Investment Strategy of Electronic Components Industry in the Second Half of the Year: High-end Connector Market

January 26, 2023

In the second half of the year, the electronics industry entered the peak season for demand, and the industry boomed. After 2009, the electronics industry entered a new round of economic cycle. In 2011, the electronics industry will maintain relatively stable growth, and the growth rate is expected to remain in single digits. With the arrival of the peak sales season in the second half of the year, the entire electronics industry will show a trend of low and high prices. The connector segment industry is highly related to the overall growth of the electronics industry, and will perform better in the second half of the year than in the first half of the year.

With frequent hot spots in downstream markets, connector performance growth is highly deterministic, and CAGR can reach 15% in the next five years. Consumer electronics represented by smart phones and tablet computers are in an explosive growth trend. It is expected that the compound annual growth rate of smart phones in the next five years can be Up to 34.1%, the growth rate of tablet PCs in 2011 reached 284.5%; the “Twelfth Five-Year Plan” boosting rural markets, home appliances going to the countryside, and accelerating broadband network construction in rural areas will continue to promote the popularity of PCs in rural markets; The scale of the device market is huge and growing. Currently, the degree of localization is very low and the potential for development is huge. The compound connector growth rate of the domestic connector market is expected to reach 15% in the next five years.

The domestic connector industry has an obvious trend of increasing concentration, and it will form a stronger player in the future. The industry concentration of the global connector market has been continuously increasing in the past 10 years. The domestic connector market has become the world's largest market with the transfer of production capacity. China Connector Companies will face major opportunities for increasing industrial concentration. The domestic connector industry has a low degree of concentration. Before the year 2010, the top five companies accounted for 6.65% of the market share, which has great potential for improvement. In the future, strong players who can closely track new products and have the strength to conduct rapid technological research and development will have more markets and stronger growth momentum. It is expected that the growth rate of the top five companies in the next five years will be much higher than that of the domestic connector market, with a compound growth rate of about 40%.

Capacity shift shifts from cost-driven mid- to low-end products to technology-driven mid- to high-end products. Cost-driven mid- to low-end connector capacity shifts will gradually slow down. We expect to replace them with technology-driven mid- to high-end connector markets. The market will be more conducive to the development of technology-driven companies.

Optimistic about technology R&D, and closely follow the development of downstream manufacturers The strong players from the technical R & D strength, closely follow the development of downstream manufacturers and market development are compared in three aspects, we recommend in order: De Run Electronics (002055) (developed the most difficult PC connector CPU, DDR products, access to Tyco's supply chain, high-speed growth to determine), China Aviation Photonics (002179) (developing industrial products with military product technology advantages, import substitution, great market potential), Lixun Precision (002475) ( Acquisition of BOSS, acquisition of Lianhe, and accelerating the company's international strategy

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Ms. Zoe Zhong

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