Electronic components: bright future

In recent years, the demand for medium and large size LED backlights has grown rapidly. In 2009 , the penetration rate of LED backlights in notebooks was 52% , and the penetration rate of LCD TVs was about 3% . In the future, with the dramatic increase in the penetration rate of LED backlights and the gradual release of the lighting market demand, the LED industry will grow explosively.

In the past 10 years, due to the increase in the penetration rate of LED LCD TVs, the demand for LED chips has been strong, resulting in a shortage of LED chips and their upstream materials and equipment. Some LED chips have even increased in price. The entire LED industry chain has greatly expanded its production to meet downstream demand, and the industry has entered a boom phase.

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The mainland LED industry faces development opportunities and will occupy an important position in the global LED industry in the future. The main reasons are as follows: (1) The downstream LCD industry has shifted to the domestic market, and the demand for LED backlights for LCD panels from mainland manufacturers has grown strongly; (2) The domestic government has given strong supportive policies to reduce the company's cost burden; (3) The level of technology has increased. The gap with foreign countries is narrowing.

In view of the gradual proliferation and outbreak of downstream demand, we have long been optimistic about the development of the LED industry. We are optimistic about leading companies that have long been engaged in LED R&D and production, have extensive industry experience, are technologically advanced, have economies of scale, and are widely recognized by downstream customers.