Electronics sector: last week, Shenwan electronics industry index fell 5.27%. Over the same period, the Shanghai stock index fell 4.57%, and the gem index fell 4.14%, which was weaker than the market. The rise and fall of the electronics sector ranked 16th in the Shenyin Wanguo first-class industry index. We recommend the layout of semiconductor equipment and materials, discrete devices, consumer electronics and other fields. It is suggested to pay attention to the relatively certain growth of performance in 2021. The industry leaders in the track industry where the prosperity will continue to improve in the next two years are Will Semiconductor Co.Ltd.Shanghai(603501) , Naura Technology Group Co.Ltd(002371) , medium and micro semiconductors, Starpower Semiconductor Ltd(603290) , Hangzhou Silan Microelectronics Co.Ltd(600460) , Gigadevice Semiconductor (Beijing) Inc(603986) , Goertek Inc(002241) , etc. it is suggested to pay attention to the consumer electronics companies Luxshare Precision Industry Co.Ltd(002475) , Lingyi Itech (Guangdong) Company(002600) , Shenzhen Everwin Precision Technology Co.Ltd(300115) Lens Technology Co.Ltd(300433) wait.
[Apple released OLED iPad in 2024, and Korean factory LGD actively expanded production] Apple's ipadpro tablet changed to miniled panel, driving miniled shipments soaring. However, South Korean panel manufacturers are eyeing, preparing to expand the production of small and medium-sized OLEDs and seize iPad orders.
