Apple will hold a press conference on October 22nd, and may release ipad5 and ipadmini2. Currently, 5S demand is strong. The industry expects that Apple has increased production accordingly. The utilization rate of lighting LED manufacturers has begun to increase. The LED industry research institute expects that the lighting output value will increase by nearly 50% next year. Overall, the overall chip supply and demand will be in a state of tension next year.
Information Highlights Apple will hold a press conference on October 22nd in the United States. Apple officially issued an invitation letter to announce that it will hold a new product launch conference on October 22nd in the United States. The protagonist of this conference is probably the iPad5 and iPadmini2 that have been rumored for a long time. It is expected that the new ipad5 will be heavier than the old one. And the thickness is reduced by about 20, and with a 64-bit A7X processor, the camera will be upgraded to 8 million pixels; ipadmini2 will use retina display technology. At the same time, NPDDisplaySearch reported that Apple has lowered the output of 5c by 35, while raising the output of 5s by 75.
Taiwan LED manufacturers' revenue in the fourth quarter is expected to be the same as the third quarter. In September, the operating income of Taiwan's listed cabinet chips and packaging factories increased by 9.6 and 34.1 respectively compared with August. The manufacturers of backlights have been poor due to the weak TV market, but the lighting is mainly light. Bao and other manufacturers performed better. Looking forward to the lighting market next year, LED research institutions expect the LED lighting market to produce 35.3 billion US dollars, which is 47.8 compared with 2013. In 2014, the LED lighting penetration rate will also increase to 32.7.
Shipments of large-size panels declined slightly in September. WitsView announced the September large-size panel shipment survey report. In September, the total shipment of large-size panels was 69.18 million pieces, and the monthly sales of 4.K months decreased. The 4K TV panel shipments increased by 39% from the previous month. 530,000 pieces. Witsview expects overall shipments of large-size panels to increase by 1-2% in October.
Industry perspective:
Apple will hold a new release of ipad5 and ipadmini2, and the new products are expected to be superior in weight and thickness to the previous generation. Related supply chain companies will benefit from new products.
The LED lighting industry's recent lighting demand has improved, and the performance of the chip-end manufacturers has remained at a high level. LEDinside expects LED lighting production to grow by 47.8 in the coming year, and supporting these needs will require the addition of 250 MOCVD machines. Judging from the current research data, the orders of major MOCVD manufacturers are still far below this data, and the supply and demand of the overall LED chips will be in a tight state next year.
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