In 2012, the global semiconductor industry will continue to maintain a gentle growth trend. Based on the semiconductor industry will continue to maintain a moderate growth in the future, the semiconductor industry continues to be optimistic.
The Northeast Securities Research Report pointed out that from the trends of semiconductor industry development in major countries in the world and the forecasts of major institutions, the global semiconductor industry will continue to maintain a gentle growth trend in 2012.
Under the trend of consumption upgrade, the downstream will continue to maintain a good growth, while considering the increase in the degree of intensification of electronic products, the semiconductor industry will recover this year compared to this year.
From the perspective of the Chinese market, it is necessary to attach importance to the needs of the rural market and the high-end consumer demand in cities and towns. With the help of policies and policies to achieve industrial upgrading, China's semiconductor industry will promote steady growth.
The rapid upgrading of electronic products has accelerated the development of the smart phone manufacturing industry. In the future, it will be optimistic about the smart phone manufacturing industry chain and focus on the touch screen materials and connector market. With the popularization of energy-saving products, the LED lighting market will be gradually released, which will surely drive the LED industry. Rapid development, therefore, optimistic about the LED industry chain has a relatively technological advantage of the company; based on the semiconductor industry will continue to maintain a moderate growth in the semiconductor industry continue to look good.
It is worth watching the listed companies: Leybold Tech, Ophelia, Changying Precision, Hongli Optoelectronics, etc.
The main risk factors are: appreciation of the renminbi, rising labor costs, and rising raw material prices.
The Northeast Securities Research Report pointed out that from the trends of semiconductor industry development in major countries in the world and the forecasts of major institutions, the global semiconductor industry will continue to maintain a gentle growth trend in 2012.
Under the trend of consumption upgrade, the downstream will continue to maintain a good growth, while considering the increase in the degree of intensification of electronic products, the semiconductor industry will recover this year compared to this year.
From the perspective of the Chinese market, it is necessary to attach importance to the needs of the rural market and the high-end consumer demand in cities and towns. With the help of policies and policies to achieve industrial upgrading, China's semiconductor industry will promote steady growth.
The rapid upgrading of electronic products has accelerated the development of the smart phone manufacturing industry. In the future, it will be optimistic about the smart phone manufacturing industry chain and focus on the touch screen materials and connector market. With the popularization of energy-saving products, the LED lighting market will be gradually released, which will surely drive the LED industry. Rapid development, therefore, optimistic about the LED industry chain has a relatively technological advantage of the company; based on the semiconductor industry will continue to maintain a moderate growth in the semiconductor industry continue to look good.
It is worth watching the listed companies: Leybold Tech, Ophelia, Changying Precision, Hongli Optoelectronics, etc.
The main risk factors are: appreciation of the renminbi, rising labor costs, and rising raw material prices.
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