1、全球制造业保持低速,市场波动下行
2、电子信息制造业复苏稳定,分化明显
3、半导体销售和产量持续上升,前景乐观
1、整体芯片交期趋势
2、重点芯片供应商交期一览
1、半导体上游厂商
(1)硅晶圆/设备
(2)原厂
(3)晶圆代工
(4)封装测试
2、分销商
3、系统集成
4、终端应用
(1)消费电子
(2)新能源汽车
(3)工控
(4)光伏
(5)储能
(6)服务器
(7)通信
1、机遇
2、风险
11月,全球经济不稳定特征显现,包括中国、美国、欧盟、日本等主要经济体呈现波动下行态势。
图表 1:11月全球主要经济体制造业PMI
资料来源:国家统计局
IMF预测今明两年世界经济增长将持续放缓,其中2023年经济增速预计为3.0%, 2024年约2.9%。
2023年1-10月,中国电子信息制造业生产持续回升,出口降幅收窄,效益持续改善,投资稳定增长,地区营收分化明显。
图表 2:2023年最新电子信息制造业运行情况
资料来源:工信部
根据SIA最新数据,9月全球半导体销售额达448.9亿美元,环比增长1.9%,行业需求前景看好。
图表 3:2023年最新全球半导体行业销售额及增速
资料来源:SIA、芯八哥整理
从集成电路产量看,10月全球集成电路产量约1048亿块,同比增长41%;中国产量达313亿块,同比增长34.5%,回升趋势明显。
图表 4:2023年最新全球及中国集成电路产量及增速
资料来源:Wind
更多详情,请参阅所附报告。
Effective May 29, 2023
Dear Customers,
Welcome to mogul-tech.com!
We understand that your personal information is very important to you, and your trust is important to us. We will strictly abide by laws and regulations and take the corresponding measures to protect your personal information. In accordance with the Personal Information Protection Law and other regulations, this MogulTech Privacy Policy (international version) ("Privacy Policy") has been formulated by MogulTech (i.e., Shenzhen Huaqiang Electronic Network Group Limited, hereinafter referred to as "we") to help you understand how we collect, use, share, store and protect your personal information and how you can manage your personal information during your use of our products and services.
Before you begin using our products and services, please carefully review, understand and ensure that you fully understand and agree to this Policy, especially the provisions in bold. The terms used in this Policy will be described and explained as clearly as possible. If you have any questions, comments or suggestions with regard to this Policy, please contact us using the information provided at the end of this Policy.
You agree that by accepting this Privacy Policy, you have understood the functions we provide and the personal information required for operation of the functions, and will have provided your authorization for us to collect and use such personal information. However, this does not mean that you have separately agreed to enable any additional functions or process any non-essential personal information. In the event we would need to process unnecessary personal information, enable related additional functions or process sensitive persona information, we will seek further consent from you based on the details of your usage.
This Privacy Policy will help you understand the following:
I. Scope of Application
II. Collection and Use of Information
III. Outbound Information
IV. Your Rights
V. Information Storage
VI. Information Protection
VII. Protection of Minors
VIII. Policy Updates
IX. Contact Us
I. Scope of Application
This Policy applies to the products and service provided by MogulTech on websites, clients and in a new formats resulting from technical developments.
"Affiliate" refers to Shenzhen Huaqiang Electronic Network Group Limited or any other enterprise it directly or indirectly controls. "Control" refers to the ability to directly or indirectly influence the management of the said company, whether via ownership, voting shares, contracts or other methods recognized by the People's Court.
II. Collection and Use of Information
Personal information is the information related to an identified or identifiable natural person recorded electronically or in other ways, excluding anonymized information. Sensitive personal information is the information in which any disclosure or illegal use may violate the dignity of a natural person or endanger the person’s personal safety or property, including biometrics, religious beliefs, specific identities, medical health, financial accounts and whereabouts, etc.
1. Information we collect
We may collect and use your personal information when you use our services.
(1) About us
If you contact us, you shall, at minimum, provide us with your email address, name, and company name.
If you require us to provide a quotation for products, in addition to the aforementioned information, you shall provide part number and quantity so that we may better serve you.
(2) Cookies and services of similar technology
Cookies and the information marking technology for similar equipment are commonly used on the Internet. When you use our services, we may employ relevant technologies to send one or more cookies or anonymous identifiers (hereinafter referred to as "cookie" or "cookies") to your device in order to collect, identify and store information about your access to and use of this product. If you switch from Chinese to English or vice versa, we may collect the browser language you use and the record of the language switch. We promise not to use cookies for any purposes other than those mentioned in this Privacy Policy.
Most browsers allow users to clear the browser cache data. You can clear some data, or modify the extent to which you accept such cookies, or reject our cookies. To learn how to change the browser settings, please check the settings page of the browser you are using.
