LED: capture the real leader in the fast-growing industry

LED industry is a promising new industry. LED is a solid state semiconductor devices, can be directly converted into electricity to light, compared with other forms of lighting, LED lighting has higher luminous efficiency, more environmentally friendly, not easy to damage, longer life and other characteristics, is regarded as the fourth revolution of human lighting. Many countries and regions in the world have introduced policies to support the development of semiconductor lighting industry, environmental protection and energy saving LED industry will shine.

Global LED supply and demand in the basic balance of existing applications. ISuppli's report predicts that from 2006 to 2012, LED global market CAGR will reach 14.6%, TRI pointed out that in 2009 the global LED output value increased by a large margin of $8 billion 677 million, will reach $15.7%. At present, the basic balance of global LED in existing applications in the field of supply and demand, but considering the progress of technology will greatly reduce the cost of the product, and then lead to lower prices, so the potential demand for space will be open to the existing production capacity growth rate is calculated, will it be possible for the situation.

Domestic LED industry in chaoyang. China's LED industry development time is short, the market demand, so far, the domestic production capacity is obviously insufficient. China's LED industry in the Chaoyang period, relying on the huge market of China, China's LED industry will also enter a stage of rapid growth.

Industry stock picking ideas. The main barriers in LED industry in the technical level, in addition, the homogeneity of the product so that the size effect is very obvious, so it has technical advantages and scale advantages of enterprise competitive advantage is more obvious, more rapid growth in the industry in talent shows itself. Therefore, the current LED industry stock picking ideas are looking for local enterprises in the technology leader, the obvious advantages of scale, located in the upper reaches of the LED industry chain industry.