Electronics sector: last week, Shenwan electronics industry index fell 1.27%. Over the same period, the Shanghai stock index fell 1.63%, the gem index rose 0.73%, and the sector was weaker than the market. The electronics sector ranked 13th in the Shenyin Wanguo first-class industry index. We recommend the layout of semiconductor equipment and materials, discrete devices, consumer electronics and other fields. It is recommended to pay attention to the relatively determined growth of performance in 2021. The industry leaders in the track industry where the prosperity will continue to improve in the next two years are Will Semiconductor Co.Ltd.Shanghai(603501) , Naura Technology Group Co.Ltd(002371) , medium micro semiconductor, Starpower Semiconductor Ltd(603290) , Hangzhou Silan Microelectronics Co.Ltd(600460) , Gigadevice Semiconductor (Beijing) Inc(603986) , Goertek Inc(002241) . It is recommended to pay attention to the consumer electronics companies with low valuation and inflection point of performance in the fourth quarter or next year Luxshare Precision Industry Co.Ltd(002475) , Lingyi Itech (Guangdong) Company(002600) , Shenzhen Everwin Precision Technology Co.Ltd(300115) Lens Technology Co.Ltd(300433) wait.
[the shortage of parts and components continues to impact the shipment of the whole machine, and the PC and laptop terminals are the least affected] according to the survey of trendforce Jibang consulting, driven by the epidemic, geopolitics, digital transformation of life and other factors, the global foundry capacity has experienced a market situation of short supply in recent two years, especially the shortage of mature processes from 1xnm to 180nm. Although all wafer foundries are actively raising capital expenditure to expand capacity supply, far water can not save the near fire. Coupled with the uneven distribution of resources in the supply chain, the shortage of parts has not been clearly alleviated today, which will continue to impact the shipment of relevant complete machines as a whole. It is expected that only PC category will be slightly affected in the first quarter of 2022.