You understand and acknowledge that some of our products/services are available only by using cookies or similar technology. If you refuse to use or delete them, you may not be able to use or enjoy the best experience with the products and/or services and this may also impair your information protection and account security.
2. Other rules for collecting and using personal information
(1) If the information you provide contains personal information of other users, you shall ensure that you have obtained authorization before providing such information to this website.
(2) We will obtain your prior consent if we plan to use your personal information, or information collected for a specific purpose, for any purpose other than those specified in this Policy.
(3) When encryption technology is used to remove your identity, we may use the data collected for machine learning, algorithm model training or data analysis and mining to better guarantee our product experience and support business decision analysis.
III. Outbound Information
(I) Sharing
We guarantee that any information you provide to this website will not be sold, traded or shared with any third-party including advertisers, organizations and other users without your consent, except:
1. To process personal data disclosed by you or otherwise legally in line with the purpose of user data disclosure;
2. To conclude or perform a contract to which you are a party;
3. To share the information in order to perform our legal obligations: we may share your personal information in accordance with the law for lawsuit or dispute resolution, or as required by administrative and judicial authorities, or in order to perform other legal obligations.
In addition to the aforementioned situations, we will request your consent separately in the form of a pop-up window under the following circumstances; you have the right to refuse our request:
1. Sharing with affiliates: To help us and any affiliate jointly provide you with services, provide you with products and services, recommend information that may interest you, identify abnormal accounts, and protect the personal and property security of MogulTech affiliates or other users or the public, your personal information may be shared with our affiliates and/or their service providers. We will only provide the necessary personal information subject to the purposes as set forth in this Privacy Policy. If we share your sensitive personal information or any affiliate changes the purpose of using and processing the information, we will request further authorization from you.
(II) Transfer
We will not transfer your information to any entity except:
1. with your consent;
2. where we need to transfer your personal information due to merger, division, dissolution or bankruptcy, in which case we will inform you of the name or contact of our successor. The successor will continue to comply with this Policy and other legal obligations. If the successor changes the original processing purpose or method, the successor will have your consent again.
(III) Disclosure
We will disclose your personal information only:
1. based on your choice or other separate consent;
2. where we are required by laws, regulations, administrations or law enforcement agencies according to the type and disclosure method of personal information. In compliance with laws and regulations, when receiving a request for disclosure, we will issue legal documents, e.g., subpoena or survey letter, etc. We strongly believe that the information we are required to provide should be transparent to the extent permitted by law. We review all requests carefully to ensure that they are legal and limited to the data that law enforcement agencies have legal rights to obtain for the purpose of survey. Where permitted by law, all our disclosures will be protected by encryption keys.
IV. Your Rights
You may contact our Customer Service to read, correct, supplement, delete, change the authorized scope of or revoke the authorization of your personal information in the manner as set forth in Article 9 of this Privacy Policy, and we will issue a reply within 15 business days.
After you delete or we assist you in deleting relevant information, we may not delete the information from the backup immediately due to applicable laws and security technology restrictions. We will store your information securely and restrict further access to your information until the backup can be cleared or anonymized.
To protect your account and personal information, we may respond to your request only after verifying your identity (by verifying your account further, requiring you to provide a written request or in other reasonable means). We may reject requests that are impractical, not directly relevant to your identity, or repeated without justifiable reasons, require excessive technical means (e.g., developing a new system or fundamentally change existing practices) or pose a risk to the legal rights and interests of others.
V. Information Storage
(1) Place of storage
We will only store your personal information collected within the People's Republic of China according to relevant laws and regulations. Currently, we do not store your personal information in any jurisdiction other than China, nor provide your personal information to any overseas recipients.
(2) Period of storage
We will only retain your personal information for a period required to achieve the purpose as set forth in this Policy unless otherwise required, for example, by the Electronic Commerce Law of the People's Republic of China, according to which the information of goods, services and transactions shall be retained for a period of at least three years from the date of completion of the relevant transaction. After the period expires, we will delete or anonymize your personal information. If our services or operations are terminated, we will inform you at least 30 days in advance, and delete or anonymize your personal information upon termination.
VI. Information Protection
1. We have taken reasonable and feasible measures in line with industrial standards to protect your personal information from unauthorized access, disclosure, use, modification, damage or loss. We will take all reasonable measures to ensure the security of information. For example, we will employ encryption technology (e.g. SSL), anonymization and other means to protect your personal information.
2. We have established a special management system, process and organization to ensure the security of your information. For example, an access control mechanism is employed to restrict exposure of personal information.
3. We will take reasonable and feasible measures to avoid collecting irrelevant personal information. Your personal information is stored only for a period necessary to achieve the purpose as set forth in this Privacy Policy, unless an extended period is required or permitted by law.
