The increasing popularity of smartphones and tablets has accelerated the demand for precision electronics. CEO of Jinmo.com and Secretary-General of International Mode Association Luo Baihui believe that in the future, with the "Superbook" (a new concept of computers introduced by Intel Corporation, leading notebook computers Lighter and thinner, with long standby time and high performance, smart TVs and other new consumer hotspots are emerging, and the precision electronics sector is expected to grow further.
In the past two years, notebook computers have been developing in a sluggish direction. Especially after the advent of the Apple Air series notebooks, the “Superbook†with a body thickness of around 15mm has gradually been defined as the prototype of the next-generation notebook computers. Luo Baihui believes that with the world-renowned computer giants entering the “Superbook†market, the market demand for precision electronic manufacturers such as ultra-thin metal parts will be rapidly released, and the precision electronics sector will also benefit.
In terms of smart phones, Apple's status as a standout has changed. Mobile phone manufacturers have entered the Android camp, and the Android mobile phone market share will continue to climb. Therefore, in the industrial chain, Luo Baihui proposes to focus on companies with core technologies in molds, design, and precision manufacturing. Based on this, these companies can either extend upstream into the field of mold manufacturing and equipment manufacturing, and can also extend downstream into the field of assembly and foundry. And from the performance point of view, the concept of precision electronics stocks began to enter the high-speed growth period, and some individual stocks even continued to rise for 5 quarters to maintain the level of 50%.
Investors should also pay attention to the scale and efficiency of enterprises when selecting precision electronic plates. After all, in the face of increasing production costs, scale is an effective means for enterprises to maintain their competitiveness.
In the past two years, notebook computers have been developing in a sluggish direction. Especially after the advent of the Apple Air series notebooks, the “Superbook†with a body thickness of around 15mm has gradually been defined as the prototype of the next-generation notebook computers. Luo Baihui believes that with the world-renowned computer giants entering the “Superbook†market, the market demand for precision electronic manufacturers such as ultra-thin metal parts will be rapidly released, and the precision electronics sector will also benefit.
In terms of smart phones, Apple's status as a standout has changed. Mobile phone manufacturers have entered the Android camp, and the Android mobile phone market share will continue to climb. Therefore, in the industrial chain, Luo Baihui proposes to focus on companies with core technologies in molds, design, and precision manufacturing. Based on this, these companies can either extend upstream into the field of mold manufacturing and equipment manufacturing, and can also extend downstream into the field of assembly and foundry. And from the performance point of view, the concept of precision electronics stocks began to enter the high-speed growth period, and some individual stocks even continued to rise for 5 quarters to maintain the level of 50%.
Investors should also pay attention to the scale and efficiency of enterprises when selecting precision electronic plates. After all, in the face of increasing production costs, scale is an effective means for enterprises to maintain their competitiveness.
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