The overall trend of LED market in November is still promising1

The general trend of the lighting market starting gradually remains unchanged. With the general decline in the price of LED bulbs and the rise in consumer awareness, the penetration rate of LED lighting will further rise. In the backlight market, the new round of home appliance subsidy policy is unclear, orders have declined, and some LED manufacturers' revenues have declined. The backlight market has fallen from last month. With the coming of the lunar new year, the stock demand of traditional holiday manufacturers will provide some support for the performance of LED manufacturers, and the overall trend of the LED market is still upward. We recommend Sanan Optoelectronics, the leader of the chip, sunshine lighting with channel advantages, Dehao Runda, which has the advantages of channel and industry chain integration, and jufei Optoelectronics, which benefits from the replacement of backlight imports. Apple's new tablet iPadAir and iPadmini are not lack of bright spots, combined with the first week after the release of iPhone5s and 5c shipments exceeded expectations, we believe that Apple's new tablet sales will exceed market expectations, focus on the double beneficial varieties of Apple's sales exceeding expectations and industrial chain transfer: Gol acoustics, Desai battery, xinwangda, Anjie Technology, Crystal Optoelectronics, Lixun precision; LED in the lighting demand driven by the upward trend of the cycle, Sanan Optoelectronics, sunshine lighting and other leading stocks benefited significantly.