Review the basic situation of electronic information industry in the first half of the domestic
(a) production growth rate fluctuations. In 2011 4, May, above scale manufacturing production growth rate continued to decline, rebounded in June, the added value, sales value growth of 15.6% and 22% respectively, increased by 4.2 percentage points and 5.4 percentage points higher than the growth rate in May respectively. By the end of 6, China''s above scale electronic information manufacturing industry value increased by 14.5%.
(two) benefit slowdown. The first 5 months of above scale industry realized main business income of 27542 yuan, an increase of 21%; profit of 98 billion 100 million yuan, an increase of 12.6%. (1) profit growth has declined. 3-5 months, industry wide sales income respectively, an increase of 23.6%, 17.1% and 16.8%, the growth rate dropped from month to month; 5 month negative growth in profits (5.9%). (2) the enterprise cost pressure. The rising prices of raw materials, rising labor costs and the impact of monetary policy tightening, 5 months before the industry''s main business cost increase of 21.7%, higher than the income growth rate of 0.7 percentage points; interest rate of 34.8%.
(three) the main industry growth picked up. In June, communication equipment, computer, electronic components, electronic components sales value respectively, an increase of 29.1%, 15.8%, 24.8% and 21.9%, 19.9, 4.1, 2.7 and 4 percent higher than in May, the communications equipment as growth picked up the fastest industry, home audio-visual industry sales output value increase speed (15.9%) somewhat fall after a rise, 3.6 percentage points lower than the growth rate in May. The main industry is still pulling power based industry growth. 1-6, electronic devices, electronic components industry sales output grew 28.5% and 23.1%, 6.7 and 1.3 percentage points higher than the average level of the industry, the industry growth rate of more than four. The photoelectric device is still the fastest growing areas (40.3% growth). Communications equipment, computers, home audio-visual industry sales output grew 20.9%, 15.3% and 13.7% respectively, still below the industry average.
In July the North Huaqiang electronic market is still not optimistic, Huaqiang North index 94.35 points from June to July 92.69 fell 1.66 percent, fell 1.76%. Months remained relatively stable, the index has remained in 99 points to less than 100 points slight fluctuations. The electronic components and the IT plate is smooth, mobile phone plate has a slight upward trend, the digital plate continue to show a slight downward trend.
From the market sales situation, in July, North Huaqiang electronic market boom is still in the doldrums, terminal market although in the summer season, according to businessmen reflect excluding promotion effect, did not show significant growth than actual retail and in May and June, especially for digital products while in the promotion of drive prices further downward but sales remained flat. Component market than the terminal consumer market more significantly dimmed, Huaqiang North business have said July dismal market, this year do not see to down half a season of peak demand and slow down the overall semiconductor market demand, may is likely to continue for a few months to a few seasons.
Figure 1: Huaqiang North 6 - July index chart
In July two, the price index continued to fall by electronic components
The price index dropped significantly after components in June, July has been in a sluggish state, stable trend relatively flat month. July electronic components price index averaged daily 105.09 points, than in June 110.86 cut 5.77 points, 5.2% decline, decline mainly reflected in early June and late July. In mid July, the downward trend has been basically stable.
July Huaqiang North electronic components market can basically use one word to describe, that is "light". Compared to last year''s hot, it may be said is Binghuoliangzhongtian. It is reported that this year''s dismal components market over the same period by many aspects. The company holds to Huaqiang North index to off-season marketing "as the theme of the symposium we learned that now is the off-season than last year more bleak, on the one hand, the European debt crisis continues to spread the European market continues to weaken, inflation increased again that consumer demand continues to shrink, the RMB exchange rate steadily rising pressure makes the import and export business gradually increased; on the other hand the domestic monetary policy and inflation pressure makes the employment cost of enterprises gradually increase the pressure, many companies began to reduce the capacity to reduce production, making the components the decline in demand; secondly, because of the Japanese earthquake influence rising two quarter inventory level in the semiconductor has made the balance of supply and demand in tilt.
Figure 2: North Huaqiang Electronics market price index from 6 to July electronic chart
electronic component
Price index of electronic components in July appeared rising slightly, in the components of the overall market decline of the electronic component parts are small breakthrough rose contrarian. In July the average price index of electronic components reported 96.38 points, 2.63 points higher than June of 93.75 points, or 2.8%. Capacitor is the main driving force of the rising part of the electronic components, July capacitor price index rose more than 5 percentage points, with the new energy, energy conservation and environmental protection idea strikes root in the hearts of the people and the country a series of preferential measures introduced, solar photovoltaic, wind power generation, to a newer industries, such as the rapid development of lamps and lanterns, electric cars, hybrid cars, automotive electronics, network, boosting the capacitor market growth, bring to the capacitor market in a new room for growth, which is capacitor appear the main driving force of growth factors. In July resistor remains relatively stable, basically stable at around 98 points fluctuated slightly. Crystal oscillator and inductors in July are also relatively stable, less volatile.
