With the deepening of Industry 4.0 and intelligent manufacturing, the demand for industrial electronic components has exploded in subdivided fields. The demand for high-reliability power modules and frequency converters in the field of new energy vehicles increased year-on-year 42%, the core components of charging piles (such as charging modules and filter capacitors) are in short supply due to the acceleration of the construction of supercharging stations; The field of high-end equipment manufacturing is focused "flexible components" require servo motors and inverters to adapt to multi-category production scenarios; The demand for miniaturized and low-power components in the field of the Internet of Things is strong, driving sensors and power modules to "miniaturization + long battery life" Upgrade. This demand structure is highly consistent with Nexperia's "component R&D + system solution" layout.

　　Market demand: new energy and high-end manufacturing growth engine

　　With the accelerated transformation of the global energy structure and the acceleration of industrial upgrading, the two major fields of new energy and high-end manufacturing are becoming the core growth engines to promote economic development. Under the guidance of the "dual carbon" goal, new energy industries such as photovoltaic, wind power, energy storage, and hydrogen energy have ushered in explosive growth, and market demand has continued to expand. At the same time, high-end manufacturing industries such as intelligent manufacturing, aerospace, precision instruments, and new energy vehicles have also entered a high-speed development channel driven by technological breakthroughs and policy support.

　　The rapid expansion of the new energy field has not only driven the coordinated development of the upstream and downstream of the industrial chain, but also injected strong impetus into employment and technological innovation. From photovoltaic modules to power batteries, from charging pile construction to smart grids, the continuous improvement of new energy infrastructure is reshaping the energy consumption pattern and promoting the transformation of society to a green and low-carbon direction.

　　High-end manufacturing, with its high value-added and high-tech content, has become a strategic highland for countries to compete for layout. Empowered by cutting-edge technologies such as industrial Internet, artificial intelligence, and new materials, the manufacturing industry is upgrading from "manufacturing" to "intelligent manufacturing", and production efficiency and product quality have been significantly improved. Especially in new energy vehicles, semiconductor equipment, robots and other segments, Chinese companies are gradually breaking through technical barriers and realizing the transformation from following to running or even leading.

　　It is foreseeable that in the context of continuous policy support and the continuous release of market demand, new energy and high-end manufacturing will continue to play the role of the "twin engines" of economic growth, providing solid support for high-quality development.