2013Q4 Philips LED lighting business revenue increased by 48%, OSRAM also said that LED lighting business 2013Q4 sales increased by 28%, 2013 CREE lighting revenue accounted for 36. Continued to increase screen size, direct-lit backlight penetration and TV resolution The rate is increasing and the demand for TV backlights is expected to pick up. In addition, according to the January 2014 revenue forecast released by LED-related companies in Taiwan, it is generally indicated that the off-season is not weak.
Market callback risk does not change the industry's economic trend According to the UBS strategy group's judgment, after the two sessions, the market may face some risks, such as policy, economic, IPO issuance, and the annual report, the first quarter report disclosure performance is lower than expected, but we believe that short-term The systemic risk does not change the industry's economic situation. On the contrary, if the stock price falls due to systemic risk, we believe that instead of enhancing the attractiveness of the sector, we still recommend focusing on the relevant investment opportunities in the LED industry.
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