Nearly $6 billion LED gluttonous feast opened the most benefit of the 12 shares

Currently LED has become a hot China product manufacturing, and is a very attractive investment field. But compared with the United States and Taiwan, China's LED industry is still in its early stages. Under the support of the government and the application of new applications, in 2011 China's LED market will grow from $4 billion 700 million last year to $5 billion 800 million, an increase of 23%, the most benefit of the 12 listed companies.

2011 China's LED industry will be close to $6 billion

Driven by government support and new applications, in 2011 China's LED market will grow from $4 billion 700 million last year to $5 billion 800 million, an increase of 23%.

As more widely used in LCD TV and street lighting, LED has become a popular product in China, but also a very attractive investment area. In addition, the government's support for the industry seems to be producing results. China expects LED market will reach $6 billion 900 million next year, to $11 billion 100 million in 2015, a compound annual growth rate of 17.7% 2010-2015 years, a variety of applications China LED market coverage, including LED display, traffic lights, car lights, LCD backlight, mobile phone keyboard, digital camera, flash lamp, decorative lighting and general lighting.

Street lamps will be the largest application area, this year will reach $1 billion 500 million, is expected to reach $1 billion 800 million in 2012. Due to the large size of LCD TV and notebook computers using LED, LCD backlight market will also usher in strong growth in 2015 sales will grow from $713 million this year to $1 billion 800 million.

In the medium and long term, driving a new factor in the growth of the LED industry will be the general lighting market. In view of the global trend of reducing carbon emissions, China's demand for LED in the field of general lighting will be very strong. LED low power consumption, and environmental protection. IHS iSuppli's data show that this year, LED shipments in the field of general lighting will account for 15.5% of the overall LED market.

Although LED is relatively prosperous in China, but compared with the United States and Taiwan, China's LED industry is still in its early stages. China is lagging behind in the field, including technical backwardness and the lack of experienced managers and R & D engineers. In addition, China's lack of intellectual property rights in the core areas such as LED wafer and upstream areas, but also a serious problem.

But China LED manufacturers can get adequate funding from the local and central government, which will help domestic enterprises occupy most of the market Chinese LED. So far, the local government to buy MOCVD equipment manufacturers to provide at least 70% of the subsidy, equivalent to about $1 million 500 thousand per machine subsidies. In addition, the government also provides tax and hydropower concessions to encourage enterprises to invest in the domestic LED industry, which is very attractive for local enterprises.

12th Five-Year planning behind the LED lighting industry institutions optimistic about 4 shares

Capacitor price index continued to rise. Current electronic component price index 105.64 points, basically stable. Electronic components in discrete devices and integrated circuits performance, the electronic components rose 2.33%, mainly by resistors, capacitors and a crystal oscillator rise, the capacitor index rose 5 consecutive weeks, the cumulative increase of 7.2%.

The electronic components industry week A stock market stocks, the biggest increase in the top five is Selen Science & Technology (002341), through rich micro power (002156), *ST deflection, Dongguang micro power (002504), honglitronic (300219). The largest decline in the top five are LEYBOLD Tech (002106), fuxingxiaocheng (300139), long letter Technology (300088), (002025), *ST aerospace electrical furi.

June global chip sales $24 billion 700 million, down 0.4%. According to SIA data, in June the global chip sales reached $24 billion 700 million, compared with $25 billion in May to reduce by 1.2%, down by 0.4%. Global chip sales in the two quarter decreased by $2%, but an increase of up to 3.7%, is expected this year, global chip sales are still expected to achieve an increase of 5.4%.

CMIC: China's LED lighting output is expected to reach 500 billion yuan in 2015. CMIC (China Market Intelligence Center) recently released "12th Five-Year plan" gives a clear description of the LED development goals, to occupy the domestic general Chinese 2015 LED lighting lighting market more than 30%, the output value is expected to reach 500 billion yuan, and actively promote the China LED lighting industry in the top three in the world.

Although the semi annual performance differentiation serious, we are still optimistic about the August season of the global electronics industry boom recovery, it is recommended to focus on lithium battery module production xwoda benefit shares (300207), and the LED lighting field, honglitronic REFOND (300241), the country star power (002449), Yankon (600261) etc..