Millet detonated networking ecosystem LED lighting prices rebound

This week the electronics industry rose 3.27%. We believe that the recent electronic sector is mainly driven by the valuation of the event repair market. The front or the company has a big market, underestimate the value of the characteristics, also has some fundamental events or trends support, including annual performance than expected, LED industry boom, pick up the mobile payment market promotion smoothly etc..

Millet released this week note flagship machine, in some aspects of performance has exceeded the iPhone 6 plus. At the same time, the introduction of intelligent hardware millet intelligent modules, general cloud services, etc., more ready to prepare the ecological chain, is expected to detonate things ecosystem. LED lighting products in the country experienced a sharp decline in prices in November last year, after the rebound in product prices in December more, it is recommended to focus on supporting the performance of stocks. In addition, we continue to be optimistic about the new intelligent hardware market, the mobile payment industry, as well as to benefit from the national will of the semiconductor, panel industry.

Company tracking

1): Hefei BOE 8.5 generation line of full production, 2015 performance elasticity; 2) released long power technology: acquisition program integration effect stats, period; 3) Riyadh: small spacing will be in full swing, the current stock price is lower than the cost of employee stock ownership plan; 4): Beijing Jun Hadley platform complete intelligent hardware layout, this year Wifi audio, smart camera is worth looking forward to; 5) huanxu Electronics: modular products are widely used in watches, mobile phone and tablet; 6) victory precision: the acquisition of prosperous technology, breakthrough automation.

International giants from the patent to the functional layout intelligent hardware: 1) Qualcomm, Intel processors will support wireless charging; 2) apple won a patent can be used for remote control camera system, bicycle helmets, diving masks etc.. 3) MediaTek revenues of $6 billion 700 million in 2014, the annual smart chip shipments of 350 million.

Industry dynamics

Millet detonated networking ecosystem, stimulating domestic industry chain development: 1, Note) released millet mobile phone and headset to a small box, in some performance has surpassed 6 Plus iPhone from imitation, towards the high-end market; 2) HUAWEI 2014 revenue 2870-2890 billion yuan, the consumer business growth rate significantly improved.

LED lighting plate prices rise, the Orangemen reversed positive display plate: 1) in December last year China replaced 40W LED bulb retail price rose 8.8% to $4.9, LED lighting retail price rose 12.9% to replace 60W incandescent lamp for $14, the biggest year rise, the upstream chip manufacturers maximum flexibility; 2) the Orangemen reverse Uzbekistan, LED display plate benefit.

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