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2012 electronic outperform plate movements, but all the year round: in the first quarter for the industry boom degree is low and electronic plate underperform. 2, in the third quarter, electronic sector significantly outperform the market, in the fourth quarter among the electronic plates, follow the market rebound at the end of that year. Each plate, the annual performance is one of the best optical components and electronics assembly. The boom of the upstream, downstream demand different changes in temperature The boom of upstream leading indicators show that flat. Global semiconductor sales in 2012 is expected to decline 3.2% year-on-year. This is mainly due to the downstream of the application of several major market decline in total: PC shipments fell, basically reached the same level of the mobile phone shipment trough of LCD TV in an industry, but with the outbreak of the mobile Internet, smartphones, tablets, smart TV and super this growth is expected to bring innovative products. Intelligent terminal market structural changes deeply influenced related industrial chain Terminal market of structural changes can use the product life cycle theory to explain. Mobile phones, laptops and LCD TV are all at the end of the rapid growth after the growth period, after the mature transition into the replacement cycle. The replacement period, technological innovation is the main line, to attract consumers to upgrade will be input and output links of innovation, system innovation and improve the user experience. Electronic components industry investment main line will track terminal market of structural changes and the impact of the change of the industrial chain. First, as the future intelligent mobile terminal industry chain mature at home and abroad, hardware and software threshold were significantly lower, the polarization of the high-end and low-end market trends. The competitiveness of the low-end manufacturers focus on cost and speed, and high-end market is still dominated for apple and samsung and they relied on the brand and the user experience for sales. Second, the intelligent terminal mature seamless connection and interaction between four screen fusion has become increasingly obvious. The detonation of a smart TV demand is the concentrated reflection of this trend. System chip, concentrate on benefit and insist on innovation input and output end of electronics companies, including voice control, body feeling manipulation. Investment strategy and focus on analysis of the firm We maintain the electronic components industry "bullish" rating. Suggestions in late 2012 and early 2013 the dips to increase match 臵 electronics industry growth stocks. Bullish on two types of enterprises: one is the vertical integration of enterprises; 2 it is to adhere to the input and output link innovation company. Risk warning The appreciation of the renminbi and rising raw material costs; Small and medium-sized plate valuation downward move. Relevant search: temperature sensors, dongguan dongcheng power sensors, guan city power sensors, south side temperature sensor, temperature sensor in shenzhen, dongguan, capacitor, dongguan power sensors, foshan capacitor |