LED lighting industry wants to usher in the peak season at the end of the third quarter
LED (Light emitting diode) After the low-season lighting experience in May and June is not weak, the peak season will come from September and until the end of the year. In addition to the low base last year, starting from the third quarter, we expect the year-on-year growth rate of LED enterprises to increase quarter by quarter, it is conducive to enhancing the market's confidence in the LED sector. From the perspective of consumer electronics life cycle, the penetration rate of new products has increased from 10 ~ During the 60th period, the promotion speed is fast. At present, the penetration rate of LED lighting is about 10, and it is about to enter the stage of rapid promotion. In the past half month, the LED plate fluctuated greatly, and this round of LED plate rebounded rapidly from the bottom. From the fundamental point of view, the main reason is that the penetration rate of LED lighting has entered a period of rapid increase, while the market penetration rate of LED backlight has approached 80, LED lighting has officially replaced LED backlight as the main driving force for the LED industry, and has been verified in the short term through the operation of domestic LED enterprises in July and. Compared with the-level LED backlight market, the LED lighting market space has reached a trillion level. We believe that in the LED lighting era, domestic high-quality enterprises have more growth opportunities. In addition, the US market Bull stock RVLT is LED stock, which rose 515 this year, reflecting the optimism of the US market for the LED lighting industry, which will further strengthen market confidence. We believe that the future performance of mainland LED enterprises and American LED enterprises can better represent the development trend of LED industry. In terms of specific companies, we believe that San'an Optoelectronics is rapidly moving towards the field of LED chips, and it is also the general trend to further lay out downstream applications. In the trillion LED lighting market, San'an Optoelectronics still has huge growth space, the company is only one step away from a record high and is worthy of continued optimism.