Electronic equipment, instruments and components industry: electronics, is not short off-season, the Taiwan plant in November revenue grew steadily
Taiwanese electronics companies have been released this week, the November 2012 operational data, according to our division 29 sub-sectors of the revenue data monitoring, there are 17 sub-sectors to achieve a positive growth year on year, an increase of one month. In November the traditional off-season, FCCL with the connector industry still maintained rapid growth, an increase of 107.66%, respectively and 46.78%. Other double-digit growth over sub-sectors were chip resistors, copper foil substrate, wafer fabrication, IC design, LED packaging, PC, PCB assembly, capacitors, respectively, up 24.87%, 20.47%, 19.43%, 19.37%, 16.76%, 13.79%, 11.70%, 11.12%. November year on year decline in five sub-sectors were the largest for mobile phones, glass fiber yarn, IC carrier board, small and medium size LCD, LED lighting, a decrease of 24.57 percent, respectively, 23.52%, 19.23%, 18.16%, 13%, of which mobile phone decline narrowed.

Industry hot this week

MediaTek MTK officially released quad-core processor MT6589; Gartner revised down 2013 global semiconductor revenue increased only 4.5%; 2013 chip sales will be the first ultra mobile PC chip; Apple iPhone5 listed on the mainland:

Price 5288 yuan; IDC: fourth global smart device shipments will reach 362 million; Microsoft Surface grab up production by the end of the season; study said within five years half price of less than $ 150 smart phone; AUO AMOLED panel under Samsung quarter production will break the monopoly; 2013 Chinese panel makers will reach 13.3 percent global market share.

View next week

Maintain the electronics industry "neutral" rating. November of Taiwan enterprises data indicate that the upstream components remained stable and did not appear during the low season the big landslide. Industry as a whole is still a period of adjustment, we will start looking forward to next year January MediaTek's quad-core chip on the overall role in boosting the popularity of smart phones. For the next trend for each product, we continue to focus.