Recently, Philips announced the integration of its LED business unit. In addition, Taiwan’s Taiwan’s Jingyuan Optoelectronics has acquired and purchased Yuanyuan Optoelectronics through share conversion. Analysts pointed out that in the context of increasingly fierce competition in the LED industry, giants frequently launch industry consolidation, which will help bring Come to the industry's production capacity improvement, production management, product integration and many other effects, and it is expected that the LED industry integration acceleration trend will gradually become more obvious this year.
According to the China Securities Journal, the industry generally expects that LED market demand is expected to maintain rapid growth within three years. CITIC Securities Research believes that the LED industry will accelerate in the third quarter of this year, and the industry gross margin will rise again.
The report pointed out that the event of pushing up the LED boom in the second half of the year is Apple's new product. Although the overall growth of the Apple industry chain has been challenged due to the penetration of smartphones, the eventual and structural opportunities that are delivered are still worthy of attention. In the second half of this year, Apple’s iWatch and iPhone6 ​​will be released for the industry. Future developments find opportunities.
In addition, consulting firm HIS expects this year to be an optimistic year for China's LED market, with LED chip revenues up 36.6% to $1.475 billion and packaged LED revenues up 14.8% to $4.812 billion. As China's policies on LED lighting are introduced one after another, many export-oriented enterprises will begin to switch to the Chinese domestic market, and traditional lighting companies will also transform LED lighting.
According to the China Securities Journal, the industry generally expects that LED market demand is expected to maintain rapid growth within three years. CITIC Securities Research believes that the LED industry will accelerate in the third quarter of this year, and the industry gross margin will rise again.
The report pointed out that the event of pushing up the LED boom in the second half of the year is Apple's new product. Although the overall growth of the Apple industry chain has been challenged due to the penetration of smartphones, the eventual and structural opportunities that are delivered are still worthy of attention. In the second half of this year, Apple’s iWatch and iPhone6 ​​will be released for the industry. Future developments find opportunities.
In addition, consulting firm HIS expects this year to be an optimistic year for China's LED market, with LED chip revenues up 36.6% to $1.475 billion and packaged LED revenues up 14.8% to $4.812 billion. As China's policies on LED lighting are introduced one after another, many export-oriented enterprises will begin to switch to the Chinese domestic market, and traditional lighting companies will also transform LED lighting.
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