Since nearly two weeks, the global semi industry still has no significant improvement, in the October 2012 global semi operating income is 25.217 billion yuan, a year-on-year decline of 2.28%, growth of 1.72%. Meanwhile, the first week of December there is basically no consumer new product, product launch is into vacuum. For the future industry trend of industry, we think for after adjustment, therefore, we maintain the original investment strategy, strong downstream demand visibility is premise to select the target for investment . With the establishment of payment standard , related stocks may be active in the late succession ; Secondly, the LED industry chain stocks may rise because of the policy; this week Friday, iPhone5 will be officially listed on the Chinese mainland, which will be the hot to track. To industry risk in the coming months, "small non-" lifted is still the most noteworthy problem. Generally speaking, in the next few months, the electronic industry out of the strong market is difficult ,to find growth stocks is good choice. In 2012 in Top20 of semiconductor, Qualcomm topped the top three. According IHSiSuppli , Qualcomm is expected to grow by 27.2% revenue. For 2012 ,this mark is difficult to catch by other companies among the top 20. At the same time, nearly 30% of revenue growth will allow Qualcomm to account 4.3% of whole semiconductor market, this also means that Qualcomm for the first time topped the top three out of the global semi-seeking body market. In October 2012, the global semi sales revenue is $ 25.22 billion,a growth of 1.72%, year-on-year decline of 2.27%. Although the sales revenue in October topped $ 25 billion, but the year is still of decline. Particularly noteworthy , the North American market sales growth is up to 8.1% , recovery in demand is significantly faster than the other regions. WSTS announced the autumn forecast of semiconductor in 2012,it said the industry revenue growth rate is only $ 290 billion, a year-on-year decline of 3.2%. Meanwhile, WSTS forecast for 2013 and 2014, the global semi industry revenue growth are 4.5% and 5.2%, respectively, moderate growth will be the main tone of the next two years the industry receives. |
- Products
-
- Hot Offer
- Contact us
Tel: 86-755-83045964
Fax: 86-755-82513718
E-mail: sales@elecsound.com.cn
MSN: sales@elecsound.com.cn
MSN: elecsoundsales@hotmail.com Skype:elecsoundja
Oversold Of Electronic Components Industry Leads To Valuatio