Global semiconductor shipments rose 8.5% MoM in December

The electronics industry has performed for a week. The broad market CSI 300 index fell 1.63% this week, the electronic components (Shenwan first grade) index rose 2.76% this week, the electronic index outperformed the broader market 4.39 percentage points. As of January 11, 2013, the valuation of all A shares after the negative TTM value was 12.49 times, the value of TTM in the electronics industry after the negative value was 30.38 times. After this week's rise, the valuation of the electronics industry It has risen by 0.93 compared with last week. In the last week's market, most of the industry's sector indexes rose, and the weekly average component range was calculated using the arithmetic average method. Among them, the SW information equipment sector rose the most, or 5.18%, and the SW financial services sector saw the largest decline. The decrease was 3.43%, and the SW electronic sector rose by 2.65%. In the electronic sub-sector, the SW optical component sub-sector saw the largest increase, at 5.75%. The SW semiconductor materials sub-sector saw the smallest increase, at 0.04%.

Industry global performance. Last week (January 7-January 11) Global major capital markets, the various electronic industry index market as shown in Figure 6 below. Among them, the Philadelphia Semiconductor Index SOX closed at 402.86 points, a change of 1.30%. The Dow Jones Industrial Average DJI closed at 13,488.43 points, or 0.4%. The Taiwan Science and Technology Index TWIT closed at 6,197.70 points, a change of -0.74%. Hang Seng Information Technology Industry Index HSITSI closed at 2,877.58 points, a fall of -0.16%.

Huaqiangbei electronic market price week index. In the current period, the comprehensive index of Huaqiangbei Electronic Market dropped slightly to 95.80 points, down 0.25 points or 0.26%.

IDC data shows that global PC shipments in 2012 decreased by 3.2% year-on-year. IDC data show that in Q4 2012 global PC shipments were 89.8 million units, down 6.4% year-on-year; Hewlett-Packard still pressure Lenovo, ranking first in market share; PC shipments in 2012 fell 3.2% year-on-year.

At this CES show, Samsung, Lenovo, ASUS and other manufacturers have introduced touch-enabled ultrabooks, and they have also given these notebooks removable tablet features, and they all will have multi-touch features of the tablet. Lenovo and other manufacturers introduced a touch-sensitive smart desktop PC with a height of 27 inches. This type of product subverts people's understanding of the PC and brings the tablet's control experience to the large-screen PC, making it a family multiplayer. Interactive entertainment terminal. Therefore, the full-size touch screen may come at a faster speed.

Investment advice: Recently, the global electronics demand has slightly improved, and US electronic consumption has improved slightly. In December, global semiconductor shipments increased by 8.5% compared to the same period in November 2012. The total consumption of electronic products in the United States increased by 0.2% in November from the same period of last year, which was a rebound of 5.6% from October. In November, the North American semi-conductor BB value was 0.79, which was a 0.04 increase from the October BB value of 0.75. The BB value rose for the first time after falling for seven months, and the industry’s investment enthusiasm increased. As innovative products will boost the industry’s prosperity, the industry rating will be adjusted. Rated as "recommended." At present, the highlight is still the growth of the industrial chain brought by mobile smart terminals. We can continue to focus on related industry chains such as Apple and Samsung, and we can also pay attention to the LED industry that benefits from the rapid development of policy promotion. It is recommended to continue to pay attention to the growth of the smart terminal industry chain, and the rapid growth of the industry chain stocks, such as intelligent terminal industry chain long letter technology, Jinfu new materials, Goer acoustics, long surplus precision.