en.Wedoany.com Reported - Recently, the Ministry of Industry and Information Technology released the operation data of the electronic information manufacturing industry for January-May 2026. The data shows that from January to May, the value-added output of enterprises above the designated size in the electronic information manufacturing industry increased by 14.6% year-on-year, 9.2 percentage points higher than the industrial average and 1.5 percentage points higher than the high-tech manufacturing sector during the same period. In May, the value-added output of enterprises above the designated size in this industry grew by 17% year-on-year.
The sustained rapid growth of the electronic information manufacturing industry indicates that manufacturing segments such as computers, communication equipment, electronic components, integrated circuits, and smart terminals still possess strong production momentum. This industry is a sector with high technological density and a long supply chain within the industrial system. The upstream involves wafer fabrication, packaging and testing, electronic materials, precision components, and key equipment; the midstream connects chips, modules, complete machine manufacturing, and system integration; and the downstream covers communication networks, smart terminals, servers, industrial control, automotive electronics, and computing infrastructure. The value-added output growth rate reaching 14.6% in the first five months, exceeding the overall industrial level for the same period, shows that electronic information manufacturing remains a crucial support for manufacturing growth.
Production of major products showed significant divergence. From January to May, mobile phone production reached 562 million units, a year-on-year decrease of 1.3%; among them, smartphone production was 477 million units, a year-on-year increase of 3.3%.
The decline in total mobile phone production alongside the growth in smartphones indicates that the terminal structure is still undergoing adjustment. Demand for conventional mobile phones continues to shrink, while smart terminals maintain a certain production increase, driving continued supporting demand in processors, display modules, camera modules, RF devices, storage devices, battery management chips, and complete machine testing. In contrast, microcomputer equipment production reached 119 million units, a year-on-year decrease of 12.2%, reflecting that personal computers, office terminals, and some consumer electronic devices are still affected by replacement cycles, inventory digestion, and demand fluctuations. Growth within terminal manufacturing is not synchronized, showing a structural divergence where smartphones are relatively stable while computer equipment faces pressure.
Integrated circuit production showed the most prominent growth. From January to May, integrated circuit production reached 228.6 billion units, a year-on-year increase of 25.4%.
This data is fundamentally significant for the electronic information manufacturing industry. Integrated circuits are core components for communication equipment, servers, smart terminals, automotive electronics, industrial control systems, AI computing equipment, and various embedded products. The production growth implies a strong linkage between upstream chip manufacturing and downstream complete machines and system equipment. With increasing demand for AI servers, data centers, 5G networks, smart manufacturing equipment, and new energy vehicle electronics, changes in chip production no longer merely reflect the prosperity of consumer electronics but also affect the supply capacity of computing infrastructure, industrial automation, communication infrastructure, and high-end equipment.
The single-month value-added output in May grew by 17% year-on-year, higher than the cumulative growth rate for the first five months. This monthly data indicates that the electronic information manufacturing industry maintained a strong expansion pace in the early part of the second quarter.
Overall, the growth of the electronic information manufacturing industry from January to May 2026 was primarily supported by the high growth in integrated circuit production, structural adjustments in smart terminals, and demand for industrial digital equipment. The divergent trends among mobile phones, microcomputer equipment, and integrated circuits also remind the industry not to focus solely on aggregate growth rates. The operational quality of the electronic information manufacturing industry going forward will continue to depend on observing changes in chip production, terminal demand, server and communication equipment orders, industrial electronics applications, and export deliveries.
