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LED Group strengthened after the strong rise of solar stocks

As the electricity price will rise in October, the investment market is setting off a wave of energy-saving stocks, and the LED group has become stronger after the strong rise of solar energy stocks. energy-saving stocks have become a key group for disk funds. LED backlight will be expected to be used in smart phones and tablets in the future, and TV backlight will have a decline. The backlight market may weaken, allowing manufacturers to increase the proportion of lighting. LED lighting maintains an upward trend, creating a brilliant performance in the revenue of listed companies LED lighting factories. Chu Yuchao said that the LED industry still has room for growth in the lighting market, but in the TV backlight market, there may be a first recession next year. mainly because the current LED penetration rate in TV backlight has reached 95, the penetration rate has been high, and the estimated growth momentum of TV shipments is not strong, then the TV backlight market will have a high-end decline. Chu Yuchao said that the backlight market will look forward to the two major application fields of smart phones and tablet computers in the future. As the shipment scale continues to expand, it is conducive to LED backlight factories to seek new application markets. The LED backlight market may weaken, and manufacturers have turned to increase the proportion of lighting. The listed company lunda is optimistic that the lighting market will be far better than the backlight next year. The target lighting will be increased from 30% of this year to 50% to reduce the dependence of backlight sources. In addition to the lighting market for the growth of the LED industry, the storage is super optimistic about Apple (Apple) The dual-flashed fill-in technology led by the iPhone5S. Chu Yuchao said that in order to increase the added value of mobile phone cameras, the mobile phone factory has introduced Flash light supplement technology and added a warm color LED to make up for the color temperature difference on the original white light FlashLED architecture, the double-flashed design is bound to push up the total demand for FlashLED. It is estimated that the number of users will grow by 27 this year. 3 to 14. 0. 4 billion, up to 1. 7 billion next year. Although the iPhone5S is FlashLED by foreign factories, Apple has taken the lead in introducing new technologies into other mobile phone factories. Chu Yuchao said that Yiguang has already shipped a small amount of products, the listed company Jingdian and the new century have the strength to develop and produce related wafers.

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