Electronic Components Sales Market Analysis and Forecast (November 2023)

2023/12/08

Table Of Contents

Prologue

1 Macroeconomics in November

  1.1 Global Manufacturing Downturn

  1.2 The Electronic Information Manufacturing Industry Is Slowly Recovering

  1.3 The Semiconductor Sales and Production Continue to Rise

2 Chip Delivery Trend in November

  2.1 The Overall Chip Delivery Trend

  2.2 List of Delivery Cycles of Key Chip Suppliers

3 Orders and Inventory in November

4 Semiconductor Supply Chain in November

  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 November

    1.1 Global Manufacturing Downturn

In November, The instability of the global economy is evident, with major economies such as China, the United States, the European Union, and Japan showing a fluctuating downward trend.

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

Source: NBSPRC

The IMF predicts that global economic growth will continue to slow down in the next two years, with an expected economic growth rate of 3.0% in 2023 and approximately 2.9% in 2024.

    1.2 The Electronic Information Manufacturing Industry Is Slowly Recovering

From January to October 2023, the production of China's electronic information manufacturing industry continued to rebound, the decline in exports narrowed, the efficiency continued to improve, investment steadily increased, and regional revenue differentiation was obvious.

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

Source: MIIT

    1.3 The Semiconductor Sales and Production Continue to Rise

According to the latest data from SIA, global semiconductor sales reached $44.89 billion in September, a month on month increase of 1.9%, indicating a promising outlook for industry demand.

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 October was about 104.8 billion pieces, a year-on-year increase of 41%. China's production reached 31.3 billion yuan, a year-on-year increase of 34.5%, with a clear upward trend.

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.