Home > Industry Information > The efforts to promote the sales of electronic components to break through the 100 mark will continue until 2024
along withThe approaching at the end of 2023 is obvious that the sales emotions of electronic components have stagnated in trying to enter the positive field before the end of the year.The index isHealth improved from May to August 2023, but from August to December, the index has been fluctuating between 83 and 90.The monthly survey predictions from July to October, the overall index in the next month will improve between 94 and 100, but the result is disappointing when measuring actual emotions.The November survey showed that the overall prospects in December were 83.3, which was only 0.5 points from the actual level in November, which seemed to be a severe reality.The efforts to promote the sales of electronic components to break through the 100 mark will continue until 2024.
In December, the sales confidence prospects of the three major components fluctuated between 82.5 and 84.1.The prospects of connectors and memory IC are the most optimistic.However, the sales confidence in these strongest market segments is expected to fall below 90.From August to October, 2 or 3 sub -category sales are divided into between 95 and 102, which brings optimism to a wider improvement next month.Unfortunately, no market segment can maintain a positive momentum.Since May 2023, the overall sales emotional index has begun to improve. Through the December outlook, the average overall sales emotion score was 82.9, which is roughly equal to the November and December outlook scores.The overall sales confidence of the actual value in November and the terminal market in December is slightly higher than 80.
andCompared with the monthly investigation in November, the results of the fourth quarter of 2023 were encouraged.It is expected that a solid improvement will be improved in the first quarter of 2024, and the number of participants who report sales are expected to increase from 14%to 23%.Most participants expect the growth rate in the first quarter of 2024 to exceed 3%.On the other hand, the proportion of participants who report negative growth fell from 27%in the fourth quarter to 18%in the first quarter.Both large proportion participants have expressed their flat growth in the fourth quarter and the first quarter.Compared with the previous third -quarter survey, the results of the fourth quarter have also improved. The percentage of the negative expectations of the report fell by 9%, while the percentage of the expected positive results fell by only 6%.The positive score of the positive and negative sales of the first quarter of 2024 is the most active since the second quarter of 2022.
A major change is, inIn the actual sales data in November and the December Prospect survey, the sales confidence between the representatives of the upstream manufacturer and the downstream manufacturer and the distributor disappeared.This is one of the most encouraged progress in the November investigation.Honggou has existed for eight months.Given that manufacturer representatives can be regarded as the front line of sales, their continuous improvement prospects make people more optimistic.
The overall terminal market index is experiencingAfter the plunge in October, it rose slightly by 1.8 points in November.It is expected to be stable at this level in December.Unsurprisingly, aviation electronics/JUN/aerospace continues to score more than 100 points, followed by medical, automotive and industry, with scores between 87 and 95.The scores of mobile phones, consumer electronics and computers continue to hover around 70 points.Except for computer and consumer electronics, the scores of all terminal market categories in December will be soft.


The trend of product delivery time has reversed with the trend of several months. It is reported that the delivery time has increased slightly.The investigation participants with shortened delivery time are from39%in October fell to 25%in November.Reports that increase the delivery period increase from 3%to 7%.In November, the number of DRAM and flash memory delivery increased significantly.Although the decrease in the number of pre -periods of the report is a positive development. After a period of high pre -period, the share of the increased pre -reporting report is getting larger and larger.An indicator of demand growth.

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