Table of Contents:
1 Overview of China Electronic Components Industry: Industry Climate is About to See an Upturn
.................................................................................................................................................................3
1.1 Downstream Demands Worldwide ..............................................................................................3
1.2 China Information Industry in 2007Q1.........................................................................................3
1.2.1 Characteristics of Economic Operation ............................................................................4
1.2.2 The Industry is Expected to See a Good Prospect and Industry Climate Tends to Turn
Positive ....................................................................................................................................6
1.3 Global Semiconductor Industry ...................................................................................................7
1.3.1 Global Semiconductor Sales in 2007Q1 Will Grow at a Slow Race .................................7
1.3.2 The Orders in 2007Q1 Has Been Increasing, Which Pushes the Overmuch
Semiconductor Inventory to Drop Off ........................................................................................8
2 Industry Development .......................................................................................................................10
2.1 Semiconductor Industry ............................................................................................................10
2.2 PCB and Copper Clad Laminate Industry .................................................................................12
2.3 Magnetic Materials Industry ......................................................................................................13
2.4 Display Components Industry ...................................................................................................17
2.5 Passive Groupware Industry .....................................................................................................19
3 Statistical Performance of Main Listed Companies in 2007Q1 ......................................................21
Chart Index:
Production of Major Products, Jan-Feb 2007....................................................................................5
Statistics of Global Semiconductor Sales Revenue, 2007Q1............................................................7
Statistics of Excessive Semiconductor Inventory ..............................................................................9
Output Capability Utilization Rate Change of Global Semiconductor Industry, 2004-2006 ............. 11
Operating Performance of Listed Companies, 2007Q1 (I) ..............................................................23
Operating Performance of Listed Companies, 2007Q1 (II) .............................................................24
Estimated Profit of Listed Companies (I).........................................................................................25
Estimated Profit of Listed Companies (II)........................................................................................26