Fengcheng Fire Turbocharger Manufacturing Co; Ltd. , https://www.fireturboleader.com
Recently, many signals show that the electronics industry has a high probability of a low season. The first is semiconductor leader TSMC and consumer electronics leader Hon Hai's revenue in December last year exceeded expectations and positive for the first quarter. TSMC's first-quarter orders were better than expected, and leading companies And research institutions are generally actively looking forward to this year's terminal demand; secondly, prosperity indicators such as B/B value, memory prices are on the upward trend, and recently many sub-sectors such as PCB equipment expansion kinetic energy recovery, while the LED industry's higher boom makes chip and package prices The index is rising sharply.
In the apple industry chain, last year was the previous high and low, and this year is expected to be high before the Ping, the apple industry chain will get better and better. Apple's confidence can be seen from its capital expenditure increase of 57; this year Apple will bring more innovation to more components, we can see from recent patents, including sapphire, wireless charging, liquid metal, 3D printing, and battery-wound.
In terms of LEDs, the major LED companies have maintained good orders and start-up since the fourth quarter of 2013. The price of the chips has continued to be firm. Under the superposition of pre-holiday stocking and overseas customers' centralized orders, it is expected that the prospect of the Spring Festival will continue. . Looking into the future, under the combined effect of technological advancement, cost reduction, policy subsidies and promotion of large factories, LED lighting will exceed expectations.
In addition, the recent smart city project will benefit the security sector. In the early period, the security sector has been more attractive due to the fact that the fund has more positions, fears of returning at the end of the year, no catalysts for major leaders, and pressure on reduction and granting. The main leading valuation has been adjusted back to an attractive position. Haikang also clearly pointed out the current part. The city of wisdom is accelerating.
Recently, due to the IPO of new IPOs, the electronic sector fell with the broader market. Apple and LED strong stocks have a certain correction. However, China Merchants Securities believes that Apple, LED lighting and security are still the main direction of electronic layout in the new year. Smart terminals, LEDs, security and micro-electric sound, connectors / structural parts, lithium batteries, cameras, FPC and other sub-sector quality companies.