On September 2, during a survey by the reception agency, Haosanghao said that customer concentration in the consumer electronics market has indeed increased, and orders and future demand are being concentrated on leading high-quality brand customers. This trend stems from widespread price increases across the entire chain, from MLCCs, PCB boards, and discrete components to SoC chips and memory chips. As consumer companies are more cost sensitive, which significantly increases their operating pressure, related business orders are skewed towards leading customers in the consumer electronics sector with healthier operations and higher comprehensive capabilities. There have been no significant changes in the current account period and inventory turnover.

Zhitongcaijing · 2d ago
On September 2, during a survey by the reception agency, Haosanghao said that customer concentration in the consumer electronics market has indeed increased, and orders and future demand are being concentrated on leading high-quality brand customers. This trend stems from widespread price increases across the entire chain, from MLCCs, PCB boards, and discrete components to SoC chips and memory chips. As consumer companies are more cost sensitive, which significantly increases their operating pressure, related business orders are skewed towards leading customers in the consumer electronics sector with healthier operations and higher comprehensive capabilities. There have been no significant changes in the current account period and inventory turnover.