The LED sector is in short supply and is expected to last 2-3 years

The domestic LED industry in 2016 annual report and 2017 1 quarterly reports have been released after the overall performance are good. In 2017 1 quarterly, 40 revenue grew by 43 LED listed companies, 35 companies owned by the parent LED 1 quarterly net profit growth, the net profit growth of more than 30% listed companies reached 27, accounting for more than 60%.

LED industry core financial data to improve significantly, to verify the trend of LED industry to improve, solid and reliable

From the LED industry in 2016 and 2017 1 quarterly reports of listed companies, the core financial indicators all showed significant improvement trend, the core indicators including ROE, revenue and net profit growth, owned by the parent and growth, gross margin, net profit and operating cash flow etc.. LED industry trends for the better, there are solid financial data as a verification, more firmly optimistic about the industry confidence in the LED industry trends.

The LED sector is in short supply and is expected to last at least 2-3 years

Recently, Guoxin Securities field and LED industry chain wide exchange of research, LED industry continues to verify the supply and demand. International companies such as OSRAM also said that the LED chip and LED chip manufacturers supply shortage, crystal power, Sanan optoelectronics, HC semitek, Australia Shunchang and Elec-Tech said the current demand supply capacity. The main reason is based on the 2010-2011 year MOCVD machine is being phased out, the number of models accounted for about 1/3 of the total quantity, is expected in the next 2-3 years, the annual elimination of the current total production capacity of 5%~10%, about 5 million -1000 million. With the demand for more than 20% downstream lighting growth and small spacing demand outbreak, the annual increase in demand for new LED chips 10 million. And according to statistics, by the end of 2017, the total effective capacity of about 83 million 280 thousand, and demand will be more than 92 million 350 thousand, the next 2-3 years continued to remain in short supply.

LED industry data to the good, essentially reflects the global LED manufacturing transfer to China major trend

The global LED manufacturing to China transfer trend has not been questioned, excellent process control and cost management ability China electronic industry in the years of accumulation has been fully equipped with, at the same time also gradually release the bonus engineers, the international advanced technology to Chinese enterprises to develop and have more independent intellectual property rights, with the international companies encountered technical progress the bottleneck of slowdown, Chinese enterprises will make full use of the national policy, industrial capital and engineer bonus and other advantages, to achieve striking, will eventually overcome the traditional international companies, and become the leading industry players.

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