Policy will boost LED demand who will have the opportunity

Relevant data show that in the third quarter of 2011, the price of LED market continued to decline, and the TV backlight specification (5630) dropped by about 8% to 15%. Mainly because of the upcoming upgrade of TV backlighting products in 2012, Korean manufacturers are actively clearing out old-sized products. This has caused a considerable gap between the high and low prices in the market. The price of high-power LEDs for lighting has dropped by about 8% to 10%. Compared with the second quarter of 2011, the price has decreased, indicating that the demand for the lighting market is relatively stable.

Looking into the fourth quarter of 2011, the pressure from LED manufacturers' inventory is still high, and the generations of new and old specifications are alternated. Therefore, the price of high-power LED for TV backlight specification (5630) lighting is still under downward pressure. The decrease in the price of lighting LEDs has been relatively narrow, but the price competition among international big manufacturers is still fierce. In particular, for some potential customers, it is still a strategic way to provide greater room for price reduction. Whether it is Japanese, Korean or European and American manufacturers, it is common Reduced price action.

Analysis believes that the LED industry is still facing a state of oversupply, especially LED manufacturers are generally facing pressure to reduce inventory, so the LED prices in the fourth quarter of 2011 still have room for decline. However, there are signs of gradual increase in LED lighting demand in the near future. In addition to the original needs of Japan and Europe and the United States, the Australian government has also begun to replace LED street lamps. On the other hand, the “China’s roadmap for phase-out incandescent lamps” put forward by the Chinese government will be implemented in October. We expect this move will help boost LED lighting demand.

The Development and Reform Commission will hold a press conference to phase out incandescent lamps. The National Development and Reform Commission and other departments are scheduled to be held at 9:30 am on November 4th, 2011 (Friday) at Guohong Hotel (A11, Mubeidi, Xicheng District, Beijing No. B103, the southeast corner of Mudu Bridge, conference room B103, held a press conference to eliminate incandescent light roadmaps and introduced relevant contents of the “Notice on the gradual ban on the import and sale of incandescent lamps for general lighting”. Chinese and foreign journalists are welcome to participate with reporters' credentials. (Development and Reform Commission website)

Industrial Securities: Maintaining the LED industry recommendation Industrial Bank Securities reported that the current industry can focus on LED lighting applications and brand quality of high-quality chips and other fields, maintaining the LED sub-sector "recommended" investment rating to maintain Sunshine Lighting, Silan Micro, National Star Optoelectronics "recommended" investment rating.

The report pointed out that the domestic LED industry index in June is still weaker than the same period in Taiwan's semiconductor component index and Taiwan's weighted index. The report also pointed out that the domestic LED industry, the product structure and customer structure factors make the domestic LED companies and LED TV backlighting associated with a smaller degree, the volatility of the revenue is less than the Taiwanese industrial chain, but still faced slowing demand, overcapacity The hidden danger. The report believes that if the demand continues to be insufficient, only companies with technical strength and cost management capabilities, and actively develop new product applications can survive in the industry reshuffle.

Looking for high growth stocks in LED applications?

It is estimated that the output value of the global LED industry will reach 20.8 billion U.S. dollars in 2011, with an annual growth rate of 38%. In 2012 will reach 30 billion US dollars, annual growth rate of more than 40%. In 2013, it will have the opportunity to challenge the $50 billion mark, and the annual growth rate will reach more than 60%. According to the National Semiconductor Lighting Engineering R&D and Industry Alliance (CSA) data, the total size of China's LED market will reach 100 billion yuan in 2010. It is estimated that by 2015, the domestic LED market will reach 500 billion yuan and the annual compound growth rate will reach 38%. Such data means that the LED industry has a vast market capacity, which is expected to stimulate new investment opportunities for high-growth companies. In other words, the start-up companies such as BDO Runda, Ruifeng Optoelectronics, Qianzhao Optoelectronics and Sanan Optoelectronics, which have already entered into the LED field, are expected to gain the first-mover advantage, and thus enjoy a sustained high-growth industrial cake. Because of this, the recent LED industry stocks have clearly received the favor of funds, among which individual stocks such as Ganzhao Optoelectronics's rapid expansion of production capacity have been repeatedly reluctant to become the focus of market attention. Based on this, analysts believe that there are two types of stocks that can be actively focused on, and one that focuses on capacity expansion. According to IPO, Zhou Ming Technology and other recently listed new shares, with the IPO fundraising projects, the performance is expected to grow rapidly. The second is LED concept stocks that meet the industrial development trend, among which Tianlong Optoelectronics, BDO Runda and others are the same.

Lithium Iron Series

The lithium Battery Protection Board is the charge and discharge protection for the series-connected lithium battery pack; when fully charged, it can ensure that the voltage difference between the individual cells is less than the set value (generally ±20mV), so as to realize the equal charge of each single cell of the battery pack. , effectively improving the charging effect in the series charging mode; at the same time, it detects the overvoltage, undervoltage, overcurrent, short circuit, and overtemperature status of each single cell in the battery pack to protect and prolong the battery life; undervoltage protection makes each A single-cell battery is used to avoid damage to the battery due to overdischarge.

Lithium Iron Battery,Lithium Iron Battery Board,Industrial Control Board,Medical PCBA Board,Circuit Board Assembly

Huizhou Liandajin Electronic Co., Ltd , https://www.ldjcircuitboard.com