The LED sector continues to be optimistic about the Samsung and domestic smartphone industry chain. The IDC report shows that in the first quarter of this year, global mobile phone shipments reached 418.6 million units, of which Samsung smartphones accounted for 32.7% of the market share, Apple accounted for 17.3%, LG accounted for 4.8%, Huawei accounted for 4.6%, and ZTE accounted for 4.2%. Gartner expects Samsung Galaxy S4 handsets to receive better shipments, and Apple will have difficulty launching new products before the third quarter of this year. In terms of domestic manufacturers, Lenovo recently announced that its smartphone sales target for 2013 is 60 million, which is 2 times higher than that of 2012. ZTE's target is similar, so we continue to be optimistic about Samsung and domestic mobile phone supply chain manufacturers.
In the second quarter of the LED industry, the boom in the second quarter: in March, the revenue of Taiwanese manufacturers generally turned from negative to positive, and the revenue data in April continued to improve. The visibility of orders was extended to one and a half months, that is, the demand heat is expected to continue until mid-June. We judge that the industry's continued upward trend in the second quarter is a high probability event. International manufacturers have launched low-priced products to stimulate the growth of LED lighting demand. The decline in prices has led to an increase in the advantages of LED lamps relative to energy-saving lamps, and demand is expected to accelerate. The data also indicates that Philips and CREE 's LED lighting business is accelerating. 13 years is expected to become the first year of LED lighting, and the penetration rate is expected to rise to over 15%. The number of LED lighting in 2013 is expected to exceed 100%. With the price of LED bulbs replacing 60-watt incandescent lamps falling to $10 in the third quarter, the compound growth rate of LED lighting output is expected to reach 30% in the next five years.
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