en.Wedoany.com Reported - On May 6, 2026, the Operation Monitoring and Coordination Bureau of the Ministry of Industry and Information Technology officially released the "Q1 2026 Operational Status of the Electronic Information Manufacturing Industry." Data shows that in the first quarter, the added value of China's electronic information manufacturing industry above designated size increased by 13.6% year-on-year, with operating revenue reaching 4.31 trillion yuan, up 14.8% year-on-year, and total profits reaching 217 billion yuan, a 1.25-fold increase year-on-year. The industry as a whole exhibited a rapid growth trend.
In terms of product output, the trends of the four core categories showed clear divergence. Mobile phone production reached 345 million units, a year-on-year increase of 0.6%, of which smartphone production was 298 million units, up 6.9% year-on-year. The proportion of smartphones rose to 86.4%, with the product structure continuously evolving towards high-end models. Integrated circuit production reached 127.2 billion units, a year-on-year increase of 24.3%, continuing the rapid expansion trend since 2025 and becoming the fastest-growing sub-sector within the electronic information manufacturing industry. Microcomputer device production reached 72.02 million units, a year-on-year decrease of 8.4%, consistent with the overall weak demand in the PC market.
In March, the added value of the electronic information manufacturing industry above designated size increased by 12.5% year-on-year, maintaining a double-digit growth rate. The growth rate in the first quarter was 7.5 and 1.1 percentage points higher than that of the overall industrial sector and the high-tech manufacturing sector, respectively, further highlighting the leading role of the electronic information manufacturing industry in the industrial economy. In terms of exports, the cumulative export delivery value of the electronic information manufacturing industry above designated size increased by 4.2% year-on-year in the first quarter, an acceleration of 3 percentage points compared to the January-February period.
The 24.3% growth rate of integrated circuits is particularly noteworthy. This figure continues the 22.2% growth trend for the full year of 2025, reflecting the capacity expansion and demand-pull effects in domestic sub-sectors such as AI chips, memory chips, and power semiconductors. The 6.9% growth in smartphones is related to multiple factors, including the AI smartphone replacement cycle, the increasing penetration rate of foldable screen products, and the popularization of 5G terminals.
Efficiency indicators also improved significantly during the same period. In the first quarter, the operating costs of the electronic information manufacturing industry above designated size were 3.69 trillion yuan, a year-on-year increase of 11.7%, with the growth rate 3.1 percentage points lower than the revenue growth rate, indicating a continuous improvement in industry profitability. Total profits reached 217 billion yuan, a 1.25-fold increase year-on-year, reaching the highest growth level for the same period in recent years. In terms of investment, the growth rate of fixed asset investment in the industry accelerated, showing that the industrial sector remains optimistic about the development prospects of the electronic information manufacturing industry.
Overall, in the first quarter of 2026, the electronic information manufacturing industry presented a positive trend of "accelerated production, export recovery, surging efficiency, and faster investment," laying a solid foundation for the high-quality development of the entire industry throughout the year.
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