Electronics industry week Finance: LED industry opportunities

The weekly performance of the electronics industry

Broader CSI 300 Index this week, down 2.85%, electronic components, (SYWG a) index this week down 4.6%, the electronic index underperformed the broader market by 1.75 percentage points. Until November 9, 2012 A shares TTM eliminate negative valuation of 11.5 times, the electronics industry the TTM eliminate negative valuation of 28.81 times, after this week's decline, the valuation of the electronics industry declined compared to last week's decline of 1.37. In last week's range of market, industry sector index fell, calculated using the arithmetic mean method ingredients intervals up one week decline, the smallest of which the SW delivery of equipment segment interval fell, down 1.98%, SW electronic plate decreases as 4.80%. Electronic sub-sector, SW passive component sub-sectors interval smallest decline of 1.97%. SW optical components sub-sectors interval had the largest decrease of 7.08%.

Industry performance in the world

The world's major capital markets last week (November 5 - November 9, 2007), the electronics industry index market as shown in Figure 6 below. The Philadelphia Semiconductor Index SOX closed at 369.70 points, up down -0.70%. The Dow Jones Industrial Average DJI closed at 12,815.39 points, up down -2.12%. Taiwan Technology Index TWIT to close at 5,746.32 points, up 1.70% decline. Hang Seng Information Technology the industry index HSITSI closed at 2,868.45 points, up down -1.03%.

Anniversary of the Huaqiang North electronic market price index. Issue Huaqiang North electronic market composite index continued to rise, to close at 96.32 points, up 0.3 points, or 0.31%.

Market research IDC data, global tablet PC shipments in the third quarter of this year to 27.8 million, an increase of 49.5% year-on-year growth of 6.7%. IPad global shipments of 14 million, 50.4% of the market share, lower than the 65.5% in the second quarter.

The SIA report shows, in September this year, the global semiconductor revenue of $ 24.79 billion, a growth of 2%. Semiconductor revenue in the third quarter to $ 74.4 billion, a growth of 1.8%, but fell 4.7%.

SEMI news, technology and cost of LED lighting is already in place, the traditional light source will be eliminated, the international companies vicinity sights beachhead, Philips's LED components plant LUMILEDS the Malaysia plant November Jiangzai expansion times of high power LED production capacity, Japan Nichia expand 20% capacity full sights on LED light , the U.S. CREE by steep faster LED lighting technology.

Investment advice

Due to the global economic downturn, SIA semiconductor revenue in the third quarter of $ 74.4 billion, a year-on-year decline of 4.7%; North America, the Japanese semiconductor equipment BB downturn, have lower-than-expected corporate results, the uncertain future of the industry recovery. Disappeared innovative products for the year to bring the catalytic effect, the overall performance is still lower than expected, to maintain the industry "neutral" rating. Currently, the bright spots are still in the growth of the mobile intelligent terminal industry chain. Can continue to focus on the related industrial chain such as Apple, Samsung, benefit policies to promote the rapid development of the LED bulb industry can follow. Recommended to continue to pay attention to the the growth determined intelligent terminal industry chain, and the chain of this industry on the fast-growing stocks, Jin Fu new material such as intelligent terminal industry chain, long letter, GoerTek EPI precision
From:home led bulb:www.homeledbulb.com,