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The oil and gas double-up issue is fermenting, and the LED group with energy-saving concept is rising, and the indicator company Cree's earnings this week is better than expected, which is expected to drive the proportion of lighting revenue. Ye Hongru, a manager of Morgan's small and medium-sized fund, pointed out that LEDs entering the peak season of goods, including large-screen panels, high-definition television and other business opportunities, will be able to drive the relevant industry to profit. According to statistics, the development goal of the LED lighting energy-saving industry in mainland China is an average annual growth rate of 30, and reached RMB 450 billion in 2015. In the global LED industry, it is estimated that by 2020, the global LED lighting market will reach 75 billion US dollars, accounting for about 50% of the global lighting market.
Xia Guangyu, manager of Yuanda Baolai Silicon Valley Fund, said that LEDs have been weakened by the demand for panel backlights in the near future. The operation will generally enter the off-season. However, due to some high-end TV backlights and LED lighting support, there will be a chance of a low season in the fourth quarter of this year. phenomenon. Recently, the two sides will hold an LED technology forum to discuss the technical specifications and cooperation directions of LED lighting on both sides of the strait, add more LED theme, and have the opportunity to drive the performance of the LED group in Taiwan.
Xia Guangyu said that the LED lighting penetration rate is about 8 to 10 this year. As the price continues to decrease, the penetration rate is expected to increase to around 20 in 2014. The LED lighting output value will have an opportunity to approach the backlight output value.