LED industry is expected to usher in a turning point in 2015

On December 23, GF Securities released a new research report on securities in the electronics industry. The report pointed out that 2014 is expected to usher in a turning point in the LED industry, and the general lighting market will surpass the backlight market and become the mainstream of LED industry development. The application of LED lighting is new for a time. It is expected that 2014 will usher in a turning point in the LED industry. The general lighting market will surpass the backlight market and become the mainstream of the development of the LED industry. The development of LED backlight industry tends to be flat, while the penetration rate of general lighting industry increases by more than 7% annually, and the market scale continues to expand. Dehao Runda has obvious technical advantages and attaches great importance to the integration of industrial chains to complete the full deployment of the upper, middle and lower reaches of LED. It is expected that the 14-year performance will be greatly improved. As a traditional leading enterprise, San'an Optoelectronics has a national chip production capacity and has obvious advantages in vertical integration. It is expected that LED chips and product business will be further improved in 14 years. Smartphone, long-awaited 4G to 2014 is the first year of China's 4G. China Mobile leads the 4G and takes the lead in preparing for the 4G system and terminal issuance. The 4G license will be issued at the end of the year; MediaTek is helping the LTE explosion and is promoting the highly acclaimed new-generation high-profile chip MT6592 to match LTE modules. We believe that companies that are slightly better in soft power and hard power will benefit greatly: Soft power is the antenna and passive component sector that can meet the high requirements of 4G wireless communication, and the representative companies are shuobeide and shunluo electronics; Hard strength is the shell plate that conforms to the wave of metal appearance, representing the enterprise is Changying Precision. Handheld camera module, Wan Zi Qian Hong is always in spring and 2014. It is expected that products with high cost performance will be launched one after another, and the market will be in full swing. On the one hand, 8MP will become the fast-growing parameter model of the main camera of smart phones. Camera modules above 10MP will not increase rapidly, but will become the market standard equipment; On the other hand, CMOS sensor manufacturers have also begun to launch low-cost chips. Mainland manufacturers are mainly aimed at domestic customers, and their market share in 2014 is expected to grow rapidly. Among them, oufeiguang has great growth potential, and the high homogeneity of Shunyu and Xinli are under great pressure. Taiwanese manufacturers such as Foxconn and Lite-On have entered the market earlier, have high technical quality, and have a high proportion of overseas brands, but their market position is threatened by high costs.