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Home [The first quarter Chinese consumer electronics exports are good or bad] According to the Chinese research company IHS iSuppli service, in the first quarter of 2012, China's major consumer electronic products export higher than expected, mainly because of the sales channel inventory is low, need to buy more products to supplement the inventory. In the first quarter, LCD TV, ground set-top box, digital camera, washing machines, and microwave oven and other products are year-on-year growth of exports. On the other hand, blu-ray players and portable media players (PMP) and the air conditioning in quantity. The second quarter, all kinds of products in the export situation will continue to stand or fall is differ, but is expected to start the third quarter will bounce back. Overall, the first quarter of 2012 ground set-top box export sales up 32%, 66% in the second quarter are expected to increase, as shown in figure 4 shows. Digital camera exports increased 17% year-on-year in the first quarter, is expected to increase 8% in the second quarter. Blu-ray player year-on-year in the first quarter of exports fell 17%, but is expected to increase by 4% in the second quarter. China's export sales in the first quarter of air conditioning year-on-year growth of 2%, is expected to drop 6% in the second quarter. Domestic market is weakening The first quarter of 2012, China's domestic consumer electronic products markets continue to weak. High inventory levels and bad market demand, to local OEM can bring huge challenges. OEM hope to improve sales and improved margins. The Chinese government the third quarter will come out with new subsidies stimulate domestic market, to restore unit shipments of growth. The second quarter of 2012, some consumer electronics manufacturers and sellers continue to low-cost sales, to reduce inventory level. Considering the lack of diversity ZuoHua products, manufacturers and distributors can only carry out fierce price war, eventually damages manufacturers of profits. In the new subsidies under the help of the plan, the third quarter profits and operating income situation should appear to improve. For semiconductor suppliers, it may in the growth market found that many new design (design-in) opportunities, such as the ground and cable set-top box exports. This is because, STB manufacturer are design and production of new products to improve sales. On the other hand, suppliers in the mature markets of the new design-in would be less opportunity, for instance in the slow growth, industrial structure stability of the air conditioning market. In these markets, suppliers in the new device validation and design-win project will through a difficult time. Fortunately, with the element distribution channel inventory levels reduce, the main suppliers will be in the second or third quarter recovery. Ironically, because the conservative forecast lead to lower production, some suppliers of certain products of the second and the third quarter will be tight supply. Cause the tight supplies another reason is that <a href="http://www.figurechina.com" title="consumer electronic">consumer electronic</a> products manufacturers will have to deal with some of the emergency order for export. The author Horse Liu is China of company of IHS research department manager.