SILICONE INDUSTRY OF CHINA Ⅴ

downstream analysis

Electronic and Electrical Appliances

(1) Electronic components

In recent years, with the rapid development of emerging fields such as 5G communication, new energy vehicles, the Internet of Things, and artificial intelligence, the demand for electronic components has continued to increase, driving the rapid growth of the electronic components market. According to the "In-depth Analysis and Development Trend Forecast Research Report on China's Electronic Components Industry from 2025 to 2030" released by the China Commerce Industry Research Institute, the scale of China's electronic components market has grown from 12.69 trillion yuan in 2020 to 17.18 trillion yuan in 2023, with a compound annual growth rate of 10.6%. Analysts from the China Commerce Industry Research Institute predict that the scale of China's electronic components market will reach 19.86 trillion yuan by 2025.

2) Mobile phone

Driven by national consumption subsidies and related policies, the demand for mobile phones in China has increased. According to the "Smartphone Industry Market Research and Investment Prospect Forecast Report for 2025-2030" released by the China Commerce Industry Research Institute, the shipment volume of the Chinese smartphone market in 2024 was approximately 286 million units, representing a year-on-year increase of 3.6%, marking a rebound after two years of decline. Analysts from the China Commerce Industry Research Institute predict that the shipment volume of smartphones in China will reach 291 million units in 2025.

3)Car：

According to data from the China Association of Automobile Manufacturers, in March 2025, automobile production and sales reached 3.006 million and 2.915 million vehicles respectively, marking a month-on-month increase of 42.9% and 37% respectively, and a year-on-year increase of 11.9% and 8.2% respectively. From January to March 2025, automobile production and sales amounted to 7.561 million and 7.47 million vehicles respectively, representing a year-on-year increase of 14.5% and 11.2% respectively.