In 2009 , under the influence of the international financial crisis, the development of electronic information industry was difficult, and the growth rate of various indicators of the industry began to trend, even slower than the industrial average. However, with the continuous emergence of domestic policy effects and the gradual recovery of the world economy, the electronic information industry began to show signs of stabilizing and improving since the second half of the year.

In the manufacture of electronic components, 2009 (1-11) months, China's electronic components manufacturing industry realized a total sales revenue of 1.214848 trillion yuan, an increase of 134.88%, 118.69% growth rate of total assets, an increase over the same period in 2008 104.83 points; cumulative total profit of 34.268 billion yuan, an increase of 18.483 billion yuan over the same period in 2008; China's electronic components manufacturing assets totaled 1.248836 trillion yuan, an increase of 118.69 percent, the growth rate increased by 104.83 over the same period in 2008 percentage points; the number of enterprises 8307, an increase of 1427 over the same period in 2008; the average annual number of employees was 311.51 million, an increase of 215.73 million more than the same period in 2008; exports of $ 35.352 billion, down 21.05 percent year on year.

In 2010 , the global electronic information industry will also recover moderately under the influence of the overall economic situation. In terms of domestic demand, the central government will continue to implement proactive fiscal policies and moderately loose monetary policies to create a favorable environment for the development of the electronic information industry. The “Electronic Information Industry Adjustment and Revitalization Plan” will also be further implemented in 2010. The policy of home appliances to the countryside will be further strengthened, which will have a positive impact on adjusting the industrial structure and boosting the development of the industry. In addition, 2010 is an important year for the construction of financial, insurance, transportation, and power service industries. In 2009 , China's investment was mainly used for infrastructure. This year, the effect of industrial investment will further manifest itself. All these will have a significant boost to the growth of the electronic information industry.

According to data from the Ministry of Industry and Information Technology, the output value of domestic electronic components in the first half of the year increased significantly year-on-year. The sales value of electronic components and devices increased by 32.1% and 49.3% , respectively , and the sales value and export delivery value of the integrated circuit industry increased by 49.4% .

China Market Intelligence Center said it expects that by 2015, China's electronic components production will reach 5 trillion, sales revenue reached 5 trillion yuan, a sense of RC chip rate reached 90%. The international market share of electronic components has reached 50% , and the domestic market share has reached 70% . 2010 Chinese semiconductor market size of about $ 80 billion, annual growth rate of about 17%, China's consumer electronics market in 2010 sales revenue will reach $ 17.8 billion, an increase of 16.3% compared with 2009, in 2015 will increase the value of automotive components Doubled.

Increasing competition   Development is facing challenges

While the electronic components industry faces good opportunities for development, there are also some uncertainties. On the one hand, although the world economy has achieved certain results in its resumption of growth, the recovery that mainly depends on policies to promote the situation remains unstable, and the boosting role of external demand is limited. On the other hand, since the international financial crisis, some countries have taken trade protection as an important means to cope with the crisis. Global trade protection cases have risen sharply, and trade protection against China has become more prominent. According to the statistics of the Ministry of Commerce, in 2009 , a total of 19 countries and regions launched 103 trade remedy investigations on China’s “ two counter-two guarantees ” , involving a total amount of about US$ 12 billion, which is more than double the number in 2008 . Among them, the electronic information industry has encountered nearly 10 international trade protections. Entering 2010 , trade protection against China is even more intense.

Domestically, on the one hand, the endogenous driving force for continued growth in industrial consumption and investment is still insufficient. At present, the accelerating growth of domestic consumption in China is mainly dependent on the stimulus of the country’s policy of expanding domestic demand. The new growth point of the company is still not clear enough. On the other hand, the task of advancing structural adjustment remains arduous. China's extensive economic development model has not yet been completely transformed. The production capacity of high-end products is low, and there is a lack of mastery of core technical knowledge products. The problem of serious overcapacity is outstanding.

