LED will continue to overcome the medium and large size display market and general lighting market
However, with the increase of LED brightness, power loss rate, product life extension and price decline, LED has gradually overcome the functional lighting market and the small and medium size LCD market. In 2009, LED is in the medium and large size LCD market. The application of (LCDTV and LCDMonitor) and the general lighting market has also matured, and the LED industry has entered the golden cycle.
The general lighting market is the most important target market for LEDs. According to the OSRAM 2008 survey report, the annual annual sales of home lighting fixtures is about 50 billion, and the alternative business opportunities are huge. However, the prices of products under the past are too high. According to the Strategy Unlimited 2008 report, LED lighting The penetration rate of the global lighting market is still less than 1%. Since June 2009, Sharp has been the first to detonate the price of LED bulbs. The price of LED bulbs equivalent to 60W incandescent lamps is only 4,000 yen, and the price reduction is as high as 50%. Toshiba, the other lighting factory in Japan, NEC, Japan's Matsushita, and Mitsubishi Osram have also followed suit. At this point, the cost per unit time of LED bulbs has been able to compete with incandescent and bulb-type fluorescent lamps.
The six ministries and commissions such as the National Development and Reform Commission jointly issued the "Opinions on the Development of Semiconductor Lighting Energy-Saving Industry" and established the golden cycle of the LED industry.
On 09.10.12, the National Development and Reform Commission, the Ministry of Science and Technology, the Ministry of Industry and Information Technology, the Ministry of Finance, the Ministry of Housing and Urban-Rural Development, and the General Administration of Quality Supervision, Inspection and Quarantine jointly issued the "Opinions on the Development of Semiconductor Lighting Energy-Saving Industry" to establish a development direction for the Chinese semiconductor lighting industry. By 2015, the average annual growth rate of China's semiconductor lighting industry will maintain a high growth rate of 30%. Therefore, we have given the semiconductor lighting industry an "overweight" investment rating.
Investment Advice
China's "Semiconductor Lighting Energy-Saving Industry Development Opinion" has established that China's semiconductor lighting industry has experienced a period of rapid growth. Related chip manufacturers include Sanan Optoelectronics (600703.SS, Rmb34.73, overweight) and Silan Micro (600460). Lianchuang Optoelectronics (600363) and Dehao Runda (002005) will be the beneficiaries. Among them, Sananguang potential is the leader of China's LED chips, and participating in the development of China's semiconductor lighting standards will be the first glare.
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