In the second quarter of the LED industry, the peak season effect continued. Both the upstream chip factory and the downstream packaging factory experienced a shortage of production capacity. According to the growth of orders, the performance of many Taiwanese companies in May is expected to rise, including the performance of Everlight, Hongqi and Redditch are expected to hit a new monthly high. LED bulb prices fell slightly in April The latest LED bulb retail price survey showed that the average retail price of LED bulbs replacing 40W in the world in April 2014 fell by 1.5 to 1.47 US dollars, of which the price drop in China was the most obvious. The replacement price of 60W LED bulbs fell by 2.5, reaching $20.2. The peak season effect continues, LED companies' May revenue is expected to be high. The peak season effect of the LED industry in the second quarter continues. No matter the upstream chip factory and the downstream packaging factory, there is a shortage of production capacity. The performance of many companies in Taiwan in May, It is expected to rise, including the performance of Yiguang, Hongqi and Reddike, which are expected to hit a new monthly high. TSMC's 28-nanometer 3DIC is poised for growth. In order to lay out the 3DIC technology field, TSMC is actively engaged in upstream and downstream integrated services. On the technical side, two years ago, it announced the cooperation with SK Hynix (SKHynix) 3DIC test chip, and cooperated with DRAM for the first time. TSMC's strategy in this field is also open, and does not rule out any alliance with any memory partner. Together with the second memory, Micron, to create a 3DIC chip. iWatch or will support wireless charging from Apple suppliers that Apple's first wearable device iWatch will be equipped with wireless charging function, the supplier has now sent the wireless charging coil for review, waiting for the relevant certification results. The report also revealed iWatch's release plan, saying that iWatch will be unveiled in the second half of this year, depending on production. Industry point of view: We recommend focusing on Apple's industrial chain companies such as Goer Acoustics and Desai Battery (iPhone6 ​​stocking is expected to pull up a round of orders in the second quarter); we believe that 2014 will be the first true lighting year for LEDs. The upstream, middle and lower reaches of the industry chain will be driven by downstream demand. Industrial integration and new model evolution will become the theme of the industry. We recommend focusing on Aoyang Shunchang (LED chips begin to increase in volume, and traditional enterprises have successfully cut into the LED industry, which is expected to rise. ), Sanan Optoelectronics (LED chip supply and demand pattern is tight, chip prices are strong, which is conducive to the company's profitability improvement), Jufei Optoelectronics (will further benefit from the low-cost tablet and flat-panel TV backlight share increase, the recent decline makes the company's long-term investment value Appearance), Chau Ming Technology (small pitch display ratio increased, e-commerce channel began to work in lighting in 2014, the company will directly benefit from the channel model innovation), Liard (the company's small-pitch TV has the first advantage, technology And the customer layout is ahead of Other manufacturers, it is expected that the second quarter will be the beginning of high growth in shipments). The support policy for the integrated circuit industry is expected to land in the near future. We believe that the new round of state support policies will be better than the past, and the marketization mechanism will be rationalized in the form of industrial funds, which will set off a new round of integration and growth of integrated circuits. We recommend that Zhongtian Technology, Changjiang Electronics Technology and Jingfang Technology pay close attention to the equipment manufacturer Qixing Electronics in the short to medium term.
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