Industry tracking | Consumer electronics market (October 23 to October 29): Taiwan, China Electronics Index – semiconductor fell sharply month on month

This week, the price/sales changes in the consumer electronics market are as follows:
List of Consumer Electronics Related Index Tracking (Ranked by Weekly Rise and Fall)
Weekly increase/decrease in variety (%) Monthly increase/decrease (%) Date price/quantity unit
Taiwan, China Electronics Index – Semiconductor -4.05 2.30 2023-10-27 364.75 points
Taiwan, China Electronics Index – Electronics -2.79-0.54 2023-10-27 790.97 points
Philadelphia Semiconductor Index (SOX) -2.68-4.00 2023-10-27 3227.10–
Taiwan, China Electronics Index – electronic components -2.42-6.55 2023-10-27 182.60 points
Note: The Philadelphia Semiconductor Index is one of the main indicators of the global semiconductor industry prosperity, while the Taiwan, China Electronics Index reflects the fluctuation track of the Taiwan electronics industry stock market. The Zhongguancun Electronic Information Product Index is a weighted average index with 450 dealers and large e-commerce in the physical electronic market as the data collection points, and the sales of hot selling products in the market as the weight, It is the most influential electronic information product index that reflects the fluctuation trend of the electronic market.
It is necessary to pay attention to the cost impact of upstream material price changes on related companies. If the upstream material price increases too much, the cost pressure on downstream end manufacturers will increase.
The price changes of upstream products this week are as follows:
List of upstream product prices (sorted by weekly increase or decrease)
Weekly increase/decrease in variety (%) Monthly increase/decrease (%) Date price/quantity unit
Module (DDR4 UDIMM 8GB) 0.00 7.15 2023-10-16 USD 14.30
27 inch display panel 0.00 0.00 2023-10-20 $61.70/piece
14.0 inch laptop panel 0.00 0.00 2023-10-20 $26.60/piece
Wafer (256Gb) 0.00 15.73 2023-10-16 $1.12
Wafer (128Gb) 0.00 1.22 2023-10-16 1.08 USD
DRAM (DDR4 8Gb) 0.00 5.39 2023-10-27 $1.21
In addition to raw materials, it is also necessary to pay attention to the production and sales data of downstream related products. The mobile phone industry is one of the core industries in the consumer electronics industry. Currently, consumers’ demand for mobile phones has gradually shifted from rigid demand to replacement demand, resulting in a continuous decrease in China’s mobile phone shipments. However, other products such as wearable devices have expanded the downstream application fields of consumer electronics.
The changes in downstream production and sales data this week are as follows:
List of Downstream Production and Sales Data (Sorted by Quarterly Rise and Fall)
Variety seasonal increase/decrease (%) Annual increase/decrease (%) Date price/quantity unit
Global PC shipments 10.71