LED industry: focus on Samsung and domestic smart phone industry chain

LED sector continues to be optimistic about Samsung and domestic smart phone industry chain. IDC report shows that in the first quarter of this year, the global mobile phone shipments 418 million 600 thousand, which accounted for the largest market share of Samsung smart phones accounted for 17.3%, apple accounted for about LG, accounting for, HUAWEI accounted for 4.6%, ZTE accounted for 4.2%. Gartner Samsung GalaxyS4 mobile phone is expected to get better shipments, and apple in the third quarter of this year, it is difficult to launch new products. Domestic manufacturers, Lenovo recently announced the 2013 intelligent mobile phone sales target of 60 million, compared to 2012 increased by 2 times, ZTE target is similar, so we continue to be optimistic about Samsung and domestic mobile phone manufacturers supply chain.

The two quarter LED industry boom up: March Taiwan manufacturers revenue from negative to positive in general, and in April revenue data continues to improve, the visibility of orders is extended to a half, also is the demand for heat is expected to continue until mid June, so we judge the 2 quarter industry continued upward trend for the probability of the event. International manufacturers have launched low-priced products to stimulate the growth of demand for LED lighting. Decline in prices makes the relative advantages of energy-saving lamps LED lamps increase, demand is expected to accelerate. Data also show that PHILPS and Cree's LED lighting business to accelerate growth. 13 years is expected to become the first year of LED lighting, penetration is expected to rise to more than 15%. Corresponds to the 2013 LED lighting is expected to grow more than 100%. With the third quarter to replace the 60 watt incandescent LED bulb prices fell to $10 in the next 5 years, LED lighting output compound growth rate is expected to reach 30%.