The gradual trend of the lighting market is gradually changing. With the general decline in the price of LED bulbs and the rising awareness of consumers, the penetration rate of LED lighting will further increase. In the backlight market, the new round of home appliance subsidy policy is unclear, and orders are falling. Some LED manufacturers' revenues have declined, and the backlight market economy has declined from the previous month. With the coming of the Lunar New Year, the stocking demand of traditional holiday makers will provide some support for the performance of LED manufacturers, and the overall trend of the LED market is still upward. We recommend chip amps Sanan Optoelectronics, Sunlight with channel advantages, and Dehao Runda, which combines the advantages of channel and industrial chain integration, and Jufei Optoelectronics, which benefits from backlight import substitution.
Apple's new tablet iPadAir and iPadmini are not lacking in highlights. Combined with the iPhone and iPhone 5s and 5c, the shipments in the first week exceeded expectations. We believe that Apple's new tablet sales will exceed market expectations, focusing on the double benefits of Apple's sales exceeding expectations and industry chain transfer: Goer Acoustics, Desai Battery, Xinwangda, Anjie Technology, Crystal Optoelectronics, and Lixun Precision; LEDs are trending upwards under the driving demand of lighting, and Sanan Optoelectronics, Sunlight and other leading stocks have benefited significantly.
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