Dip apple light LED industry or off-season is not light

Apple's iPhone5sHome key uses sapphire substrate, because the original sapphire substrate is mainly used in the LED market, the legal person pointed out that if the iPhone5s hot sale can go sapphire substrate production capacity, will help the market supply and demand tend to balance, coupled with the rapid growth of LED lighting demand, look good 4 season LED industry is expected to be not off-season.

Recently, the LED industry has added topical advantages. The Home key used by Apple's new iPhone 5s is the first to use a sapphire substrate, and the scope of application has expanded. Franklin Guomei’s high-tech fund manager Guo Xiuzhi pointed out that the timing of the iPhone 5s and 5c coincides with about two consumers. The once-in-a-year wave of replacements, and the new machine's Home button used sapphire substrates for the first time, allowing sapphire materials to be used in new areas. The original LED market for sapphire substrates was used for the first time in smart phones, and it is expected that some production capacity will be eliminated. , so that the market supply and demand tend to balance.

According to the legal person, regarding basic observations, LED leading and downstream faucet makers Jingdian and Yiguang operating conditions, Jingdian’s consolidated revenue in August rose by nearly 3% month-on-month, ending the two-month decline in revenue; Yiguang’s August consolidated revenue. The monthly increase was more than 10%, and operations have returned to temperature. Among them, Jingjing Electric received orders for CREEs from international manufacturers, coupled with good orders in September, incentivizing stock prices to increase by nearly 5% in the past five trading days; Yiguang was subject to a patent litigation with Japan's Dairun. Affected by the war, the stock price has been corrected and fell nearly 0.6% in the past five days.

In addition, the global demand for LED lighting including Europe, the United States, China, and Taiwan is gradually increasing. The demand will be stronger next year. At the moment when the lighting market will enter a fast growth period, the LED industry is expected to accelerate its recovery, but the backlight Due to the suspension of China's energy conservation subsidy policy, the demand for the backlight market has slowed down. In addition, as China's TV eleventh pulls the goods less than expected, it needs to pay attention to the follow-up kinetic energy performance of the backlight market.

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