The rise of China's LED industry has also led foreign investment institutions to observe and select targets, pointing to the bright shine of China's LED factories, while the downstream performance of the industry will exceed the upstream, mainly due to the increase in upstream supply. The foreign investment assessment global LED supply and demand imbalance will be gradually reduced to 2018. The annual gap has shrunk to 8%.
The foreign investment is optimistic about China's LED packaging, Mulinsen and Guoxing Optoelectronics. With the scale of output of China's LED application market, China's LEDs have moved to their own brands and began to expand into overseas markets. The cost-effective and complete OEM supply chain has made China's LED industry form a rapid development. In particular, Mulinsen is China's largest packaging factory. Foreign capital is also optimistic about Taiwan-listed company Everlight (2393), pointing out that Yiguang has significant achievements in lighting OEM and brand plus production scale economy. Jingdian (2448) gave a neutral rating due to the risk of weak wafer pricing and increased competition.
Although the LED industry has not seen the dawn, according to foreign investment surveys, global LED supply and demand is rapidly converging, which is expected to be driven by demand growth, which will reduce the supply surplus from more than 30% in 2012 to 8% in 2018, although 2015 At the end of the year, after the new capacity was opened, the imbalance between supply and demand will increase to 33%, but it is expected to gradually converge under the increase of demand-side application areas. After the withdrawal of China's subsidy policy, the expansion of MOCVD machines on the wafer will slow down and enterprises will be eliminated. Exiting the market will help the overall industry gradually get out of the bottom.
It is expected that the lighting will be the main growth engine of the LED industry in 2016. As the price of LED lamps replaces energy-saving lamps and government subsidies, the Chinese government aims to increase the penetration rate of LED lighting from 30% to 70% in 2020. In addition, the niche application market includes automobiles. , medical and agricultural may become new catalysts. Foreign investment is expected to increase global LED demand by 9-14% from 2016 to 2018.
Foreign capital pointed out that it is now an important watershed between the various factories in the industry. As the industry progresses and the industry is expected to form a larger trend, the LED price pressure is still heavy in 2016, and the industry is bound to continue vertical or horizontal. Consolidation, and mergers and acquisitions will be further accelerated, mainly because manufacturers must use scale to improve the cost structure, so M&A must increase production capacity. In addition, after obtaining high market share, the pricing power can increase the global supply share; The land factory has the advantage of the funds required for the merger, and the Taiwan factory has won a place by deepening the brand cooperation relationship and patent interaction authorization.

The Anti-explosion Screen Protector is a Screen Protector that can effectively buffer impact, prevent the screen from bursting, or prevent the glass panel from breaking and falling apart due to accidental impact of the mobile phone. It has gloss, texture and surface hardness. The Explosion-proof Screen Protector strengthens the screen and reduces the chance of cracking, broken tempered glass is no longer frequently replaced.
Compared with other Screen Protectors, Explosion-proof Screen Protectors have the following advantages:
1. Anti-shattering: The PET material of the Explosion-proof Screen Protective Film has high strength, flexibility and elasticity, can fully decompose the impact force, and can effectively prevent the screen from being broken or damaged when the screen is impacted or dropped by external forces.
2. HD Clear: The Explosion-proof Screen Protector is made of high-quality PET material, which can maintain a high-definition screen display effect and truly display the original screen color.
3. Anti-fingerprint: The Anti-explosion Screen Protector has a built-in oleophobic and waterproof coating to prevent fingerprints and stains on the phone screen, providing your phone with original texture and perfect touch screen response speed.
The use of an Explosion-proof Anti-explosion Screen Protector can effectively enhance the durability and protection of the mobile phone screen, reduce the risk of screen cracking and damage, and at the same time protect the clarity and quality of the screen display. Ideal for protecting your screen.
PET Screen Protector, Explosion-proof Screen Protector, Explosion-proof Screen Protective Film, Explosion-proof Protective Film,Anti-explosion Screen Protector
Shenzhen Jianjiantong Technology Co., Ltd. , https://www.tpuprotector.com