Electronic Components Sales Market Analysis and Forecast (October 2023)

2023/11/03

Table Of Contents

Prologue

1 Macroeconomics in October

  1.1 Continuous Fluctuations in Global Manufacturing Industry

  1.2 The Electronic Information Manufacturing Industry Has Rebounded

  1.3 The Semiconductor Sales and Production Continue to Rebound

2 Chip Delivery Trend in October

  2.1 The Overall Chip Delivery Trend

  2.2 List of Delivery Cycles of Key Chip Suppliers

3 Orders and Inventory in October

4 Semiconductor Supply Chain in October

  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 October

    1.1 Continuous Fluctuations in Global Manufacturing Industry

In October, The global economic growth remains low, with some fluctuations in major economies such as China, the United States, the European Union, and Japan, while the overall economy maintains a weak recovery trend.

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

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 Has Rebounded

From January to September 2023, the production of China's electronic information manufacturing industry has steadily recovered, with significant differentiation in industry exports, gradual recovery in production efficiency, stable growth in investment, and significant regional revenue differences.

Chart 2: Latest Operation of Electronic Information Manufacturing Industry in 2023

Source: MIIT

    1.3 The Semiconductor Sales and Production Continue to Rebound

According to the latest data from SIA, global chip sales have rebounded slightly for seven consecutive months, and the Q4 industry recovery is optimistic.

Chart 3: Latest global semiconductor industry sales and growth rate in 2023

Source: SIAChip Insights

From the perspective of integrated circuit production, the global integrated circuit production in September was about 113.4 billion pieces, with a certain decline.China's production reached 30.5 billion pieces, a year-on-year increase of 13.9%.

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.