2015 thought leadership

- Mar 24, 2016 -

2015 Panel companies differentiate significantly large-size panel capacity is limited, or stabilise prices rise, contrarian warming; small Panel under the influence of smartphones and tablets high permeability and shipments slowed, price pressures, but Huawei high-end supply chain is still good.
Oversupply situation is not improved, lower cost is the norm, lighting and lamps for the back-end of the value chain offset. Brand + channel remains dead gold, watch the consolidation ability of leading enterprise and subdivision applications.
2015 Panel companies differentiate significantly large-size panel capacity is limited, or stabilise prices rise, contrarian warming; small Panel under the influence of smartphones and tablets high permeability and shipments slowed, price pressures, but Huawei high-end supply chain is still good.
Oversupply situation is not improved, lower cost is the norm, lighting and lamps for the back-end of the value chain offset. Brand + channel remains dead gold, watch the consolidation ability of leading enterprise and subdivision applications.
Automotive Electronics has been a revolution in the development for automotive technology, electronic vehicle costs now exceed 50% per cent. Automobile electronic control requirements to the vehicle driven by Tesla electronics needs deepening, has created a global trillion-dollar market. Apple, Google, BAT giants, led by five-year automobile electronics market will stay above 10% compound growth rate. Domestic cost 18% of the total vehicle cost of automobile electronic devices, more foreign 30% there are still almost 1 time for growth.

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