According to the latest research report issued by Industrial Securities, the output value of LED lighting in the global lighting market in 2009 was about 2.4 billion US dollars, and the penetration rate was only 3.3%. The proportion of LED lighting in the global general lighting market is expected to rise to 50% in 2015 and 80% in 2020. Large-scale replacement of LED lighting will be launched in late 2011 and early 2012, and 2011-2012 will be an important investment point for the LED lighting industry. LED packaging is the throat of the LED lighting industry chain and will usher in a development opportunity. There will be a trend toward modularization in the packaging of LED lighting.
Industrial Securities has long been optimistic about the development of the LED industry, the next five years is the golden period of industry development, maintaining the industry's "recommended" rating, optimistic about high-end packaging and downstream applications. In the field of LED packaging, we are optimistic about the high-end packaging, high-brightness and high-power packaging, and have a certain technology accumulation enterprise, and are exploring good investment targets; in the LED downstream application field, we are optimistic about the production of LED lighting with a certain scale and own brand. The enterprise, scale and channel are the advantages that it wins in the fierce competition in the downstream. Recommend Zhejiang Sunshine.
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