LED Lighting Demand Continues to Warm

The LED is a LED lighting Ⅲ - Ⅳ aromatic compounds, such as GaAs ( gallium arsenide ), GaP ( Gallium Phosphide ), GaAsP ( gallium phosphorus ) and other semiconductor formed 's . Prior to maintain the view of the entire field of consumer electronics , electronic products terminals shipped from the current perspective, the short term is difficult to see signs of growth expected in the short term related to the performance of the supply chain companies in the secondary market will be suppressed, mainland Chinese Lunar New Year demand for consumer electronics industry Inventory greater impact , is an important observation nodes.

Firmly optimistic about the Chinese electronics industry in the global market position continued to improve , optimistic about the following areas: We think the next outbreak of smart growth areas of the industry is a smart home , the current outbreak of early growth in the industry , long-term bullish .

State support for the IC industry will promote the development of the domestic semiconductor industry , we are most optimistic about the IC design industry , company size , and applications from , LED backlight and lighting still have room to grow .

Institutional Perspective

Although the long term, the electronics industry remains innovative , wearable devices coming in 2014 on stage , while the intelligent terminal industry still maintained a high growth rate , although the growth rate declined. However , short term, three quarters of the continent intelligent machine industry is facing pressure to the stock , non -than-expected factors, and high-end smartphones signs of saturation , with electronics stocks higher valuation levels .


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