Trust Fund: LED lighting industry will become a new growth point

Trust Fund recently concern for the market emerging LED industry made a special study, the conclusion shows, 2011 LED in the field of LCD TV penetration rate will slow down, lighting will become a new growth point.

In order to accurately grasp the market changes quickly, mining investment opportunities, factors of trust fund through a series of analysis tools and quantitative model to develop their own comprehensive analysis and dynamic tracking effect of the risk return assets, making the allocation ratio categories of assets, the adjustment principle and adjustment range. Yasunobu Fund pointed out that the 2011 LED in the field of LCD TV penetration rate will slow down, lighting is becoming a new growth point. Upstream chip manufacturers substantial expansion, a substantial increase in the supply of chips, while downstream demand, especially in the field of lighting penetration still need to take a long time, in 2011 the chip overcapacity will be a high probability event. But we believe that this stage of excess capacity for LED in the field of lighting penetration and popularity is beneficial. The reason is: the biggest problem is currently plagued by the popularity of LED lamps or cost and price issues, upstream chip overcapacity will bring down the overall price of the downstream LED lamps, thus increasing the demand for LED lamps.