Interpretation of the new trend of LED lighting industry in 2015

In 2015, with the gradual increase of China's electronic industry reform, the sales of consumer electronics products continued to rise, we are fully optimistic about the electronic sector. In the context of the global slowdown in the growth of the electronic terminal consumer market, we focus our investment in 2015 on the two investment paths of new technologies, new applications, new cycles and state-owned enterprise reforms. New technology IGZO technology LED flip-chip: IGZO technology is emerging as a new technology. Compared with other technologies, IGZO has a higher overall cost performance, and a-Si upgrade IGZO has a cost advantage. We expect IGZO technology to rise rapidly. Compared with the formal and vertical packages, the chip flip-chip technology has the advantages of withstanding large current, good heat dissipation, uniform coating of phosphors, no risk of gold wires, and easy integration of modules. We are optimistic about the development prospect of flip-chip technology. New application fingerprint recognition sapphire wear application: Apple has been guiding the development of mobile phone and tablet market with its strong technology and fashion ability. From the products released by Apple, we recommend focusing on fingerprint recognition, sapphire and smart wearable devices in 2015. . The success of Apple TouchID has caused other terminal brand manufacturers to follow suit. For example, Samsung, HTC, Huawei, Meizu and other brand factories have also introduced fingerprint recognition functions into their high-end models. We expect smart mobile devices equipped with fingerprint recognition function to explode in 2015, and mainland China's fingerprint identification supply chain manufacturers are expected to usher in a profit explosion. At present, sapphire has been applied to Apple's camera cover and fingerprint recognition design. AppleWatch also uses sapphire material as a protective cover. We expect Apple to introduce this application to iPhone/iPad and other products. Apple's strong industrial design capabilities make AppleWatch a beautiful and popular accessory that differentiates from other wearable products and forms a popular fashion brand. We predict that with Apple's strong marketing, AppleWatch will lead the new trend of smart wear. The new cycle panel industry Chunyangui, LED shines the world: the winter of the panel industry has passed, we expect the supply of large-size panels to be limited in 2015, and the process of large-scale TV, mobile phone, tablet and other products will continue to promote large-size panels Strong demand. It is expected that the supply and demand of the panel industry will be balanced in 2015, and the performance of panel companies in the future is expected to further increase. Since 2014, the source of the LED industry boom has been the general lighting market. Affected by upstream chip technology and rapid price decline, the price gap between LED lighting and traditional lighting products is gradually narrowing, and the cost-effective advantages of downstream LED lighting products have emerged. In the future, as the penetration rate of LED lighting continues to increase, the industry will have a solid support. State-owned enterprise reform, traditional industry reform, great leap into China's core world: chip, panel industry as the cornerstone of the electronics industry, information security is increasingly becoming an important focus, China's electronic traditional industry reform leap forward is imperative. Since the beginning of this year, China's integrated circuit industry has undergone a major series of major changes. In addition to the establishment of the National Integrated Circuit Industry Fund in October, there have been more M&A cases at the corporate level.

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