LED season ahead of the arrival of Chinese enterprises obvious advantages

Ping An Securities Analysis, April 2015 Taiwan LED package index rose still 4075 points to 4141 points, or 1.62%, over the same period, Taiwan electronic component index is still 94.53 points down to 91.68, or 3.01%, showed that the April LED market boom. Taiwan Dachang LED lextar electronics in April revenue reached NT $1 billion 210 million yuan, an increase of 2.5%, an increase of 2.6%; the East Bay in April and revenues of NT $936 million yuan, an increase of 8%, the highest single month record, and the 2 quarter of lighting products accounted for revenue is expected to exceed 50%. According to the past few years of industry experience, LED industry in the third quarter will see the season, but this year has come a season in February. This is mainly due to the rapid increase of LED lighting applications, especially the strong market demand in Europe and America lighting and LED lighting market in Asian countries the rise of Japan's current LED permeability has reached 7, India aspects of this year there will be 100 million LED lighting standard, the first standard case up to 10 million LED, highlights the huge demand the domestic LED companies will also benefit from the environment of the boom ushered in good growth.

Affected by weak global economic growth and exchange rate fluctuations, the first quarter of 2015, global LCDTV shipments of 52 million 958 thousand units, up only slightly increased by 1.1%. Samsung and LG shipments grew only 1.6%, less than expected, the Japanese brand due to the high cost, poor ability of brand promotion is facing the risk of a decline in sales and channel inventory increased, while the Chinese brand grew as high as 25.4%, Chinese brand market share for the first time more than the Korean brand products reached 33.5%. Benefit from the domestic brand market share increased TV and TV panel import substitution trend (this year panel self-sufficiency rate of 80%), local TV panel enterprises will usher in a huge development opportunities. Coupled with consumer preference towards light, thin, large direction will drive the growth of the TV panel demand, which has a high generation production line panel companies will be a major positive.

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