In addition, the impact of industrial transfer and the European and American technology blockade against China is particularly worthy of attention. For many years, China has been advocating the transfer of industrial gradients in the eastern, central and western regions. However, in reality, the trend of shifting the coastal processing industry to the central and western regions is not obvious. Instead, it is shifting to other emerging economies. Some emerging countries in South America, Africa, Northeast Asia, and Eastern Europe are taking the past 30 years in the development of the electronic information industry in China, and have taken the low end of the industrial chain. These countries use their market, manpower, policies and geographical advantages to form a strong competitive pressure on China's industries. If the fourth industrial transfer accelerates to other emerging countries, it will greatly erode the foundation of China's electronic information industry. Corresponding to industrial transfer, Western countries led by the United States have technically blocked and controlled China, which has negatively affected the technological upgrading and industrial restructuring of China's electronic information industry.

In addition, the rise in raw materials has also brought certain pressure on the development of related companies. Take the transformer as an example. Nowadays, the price change of raw materials has become the key point for the survival of transformer enterprises. The transformer manufacturing industry itself is characterized by a long lead time, generally ( 3 to 6 ) months, even longer than 1 year. At present, most domestic transformer manufacturers have relatively saturated orders. However, the price of the products in the contract was calculated based on the prices of raw materials at the time, and most manufacturers did not expect the price of raw materials to rise so fast.

As the main raw material for the production of transformers, cold-rolled oriented silicon steel sheets are facing a crisis of global shortage. In China, only Wuhan Iron and Steel Company produces cold-rolled oriented silicon steel sheets for transformers. The annual production capacity of Wuhan Iron and Steel is less than 300,000 tons, and the annual demand of transformer enterprises in China is 600,000 tons, which is highly dependent on imports. In the world, only steel companies that can produce cold-rolled oriented silicon steel sheets are Russia’s Viz-Stal and Novolipetsk , Kremlin Steel, Japan’s Nippon Steel and JFE , the American AK Steel, and WISCO. Several large steel companies. With the transformation of power grids in countries such as the United States and Europe and the acceleration of power construction in India, the demand for cold-rolled oriented silicon steel sheets has increased, and the Japanese market has reduced the proportion of exports, resulting in a significant reduction in the output of cold-rolled oriented silicon steel sheets in the world. It also rose.

Raw material prices have caused the Chinese transformer companies to lose their original price advantage. In the second half or even longer period, the pressure on the cost of domestic transformer companies will not be weakened, and there will even be signs of increase. Under heavy pressure, some enterprises that produce middle- and low-grade products are bound to be difficult to sustain. It is not surprising that restructuring and integration within the industry are even bankruptcy.

In the face of complex and severe world economic situation and fierce global industrial competition, it is particularly urgent for component industries to adjust their industrial structure and transform their development methods.

Focus on emerging areas   Grasp the opportunity for development

The rise of technological innovation and emerging areas is crucial to the development of any industry. To cope with the mid- and long-term impact of the international financial crisis, countries around the world have taken scientific and technological innovation as a strategic measure and vigorously developed emerging industries such as new energy, new materials, electronic information, and energy conservation and environmental protection to seize the commanding heights of future technology and industrial development. In order to grasp the development opportunities and achieve further development, the electronic components industry needs to focus on these new application areas and policy-oriented areas such as triple play, wireless interconnection, internet of things, new energy, and high-speed rail construction.

Taking the Internet of Things industry as an example, sensors and sensitive components are the foundation for this industry of trillions of yuan in the future and will certainly be supported by the country. In the coming years, the Internet of Things will continue to infiltrate social life, including intelligent transportation, smart cities, environmental protection, public safety, and smart grids, which will drive the rapid development of electronic components and other industries. According to the prediction of relevant research institutions, by the year of 2011 , the number of “ smart objects ” embedded in chips, sensors, and radio frequency related to the Internet of Things may exceed 1 trillion. In the 23rd components hundred Forum held recently in Shenzhen, Wuxi Han Xia Institute of the Ministry of the networking industry strategy in talking about "Chinese manufacturing components of opportunities in the era of things," said a project of Shanghai Pudong Airport 35 km fence construction project, probably need more than 30,000 things nodes, and each node consists of a wide variety of sensors and other electronic devices.