Discrete devices
Discrete device price index in July remained relatively stable, a slight decline in mid July has been to maintain a smooth transition trend in early 7. In July the average price index of discrete devices reported 98.46 points, 99.61 points than in June fell 1.15 points, or 1.15%. Discrete devices fall is mainly affected by the decline in growth due to transistor, this month diode in July there was a slight increase, months rose 2.18 points, months rose 2.49%, the triode months fell 3.4 percentage points, the month decline was 3.16%.
Integrated circuit
The IC market in July the overall price index remains flat, stable trend, the more obvious decline in late June and early July, basically in a stable trend in mid July and late. In July the average integrated circuit price index at 101.88 points, compared with 109.44 in June fell 7.56 points, or 6.91%.
Slight growth in average growth at around 2 percentage points in integrated circuits in the CPU, DSP and digital circuit, MCU to continue in June decline but fell amplitude than in June slowed, July dropped nearly 4 percentage points. Amplifier, connectors, etc. The 7 months to maintain relatively stable, logic circuit and power supply circuit fell more obvious, average decline were above 3 points and memory compared June showing the overall volatility of growth, the index rose 2.07 points, or 2.2%.
Figure 3: July 6 - Huaqiang North electronic components, discrete devices and integrated circuit price index chart
In July three, mobile phone price index increased slightly
Mobile phone price index in July continued the trend in June, a slight increase of volatility. In July the average mobile phone price index reported 89.85 points, more than 88.02 in June rose 1.83 points, or 2.08%.
In July, mobile phone summer promotion kicked off the golden age which is the major mobile phone manufacturers to complete a year of sales. Mainstream mobile phone brands have to adjust product prices, many domestic brands even price adjustment is not obvious, but various gifts, gifts of the promotions is also one after another. Overall, less the number of new brands listed in July, in under the influence of Shucu, different types, different prices for the product concerned change. In terms of brand awareness, Samsung, HTC, Motorola and NOKIA were among the top four, intelligent mobile phone is the most concentrated attention to user models. From the point of view of mobile phone price distribution and price 1000-2000 still occupy most of the market, concerned about 40%, followed by 2000-3000 yuan about the ratio is close to 30%, followed by 1000 yuan is about 10% and more than 3000 yuan. Therefore, it is not difficult to see in low-end smartphone is still the main consumer of mobile intelligent.
According to incomplete statistics, Huaqiang North index and July has attracted much attention models with Nokia c5-03, Apple''s iPhone 4 (16g), Motorola ME525 defy, Nokia N8, Samsung i9000 (8GB), Nokia 5230, HTCS510e (G12), and Samsung i9100 (16GB), HTCWildfireS (G13), Meizu M9 (8GB).
Figure 4: chart 6 - July mobile phone products North Huaqiang Electronics Market Price Index
In July four, digital products price index fell slightly
The price index of digital products and the trend in July June is still in a downward trend in overall. Digital products in July the average price index reported 92.69 points, 94.35 points than in June fell 1.66 points, or 1.76%.
Digital camera in July for the price index edged down, the overall pattern of brand and product structure are relatively stable, this month began to consumer digital camera market in the second half of the new focus on the release period, is expected to this a few months the consumer digital camera market fluctuation will occur. Canon, Nikon and SONY, Fuji, Samsung accounted for nearly 80% of the market share. Comparison is affected by consumer concern models card consumption machine Canon IXUS115HS, Sony DSC, Canon IXUS220HS, Canon G12, Canon SX220HS, Canon a3300is, Canon IXUS310HS, Panasonic LX5GK, Sony TX10, Canon IXUS105 etc., the price mainly concentrated in 1000-2000 yuan between; single lens reflex camera Canon 550D, Nikon D90, 60d canon, nikon d7000, 60d canon, Nikon D3100, and prices mainly concentrated in 4000-6000 yuan between.
In July, the digital camera market as a whole is relatively stable, brand pattern which is more stable, million yuan products concern significantly increased the proportion, the other is still there are dozens of popular digital camera products this month have different rate of price reduction. Including SONY, Panasonic, Canon, alder, JVC, Samsung and SANYO is still ahead of other brands. The popular models are the SONY HDR-CX180E, SONY DCR-SR68E, SONY HDR-XR160E, SONY HDR-CX150E, SONY HDR-PJ10E, the price is mainly concentrated in the 3000-5000 yuan.
City car GPS field in July and June are basically the same, did not appear obvious change in price, ONDA, Newman, Huafeng E road route, I swam in the constant, respectively occupy the top five. The price is 1000 yuan, is still the most popular consumer products, models are representative of ONDA VP70, Neumann Q71HD, Huafeng E road route LH980N, ONDA VP83.
Source: Huaqiang electronic network