It is undeniable that the global electronic information industry has developed well in recent years. According to relevant data from the Ministry of Industry and Information Technology, since 2016, the gradual recovery of many electronic markets and the rapid growth of emerging economies have laid the foundation for the sustainable development of the global electronic information industry.
Especially after 2020, the wave of global online communication will come rapidly, and the market of electronic information manufacturing terminal products such as notebooks, tablets, and mobile phones will rise with the tide, and the whole industry chain will be boiling. But for now, the world's major electronic information manufacturing powers have encountered more or less twists and turns.
But in recent times, the global electronic information industry seems to have begun to be unfavorable. Technology giants such as Samsung in South Korea, Sony in Japan, Intel in the United States, and Apple have all encountered a series of problems. In my country, chips are still the "Achilles' heel" of the industry...
With the domestic market entering a plateau, Xiaomi and its peers have also sought to expand globally. Some time ago, a person familiar with the matter said that Oppo and Vivo have started negotiations with Lava, while Xiaomi is approaching Dixon. If it continues, Lava and Dixon plan to assemble and export the phones this year.
This has far-reaching implications for the domestic electronics industry. If the previous domestic mobile phone factories were built in India, most of them were for localization, but this time, the signal sent by the domestic mobile phone giants is to start to re-deploy the global business based on the Indian electronics industry.
In recent years, domestic mobile phones have accompanied the rapid rise of China's electronics industry, but as manufacturers spill over into Southeast Asia and India, everyone thinks this is a sign of the industry's ushering in an upgrade. However, with the growing problem of chip semiconductors, the domestic electronics industry has begun a long and difficult breakthrough period. The three major mobile phone giants are re-arranging their global industries in India. Although it is good for the mobile phone industry, it sends a dangerous signal to the domestic electronics manufacturing industry: as more and more mobile phone manufacturers add to India and overseas, they must be vigilant. Our electronics industry faces the possibility of gradually hollowing out.
Of course, we are not the only ones facing the challenge, and the entire global electronics industry seems to have begun to fall into a scuffle.
Kill the red-eyed electronic giants
The scope of the division of labor in the global electronic information industry manufacturing is clear at a glance. For so many years, the United States has firmly controlled the fields of EDA/IP, integrated circuit design, material components, manufacturing equipment, etc. In terms of terminal consumption, Apple has also supported half of the sky; South Korea has a low position in the fields of high-end panel display, chip foundry and terminal consumption. Low.