BIIC ELECTRONICS

BIIC Electronic Special Sharing /15th Jan ECIA: Electronic components sales enthusiasm increased in January 2025   The strongest sales outlook for January is in the electromechanical/connector category.   The strongest sales outlook for January is for electromechanical/connector products, which are expected to score 125.7 points, a sharp increase of 27.9 points from December. The outlook index for semiconductor products was 110.3 points in January, only recovering to the level of November 2024, and plummeted to 96.6 points in December. The passive component index is forecast to be 109.6 in January based on the December index.   The outlook for end markets is brighter in January, with an overall forecast of 125.0. The Avionics/Military/Space and Industrial Electronics markets lead the way with January forecast scores of 145.8 and 135.6, respectively, with all but one market expected to be above 100 in January. Only the Consumer Electronics market fell below 97.8 in the January forecast. Ironically, January started with the Consumer Electronics Show (CES), and the early sentiment was quite positive. Also, delivery times continue to be dominated by stable expectations in the latest survey. #electronics #electroniccomponents #semiconductors #ic

BIIC Weekly Key EMS News Sharing /13th Jan 1. On January 7, the U.S. Department of Defense updated the list of "Chinese military-related enterprises (CMC)" in the Federal Register, including Tencent Holdings, CATL, Quectel Communications and other companies. 2. Renesas Electronics was exposed to plan to lay off hundreds of employees worldwide 3. Canada expands rare earth mining and enters the global raw material competition 4. Spend $80 billion! Microsoft announced that it will increase its investment in AI data centers. 5. Acquire two companies within a month! NXP spends 900 million to expand its intelligent driving territory. 6. Raise the flag and become independent! Altera officially separated from Intel. It marks its separation from Intel and becomes an independent company. 7. On January 10, Tesla's official website in China officially launched the new Model Y and opened the pre-sale of the model, with a pre-sale price of RMB 263,500. 8. Rapidus, the Japanese chip "national team", will cooperate with Broadcom on 2nm chips. #electronics #electroniccomponents #semiconductors #ic #Renesas #Microsoft #ModelY

BIIC Weekly Key EMS News Sharing /6th Jan 1. Wingtech Technology plans to sell assets related to its integrated business (ODM) and focus on developing semiconductors 2. It was learned on the 31st that TSMC recently announced its price increase plan in January 2025 to cope with the growing demand for AI and the cost pressure of advanced process technology... 3. GaN chip leader Innoscience landed on the Hong Kong stock market and raised about HK$1.4 billion. 4. January 3rd news: As global trade tensions continue to escalate, China plans to take countermeasures to strengthen export restrictions on battery component manufacturing and key mineral lithium and gallium processing technology to cope with US technology controls... 5. As of December 2024, Feiteng CPU's cumulative sales exceeded 10 million pieces, making it the first brand of Chinese domestic CPU to break this mark. Although Feiteng was included in the US entity list, a number of complete machine products based on S5000C and D3000 have been mass-produced. 6. Honor completed its share reform and launched a sprint to listing. 7. Development trend of smart cockpit: gesture recognition control is the focus 8. South Korea's export volume hits a record high, and semiconductors become the engine of economic growth. With the recovery of global semiconductor demand, especially driven by the continued demand for memory chips, South Korea's export volume has achieved 15 consecutive months of growth... #Wingtech #TSMC #GaNchip #FeitengCPU #Honor #electronics #electroniccomponents #semiconductors

🎉 Welcoming 2025: A Year of Innovation and Growth! 🎉 As we step into 2025, we reflect on the remarkable journey we’ve shared with our partners, clients, and team members. Over the past year, we’ve made significant strides in the chip and electronic components industry, continuing to deliver innovative solutions and foster meaningful relationships. 🔧 What We’ve Achieved: • Expanded our product portfolio, offering a wider range of high-quality chips and components to meet the evolving needs of our clients. • Strengthened partnerships with international brands, ensuring our customers have access to the best products on the market. • Enhanced our customer service experience, integrating new technologies to streamline order processing and communication. 🌍 Looking Ahead: The upcoming year promises even more opportunities for growth and collaboration. We’re committed to: • Continuing to innovate and stay ahead of market trends to bring you cutting-edge solutions. • Building even stronger, more strategic partnerships with both clients and suppliers worldwide. • Leveraging AI and technology to improve efficiency, customer experience, and overall service quality. Thank you for being part of our journey. We look forward to an even brighter 2025—one filled with new challenges, milestones, and successes. Let’s make this year the best one yet! 🚀 #HappyNewYear #2025Goals #ChipIndustry #Innovation #CustomerExcellence #electroniccomponents #semiconductors #electronics

