Ping An Securities: LED lamps within five years will be universal

LED industry boom has become the key word of this year's major securities research report, of course, this is not empty words.

Ping An Securities Research Report shows that as of August 22nd, in the 55 LED concept of the company, has 31 companies to disclose the report, among them, there are 24 companies in the first half of this year net profit growth, accounting for 77.42%, tiantonggufen, HC semitek, Chau Ming technology, Riyadh, Silan, Abison, Australia Shunchang and other companies in the first half of this year net profit rose more than 50%, the performance of rapid growth, further confirmed on 2014 is the prediction of one year LED high prices start.

Ping An Securities said, and constantly improve the LED luminous efficiency and energy-saving environmental protection increasing, and the LED lamps prices continue to fall, LED market demand will be continued to move up, the future of LED lighting market size and will continue to enhance the penetration of LED. 2014 LED general lighting (excluding automotive lighting) market size is expected to be $6 billion, an increase of 33.33%. LED lighting penetration will also be increased from 3% in 2012 to $88% in 2020.

But with the world's major countries have banned incandescent lamp, and the introduction of relevant energy subsidies, and decrease the manufacturing cost of the LED lamp, LED lamp within the next five years will be globally popularized, market prospects. LED high prices in the beginning of this year, and in the next three years to maintain high.

LEDinside Prediction Research Department of global market research firm TrendForce's, the global LED lighting market penetration is improved rapidly, 2014 LED lighting output value will reach $17 billion 800 million, the overall number of LED lighting products shipped only 1 billion 320 million, compared with 2013 growth of 68%.

In addition, iPhone 6 will be released in early September, its production is now coming to an end, according to the production cycle theory, zero order component of iPhone 6 has been issued by the various manufacturers in the second quarter of 2014, affected by this, the apple industry chain related vendors in the two quarter of good performance, USI electronics and GoerTek acoustic net profit year-on-year growth of 29.70%, 26.96%, eye-catching performance.

Intelligent mobile phone and other consumer electronics sales cycle influence, there is obvious revenue cycle: Generally speaking, the first half of the year because no major new releases, electronic product market demand is relatively weak, the relevant manufacturers revenues are relatively stable, and with iPhone, iPad, iWatch and other new heavyweight in the second half of the gradual sale, the market demand has improved significantly power, the company's revenue has entered a stage of rapid growth.

Apple's third quarter earnings have been verified on the iPhone iPad, Ping An Securities two quarter 35 million 280 thousand shipments, 13 million 878 thousand of the forecast, the second half of 2014, iPhone insisted optimistic about the iPad 97 million 814 thousand shipments, 47 million 947 thousand forecast, with the "eleven Golden Week", the traditional European Christmas consumption season, under the consumer electronics market in the first half of demand the probability of rise, benefit from this, the apple industry chain related companies revenue is expected to grow rapidly.

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