In the second quarter of 2026, the overall profit growth in the electronics industry was significantly higher than income growth. According to a research report by CITIC Securities, the core driving force is the rise in prices across the industry due to AI demand. In overseas markets, the PCB and AI power supply sectors remained highly active, with increased sales efforts in Q3; in the domestic market, wafer factories and packaging and testing facilities reached full operation capacity and started to raise prices. Domestic computing power and equipment still meet strong expectations. In the consumer electronics sector, companies in the Apple chain and IC design industries that have the potential for combined packaging storage or new product launches performed outstandingly, with the storage and PCB/CCL sectors showing the best performance.
In the second quarter of 2026, the overall profit growth in the electronics industry was significantly higher than income growth. According to a research report by CITIC Securities, the core driving force was the rise in prices across the industry due to AI demand, with the storage and PCB/CCL sectors performing best. In the overseas AI chain, PCBs and AI power supplies remained highly active, with increased sales efforts in Q3; in the domestic chain, wafer factories and testing plants reached full operation capacity and started raising prices. Domestic computing power and equipment are still at a stage of strong expectations; among consumer electronics, Apple-related products and IC design companies with the potential for new storage or product launches performed outstandingly.