🎄 Merry Christmas and Happy Holidays from BIIC ELE! 🎄 As the year comes to a close, we want to take a moment to thank all of our customers and partners for your trust and support throughout 2024. It’s been an incredible year of collaboration, and we couldn’t have done it without you. May this holiday season bring you joy, peace, and plenty of special moments with loved ones. We’re looking forward to continuing our successful partnership in the year ahead! 🌟 Wishing you all a Merry Christmas and a prosperous New Year! 🌟 #MerryChristmas #HappyHolidays #Gratitude #Partnership #NewYear2025 #ThankYou

BIIC Weekly Key EMS News Sharing /23th Dec 1. Faced with technological blockades and geopolitical challenges, Russia is actively seeking to independently develop related technologies. International Electronic Business Information learned from foreign media on the 20th that Russia plans to independently develop EUV lithography machines, with the goal of making equipment that is more economical and easier to manufacture than ASML lithography machines... 2. With a debt of more than 9.9 million US dollars, Russia's largest wafer factory declared bankruptcy. December 16th News Recently, Angstrom-T, one of Russia's largest military chip manufacturers, declared bankruptcy this month due to its inability to repay huge debts... 3. It is expected that by 2031, 60 million cars will be equipped with digital key functions. Digital keys provide automotive original equipment manufacturers (OEMs) with a powerful way to demonstrate their digital capabilities, providing customers with seamless, value-added vehicle access and passive start functions. 4. AMEC won the lawsuit and successfully removed from the US Department of Defense blacklist. Chip equipment manufacturer AMEC has been removed from the US Department of Defense (DOD) blacklist of companies suspected of having ties to the Chinese military, nearly a year after the company was blacklisted. The US Department of Defense did not explain the reason for the removal. 5.12yue18 News Comprehensive Japanese media reports, Nissan and Honda Motor are preparing to negotiate a possible merger. The two parties will set up a holding company and will soon sign a memorandum of understanding. Both Nissan and Honda will be included in the holding company. 6. The United States plans to introduce new regulations on AI chips, and Google and Microsoft will become the "gatekeepers" of global distribution. The new policy aims to strengthen the supervision of the global circulation of AI chips and ensure the safety and reasonable use of these key technologies. 7. Spending $240 million, NXP announced the acquisition of Aviva Links. December 18th News NXP Semiconductors announced on Tuesday that it will acquire Aviva Links in an all-cash transaction of $242.5 million... 8. With a registered capital of 900 million and the support of six state-owned enterprises, Shanghai's low-altitude economic track welcomes heavyweight "players" and strives to exceed 50 billion in scale! #electronics #electroniccomponents #semiconductors

BIIC Electronic Special Sharing /18th Dec The global wearable wristband device market grew by 3% in the third quarter, with Xiaomi and Apple tied for first place   The global wearable wristband device market grew 3% year-on-year to 52.9 million units in the third quarter of 2024. Shipments of the three major categories (basic wristbands, basic watches, and smartwatches) increased compared to the same period last year.   Driven by the recently released Xiaomi Mi Band 9 and Samsung Galaxy Fit3, the basic wristband market returned to growth for the first time since the third quarter of 2020, with a 7% increase compared to the third quarter of 2023, with shipments of 10.4 million units. As demand in the Indian market slowed, the basic watch market began to stabilize, with a year-on-year increase of 3% and shipments of 23.9 million units. Smartwatch shipments were 18.5 million units, with a slight increase of only 0.1%. This is because the growth of Huawei and Samsung offset the decline in Apple shipments. #electronics #electroniccomponnets #semiconductors #Xiaomi #Apple

