Net Profit Soars by Up to 162-Fold! Q1 Performance Explodes Across Eight Electronics Subsectors | SmartThings Insider Report

2020 was an extraordinary year: the commercial rollout of 5G and the global outbreak of the pandemic triggered a fundamental restructuring of the global technology industry. Reviewing the electronics sector, data from CITIC Securities’ Electronics Research and Shenwan Hongyuan’s Electronics Research shows that in 2020, the combined revenue of all 381 listed electronics companies totaled RMB 296.31 billion—a 15.9% year-on-year increase—while their aggregate net profit attributable to shareholders reached RMB 18.33 billion, up 42.9% year-on-year. Among the eight subsectors—semiconductors, consumer electronics, display devices, electronic components, PCBs, security & surveillance, LEDs, and automotive electronics—all except LEDs posted growth. Can the electronics industry sustain last year’s momentum into 2021? In this edition of the SmartThings Insider Report, we recommend Everbright Securities’ report titled “Q1 2021 Electronics Industry Earnings Summary,” which analyzes the performance of these eight subsectors—semiconductors, consumer electronics, display devices, electronic components, PCBs, security & surveillance, LEDs, and automotive electronics—to reconstruct the overall development trajectory of the electronics industry. Source of this insider report: Everbright Securities Original title: “Q1 2021 Electronics Industry Earnings Summary” I. Q1 2021: A Perfect Report Card According to data from CITIC Securities’ Electronics Research and Shenwan Hongyuan’s Electronics Research, in Q1 2021, the 365 listed electronics companies collectively generated revenue of RMB 83.45 billion—an increase of 41.9% year-on-year—and recorded net profit attributable to shareholders of RMB 4.76 billion, up 176.9% year-on-year. Year-on-year growth rates across subsectors were as follows: 1. Semiconductors: Revenue +37.9%; Net profit +113.8%; 2. Consumer electronics: Revenue +33.3%; Net profit +74.3%; 3. Display devices: Revenue +92.1%; Net profit RMB 8.95 billion (turnaround from a loss of RMB 0.065 billion in the same period last year); 4. Electronic components: Revenue +73.0%; Net profit +122.9%; 5. PCBs: Revenue +43.7%; Net profit +45.6%; 6. Security & surveillance: Revenue +38.3%; Net profit +51.1%; 7. LEDs: Revenue +41.5%; Net profit +92.3%; 8. Automotive electronics & Apple supply chain: Revenue +42.3%; Net profit +80.1%. Top ten sub-subsectors ranked by Q1 2021 revenue growth: 1. PCBs – PCB equipment (+273.2%); 2. Consumer electronics – acoustics (+112.9%); 3. Display devices – panels (+95.2%); 4. Consumer electronics – end devices (+90.5%); 5. Electronic components – capacitors (+86.4%); 6. Consumer electronics – RF components (+79.6%); 7. Electronic components – inductors (+75.2%); 8. Consumer electronics – cover glass (+74.9%); 9. Automotive electronics – Tesla supply chain (+73.3%); 10. Display devices – display modules (+70.0%). Top ten sub-subsectors ranked by Q1 2021 net profit growth: 1. Display devices – panels (+16,181.6%); 2. PCBs – PCB equipment (+475.5%); 3. Semiconductors – equipment (+429.5%); 4. Consumer electronics – batteries (+323.4%); 5. Consumer electronics – acoustics (+242.5%); 6. Semiconductors – MEMS (+206.2%); 7. Consumer electronics – RF components (+203.0%); 8. Semiconductors – packaging & testing (+173.5%); 9. Display devices – display modules (+172.7%); 10. PCBs – copper-clad laminates (+148.4%).

American Elements: High-Purity Advanced Materials — Versatile Forms, Broad Applications

Product Categories: Metals and compounds including cerium, neodymium, dysprosium, erbium—available as pure metals, oxides, nanoscale powders, sputtering targets, etc. 02. Metals & Metal Forms / Details A category offering high-purity pure metals and metal compounds. Available in multiple physical forms—including powders, foils, wires, rods, and sputtering targets—for diverse applications spanning academic research and industrial manufacturing. Key Features: • High-purity metals: Multiple purity grades available to meet stringent quality requirements for both research and production. • Diverse form options: Choose from powders, nanoscale powders, foils, wires, and more. • Extensive metal portfolio: Products include aluminum, titanium, copper, nickel, and many other metals in various forms. • Application examples: Electronic materials, thin-film deposition, catalysts, alloy research, and industrial process materials. Product categories: Metal powders, metal nanoscale powders, ingots, sputtering targets, etc. 03. Nanomaterials / Details Materials featuring microstructures at the 1–100 nm scale—representing an advanced class of functional materials engineered to exploit unique nanoscale properties. We supply high-purity nanomaterials—including nanoscale powders, nanoparticles, nanowires, and nanofolios—to accelerate scientific research and the development of next-generation products. Key Features: • Controlled particle size: Nanoparticles and nanoscale powders with certified, tightly controlled particle-size distributions. • Diverse nanostructures: Includes nanoparticles, nanowires, nanofolios, quantum dots, and more. • Broad material coverage: Nano-scale versions of metals, alloys, and compounds. • Application examples: Electronic devices, environmental technologies, catalysts, energy materials, medical and biomedical applications. Product categories: Nanoscale powders & nanoparticles, nanowires, nanofolios, quantum dots, surface-functionalized nanomaterials, etc. The above represent only selected examples of our product offerings. For further details, please contact Shenzhen Fulintongshen Technology Co., Ltd., the authorized Chinese distributor of American Elements. II. American Elements Product Specifications American Elements offers an exceptionally broad portfolio covering numerous scientific research fields and industrial applications. Products are systematically categorized into four major groups: “Material Type,” “Form & Specification,” “Application & Technical Field,” and “Life Sciences Chemicals.” Below is an overview of selected categories. Categorized by Material Type A classification system organized by elemental or compound composition—ideal for understanding fundamental material composition. Example materials: • Aluminum (Al) • Carbon (C) • Rare-earth elements such as Cerium (Ce) • Precious metals such as Platinum (Pt) • Full list of material-type products available on the manufacturer’s website Categorized by Form & Specification Organized by physical form or processing method—helpful for selecting the most suitable format for lab experiments or production processes. Example forms: • Pure metals & high-purity metals • Oxide ceramics • Nanomaterials • Sputtering targets • Solutions & dispersions

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