Strong return to the mainland LED chip chip market share is expected to rise again

2014 rose behind the LED sector yesterday (13) strong return day. As of 13:58 yesterday, LED plate rose sixth, or up to 3.32%. The HC semitek limit, Sanan optoelectronics rose 4.58%, other LED sector stocks rose across the board.

And on Monday, leading Sanan optoelectronics strong regression, the biggest intraday rose nearly 9%, finally closing up 5.01%. Great wisdom agency found that in Sanan optoelectronics the latest adjustment of the SSE 50 index ranking of 47, accounting for 0.44% of the weight of index. In the SSE 50 Index constituent stocks, the overall decline in 2014.

And from the LED industry to analyze, Taiwan LED enterprises in December released revenue, industry revenue steady rebound in the chain, chip companies still down. 8 Taiwan LED chip companies (canyuan, Dingyuan, epileds, Guang Lei, Hua, EPISTAR, Taigu, new century photoelectric) total revenue of NT $3 billion 600 million, down 8.5%, an increase of 9.15%. 9 LED packaging companies (Bai Hong, East Bay, Hong Qi, Huaxing, Li Zhou, Ronda, I-Chiun, billion light, Edison) total revenue of NT $6 billion 70 million, an increase of 9.76%, an increase of 0.47%.

Societe Generale Securities Electronic researcher said that in the long run, the upper reaches of Taiwan chip factory this year are no expansion, with the mainland three safety optoelectronics, HC semitek, Australia Shunchang and other small manufacturers capacity release, Taiwan is bound to reduce the chip manufacturers share links. This should be a trend. Mainland chip manufacturers and Taiwan gap is gradually narrowing, the future is expected to further increase the share. Mainland chip manufacturers in the 4 quarter compared with the 3 quarter shipments no downward pressure.

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