I just read these Chinese OEM numbers. If the importers to China, and the other countries are not increasing much faster, this would change my view of VCD in China. These numbers say that chips are stacked in warehouses, not VCD players. In the 4th Q ~2.5M units shipped. In the 1stQ, 5.1M units shipped.
For the first 4 months, in 1996, 1.6M units of VCD chips shipped world wide. Production(not sales) increase 35.4% by Chinese OEMs. If the other OEMs in the world grew at the same rate, 2.2M units were manufactured. That leaves a wooping 2.9M chips that weren't built into players just from the first 3 of 4 months.
The other thought might be that Chinese OEMs are unable to sell against the Multinationals, and the multinationals control it. Either way, somebody has a big chip inventory.
The third way to look at it. It's a Chinese Government number. They might not be very accurate???????????????????????????
chinadaily.net
Electronic industry thriving
CHINA'S electronic industry in the first four months of 1997 registered a 28.8 per cent increase in output value over the same period last year, according to the latest statistics from the country's Ministry of Electronics Industry (MEI).
The industry's output value amounted to 104.1 billion yuan ($12.5 billion) during that period.
Profits made and taxes paid by the industry in the first quarter reached 1.99 billion yuan ($240 million), a rise of 32 per cent.
Meanwhile, the output value of non-consumer electronic products, such as programme-controlled switchboards and computers, posted an increase of 26.4 per cent.
That of consumer electronic products, such as colour TV sets and VCD (video compact disk) players, was up by 35.4 per cent.
The output value of electronic parts and components, including integrated circuits, increased 23.7 per cent.
The production-to-sales ratio of electronic products improved in the period. Major products, such as programme-controlled switches, personal computers and colour TV sets all posted remarkable growth.
(Xinhua)
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Date: 06/13/97
Author:
Electronic industry thriving
CHINA'S electronic industry in the first four months of 1997 registered a 28.8 per cent increase in output value over the same period last year, according to the latest statistics from the country's Ministry of Electronics Industry (MEI).
The industry's output value amounted to 104.1 billion yuan ($12.5 billion) during that period.
Profits made and taxes paid by the industry in the first quarter reached 1.99 billion yuan ($240 million), a rise of 32 per cent.
Meanwhile, the output value of non-consumer electronic products, such as programme-controlled switchboards and computers, posted an increase of 26.4 per cent.
That of consumer electronic products, such as colour TV sets and VCD (video compact disk) players, was up by 35.4 per cent.
The output value of electronic parts and components, including integrated circuits, increased 23.7 per cent.
The production-to-sales ratio of electronic products improved in the period. Major products, such as programme-controlled switches, personal computers and colour TV sets all posted remarkable growth.
(Xinhua)
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Date: 06/13/97
Author: |
