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Company News >> Hug smart phone upgrade innovation closely follow the OLED panel trend 3rd,Jan,2018

A-share electronic plate strong performance in the first half, the industry does not change the trend of expansion.

Since the beginning of this year, the A-share market has been greatly volatile. Benefiting from the innovation and fundamentals driven by the consumer electronics sector, the performance of the A-share electronics segment was strong. CITIC Electronic Components (weighted average on the market capitalization) %, Ranking first in the entire TMT industry, relative gains also sharply ahead of the broader market. Overall, the overall boom in the electronics industry over the past two years has shown an upward trend in both revenue and net profit. In the first quarter of 2017, the business climate in the first quarter of the year witnessed a significant increase over the same period of last year, showing a not-traditionally weak market. Although the first quarter of 2017 revenue and net profit chain has declined, taking into account the first quarter is the off-season, and an increase year-on-year growth, so we think the overall trend of expansion of the industry remained unchanged. At present, the overall PE of the electronic sector is around 43 times. Its valuation is relatively low this year, relative to the mid-decade and relative to the entire TMT industry at a relatively low level.

Smartphone upgrade brings many investment opportunities.

From the first iPhone released by Apple in 2007, smartphones have been the main driver of growth in the electronics industry. The electronics industry has also experienced a golden age of ten years of rapid growth. Although the smart phone market is getting saturated in 2015, smartphones are still the biggest focus in consumer electronics. Especially this year, driven by Apple's new iPhone8, smartphone hardware upgrades and appearance innovations will become the highlight of the electronics industry in the second half of the year. We judge that 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 usher in rapid development period.

At present, the trend of smart phone-based OLED panel demand and supply acceleration has been established. In particular, this year, Apple will adopt the OLED display screen with a high probability in its new smart phone, and OLED will accelerate as the potential next-generation mainstream display technology Application stage, industry outbreak node is coming. Domestically, OLED manufacturers are beginning to gradually show their results in the domestic market. The key technologies are making continuous breakthroughs. The domestic manufacturers have huge potential market to be filled up from the upstream raw material of OLED to the panel manufacturing. The traditional industry pattern dominated by the South Korean panel makers mainly based on Samsung SMD and LGD is changing. In the future, it is very likely that there will be a combination of domestic and South Korean top-tier suppliers and Taiwan and Japan manufacturers.