Global LED light source replacement tide is coming

The price of LED lighting products fell rapidly, driving the growth of lighting demand, and the global LED light source replacement wave was officially launched.
Comment LED is not weak in the first quarter, and the visibility of orders is improved: Some LED manufacturers have been operating better than expected in the near future. The main reason is that the demand for small and medium-sized backlights such as notebooks and mobile phones continues to recover, and some terminal customers are facing the Lunar New Year in advance. Overall, the visibility of LED orders in the first quarter increased, and the growth of TV panel demand in the second quarter began to increase. According to lighting demand, Cree released the second generation of bulbs in October last year, and the price was once again below 10 dollars (the terminal price dropped 40 in one year). The ceiling price of indoor lighting continued to ferment, and the market penetration rate accelerated. .
The kinetic energy of Apple products in the first quarter may be lower than that of domestic smartphones: We judge Apple's 2013 sales of 155 million iPhones, which is expected to reach 190 million units in 2014 (23 year-on-year growth); 1Q14 terminal shipments About 46 million units (20% year-on-year growth), while MediaTek expects shipments to increase by about 90% in the first quarter. Apple's product innovation will increase in the second half of this year, and the iPhone is also the only high-end mobile phone that can be sold this year. However, if the stock price starts to react in the first quarter of this year, it will not be conducive to the Apple industry chain in the second half of the year.
The two exhibitions of CES and MWC set the tone for this year's consumer electronics: CES in early January is about wearable devices, automotive electronics, 3D printing, smart home, 4K and curved screens, dual system tablet/PC. MWC at the end of February The point is in the metal case, 4G, ID/secure payment, 64-bit processor.

Valuation and recommendation This week, we experienced a total of 4 trading days across the year. The Shanghai Composite Index fell 0.9 this week. However, the electronic sector has seen a sharp rise in the past two days. Among them, LED performance rose 8.7, and touch screen and security rose 3.4 respectively. And 2.0. Investment Opportunities In the first quarter, it is recommended to focus on domestic smart phones and LED related stocks. The recent rise in the LED industry chain is supported by performance and thematic opportunities. It is recommended that investors give priority to the upstream chips of the LED industry and representative manufacturers of downstream channels. Domestic smart phones with CES concepts such as wearable devices are also worthy of attention.

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