China Electronics Supply Chain

Kevin Wang
China’s mobile handset and LCD-TV exports declined unexpectedly in June, as the handsets were negatively impacted by a government investigation and the televisions took a hit due to weak demand and rising inventory, according to the China market research company, iSuppli Corp.
Exports of mobile handsets in June amounted to 59.5 million units, down 1 percent from 60 million in May. Meanwhile, total LCD-TV export shipments fell by 3 percent, declining to 4.3 million units, down from 4.4 million the previous month. Channel inventory in June rose compared to May because of weaker-than-expected sales.
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China Electronics Supply Chain
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iSuppli’s China Electronics Supply Chain market research provides direct, immediate observations and significant critical analysis of China’s enormous industrial machinery, including vital aspects of the China automotive industry, China semiconductor industry, China consumer electronics, and overall China market.

China automotive electronics: Automotive infotainment forecast/trends/drivers; popular applications; key players; emission requirement standards.

China consumer electronics: Leading electronics manufacturers; export markets; leading EMS/ODM entities; major market dynamics and technology trends for consumer electronics in China; key players; winners vs. losers; forecast/strategies/trends for China white goods market.

China communication electronics: Architecture of China telecom operators; operator regulatory structure; equipment revenue architecture; communication CAPEX; key telecom players; size of telecom semiconductor market; TAM for optical components/optical semiconductors; drivers of Chinese DTV and STB markets; leading Chinese LCD-TV manufacturers; shipment forecast for STB-T, STB-C, STB-S markets; top Chinese handset manufacturers; preferred handset OS in China.

China industrial electronics: Electronic equipment revenue forecast/trends/drivers; top electronic OEMs in China and market share; semiconductor consumption of China OEMs by segment; “Shanzhai”-style products and potential impacts; popular industrial electronics applications.

China semiconductor: Growth opportunities in various application equipment markets; investments in product development/sales/R&D; effect of competitive market dynamics on revenue; China fabless companies and their performance/business strategies/market focus/technology specialties; status and forecast for public/pre-IPO companies; benefits/disadvantages to doing IC design in China; leading MCU suppliers; forecast/trends in China MCU market; domestic IC suppliers.