Exhibition overview
July 11-13, 2023 Munich Shanghai Electronics Fair held in the National Convention and Exhibition Center, 1600+ exhibitors, Products include semiconductors, embedded systems, sensors, MEMS, relays, switches and connectors, passive components, displays, printed circuit boards, other circuit carriers and EMS, automotive electronics and testing, wireless technology, power supplies, test and measurement, micro and nano systems, components and subsystems, artificial intelligence technology, Internet of Things technology; The industry covers new energy vehicles, smart vehicles, green energy, smart factories, Internet of Things +, smart wearable, industrial Internet, wireless communications, data centers, smart home, etc.
Exhibition experience
The exhibition attracted 1600 domestic and foreign high-quality electronic enterprises to participate, tens of thousands of industry customers and visitors came, the atmosphere of the entire exhibition site is quite lively, there are many supply and demand sides around the table to negotiate the scene, but it has not reached the warm scene.
The exhibitors are mainly Chinese local companies. It can be seen that China’s electronics industry is becoming more and more mature, from integrated circuits, power semiconductors to passive devices, almost covering the full link of the electronics industry. Is an industry comment: to develop new electronic products, you can find all suppliers in the entire industrial chain in China, including electronic component suppliers, and all suppliers of non-standard parts, non-standard production equipment, and non-standard testing equipment. These suppliers, from production to sales, operate in different sizes and can match different customer groups.
At the exhibition, we met many manufacturers and agents who have been maintaining business contact. In particular, some of the partners we used to contact have left the company. After we came to the scene, we saw the people who replaced them, but we could not meet them before. I believe that this face-to-face communication is conducive to the future business connection. There are also some manufacturers and channel providers that we have not contacted before, this time we met their sales representatives at the scene, and exchanged business cards. Having their mobile phones, email addresses and wechat accounts should be very helpful for future inquiries or market exchanges, and the effect will be better than using their phone and email addresses on the official website.
There are not many famous foreign original factories to participate in the exhibition. Renesas, ST, ADI came to the show, but they didn’t show much new technology at the show. It can be guessed that the market is sluggish this year, and the demand and development of new products are lagging behind. Some high-end FPGas (foreign original Xilinx, Altera), high-performance MCU (such as STM32F7x), basic materials (such as photoresist, wafers, etc.), foreign original factories are the main suppliers of the market.
After communicating with some on-site exhibitors suppliers, I learned that this year’s exhibition did not burst out as much demand as expected. There are not many high-quality customers who come to the exhibition, most of them are domestic industry peers, traders, and domestic original factories. In terms of end users, manufacturers in the medical, automotive and industrial control fields have reduced market demand this year, and their supply chains have also been relatively perfect, significantly slowing down the development and introduction of new suppliers.
There was a relative lack of international communication at the show. From the perspective of the exhibitors, although there are many well-known foreign brands in the exhibition, the big LOGO is hung on the booth, but the people who represent their exhibitors are the agents and sellers of these brands in China, and they are the faces of the Chinese people. Secondly, from the perspective of the visitors, the vast majority are Chinese compatriots, and foreign faces are very limited. Perhaps, the impact of the COVID-19 epidemic is still there, and the work of opening up and exchanging visas needs to be resumed and expanded as soon as possible.
There is also a deep understanding that: domestic counterparts and friends of the mutual volume is very intense. At the exhibition, we met a long-term cooperation supplier, their booth is surrounded by domestic production, sales of homogeneous products friends. Being in it, there is a feeling of being trapped and having to fight to break out of the encirclement. This time, we also saw many company sales representatives chasing strange customers in the aisle, sending business cards, handing out brochures, and asking for wechat. Feel that every customer, every conversation is very important to them, as if they are very short of customers, short of orders. From one side, it reflects the market status quo of rich production capacity and oversupply.
Exhibition report
The exhibitors are mainly concentrated in three categories of products
- integrated circuits and & power semi-conductance
Foreign brands: Analog Devices, Renesas, Qorvo, ST stmicroelectronics, Elmos, Allergo, etc.
Below are a few different modules on the car displayed by ST, the ST Group, which was formed in 1987 by the merger of SGS Microelectronics of Italy and Thomson Semiconductor of France. 1998 The company name was changed to ST Semiconductor Limited. As one of the world’s largest semiconductor companies, the booth also attracted many people’s attention and inquiries.
Chinese Brands: Zhaoyi Innovation兆易创新 (listed company), Nanochip Microelectronics 纳芯微电子 (listed company), Juchen 聚辰半导体Semiconductor (listed company), Shengbang圣邦微电子 Microelectronics (these are established more than 10 years of large memory, analog/mixed-signal integrated circuit research and development, production and sales of semiconductor companies, has a relatively stable customer. However, dragged down by the overall situation of the consumer electronics market, Zhaoyi Innovation is expected to net profit of about 340 million yuan in the first half of 2023, compared with the same period last year, a decrease of 1.187 billion yuan.
2. Passive devices
Passive devices mainly include resistance, capacitance, inductance, ceramic vibration, crystal vibration, transformer, switch and so on. In this exhibition area, we see a lot of familiar brands, Kokuji (Taiwan), Murata (Japan), Nikon (Japan), Suntrap (Japan), TDK (Japan), KOA (Japan). Some domestic brands of scale also came to the exhibition, including three Ring Group, Fenghua High-tech, Ai Hua Group, Jianghai Capacitor, Fara Capacitor, Liuhe Electronics, Sunrongda Technology, Yongming Electronics and so on. The domestic production technology of such products has been very mature, and it can basically replace some aluminum electrolytic capacitors and thin film capacitors abroad.
The exhibition also has a lot of relays, switches, transformers, discharge tubes, circuit protection manufacturers, concentrated in Guangdong and Zhejiang.
3. Connectors, wiring harnesses and accessories
This kind of products are basically domestic small companies, the booth area is small to present products.
Other products
There are not many participating companies such as PCB and electronic manufacturing companies.
Agents and traders
Some of the spot network platforms we are more familiar with have participated in the exhibition, Digikey, Mouser, Wanlian Mall, World strong, hunting core network, e network, traders are more, the larger scale agents have Anfuli and Ruzhuoli.