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Electronic components industry weekly: continue to be optimistic about the integrated circuit industry

Industry view: In the next two years, integrated circuit manufacturing will continue to shift to Taiwan and the mainland, which will drive domestic integrated circuit manufacturing, packaging and testing, materials and design industries.

We think that the sector is worthy of attention:

1. Integration of integrated circuit, chip localization and state-supported mergers and acquisitions;

2. Automotive electronics, car networking related industry chain;

3. OLED and flexible display concept.

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