1.1 The Trend of the Global Manufacturing Industry is Weakening, and Uncertainties are Increasing
1.2 The Electronic Information Manufacturing Industry Continued to Shrink and Fell into a Downturn
1.3 Semiconductor Sales Fell Sharply, and the Index Fell Back
2.1 The Overall Chip Delivery Trend
2.2 List of Delivery Cycles of Key Chip Suppliers
4.1 Semiconductor Upstream Manufacturers
4.3 System Integration
4.4 Terminal Application
（2）New Energy Vehicles
（1）The Dawn is Emerging, and MLCC is on the Eve of an Upward Turning Point in the Prosperity
（2）The Market Turned Around, and the Downward Trend of Analog IC Prices Slowed Down
（1）Less Than Expected, the Progress of MCU Inventory Depletion is Still to be Digested
（2）Sudden Abandonment, Intel Stopped Producing Bitcoin Mining Chips
In April, the global economic index fell, and major economies including China, the United States, the European Union, the United Kingdom, and Japan were all below the critical point, and the momentum of economic recovery still needs to be consolidated.
Chart 1: Manufacturing PMI of the world's major economies in April
To sum up, the shrinking speed of the overall manufacturing industry is accelerating, and the global economic outlook continues to be unstable.
In Q1 2023, the production decline of the electronic information manufacturing industry narrowed, exports continued to decline, efficiency improved, and investment continued to grow.
Chart 2: Operation of electronic information manufacturing industry in Q1 2023
In Q1 2023, global semiconductor sales were US$119.5 billion, down 8.7% quarter-on-quarter and 21.3% year-on-year. From a regional perspective, mainland China fell by 34.1% year-on-year, making it the worst performing region.
Chart 3: Sales and Growth Rate of the Global Semiconductor Industry in Q1 2023
Source: SIA、Chip Insights
From the perspective of capital market indexes, the Philadelphia Semiconductor Index (SOX) fell by 6.4% in April, and the China Semiconductor (SW) industry index fell by 10.0%. Affected by market demand, investor confidence fell.
Chart 4: Trend of Philadelphia and SWS Index in April
For more information, please refer to the attached report.