As the second largest support for Thailand's industry, the electronics and information industry is about to take off in the next two years with the rapid injection of Chinese companies.

 

 

 

According to the preliminary statistics of Chaodian , there are 24 Chinese listed companies investing and building factories in Thailand in the consumer electronics industry alone, of which 11 have already put into production and 13 have yet to do so.

 

 

 

It is worth noting that these 24 Chinese listed companies do not include a large number of PCB manufacturers, as well as a sizable number of optical communication manufacturers.

 

 

 

There are two main reasons for Chinese listed companies in the consumer electronics industry chain to invest in Thailand, one is the impact of international trade tariffs, and the other is the demand of supporting leading companies.

 

 

 

 

The foundation of Thailand's electronic information industry

 

 

 

In fact, the electronic information industry plays a crucial role in Thailand's economic structure, with total export revenue second only to the automobile industry, especially white goods represented by air conditioners, refrigerators and washing machines.

 

 

 

Japanese and Korean home appliance manufacturers such as Sharp, Panasonic, Hitachi, Toshiba, LG and Samsung have long established production bases in Thailand. And Midea, Haier, Aox, Wanhe Electric layout in Thailand, is to make Thailand become the world's most important white goods production base.

 

 

 

The key is that the United States and Haier Thailand factory not only continued to expand production capacity, but also the motor, compressor and other key components of the production are placed in Thailand.

 

 

 

On August 5, the Chaodian Think Tank organized by the Thai manufacturing business mission in Thailand, Chonburi, Thailand, the United States plant to see the most basic SMT patch can be completed on the production line.

 

 

 

It is based on this, do wire of HongLin electric power, as well as do refrigeration components of Shion environment and three flowers intelligent control Thailand factory put into production early, also do film capacitors of copper peak electronics and do intelligent controller of lantek intelligent also in this year to invest in Thailand.

 

 

 

Coincidentally, the above core components can not only support the white power plant manufacturers, but also supporting the Chinese new energy vehicle manufacturers are making efforts in Thailand.

 

 

 

 

Underestimated consumer electronics industry

 

 

 

Compared to the investment boom in Vietnam's consumer electronics industry, the value of Thailand's consumer electronics industry is also seriously underestimated in the outside world.

 

 

 

First of all, hard disk drive is Thailand's advantageous components of consumer electronics products, Thailand ranks second in the world in the global production of hard disk drives and storage units.

 

 

 

Hitachi (Hitachi), Western Digital (Western Digital), Seagate (Seagate), Toshiba Semiconductor, Ming Iso, Guangming and other storage manufacturers have been rooted in Thailand for many years.

 

 

 

Secondly, in the next two years, Thailand's notebook computers, printers and servers and other consumer electronics industry's biggest driving force will come from HP and Apple.

 

 

 

HP and Apple's official did not recognize the news of expanding production capacity in Thailand, but the layout of the industry chain has long begun.

 

 

 

The brunt of the expansion of Taiwan-funded manufacturers such as Quanta, Compal, Delta, Inventec and Qunlight in Thailand in the past two years, it is obvious. The above manufacturers Taiwan-funded enterprises are HP and Apple's main suppliers.

 

 

 

Looking at it this way, it's easy to understand why Xiechuang Data, which does storage, Long Yang Electronics and Anjie Technology, which do electromagnetic shielding and heat dissipation, as well as Xinyin Electronics and Xingrui Technology, which do connectors, among others, are investing rapidly in Thailand.

 

 

Together with the layout of TPV Technology's LCD in Thailand, the notebook computer and server industry chain has basically taken shape in Thailand.

 

 

 

Chaodian understands that HP is one of the important customers of the above Chinese companies. And HP is also the world's second computer manufacturer, with an annual shipment of nearly 50 million units.

 

 

 

In addition, with China's new energy vehicle manufacturers in Thailand, the above Chinese consumer electronics industry chain companies supporting automotive electronics there are also huge opportunities.

 

 

 

Based on this, the United Optoelectronics and Yu pupil optics under the JiuZhou optical Thailand layout car lens, Akita Micro, Blue Dye Technology and ChenZhan photoelectric in Thailand layout car display.