The overall upward trend of LED lighting penetration has not changed.

December 02, 2023


The gradual trend of the lighting market is gradually changing. With the general decline in the price of LED bulbs and the rising awareness of consumers, the penetration rate of LED lighting will further increase. In the backlight market, the new round of home appliance subsidy policy is unclear, and orders are falling. Some LED manufacturers' revenues have declined, and the backlight market economy has declined from the previous month. With the coming of the Lunar New Year, the stocking demand of traditional holiday makers will provide some support for the performance of LED manufacturers, and the overall trend of the LED market is still upward.
The LED boom continued and the overall upward trend remained unchanged. In September, the total revenue of listed LED manufacturers in Taiwan fell by 1 to 11 billion Taiwan dollars, of which Taiwan's LED chip makers' revenues reached 3.86 billion Taiwan dollars, while Taiwan's LED packaging manufacturers' revenues reached 7.17 billion Taiwan dollars.
Apple's new tablet iPadAir and iPadmini are not lacking in highlights. Combined with the iPhone and iPhone 5s and 5c's first-week shipments exceeding expectations, Apple's new tablet sales will exceed market expectations, focusing on Apple's sales exceeding expectations and the double benefit of the industry chain: Goer Acoustics, Desai battery, Xinwangda, Anjie Technology, Crystal Optoelectronics, Lixun Precision; LED in the cycle of driving demand led by the trend of the upward trend, Sanan Optoelectronics, Sunlight and other leading stocks significantly benefited.

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