Large funds to support the road to build their own LED Industry Supply Chain

Ping An Securities News, recently, China's national security considerations and The Belt and Road strategic development plan based on the establishment of the national integrated way of road industry investment fund Limited by Share Ltd (hereinafter referred to as the "fund") project started on the road to foster the semiconductor industry. According to the relevant person said, 5 years a total of 600 billion yuan of funds of nearly 7 will be on IC and manufacturing equipment, key construction projects, including the logic chip DRAM and NANDFlash chip, is committed to creating its own semiconductor industry supply chain Chinese.

Among them, the logic chip based on SMIC led, as for the memory chip project will be established by the central leading memory center to perform early, still DRAM chip cut, the long-term goal is the development of NANDFlash chip, to achieve domestic demand 50% semiconductor chip all homemade. The investment fund of China's IC industry, the annual contribution of 120 billion yuan investment from the semiconductor industry chain and 5 year plan period, the size of funds totaling 600 billion yuan, 70% will be put into IC manufacturing and equipment, the other is IC design and packaging etc..

In May this year, Taiwan LED package index is still a drop of 4141 points to 3901 points, or 5.80%, over the same period as the Taiwan sub component index is still down 91.68 points to 87.21 points, or 4.88%. However, the cumulative revenue growth rate data, the LED industry in the long term (2015, 2016) to the good trend has not changed. The relevant market price, in May this year, global LED lighting to replace the 40W retail price presents approximately 0.8% of the global rise, replace the 60W LED bulb retail price of a 0.4% decline, the overall stability, shows that the industry boom has not changed much. The Taiwan LED business revenue decline in May is mainly affected by the growth of mobile phone, tablet lamps and other consumer demand for small and medium size of the slowdown, the demand for the first decline. With the expansion of the late LED application, the rise of China area "cut Bering" and further propelled India, Thailand and other countries in the Asia market, 2015, 2016 LED market growth trend will not change, back to the demand will things with the display screen the increase in demand caused by the promotion of growth.

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