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Oil and gas double rise issue fermented Taiwan's LED industry rose
The oil and gas double-up issue is fermenting, and the LED group with energy-saving concept is rising. In addition, the indicator company Cree's earnings this week are better than expected. It is expected to drive higher proportion of lighting revenue, such as Lunda and Reddike. . Ye Hongru, a manager of Morgan's small and medium-sized fund, pointed out that LEDs entering the peak season of goods, including large-screen panels, high-definition television and other business opportunities, will be able to drive the relevant industry to profit. According to statistics, the development goal of the LED lighting energy-saving industry in mainland China is an average annual growth rate of 30, and reached RMB 450 billion in 2015. In the global LED industry, it is estimated that by 2020, the global LED lighting market will reach 75 billion US dollars, accounting for about 50% of the global lighting market. Yuan Dabao, a Silicon Valley fund manager, said that LEDs are subject to panel backlighting in the near future. Beginning to weaken the impact, the operation will generally enter the off-season, but due to some high-end TV backlight and LED lighting support, there is a chance that the off-season will not appear in the fourth quarter of this year. Recently, the two sides will hold an LED technology forum to discuss the technical specifications and cooperation directions of LED lighting on both sides of the strait, add more LED theme, and have the opportunity to drive the performance of the LED group in Taiwan. Xia Guangyu said that the penetration rate of LED lighting is about 8 to 10 this year. As the price continues to decrease, the penetration rate is expected to increase to around 20 in 2014. The output value of LED lighting will have an opportunity to approach the value of backlight production. The proportion of LED lighting revenue in Taiwan is higher. Individual stocks, long-term stock prices have the opportunity to continue to strengthen.