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It is expected that in 2014, the LED industry turning point will be ushered in. The general lighting market will surpass the backlight market and become the mainstream of LED industry development. The development of the LED backlight industry tends to be flat, while the penetration rate of the general lighting industry has increased by more than 7 years, and the market scale has continued to expand. Dehao Runda has obvious technical advantages, and attaches great importance to the integration of the industry chain to complete the full deployment of LEDs in the middle and lower reaches. It is expected that the 14-year performance will be greatly improved. As a traditional leading enterprise, Sanan Optoelectronics ranks first in the country in terms of chip production capacity and has obvious advantages in vertical integration. It is expected that LED chip and product business will further increase in 14 years.
2014 is China's 4G first year. China Mobile leads 4G, taking the lead in preparing for 4G establishment and terminal issuance, 4G license will be issued at the end of the year; MediaTek is helping LTE outbreak, and is promoting the highly acclaimed new generation high-profile chip MT6592 with LTE module. We believe that companies with slightly better soft power and hard power will benefit the most: soft power is the antenna and passive components that can meet the high requirements of 4G wireless communication. On behalf of enterprises, there are Shuo Bide and Sunlord Electronics: hard power is compliant with metal. The appearance of the wave of the shell plate, on behalf of the enterprise is Changying Precision.
In 2014, it is expected that cost-effective products will be launched in succession and the market will be colorful. On the one hand, 8MP will become the fastest growing model of the main camera of smart phones. The camera module above 10MP will not increase rapidly, but it will become the standard equipment in the high-end market. On the other hand, CMOS sensor manufacturers have begun to launch low-cost chip. Mainland manufacturers mainly target domestic customers. Their global market share is expected to grow rapidly in 2014. Among them, Ou Feiguang has the greatest growth potential, and the homogenization and trustworthy pressure is the highest. Taiwanese manufacturers such as Foxconn and Lite-On have entered the market earlier and have high technical quality. Overseas brands account for a high proportion, but the high cost has threatened their market position.
Next year, LED lighting will turn to the point of infinity