Did Plunging Chinese Spending Cause the Summer Slump in Electronics Demand?

摘要

The official Chinese economic statistics show only a mild spending slowdown recently, but are they accurate? Should you use them for demand planning? China is the major uncertainty in forecasting for the semiconductor market. Chinese aggregate economic statistics are political statements, not factual measurements of market activity. China has not yet mastered making reasonably accurate estimates of economic activity or reporting results objectively without passing them through a political filter.