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Company News >> Embrace smartphone upgrades to keep up with OLED panel trends 11th,July,2017

Since the beginning of this year, the overall A-share market volatility, benefit from the field of consumer electronics innovation and fundamentals driven, A-share electronic sector strong performance, CITIC electronic components industry (weighted average market capitalization, the same below) rose 9.56 %, In the entire TMT industry rose in the first, relative gains also significantly ahead of the broader market. Overall, the electronics industry over the past two years the overall high degree of prosperity, income and net profit are showing an upward trend; the first quarter of 2017 industry boom than the same period last year have greatly improved, showing the traditional off-season is not light market. Although the first quarter of 2017 revenue and net profit decline, taking into account the first quarter is off-season, and growing year by year growing, so we believe that the overall trend of industry expansion remains unchanged. At present, the overall PE of the electronic sector is around 43 times, and the valuation is relatively low relative to this year, which is relatively low relative to the TMT industry as a whole.

Smartphone upgrades bring many investment opportunities.

From 2007 Apple released the first generation of iPhone, smart phones has been the main driving force for the growth of the electronics industry, the electronics industry has also experienced a decade of rapid development of the golden age. Despite the growing saturation of the smartphone market in 2015, smartphones are still the biggest additions in the consumer electronics space. In particular, this year in Apple's new machine iPhone8 driven, smart phone hardware upgrades and appearance innovation will become the second half of the electronics industry's biggest bright spot. We judge, 3D glass and zirconia ceramics, wireless charging, full screen and other smart phone upgrades will have more investment opportunities.

Demand supply trend has been established, OLED ushered in the rapid development period.

At present, smartphone-based OLED panel demand and supply growth trend has been established, especially this year, Apple in its new smart phone will be the probability of using OLED display, OLED as the potential next generation of mainstream display technology will enter the acceleration Application stage, industry outbreak node is coming. Ahead of the OLED layout of the domestic manufacturers are beginning to show results, the key technology is also a breakthrough, domestic manufacturers from the OLED upstream raw materials to the panel manufacturing have potential huge market space to be filled. Traditional Samsung SMD and LGD-based Korean panel factory-led industry is changing the pattern of the future is likely to appear both domestic and South Korea's top two, Taiwan Japanese manufacturers coexist situation.