4. The Internet is not 100% secure. We will try our best to ensure or guarantee the security of any information you send to us. If our physical, technical or managerial protection facilities are damaged, resulting in unauthorized access, disclosure, tampering or destruction of your information, which causes your legal rights and interests to be impaired, we will assume legal responsibility.
5. In the event of an information security incident, we will promptly inform you of the basic situation and possible impact, the measures we have taken or will take, our suggestions for you to prevent and reduce risk, and remedies provided to you, according to relevant laws and regulations. Information regarding the incident will be provided via letter, telephone, push notification, etc.; if it is difficult to inform the information subjects individually, we will release an announcement in a reasonable and effective way. Furthermore, we will report the settlement of the incident to the regulatory authorities.
VII. Protection of Minors
1. If you are a minor, your parents or other guardians shall review this Policy, and you may use our services or provide information to us only with their consent.
2. If you are a child under the age of 14, you may use our services guided by your guardians after obtaining their consent, and ensure your safety when using our services and performing transactions.
If you are a parent or guardian, please pay close attention to whether your child is using our services with your consent. If you have any questions regarding your child's personal information, please contact our Customer Service.
3. We will not collect personal information directly from minors. We will use, share, transfer and/or disclose the personal information of minors collected with their guardians' consent only when permitted by law, their guardians, or as needed to protect minors.
4. We will take the following measures to protect the potentially involved personal information of children under the age of 14:
(1) In addition to this Privacy Policy, we will store, use and disclose children's personal information collected in accordance with the Provisions on the Cyber Protection of Children's Personal Information and within, not beyond, the period as necessary for such collection and use. After the period expires, we will delete and anonymize the personal information. We will also designate employees to be responsible for the protection of children's personal information.
(2) When you, as the guardian of a child, choose to use services of this website for the child, we may collect your child’s personal information from you in order to provide our services. If we need to collect the child's personal information from you for the purpose of our services, we will obtain your prior authorization and inform you of our purposes. If you do not provide such information, you will not be able to use our services. You shall perform your responsibilities as a guardian to protect your child's personal information. If children need to register or use our products and/or services, you shall guide and supervise them as appropriate.
(3) Children or their guardians have the right to access and correct their personal information any time, and request us to correct or delete such information. If you have any comments, suggestions, complaints or reports (of misuse) regarding your children's personal information, please contact us. We are always ready to assist.
VIII. Policy Updates
In order to ensure a better product and service experience, we will continue to strive to improve our products, services and technology. If any change occurs to our new services or business processes, we may update this Privacy Policy to inform you. Without your consent, however, we will not restrict your rights available to you under this Privacy Policy. We will issue updates on this website and inform you of the updates by via push notifications, pop-up prompts, emails, text messages, website announcements or by other means. Please also visit this website for the latest privacy policy.
For any major change, we will also issue you more prominent notices (including website announcements or pop-up prompts).
"Major change" referred to in this policy includes but is not limited to:
1. A major change to the business model of a product, e.g., the purpose of processing personal information, the type of personal information processed, and the manner by which personal information is used, in which case, we will remind you to review the updated rules and obtain your further authorization via a pop-up prompt;
2. A change to the subject of the Privacy Policy due to business adjustment, transaction or merger, in which the successor of the subject changes the original purpose and processing method;
3. A change to the main receivers of personal information shared or disclosed;
4. A significant change to the rights in your personal information and how you exercise the rights;
5. A change to the contact methods of the person responsible for your personal information protection and to the complaint channels;
6. When the personal information protection impact assessment report indicates that the product has a significant impact on personal rights and interests.
IX. Contact Us
If you have any questions, comments or suggestions regarding this Policy, please contact us via our online Customer Service (including the hotline 400-830-6691).
Name: Shenzhen Huaqiang Electronic Network Group Limited
Address: 12F, Block B, Tairan Building, Tairan 8th Road, Chegongmiao, Futian District, Shenzhen, China
Registered Address: Rooms 1201, 1202 & 1203, 12F, Block B, Tairan Building, Tairan 8th Road, Chegongmiao, Futian District, Shenzhen, China
2. In addition, we have designated a person responsible for personal information protection. If you have any complaints, reports (of misuse) or questions regarding this Policy, please write to Marketing@mogul-tech.com.
We will respond within 15 business days. Please understand that we may not answer any question without relation to this Policy or the rights in your personal information. If you are not satisfied with our response, especially when you believe that our processing of your personal information has impaired your legal rights and interests, you can file a complaint or report to the network and information or telecommunication authorities, police, or industrial and commercial administration. You may also seek solutions by lodging a lawsuit to the court with jurisdiction over the defendant.