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Electronics industry: Taiwan LED epitaxial plant capacity is full of MOCVD procurement tide next year or emerging
Last week, the Philadelphia Semiconductor Index rose 2.33%; the Taiwan Electronics Index rose 0.05%; the A-share Electronics Index fell 3.33%. We previously thought that after the electronics industry experienced a rebound caused by the inventory replenishment in the first quarter, the supply and demand in the second quarter reached a temporary balance, entering the shock range, and the market became cautious. Due to the European debt crisis leading to the overseas macroeconomic downturn, the domestic macroeconomic growth slowed down, resulting in the electronics industry entering the third quarter, the demand for consumer electronics terminals is difficult to understand, thus affecting the entire industry chain. Many leading manufacturers have lowered their expectations for the third and fourth quarters and plan to make inventory adjustments.
We are cautious about the three quarters of the electronics industry. In the general downturn of the industry, we recommend focusing on high-quality themed investment opportunities, such as iPhone5, iPad mini, Ultrabook, smart phones, smart TV industry chain; or LED sectors benefiting from policy promotion and commercial lighting, and waiting for industry After the end of the chain inventory adjustment, when the macro economy stabilized at home and abroad, the next cyclical rebound of the electronics industry led by inventory replenishment. It is recommended to focus on Sanan Optoelectronics (600703) (uncovered), Moso Power (002660) (uncovered), Changying Precision (300115) (recommended), Ruifeng Optoelectronics (300241) (recommended), Sunlord Electronics (002138) ) (recommended) and so on.