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Electronic information industry "spring returns to the earth" enters an opportunity period

 

On February 18, the Information Office of the State Council held a press conference on the development of industrial communication industry in 2013. At the conference, Zhang Feng, the chief engineer and spokesman, pointed out that the overall development trend of China's information consumption was good throughout the year. First, the overall scale of information consumption grew rapidly. In 2013, the overall scale of information consumption reached 2.2 trillion yuan, a year-on-year increase of more than 28%. Among them, the consumption scale of information products reached 1.2 trillion, with a year-on-year increase of more than 35%. Intelligent terminals have become a hot spot in the consumption of information products; The consumption scale of information services exceeded 1trillion, with a year-on-year growth of more than 20%, and non voice services such as mobile data and Internet services became the main growth drivers.

 

In addition, e-commerce continued to grow at a high speed. In 2013, the scale of e-commerce transactions exceeded 10trillion yuan. Second, the network infrastructure supporting information consumption was further improved. With the full implementation and implementation of the "broadband China" strategy and the "broadband China 2013 special action", as of December, the proportion of broadband access users with a high rate of more than 4m in China had reached 78.8%. At the end of 2011, the proportion of users with a rate of more than 4m was only 40%, and by the end of 2012, it had risen to 60%. In recent years, broadband development has made great achievements. 3G network has covered all villages and towns in China, and 4G commercialization has been fully launched, On December 4 last year, the Ministry of industry and information technology issued three TD-LTE licenses to three basic telecom enterprises, marking the beginning of 4G development.

 

Will 2014 be the year when the electronics industry will rise? Surely everyone has the answer. Looking at the stock market of the electronic information industry, at the beginning of this week, the Shanghai and Shenzhen stock markets rose after opening slightly higher, and the Shanghai stock index broke through the half year line again after a lapse of more than a month. As the economic situation and news are in a stable period, the stock market is rising strongly in the spring, the national "two sessions" are about to be held, and the positive expectations are heating up. The main board and the gem flew together yesterday, and emerging industry stocks are greatly sought after.

 

Recently, listed companies have gradually released their financial reports. Lenovo, as a leading manufacturer of electronic terminal equipment in China, is also a major demander of China's electronic component enterprises. The analysis found that Lenovo's comprehensive sales of smart phones and tablets reached 17.3 million, surpassing its PC sales for three consecutive quarters. In this quarter, Lenovo sold 15.3 million PCs. With the introduction of Lenovo smartphones in several new markets and its good market performance, the Group continues to become the world's fourth largest smartphone supplier, with a market share of 4.8% and a year-on-year increase in sales of 47%. In terms of tablet computers, Lenovo's global tablet computer sales reached a record high of 3.4 million, an increase of more than 300% year-on-year. The group launched the world's first multi-mode Yoga tablet, driving the strong growth of tablets. Combining the excellent performance of various businesses, Lenovo continues to rapidly transform into a pc+ enterprise.


In 2014, driven by the trinity of global industrial opportunities, its own comparative advantages and market-oriented national investment, China's integrated circuit industry has entered a period of strategic opportunities.