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Semiconductors, electronic devices: Electronic Components Industry biweekly
Current electronic components sector underperformed the broader market into the hardest hit industries touchscreen current Shanghai Composite Index fell 4.08 percent, over the same period electronic components segment (SWS) fell 4.42%, underperforming the overall market. As a strong cyclical sectors, the overall poor performance of the electronic components industry.
Prices have gone up resistor capacitor slowdown in upward price shocks semiconductor diode index remained rapid growth of electronic components throughout the period price index remained growth, or 1.04%, of which the strongest growth resistor, or 1.32 percent. Inductor index rose 0.88 percent, the entire component indices play a stimulating role. Only discrete electronic components appear Index was up 0.34%, discrete devices, semiconductor diode index rose 1.1% in eye-catching performance.
Global chip sales fell in 2011 PC processor growth revised down to 9.3% SIA data show that in June this year, the global chip sales fell 1.2% qoq, down 0.4%. Global chip sales in the second quarter, the chain fell 2 percent in the past decade is a very unusual thing. Japanese earthquake is caused by a slowdown in demand growth for chip direct cause demand for smart phones and IT infrastructure spending to make up for weak consumer demand, overall sales of semiconductors has not deviated in 2011 forecast to 5.4% of the track. IDC PC microprocessor shipments lower 2011 growth forecast of 9.3%, which means the region's economic problems have been developed for consumer PC demand impact.
LCD panel prices increased risk of overcapacity panel fear continue to fall in May the average price was up 1% after June 40 in. panel prices fell 1.1 percent, the LCD panel production capacity continues to expand, and the development of alternative technologies lead to further intensify competition, while downstream demand growth is unsatisfactory, it is expected panel prices will continue to decline.
LED short-term technical difficult to break, fierce price war can be long-term LED lighting market is currently facing pressure duplication of investment, LED industry is facing "the darkness before dawn," all-party product homogeneity serious, over-reliance on the price war, industry technology development experience bottlenecks. With the development of automotive lighting and lighting markets advent, LED backlight demand will show a lower long-term trend, while the largest LED market will be opened, The NDRC planning table made out of incandescent greatly promote the LED industry has played effect. Continue to focus on changes in the cost of the overall industry and technological development. Reliability test equipment, components and processing equipment