The demand for electronic components is increasing, and the order volume of Xian

Added:2021-11-25Views:

  China's market space in the field of electronic components is growing rapidly. With the increasing demand for MLCC and chip resistance in 5g industry related applications and new energy vehicles, the demand for electronic components is increasing. It is expected that the total sales of electronic components will reach 2100 billion yuan by 2023.

  The relevant person in charge of Xianghe industry (603500), A-share listed company, recently said that the revenue share of the company's electronic device business segment has increased to 24.12%. The company plans to expand from capacitor parts production to component production and consider completing it through extended M & A. In addition, at present, the track fastener production capacity of Xianghe industry has increased to 18 million sets / year, with more than 200 million yuan of orders on hand and nearly 30 million overseas orders on hand.

  Industry insiders predict that the price rise of electronic components industry is still expected in 2021. The novel coronavirus pneumonia epidemic has spread since last year. The growth of consumer electronics in the first half of the year is expected to be higher. The demand for new energy vehicles and photovoltaic power surges in the second half of the year, and the demand for new energy vehicles and photovoltaic power surges. This makes the IC IC design and foundry industry, the key components of the electronic components industry such as passive components, panels and memory devices become the most popular market in 2021. At present, the impact of the epidemic has not been completely eliminated, the supply and demand pattern of the industry is still tight, and the price rise is still expected. In addition, factors such as the withdrawal of Japanese manufacturers from the medium and low-end market are accelerating the domestic substitution process of electronic components. Relevant listed companies are expected to benefit.


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