2011 investment hotspots: Tablet PC LED still fiery red

Needham&Co.LLC. analyst Vernon Essi predicted that the popular tablet computer in 2011 will be fever, LED will start another wave of relay.

Essi in a report said: "with apple (Apple) iPad launch and e-book wars followed the tablet computer field set off a craze; substitution effect caused by the tablet computer in the notebook computer market has been speculation, but in fact may have bottomed out. In general, the industry level with a reasonable degree of advantage in this subject is inclined to set a fuzzy time frame when it comes to the initial stage of development of the market. "

"As a casual observer, we note that in many investment seminar, many analysts will be able to come up with a cold iPad, self proclaimed experts of science and technology; the people familiar with the ego, in our view, is a reflection of everyone eager to get rid of heavy laptop conviction. But we expect that this will soon be more subject matter of science and technology into the secondary position, such as automotive infotainment systems. "Essi added.

In the report, Essi also lists other predictions about the semiconductor chip market, mainly as follows:

1, simulated market prospects

Analog chip manufacturers in the fourth quarter revenue results in relatively better than expected, Essi said the agency estimated the overall simulation of semiconductor market in 2010 grew 33% in 2011, the growth rate will be more normal, about 7%, growth momentum including LED lighting, automotive infotainment etc..

2, LED industry is still red

Expected chip supply chain LED lighting applications, because investors would be warm and more active; the LED market has been red for a long time, now is the emergence of a LED lighting to replace the traditional incandescent bulbs trend, related power management chip will therefore benefit.

3, tablet computer boom

Anticipated tablet computer boom will be fever because of the rise of automotive infotainment and other new theme, the new application will become the driving force of analog chip market.

The rise of 4, information and entertainment system

Past not too much attention to the automotive electronics market and the resumption of kinetic energy, including the dashboard display screen, driver, controller and converter, and data bus chip are hot topics. In particular, the estimated annual average annual growth rate of 20% 2010~2015 automotive infotainment market (excluding navigation), with the introduction of more and more new models, the influence will become more and more significant.

Investment 5, the best

"We think, notebook computer and semiconductor Volterra server will have opportunities for growth in the year to 2012 2011, will usher in a strong and rapid growth, which will stimulate the interest of investors. At the same time, we also believe that CirrusLogic's earnings momentum will come from its main portable audio consumers, but in the second half of 2011, it will also be released through the diversity of products to attract the attention of investors. "