Mold industry welcomes “warm spring” Global IT die or breaks $50 billion

With the steady recovery of the world economy, the IT information industry began to bottom out in 2010, and the electronic information product market has entered a full recovery channel; corporate mergers and acquisitions and transformation are evident, and continue to open up new business areas; information technology applications further in-depth, innovation and more connotation Rich, it is expected that the IT mold industry will usher in “warm spring” in 2011, and the IT electronics and downstream mold market will continue to develop steadily in the next five years. The size of the IT mold industry will exceed 50 billion US dollars.

Manufacturing Recovery: Global IT Tooling The US$50 billion dollar international financial crisis that broke out in 2008 has had a huge impact on the global electronic product manufacturing industry, which has directly led to a sharp decline in the production and sales value of the world's electronic product manufacturing industry in 2009. According to Luo Baihui, the director of the International Tool and Hardware Suppliers Association, the world's IT production and sales volume fell by around 8% in 2009 and fell to the lowest point in 10 years. In the last two years, large-scale economic stimulus measures have been introduced in various countries. The world IT electronics market began to gradually recover, and the scale of production and sales of electronic products began to rebound. In 2010, the value of world electronics production and sales reached 1.65 trillion U.S. dollars. According to the driving effect of the mold industry of 1:100, the global IT mold output value reached 16.5 billion U.S. dollars. It is expected that the IT electronics and downstream mold market will continue to develop steadily in the next five years, and the size of the IT mold industry will exceed US$50 billion.

In 2010, the world economy recovered steadily. Among them, the recovery efforts of developing countries and some emerging economies are much higher than those of developed countries, which has played a major role in the recovery of the world economy. Luo Baihui believes that the main reason is that many developing countries have a good macroeconomic foundation and adequate policy buffers before the international financial crisis. The active stimulus policies adopted in response to the crisis have also effectively promoted domestic demand growth and slowed external shocks. .

In 2010, the output value of electronic products in most countries and regions in the world resumed full growth. The growth rate of output value of Asia-Pacific and emerging economies in 2010 is much higher than that of developed countries, and the growth rates in 2010 have basically reached double digits. China still ranks at the top of the growth rate, with an output value of 484.15 billion US dollars in 2010, an increase of 18% over the previous year. South Korea's growth rate ranked second, reaching 14.46%. Singapore, Mexico, and Malaysia grew at a rate of about 12%, and Brazil also reached 9.76%. Among them, Malaysia’s output value has grown the most, from 18.03% in 2009 to 12.44% in 2010. The growth rates in the United States, Japan, and Germany were 3.28%, 5.29%, and 0.69%, respectively.

In 2010, the world electronics market generally picked up. The United States is still the world’s largest electronic product market. In 2010, the growth rate of the electronic product market rebounded from 5.01% in the previous year to 4.69%. The growth of electronic products in Western European countries was weak, with Germany and France increasing by 0.69% and 0.89% respectively. The UK is still in negative growth, falling by 0.51%. Emerging economies have the fastest growth in the electronics market, especially in China, with a growth rate of 14.89%, followed by Mexico, Brazil, and South Korea. The market growth rate exceeds 10%.

From the perspective of the production and sales of classified electronic products, in addition to the output value of office equipment, all electronic products have achieved positive growth in sales and sales in 2010. Among them, the fastest growing output value was in electronic components, which was an increase of 13% over the previous year, followed by electronic data processing equipment and consumer electronics products, which were respectively 11.5% and 8.8% higher than the previous year. In terms of sales in the electronic product market, the fastest-growing electronic components also accounted for a growth rate of 13.4%, followed by wireless communication equipment and electronic data processing equipment, which were 5.3% and 4.9% higher than the previous year respectively. Electronic components have become the vanguard of growth in production and sales in 2010. The main reason is that the world's semiconductor chip market rebounded strongly. According to Gartner, the market consulting agency, the global semiconductor market growth rate in 2010 reached 30%. Driven by smartphones and mobile Internet devices, the growth in the production and sales of wireless communication products is far greater than the growth in telecommunications products.

The largest share of electronic products in all types of electronic products is electronic components, followed by electronic data processing equipment, communications products and consumer electronics products. The market share of these four categories of products is 30%, 27%, 21%, 9 respectively. %.

In the next three years, the overall development of the world economy will improve, providing a good external environment for the recovery of the IT industry. The electronic information product market will maintain a growth rate of 4% to 5%. It is estimated that the market size in 2011 will reach US$1.7356 trillion and in 2013 it will reach US$1.8993 billion. The electronic information industry structure has been further adjusted, and the market structure of products has been fine-tuned locally; the trend of technology integration and service is evident, and the threshold for industrial competition has been increasing; emerging industry groups will provide a broader market space for IT electronics and mold industry applications.

As the electronic information industry plays a key role in promoting growth and promoting economic recovery and development, the electronic information industry is still the strategic commanding point for countries to seize economic and technological advancements. In recent years, various countries in the world have introduced new development strategies for the electronic information industry, and the integration of information technology and traditional industries is the focus of future development. In the electronic information-related strategies promulgated by the European Union and Japan, the application of the Internet of Things in traditional industries is also taken as the focus of future development. The further implementation of these policies will effectively promote the full recovery of the electronic information industry.

