Smartphone demand slows down, LED bulb prices fall moderately

Apple and Samsung's performance was lower than expected, and it is expected to improve the launch of new products in the second half of the year. The market share of domestic smartphone manufacturers continued to increase in the second quarter. In the second half of the year, the competition in the low-end smartphone market will further intensify. The price of LED bulbs of mainstream manufacturers has further declined, and market demand will be boosted by this. The price of LCD panels continued to decline due to the end of subsidies and the off-season effects of mainland TV.
Information point
The price of LED bulbs has steadily declined, further moving towards sweet spots. In June, the average retail price of LED bulbs replacing 40W in the world fell slightly by 2.7% to US$15.6, of which the price drop in China was the most obvious. The global average price of replacing 60W LED bulbs in the world fell slightly by 1.6% to reach US$23.4. International first-line brands have stepped up their pace in price and product layout, narrowing the price gap between local brands in various regions.
Apple and Samsung's performance was lower than expected, and the growth of the high-end machine market slowed down. In the third fiscal quarter of fiscal 2013, Apple's revenue was $35.3 billion, slightly higher than $35 billion in the same period last year; net profit was $6.9 billion, down 22% from $8.8 billion in the same period last year. Samsung Electronics’ net profit for the second quarter was US$6.9 billion, a year-on-year increase of 50%. Apple's iphone and iPad shipments for the quarter were 31.2 million units and 14.6 million units, up 20% and 14% respectively.
We expect Apple to launch a low-priced version of the iPhone, iPhone5S and iPad in September, and may discontinue the iPhone 5 at the end of September. The iPad mini2 may be launched at the end of the year under optimistic conditions. The new product stocking will drive the performance of the industry chain company, but the market is currently Expectations are still confusing and should be alert to the risks of excessive expectations.
The share of Lenovo and ZTE smartphones continues to rise. IDC announced smartphone shipments in the second quarter.
In the second quarter of 2013, global smartphones shipped a total of 240 million units, a year-on-year increase of 52%. Lenovo and ZTE's market share increased by 1.6% and 0.1% to 4.7% and 4.2%, respectively. The share of Samsung and Apple fell by 1.8 and 3.5 percentage points year-on-year to 30.4% and 14.1% respectively. In the second half of the year, HTC, Apple and other manufacturers will launch low-end and mid-range smartphones, and the competition in the low-end smartphone market will intensify.
Panel prices continue to fall. WitsView surveyed that in late July, 32-inch TV panel semi-finished products (open-cell) averaged $94 per piece, down $3. The 39-inch semi-finished product was $147, down $3. The 42-inch piece costs $261 per piece and falls by $6. 55-inch 493 dollars, down 5 dollars. Due to the end of the energy-saving subsidies for mainland TVs, the weak demand has led to the panel's continued decline in recent times.
Industry perspective:
Apple and Samsung's performance was weaker than expected due to the slowdown in demand for high-end smartphones. It is expected that with the launch of new products in the second half of the year, the Apple industry chain will begin a wave of stocking, but the market expectations are still inconsistent, should be alert to the risks of excessive stocking expectations. In the low-end smartphone market, manufacturers such as Apple, Samsung and HTC will launch low-end and mid-range smartphones, which will intensify competition in this market.
At the same time, in the first half of the year, the mainland's industrial chain was boosted by operators' subsidies, resulting in certain stocks, which led to lower-than-expected performance in July. It is expected that the industrial chain may recover in August. LED demand is still good, and is expected to rise further in the second half of the year. We still recommend continuing to pay attention to the progress of Ou Feiguang in Metalmesh and Changxin Technology in OGS. At the same time, we still believe that the LED sector is a relatively clear industry investment direction in the second half of the year. It is recommended to pay attention to the improvement of the performance of Dehao Runda in the second half of the year. Ruifeng Optoelectronics and Jufei Optoelectronics are also good investment targets.

Grid screen is a kind of screen which is composed of light bars. It is another name of light bar screen. Because its form is hollow type, net format, so people in the industry call it grid screen, hollow screen and so on. This kind of display screen is mainly used in outdoor walls, glass curtain walls, building tops, as well as outdoor anti-aircraft guns, sightseeing elevators, etc.     

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For the screen, light weight is our most intuitive experience. Because it is a screen grid, which enables the display to ventilate, so its wind load capacity is very strong.        

2

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No steel structure installation, no air conditioning, can be installed before or after.

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