Oriental Securities: LED lighting era is coming, LCD enters the off-season

Oriental Securities announced on May 13 that the LED lighting era has accelerated. In December, LED manufacturers in Taiwan continued to move upwards (continuous improvement in the chain, continued to increase in May), and international lighting manufacturers accelerated the introduction of LED terminal lighting applications, including the increase in types and quantities. The industry presents brand cooperation with foundry, accelerated upstream and downstream cooperation, and expanded production and capital.

The LCD panel is coming in the off-season. As the May 1st goes, the demand for TV panels will gradually fall. If there is no new policy stimulus, the price is expected to decrease. The manufacturers are striving to stabilize the equipment utilization rate. ) Both ends extend.

Traditional panel and touch panel manufacturers have officially started to compete, touch panel manufacturers have been profit-stricken; touch ICs have improved, OGS touch patent warfare has broken through bottlenecks, and H2 will usher in an explosive period.

From the perspective of upstream IC manufacturers, TSMC, Taiwan UMC, and the world's advanced (812-inch and other products are in full production, driven by smart mobile terminals), and all manufacturers are optimistic about the market outlook. It is expected that H2 smart mobile terminals will usher in new highs. point.

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