BIIC Weekly Key EMS News Sharing /16th Dec 1. December 9th News Recently, a message about Hisense Group may face a layoff ratio of up to 30%, involving 30,000 employees, was widely circulated on social media, attracting widespread attention in the industry. If the news is true, this will be one of the largest layoffs in global technology companies in recent years. 2. Nvidia will establish two AI development centers in Vietnam. 3. The United States raised tariffs on Chinese solar products to 50%, effective from 2025! 4. The supply chain crisis deepened: the escalation of Sino-US frictions has attracted global attention. Recently, China has imposed a ban on the export of key minerals to the United States, involving minerals such as gallium, germanium, antimony and graphite. This is the latest measure for the continued escalation of Sino-US trade frictions. 5. Cut off the supply to the Chinese market? Nvidia issued a statement! Breaking market rumors. 6. Spending $115 million, ON Semiconductor announced the acquisition of Qorvo SiC JFET business. 7. December 13th News Apple plans to launch its own chip Proxima in 2025, integrating Bluetooth and Wi-Fi functions. This is not only a strategic move to reduce dependence on Qualcomm, but also an important step in Apple's independent technology layout... 8. It is rumored that Volkswagen is considering selling its Chinese factory #electronics #electroniccomponents #semiconductors #Hisense #Apple #Qorvo

BIIC Electronic Special Sharing /11th Dec Global Semiconductor Sales Increase 22.1% Year-to-Year in October; Annual Sales Projected to Increase 19.0% in 2024   Dec. 5, 2024—The Semiconductor Industry Association (SIA) today announced global semiconductor sales hit $56.9 billion during the month of October 2024, an increase of 22.1% compared to the October 2023 total of $46.6 billion and 2.8% more than the September 2024 total of $55.3 billion.    Regionally, year-to-year sales in October were up in the Americas (54.0%), China (17.0%), Asia Pacific/All Other (12.1%), and Japan (7.4%), but down in Europe (-7.0%). Month-to-month sales in October increased in the Americas (8.3%), Europe (1.3%), China (1.0%), and Japan (0.2%), but decreased slightly in Asia Pacific/All Other (-0.7%). #electronics #electroniccomponents #semiconductors #asia

BIIC Weekly Key EMS News Sharing /9th Dec 1.3 News The Bureau of Industry and Security (BIS) of the U.S. Department of Commerce announced new export control measures on Monday local time, aimed at restricting China's access to key semiconductor manufacturing equipment and software, as well as high-bandwidth memory (HBM), which poses a direct challenge to China's domestic advanced chip production capacity... 2. At 4 pm on December 3, the Ministry of Commerce of China issued an announcement stating that in principle, it would not allow the export of dual-use items related to gallium, germanium, antimony, and superhard materials to the United States; for the export of dual-use items of graphite to the United States, a more stringent end-user and end-use review would be conducted in real time. 3. The United States imposes high anti-dumping duties on Southeast Asian photovoltaic products, with the highest tax rate of 271%! 4. China reshapes the global electric vehicle market, and American and European automakers face huge challenges. Northvolt, known as the leader in the European battery industry, recently declared bankruptcy, adding complexity to the market situation. 5. Due to sluggish sales, Microchip announced the closure of factories and layoffs, and suspended subsidy applications... MCU giant closed Fab 2 factory and laid off 500 people. 6. BYD successfully crossed the border and won more than 30% of Apple's iPad assembly market. December 6th news: There are signs that BYD, a new energy vehicle manufacturer, has recently made remarkable achievements in the global electronic product manufacturing field, especially in the assembly market of Apple iPad tablets, where it has occupied more than 30% of the market share... 7. December 6th news: At a critical time when the global automotive industry is transforming to electric vehicles, the European automotive industry is facing unprecedented challenges. Data shows that the cumulative number of layoffs in the European automotive industry has exceeded 50,000 this year... 8. TI C2000 series major upgrade: integrated NPU leads the new trend of MCU+AI. #electronics #electroniccomponents #semiconductors #HBM #TI #MCU #AI #BYD #Microchip