Last Update: July 2024
Strenghts
  • Broad customer base (consumer electronics, automotive, telecommunications, industry, etc.)
  • Digitalization of the economy and AI boost to drive long term growth
  • Technology intensive sector with strong barriers to entry at the higher end

 

Weaknesses
  • Commodity electronics is weaker with low barriers to entry, low margins
  • Many segments are saturated and require a lot of investment and innovation to grow their markets (smartphones, computers etc.)
  • Highly cyclical sector