LED industry enters peak season in September

The LED industry entered the peak season in September, and it is also expected to usher in the market again. Although Taiwan's chip and packaging industry is generally weak in August and due to TV backlight adjustment and off-season factors, the acceleration of lighting and the superposition of peak seasons are still expected to maintain a high prosperity in the three seasons. According to recent research, Philips, Kerui, Yiguang and other major brands have all introduced new LED bulb lamps with lower prices. LED lighting has entered a period of rapid increase in penetration rate. International major manufacturers generally expect that the penetration rate of LED lighting will reach more than 50 in 2015. September will enter the intensive release period of new consumer electronics products. In addition to the high-profile new Apple products, the science and technology event, the consumer electronics show IFA in Berlin, Germany, will also be held on September 6- On the 11th, during this period and on the eve, Samsung is expected to release the Galaxy Note 3 and the new tablet and the Galaxy Gear smart watch on the 4th. Sony also launched the new 5-inch Honami mobile phone and the first external lens module on the same day, HTCOneMax will also be released in IFA. Domestic mobile phones such as Xiaomi 3, Lenovo K910, Meizu MX3, Huawei glory 3, etc. will also be released in September, while TV sets will focus on OLED 4K new products, the above will also bring a wave of new products. According to the industry, after the performance in the second half of the year has improved significantly or after the callback, the excellent growth stocks will be the focus of the layout. It is recommended to grasp the three main lines. The core targets include: intelligent terminals (Lixun precision, Gol acoustics, Jinfu New material), Security (Haikangweishi, Dahua shares, anjubao), LED (Sanan Optoelectronics, sunshine lighting, jufei Optoelectronics) As well as high-quality companies in sub-industries such as micro-electroacoustic, connector/structural parts, lithium battery, camera, FPC, etc. , Lixun Precision's three-quarter outlook exceeded expectations and ushered in a business turning point; The reorganization of Jinfu New materials is expected to accelerate the vertical integration of the industrial chain, which is worthy of attention. Other short-term performance pressures still exist, but next year is determined and long-term optimistic companies such as Dazu and xingsen can also pay attention in the fourth quarter.