The scale of China's smart car market is huge and growing steadily, and it is an important downstream application field of electronic components. in the car".Electrification, networking, and intelligenceUnder the development trend, it has created a good development space for the development of the automotive electronics industry. In recent years, despite the shortage of automotive chips, the development of China's automobile industry has maintained good resilience and overall stable development.
According to HiSilicon's data released at the 2021 China Automotive Semiconductor Industry Conference, the global automotive electronics market in 2021 was approximately US$270 billion. The overall market size of automotive electronic components is expected to be close to $400 billion by 2027, with a compound annual growth rate of nearly 5%.
Digital infrastructure is the construction of a new generation of information infrastructure with the characteristics of digital economy, and the development prospects of the smart city market are good, and the application demand for related intelligent equipment is rising, which is conducive to the development of the electronic components market. Benefiting from the continuous iterative upgrading of related technological progress, the continuous improvement of China's urbanization rate and the support of relevant national policies, the scale of China's smart city market has increased from 600 trillion yuan grew to 14. in 202090 trillion yuan, with an average annual compound growth rate of 3542%。
Industrial interconnection is an important downstream application field of electronic components. In 2022, the "14th Five-Year Plan" for the development of the digital economy was issued, which requires that the industrial field be focused on the in-depth promotion of industrial digital transformation, the in-depth implementation of intelligent manufacturing projects, and the vigorous promotion of equipment digitalization.
In addition to the national policy to strongly support the development and application of the industrial Internet, the construction and development of 5G communication has further accelerated the application of the industrial Internet. According to data from the Academy of Information and Communications Technology, the size of China's industrial Internet market has exceeded 1,000 billion yuan in 2021, achieving more than 18With a growth rate of 23%, the scale of China's industrial Internet market will reach 1,241.9 billion yuan in 2022.
In recent years, due to the rapid development of information technology, communication technology, and the continuous investment in infrastructure and system construction of the energy industry, the energy industry has become "".Intelligent"There is a good foundation in place, step by step withCloud computing, big data, Internet of Thingsand other new technologies to integrate the existing system modelsIntegrate, integrate, deepen, and improveto further promote the transformation, upgrading and structural adjustment of the energy industry. According to data from the Toubao Research Institute, the market size of China's smart energy industry will exceed 1,000 billion yuan in 2021 and is expected to reach 1,201.1 billion yuan in 2024.
In the downstream application field of electronic components, consumer electronics are the fields with a large number of electronic components, such as smart phones, wearable devices, smart home devices, etc. With the rapid development of electronic information technology and communication networks, consumer electronics products have gradually developed from the stand-alone intelligent stage to the interconnected intelligent stage.
According to IDC data, global 5G smartphone shipments in 2022 will be close to 70 billion units, global wearable device shipments reached 49 billion units, global smart home device shipments reached 87.2 billion units, and shipments are expected to jump to 101.2 billion units, 80 billion units, 143 billion units. With the continuous improvement of intelligence, the demand for electronic components for many electronic products in the field of consumer electronics is rising, and the technical requirements are rapidly increasing, and the electronic components industry will obtain good development prospects.
With the changes in the electronic information industry in terms of technology, customer needs, and international chain pattern, the main participants in the electronic components distribution industry have gradually changed from traditional first-class merchants to comprehensive technical service providers, providing multi-dimensional and multi-field high value-added services for upstream and downstream electronic information manufacturing customers, and gradually becoming a key link in the electronic information industry, which is an important part of connecting upstream and downstream and realizing technology landing.
Sihan released the "2023-2028 China Electronic Components Distribution Industry Market Status and In-depth Analysis Report".