Electronics Industry (Semiconductors/Consumer Electronics)
2019 Annual Growth Logic: Domestic Substitution (Semiconductors) + Consumption Upgrade (TWS Earphones)
Representative Stocks:
Weir Shares (CIS Chips): +389.56% (Increased penetration of multi-camera in smartphones + demand for automotive cameras)
Saintbond Shares (Analog Chips): +380% (Accelerated domestic substitution + merger expectations)
Beijing Junzheng (IoT Chips): +378.05% (Smart video chip volume increase)
Wentai Technology (Power Semiconductors): +388% (Acquisition of Anshi Semiconductor to integrate the supply chain)
Luxshare Precision (Consumer Electronics): +238% (Increase in Apple AirPods orders)
GigaDevice (Memory Chips): +220% (Increase in NOR Flash market share)
Goodix Technology (Under-display Fingerprint): +200% (Adoption by Huawei/Xiaomi flagship models)
Goertek (TWS Earphones): +180% (Increase in AirPods Pro OEM share)
Huadian Shares (PCB): +150% (Explosion in 5G base station demand)
Zhuosheng Micro (RF Chips): +709.63% (Breakthrough in domestic RF front-end technology)