In addition, in the triple play construction, both the network equipment and the terminal equipment are inseparable from various components. The transformation and upgrading of the network and the diversified design of terminal equipment must rely on the innovation of key component technologies. The construction of high-speed railways requires modern road network command systems and modern high-speed locomotives, which are inextricably linked to electronic components, especially high-power power electronics. With the wide application of new energy, the demand for environmental protection and energy-saving electronic components will also increase. All these provide a huge market opportunity for the related component companies.

  However, at present, China's electronic components and products are not enough to support the development of these new industries in terms of technology and scale. Therefore, China's electronic components manufacturing industry, especially large-capitalized companies, should pay close attention to this area as soon as possible, and strive to get them into these industries as soon as possible.

It is reported that the National Development and Reform Commission will organize the implementation of the new industrialization of power electronic devices, and encourage eligible enterprises to apply for state subsidies for financial support. The state subsidy funds are mainly used for the research and development of new power electronic device industrialization projects, purchase of equipment for research and development and engineering, improvement of process equipment and test conditions, construction of industrialized or engineering verification complete sets of devices and test devices, and construction. Necessary supporting infrastructure, acquisition of necessary technologies and software, etc.

Main energy saving and environmental protection   Actively seek transformation

At the Copenhagen conference, the Chinese government introduced a specific quantitative policy - " China 's CO2 emissions per unit of GDP will fall by 40% to 45% compared to 2005 by 2020. " At the same time, 2010 is the last year of the “ Eleventh Five-Year Plan” and the goal of reducing energy consumption per unit of GDP by 20% also needs to be realized. This makes environmental protection and energy-saving products become an inevitable trend of market development, and green manufacturing and high-efficiency energy-saving will become the main theme of the electronics industry.

As we all know, every electronic product around us contains hundreds of electronic components. Even if each component contains only a few traces of harmful substances, when a large number of end products are put into use and eventually scrapped, they will give the environment It has a huge impact; even though each component consumes only minimal energy when it is produced or used, the energy consumed when hundreds of millions of components go out of the factory to start working is bound to be extremely alarming. Environmental protection has also become the consensus of most users of electronic products. They are increasingly concerned about issues such as small size, multi-functionality, energy saving, safety, reliability, non-toxicity, and harmlessness. Therefore, higher requirements are placed on the design of related products.

In the past, in the manufacturing process of electronic components, a large amount of toxic materials such as cleaning agents, solvents, solders, and certain raw materials were often used. Some electronic components sometimes contain toxic substances such as mercury, lead, and cadmium. Therefore, reducing the harmful chemical substances contained in the components, the environmental load substances, and improving the production efficiency and conversion efficiency of the components have become necessary tasks for each component manufacturer.

At present, the introduction of halogen-free materials has become the greening target for the next phase of various international companies. As early as 2005 , Sony had banned its suppliers from using certain halogen-based flame retardants on products and parts. Toshiba's laptops have been using non-halogen series motherboards since 1998 . Dell, Microsoft, Motorola, BenQ, and Panasonic have also established their new regulations that require suppliers to provide halogen-free accessories. It is reported that at present, there are also some domestic companies, such as Lenovo, which also began to demand that their products be halogen-free.

On the basis of steadily developing green procurement and green manufacturing, China's electronics industry has begun to promote green design and has invested its technical power in the work process that enables green design. System designers actively look for qualified substitutes for materials or parts that do not meet the directives, and modify the original design plan. In the new product design process, the products are strictly confirmed.

Today, green elements, materials, and processes have become the trend. Many developed countries have already legislated to ban these harmful substances and promote environmental protection. Only products that meet the green environmental standards can improve international competitiveness, stabilize the market during the crisis, and take the initiative.