Luo Baihui said that in the emerging economies represented by China and India, the scale of the electronic information industry has continued to expand, and its status in the global IT mold industry has gradually increased. In terms of market share, China’s share of the global IT mold and die market will increase from 18.83% in 2010 to 20.31% in 2013. The developed economies such as the United States, Japan, and Western Europe were greatly affected by the international financial crisis. In 2010, the economic recovery situation was not clear, resulting in a gradual reduction in the market share of its electronic information industry. The U.S. market share will decrease from 23.73% in 2010 to 22.8% in 2013. Japan will decrease from 10.42% in 2010 to 10.03% in 2013, and Western Europe will decrease from 18.75% in 2010 to 17.44% in 2013. China has seen the largest increase, with the largest decline in Western Europe.

Luo Baihui also pointed out that the United States, China and Japan will still dominate the global IT mold market. In terms of output value, China will continue to be ranked first, followed by the United States, and Japan will still be the third. In terms of market size, the share of the United States and Japan has decreased slightly, and China’s share has continued to rise. In general, it still maintains the pattern of the United States, China, and Japan. The IT mold market in other Asia-Pacific countries, including India and South Korea, as well as emerging countries such as Brazil and Russia, has good prospects for development.

IT enterprise transformation: M & A expansion situation is obvious The international financial crisis and economic recession caused great impact on electronic information companies, companies have reduced expenditures, reduced investment, mergers and acquisitions and transformation has become an important measure for many companies to respond to crises and seek long-term development, China's software Companies are also accelerating mergers and acquisitions and transitioning to service strategies.

In 2010, with the gradual recovery of the world economy and the steady recovery of the electronic product market, major IT companies accelerated the integration of superior resources, implemented product diversification strategies, expanded their business areas through mergers and acquisitions, consolidated market share, and increased The company's global competitiveness.

With the transformation and development of the software industry, the proportion of software sales will gradually decline, and the proportion of consulting services will gradually increase. Software companies to provide management consulting, IT planning, IT application evaluation and other higher value-added services become the development trend of the software industry.

IT technology innovation: business model to lead change and innovation has always been the core driving force for the development of the information industry. Today, the pace of innovation in electronic information technology is still accelerating, and the content of innovation is more abundant, covering technology product innovation, system integration innovation, and business model innovation. Luo Baihui said that business model innovation has become a new engine for the development of the information industry, mainly reflected in the service of technology products and the reconstruction of the industrial chain system. Cloud computing has become one of the most important business models for future information industry services. At present, three models have begun to emerge: infrastructure as a service, software as a service, and platform as a service.

With the further in-depth application of information technology, the trend of technology integration and service is increasingly evident. Information technology is increasingly represented by the coordinated development of technology groups. For example, information technology groups represented by integrated circuits and network technologies have brought about changes in the entire industry and have penetrated into other disciplines and fields. The electronic information industry has evolved from the PC era to the Internet era. The future industry will also shift from application-centric to data-centric services in the PC era, and the trend of service for IT technology products will become increasingly evident. Cloud computing services will become one of the most important business models for future information industry services. The service-oriented software has reduced the informatization threshold for SMEs, making it easier and more flexible for SMEs to use the software, which is more in line with the needs of SMEs. The integrated integration and cross-convergence of information technology has increased the difficulty of technological research and development, requires the intensive investment of innovative elements such as technology, human resources, and funds. A few large companies have formed standards or system alliances through core technological innovations, and have formed barriers for entry into enterprises, leading them to dominate. Industrial Development. As competition intensifies, companies need to break through the inherent sales chain and look for new opportunities. Informatization and e-commerce are quietly changing the mold industry, and are even changing the mold companies' usual thinking. The marketing competition of the mold industry has gradually entered into regularization, and has extended from the domestic to the international, and will have a major turning point in international trade. Luo Baihui believes that this will be the development trend of China's mold industry in the future. The application of e-commerce by mold enterprises to obtain orders will be a trend. Using websites to promote, build shops, and talk about business on IM will be the e-commerce application point of mold companies. This low-cost, fast-spreading and efficient e-commerce has become a tight junction between e-commerce and the mold industry. In the future, the productive service industry based on the application of information technology will maintain a 30% growth rate, especially new-type productive service industries such as e-commerce, modern logistics, online finance, software and service outsourcing, which will accelerate global Resource optimization and industrial transfer.

Accompanied by new breakthroughs in science and technology, new industries emerged and new economic growth points formed, thereby promoting a new round of industrial revolution. The United States, the European Union, and Japan have all turned their attention to emerging industries. They have introduced a series of strategic measures, given unprecedented strong policy support, and also focused on emerging industries formed by the development and application of information technology. The U.S. government pays attention to the development of various intelligent systems and advanced communication technologies. It will invest 18.9 billion U.S. dollars in energy transmission and replacement energy research, invest 21.8 billion U.S. dollars in energy-saving industries, and use 20 billion U.S. dollars for the development and promotion of electric vehicles. The establishment of future intelligent systems and research and development of new energy will all provide a broader space for the application of electronic information industry. After the European Commission releases the "EU Internet of Things Action Plan," it will also add 200 million euros each year from 2011 to 2013 to further strengthen the research and development of the Internet of Things. At the same time, it will also use 300 million euros to support IoT-related companies in cooperation with short-term project construction. In the future, we must achieve the goal of leading Europe in the development of Internet-based smart infrastructure.

Luo Baihui, head of the International Mould and Hardware & Plastics Industry Suppliers Association pointed out that with the large investment of funds, information technology, industry and management innovation will be more active, and the application field of electronic information industry will continue to expand. Next-generation networks, Internet of Things, new display devices, digital audio-visual equipment, semiconductor lighting, digital machine tools, nano-materials, automotive electronics, power electronics, photovoltaic power generation and other emerging industrial groups will create no less than US$5 trillion globally over the next five years. Market demand, resulting mold industry will reach 50 billion US dollars.

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