How to get rid of the off-season situation of electronic components?

The spot market for electronic components continued to be sluggish this summer, and the entire electronic components industry was in a weak state. The off-season effect of the electronics industry is still continuing. Many distributors stated that the market is sluggish and business is gloomy. Some people think that the current market conditions are worse than those in the 2008 economic crisis.

Some people have questioned the closure of small and medium-sized coastal manufacturers, CPI's record highs again and again, rising material costs, labor costs is not an indirect cause of the impact of electronic components market. In short, the reasons for the "cold" situation are mainly due to five reasons: First, the industry's competition is becoming more and more fierce; Second, due to the weak market conditions last year, this year was overestimated, whether it is the distributor or the original factory. The pressure on customers' inventory has been increasing. Third, the exchange rate of RMB has risen, which has a great impact on exports. Fourth, the cost of labor has risen. Fifth, the Pearl River Delta and even the entire Chinese market have been dominated by OEMs and do not have their own core competitiveness. , Weak survival.

Even if the current market is bleak, there are still some distributors that are not affected by the off-season and their performance is booming. The key lies in 'market + technology'. With the recovery of the global electronics industry, driven by domestic policies and consumer demand, the domestic electronics industry will have more explosive power. The prospects are tempting, but the huge market will make people blindly follow the trend. The company must find its own position and figure out what part of the supply chain can really help customers and create value for customers.

Nowadays, with the promotion of 3G technology, market penetration such as mobile payment and smart terminals will accelerate the development of related electronic industries, and the upstream industries such as SIM card packaging, electro-acoustic devices, sensor devices, and PCBs will all benefit. According to WIND data, the overall price-earnings ratio (TTM) of electronic components is 59.1 times. Although the current level of price-earnings ratio is relatively high, the electronic industry as a key direction of China's emerging industries, growth is still high.

For the vast majority of electronic components distributors, the off-season is a good time to cultivate internal strength, may wish to calm down and lay a solid foundation, and strive to get out of the shadow of the off-season as soon as possible.