA、Chip Insights
From the perspective of integrated circuit production, the global integrated circuit production in August was about 115.9 billion pieces, with a narrowing decline. China's production reached 31.2 billion pieces, a year-on-year increase of 21.1%, reaching a new high in nearly two years.
Chart 4: Latest global and Chinese integrated circuit production and growth rate in 2023
Source: Wind
For more information, please refer to the attached report.