Idea Sharing 2013-04-12
The LED domestic enterprises Q3 year-on-year growth will be significantly increased
LED lighting after in May and June off-season not pale, August, September until the end of the year will usher in the peak season, and low base last year, starting in Q3, are expected to quarter by quarter year-on-year growth LED enterprises to ascend, boost market confidence in the LED plate;
LED lighting penetration into the rapidly increasing stage, the big time
From the point of consumer electronics life cycle, new product permeability from 10-60% during increases fastest, the LED lighting penetration is around 10%, about to enter the fast improve enterprise, for big time;This round LED plate behind the volatile logic - LED lighting has formally replace LED back light, become the LED industry upward momentum
1) for nearly half A month, LED plate, poor June data and Taiwan industry pessimistic comments influence a-share investors confidence;
2) markets are efficient, plate LED to the rapid rebound sharply from the bottom, from the fundamentals of permeability is mainly because the LED lighting into the rapidly increasing stage, the LED backlight has nearly 80% market penetration, LED lighting has formally replace LED back light to become a major power LED industry upward, and through the domestic LED business in June and July are short-term validation, enhance confidence in the market;
3) compared with the level of LED back light billions of market, LED lighting market space to trillions of level, believe in the era of LED lighting, high-quality domestic large enterprises have more opportunities to grow;
The LED domestic enterprises Q3 year-on-year growth will be significantly increa...
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