全球电子协会：贸易摩擦不影响标准制定 供应链韧性成重要命题

Core Insights - The 2025 IPC CEMAC Electronic Manufacturing Annual Conference in Shanghai highlighted the importance of innovation and supply chain resilience in the electronics industry [1][2] - The global electronics market is valued at $6 trillion, with a trade volume of $4.5 trillion, and the components sector alone is worth $2.5 trillion [1] - 60% of companies reported rising raw material costs, and 57% indicated increased labor costs, with a diffusion index for skilled labor availability and profit margins below 100, indicating contraction [1] Industry Trends - Three key forces shaping the future of the electronics industry are technological innovation (AI, semiconductor breakthroughs), green sustainability (from optional to essential), and supply chain resilience (stability, adaptability, diversity) [2] - The global electronics association emphasized that trade conflicts and geopolitical fluctuations will not affect the openness and universality of international standards [2] China's Role - China remains an irreplaceable part of the global electronics supply chain, accounting for over 50% of global PCB production capacity, with growth rates surpassing global and emerging regions [2] - In 2024, China's equipment manufacturing value added is projected to grow by 7.7%, and high-tech manufacturing value added by 8.9%, both exceeding the 5.8% growth of large-scale industrial value added [2] - The shift from being the "world's factory" to an emerging innovation driver is evident, with international interest in China's technological advancements rather than just cost reduction [2]