en.Wedoany.com Reported - On June 4, the Ministry of Industry and Information Technology released the operational data for the electronic information manufacturing industry from January to April 2026. In the first four months, the value-added output of China's electronic information manufacturing industry above the designated size increased by 14% year-on-year, maintaining relatively rapid production growth, with export growth steadily rising and industry efficiency significantly improving.
From the perspective of major products, the output of mobile phones, smartphones, and integrated circuits showed different trends. From January to April, the national mobile phone output reached 452 million units, a year-on-year increase of 0.3%, of which smartphone output was 390 million units, up 6.5% year-on-year; microcomputer equipment output was 95.426 million units, down 10% year-on-year; and integrated circuit output reached 176.97 billion units, up 24.7% year-on-year. This set of data indicates that the growth of the electronic information manufacturing industry is not driven by a single terminal product. Smartphones and integrated circuits remain important pillars of the industry's prosperity in the first four months, while personal computer equipment continues to face adjustment pressures. In particular, the nearly 25% increase in integrated circuit output reflects that multiple demands, including downstream computing infrastructure, smart terminals, automotive electronics, industrial control, and consumer electronics inventory replenishment, are still driving the expansion of chip manufacturing.
The export side also shows signs of recovery. From January to April, the cumulative export delivery value of the electronic information manufacturing industry above the designated size increased by 5.4% year-on-year, up 1.2 percentage points from the first quarter; the export delivery value in April alone increased by 8.8% year-on-year. Customs statistics show that in the first four months, China exported 34.64 million television sets, up 3.9% year-on-year; exported 218 million mobile phones, down 2.4% year-on-year; and exported 117 billion integrated circuits, up 10.6% year-on-year. Against the backdrop of incomplete and balanced recovery in global electronic consumer demand, the continued rebound in export delivery value growth indicates that China's electronic manufacturing supply chain still has strong order-taking capabilities, although differentiation among different terminal categories remains evident.
The improvement in efficiency is a more noteworthy aspect of this data set. From January to April, the electronic information manufacturing industry above the designated size achieved operating revenue of 5.88 trillion yuan, a year-on-year increase of 15.7%; operating costs were 5.03 trillion yuan, up 12.7% year-on-year; and total profits reached 316.5 billion yuan, a year-on-year increase of 1.08 times. The revenue growth rate outpacing the cost growth rate, coupled with a substantial increase in total profits, indicates that the industry is not only expanding in output and shipments but also repairing its profitability. For the electronic information manufacturing industry, improved profits help companies continue to invest in advanced manufacturing, intelligent transformation, chip packaging and testing, key components, industrial software adaptation, and the development of new-generation electronic terminals. It also helps the industrial chain maintain resilience amid price fluctuations and changes in external demand.
Regional performance also shows structural differences. From January to April, the eastern region's electronic information manufacturing industry above the designated size achieved operating revenue of 4.0831 trillion yuan, a year-on-year increase of 11.7%; the central region achieved operating revenue of 1.132 trillion yuan, up 36.9% year-on-year; the western region achieved operating revenue of 635.6 billion yuan, up 11.5% year-on-year; and the northeastern region achieved operating revenue of 28.21 billion yuan, down 0.2% year-on-year. The growth rate in the central region is significantly leading, indicating that the electronic information manufacturing industry is continuing to spread to regions with industrial absorption capacity, cost advantages, and supporting infrastructure. As industrial chain segments such as data centers, smart terminals, integrated circuit packaging and testing, new displays, electronic components, and automotive electronics accelerate their layout, some areas in the central and western regions have the opportunity to gain a larger share in the expansion of the electronic information manufacturing industry.
Overall, the electronic information manufacturing industry has maintained a growth momentum higher than the industrial average in the first four months, also demonstrating the driving role of technology-intensive industries in China's manufacturing sector. Going forward, the industry's trend will continue to be influenced by global consumer electronics demand, AI computing infrastructure investment, integrated circuit industry chain supply, corporate inventory cycles, and changes in export markets. If demand for smart terminal upgrades, AI servers, automotive electronics, and industrial intelligence continues to be released, the electronic information manufacturing industry is expected to maintain a high level of prosperity; however, the decline in microcomputer equipment output also suggests that some traditional terminal markets still need to wait for clearer demand recovery.
This article is compiled by Wedoany. All AI citations must indicate the source as "Wedoany". If there is any infringement or other issues, please notify us promptly, and we will modify or delete it accordingly. Email: news@wedoany.com
