With the continuous advancement of China's "Made in China 2025" and "Internet +" strategies, the e-sector will continue to be high and continue to be optimistic about the future performance of the electronic sector.
Apple's 10th Anniversary, Consumer Electronics Dance: This year marks the 10th anniversary of the iPhone's release, and its expectations are high from the APPLE share price. The market expects that the Apple iPhone not only has a new look, but also comes with many new features. We believe that the main changes currently identified are: one model uses AMOLED display, the back cover is changed to 2.5D glass, wireless charging, some dual-cell models, processor/camera upgrades. On the 10th anniversary of the iPhone's release, it is expected that Apple's sales and prices will increase, and the relevant targets of the industry chain will also perform.
Molding Choke has a bright future when the inductor is upgraded: With the continuous development of high-performance smartphones, Molding Choke products have a broad market prospect in the application of smart phones. At present, Molding Choke is mainly dominated by Apple and Samsung applications. The usage rate of brands such as HOV is relatively low. It is calculated by 1.47 billion mobile phones in 2016. It uses 20 single machines and 40% penetration rate. The global demand for Molding Choke is about 11.76 billion. The market size is only 2.352 billion yuan based on only 0.2 yuan. It is estimated that by 2020, 26 mobile phones will be used, with a penetration rate of 70%. The global annual demand is 36.4 billion, and the market size is 7.28 billion yuan, with a compound annual growth of about 33%.
LED ushered in the price hike, the industry boomed: from 2016, the LED chip industry showed three major changes: capacity clearing to promote concentration, supply and demand to promote price rationality, leading the industry reverse. Looking forward to 2017, LED chip expansion will follow up, but it is hindered by the supply and production cycle, the downstream demand has a supply gap, and the order boom can be expected. After the chip faucet realized the benefits of the industry reversal last year, this year will continue to enjoy the double benefit of the order and price of the LED market. The packaging process also benefits from the industry concentration technology, the cost advantage is reflected, and the industry leading profitability is improved.
Investment Strategy: We believe that the overall structural prosperity of the electronics industry remains in 2017. In the global electronic terminal consumer market, when the total demand decline is unavoidable, focusing on the application of new technologies in the market will be the main development direction of the electronics industry in the future. Apple's 10th Anniversary, Consumer Electronics Dance: Display field, we recommend AMOLED driver chip leader Zhongying Electronics, IGZO to benefit the standard Huadong Technology; wireless charging field, domestic listed company Xinwei Communication has been deployed in the field of wireless charging for many years, Shuo Bader Since 2009, I have been involved in wireless charging technology. It is one of the earliest members to join WPC in China; 3D curved glass, we recommend Apple supply chain manufacturer, domestic 3D curved glass leading enterprise Lansi Technology. Molding Choke: Maijie Technology will increase 288 million yuan for the integrated inductor project at the end of 2016. After the project is completed, the annual output will be 2.28 billion. LED field: Hongli Zhihui gradually implements the dual LED industry strategy of “LED + Vehicle Networkingâ€. The company's layout in LED automotive lighting is conducive to achieving synergy between customers and products and increasing the company's performance.
Longhua Manxueling Trading Company , https://www.mxlvape.com