In the first half of 2018, the electronic information manufacturing industry continued to maintain a steady growth trend, the growth rate of production and investment maintained a leading level in various industries, and the industrial operation remained stable on the whole. In the first half of the year, the added value of electronic information manufacturing industry above designated size increased by 12.4% year-on-year, 5.7 percentage points faster than that of all industries above Designated Size; Among them, it increased by 10.9% in June.
Data show that in the first half of the year, the export delivery value of electronic information manufacturing industry above designated size increased by 6.1% year-on-year, and the growth rate decreased by 7.3 percentage points year-on-year; In June, the export delivery value of electronic information manufacturing industry increased by only 1.5%. According to customs statistics, in the first half of the year, among the main import and export products, the export volume of integrated circuits increased by 31.1% year-on-year, and the growth rate accelerated by 29.4 percentage points year-on-year; The import volume increased by 32% year-on-year, and the growth rate accelerated by 22.6 percentage points year-on-year. The export volume of LCD panel decreased by 4.1% year-on-year (an increase of 3% in the same period last year); Imports fell by 10.1% year-on-year (an increase of 1.4% in the same period last year).
It is worth noting that in the first half of the year, the fixed asset investment in electronic information manufacturing industry increased by 19.7% year-on-year, 5.1 percentage points faster than that from January to May. Among them, the semiconductor discrete device manufacturing industry has a high momentum, and the investment growth is prominent, with a year-on-year increase of 36.3%; Driven by emerging markets such as automotive electronics, artificial intelligence and 5g, investment in integrated circuit manufacturing and electronic circuit manufacturing has a good momentum, with a year-on-year increase of 31.2% and 27.5%.
By industry, in the first half of the year, the added value of communication equipment manufacturing industry increased by 13.4% year-on-year. The value of export delivery increased by 11.5% year-on-year. Among the main products, the output of mobile phones increased by 3.4% year-on-year; Among them, the output of smart phones increased by 4.7% year-on-year. The main business income of communication equipment manufacturing industry increased by 10.9% year-on-year, and the profit decreased by 4.3% year-on-year.
In terms of computer manufacturing, the added value in the first half of the year increased by 7.6% year-on-year. The value of export delivery increased by 5.6% year-on-year. Among the main products, the output of microcomputer equipment increased by 0.5% year-on-year, of which the output of notebook computers increased by 1.7% year-on-year; Tablet production fell 3.2% year-on-year. In addition, the owner's business income of computer manufacturing increased by 6.8% year-on-year, the realized profit increased by 13.4% year-on-year, and the profits of computer complete machine manufacturing and computer peripheral equipment manufacturing increased by 36.7% and 14.8% year-on-year respectively
Based on the above data analysis, it can be seen that the growth rate of global smart phone, tablet computer and PC industry is gradually slowing down, but the demand for electronic components in several emerging application fields such as Internet of things, new energy vehicles, industrial automation and medical treatment is growing rapidly, which has become a new driving force for the recovery of semiconductor industry. At the same time, even in the mobile phone industry with slow growth, with the increase of smart phone frequency band, the demand for inductance and capacitance of mobile phones increases. Compared with 3G, the use of 4G phones has increased significantly from 52 to 65 to 70 to 100 4G phones. The demand for MLCC of five mode 17 band mobile phones is 200 more than that of general 4G mobile phones, the consumption of MLCC by iphone7 reaches 700, and the demand for passive components such as resistance capacitance sensing is expected to increase steadily in the future. Similarly, the demand for MOSFET in new energy vehicles, wireless charging and other applications is also growing by leaps and bounds. The demand of smart phones, servers and PCs for increasing the capacity of DRAM and nandflash is rising all the way. Therefore, the recovery of demand side and the rise of emerging markets are the direct reasons for the shortage.