By 2025, China's electronic information industry will demonstrate strong development resilience with a solid industrial foundation, optimized structural layout, and continuous innovation drive, achieving improvements in multiple dimensions such as output growth, efficiency improvement, and export pressure resistance. The Electronic Information Branch of the China Chamber of Commerce for Import and Export of Machinery and Electrical Products stated that in 2026, with the continuous promotion of technological innovation and the diversified development of market layout, the import and export of China's electronic information industry is expected to achieve resilient growth.

Technological innovation empowers industry development

China is a major manufacturing and trading country in the electronic information industry, with a production capacity and output of its main products accounting for over 50% of the global total; The industry's trade volume accounts for about 1/5 of the total value of goods trade, with exports of mobile phones, integrated circuits, and computers all reaching billions of US dollars.

The Electronic Information Branch of the China Chamber of Commerce for Machinery and Electronics believes that during the 14th Five Year Plan period, the import and export of the electronic information industry will achieve significant growth, becoming an important engine for stabilizing foreign trade and promoting industrial upgrading. This growth trend is attributed to multiple factors such as national policy encouragement, global demand growth, and the enhancement of China's industrial competitiveness.

During the 15th Five Year Plan period, China will continue to promote key core technologies such as integrated circuits and high-end chips, strengthen the resilience and security of industry and supply chains, encourage the export of high value-added products and the import of key equipment and materials, and increase the proportion of independent brand exports. At the same time, with the continuous improvement of the integration level of AI and other technologies with terminal products, the pace of iteration and upgrading of integrated circuits, new displays, smartphones, computers and other products will accelerate, injecting new momentum into the industry's foreign trade growth. The Electronic Information Branch of the China Chamber of Commerce for Machinery and Electronics stated that in 2026, enterprises are transforming these industrial advantages into practical actions to explore international markets. Through multiple paths, they are steadily improving their level of independence, consolidating their share in emerging markets, deepening their cultivation of international markets through trade and investment integration, continuously enhancing the industry's import and export resilience, and promoting high-quality development of foreign trade.

Of particular note is that, under the influence of factors such as the temporary easing of Sino-US economic and trade relations and manufacturers stocking up in advance to cope with rising memory prices, the monthly export decline of Chinese mobile phones, computers, and other products has significantly narrowed since the fourth quarter of last year. The Electronic Information Branch of the China Chamber of Commerce for Machinery and Electronics predicts that China's exports of mobile phones, computers, and other products will gradually stabilize by 2026. At the same time, the export of integrated circuits is expected to continue its high growth momentum, further consolidating China's important position in the global semiconductor industry.

Trade scale maintains steady growth

In 2025, the import and export scale of China's electronic information industry will maintain steady growth, the trade structure will continue to optimize, and the market layout will become more diversified.

In terms of trade scale, by 2025, industries represented by PCs, mobile phones, and integrated circuits will see a year-on-year increase of 7.2% in exports to 758.32 billion US dollars, and a year-on-year increase of 10.2% in imports to 618.42 billion US dollars, accounting for 20% of China's total goods trade exports and 24% of its total imports.

The differentiation of product structure is a prominent feature of China's electronic information industry exports in 2025. The export of integrated circuits is growing rapidly, while the export of mobile phones, computers, and other products is showing a downward trend. The industry is clearly extending upstream in the value chain. According to statistics from the General Administration of Customs, China's integrated circuit exports will reach $201.9 billion in 2025, a year-on-year increase of 26.8%, breaking through the $200 billion mark for the first time and setting a new historical high. In contrast, products such as mobile phones and computers have experienced a decline in exports due to intensified global stock competition and fluctuating demand. In 2025, the export volume of mobile phones decreased by 7.7% year-on-year to 751 million units, the export value decreased by 9.4% year-on-year to 121.69 billion US dollars, and the export value of automatic data processing equipment and its components decreased by 1.4% year-on-year. The Electronic Information Branch of the China Chamber of Commerce for Machinery and Electronics believes that this is the result of the continuous optimization of the industry's trade structure. The acceleration of processing trade towards high value-added links and the steady increase in the proportion of general trade reflect the effectiveness of China's electronic information industry's transformation from "scale expansion" to "quality improvement".

From the perspective of market layout, the effectiveness of diversification strategy is evident. In 2025, Chinese electronic information products will experience strong growth in emerging markets represented by ASEAN countries, while facing pressure in traditional markets such as the United States. Data shows that by 2025, China's electronic information industry will export $146.53 billion to ASEAN countries, a year-on-year increase of 36.2%. Among them, China exported 64.04 billion US dollars to Vietnam, a year-on-year increase of 51.1%; China exported 24.9 billion US dollars to Malaysia, a year-on-year increase of 11.7%; China exported $23.52 billion to Thailand, with a year-on-year growth rate of 69.7%. The vigorous development of emerging markets cannot be achieved without the empowerment of regional cooperation mechanisms. Under the RCEP framework, the reduction of tariffs and the improvement of customs clearance facilitation within the region have also created favorable conditions for China's electronic information products to expand into emerging markets.