【中信证券:充分看好Mini/Micro LED的行业发展趋势】 中信证券指出,充分看好Mini/Micro LED的行业发展趋势,一方面Mini LED背光、Mini/Micro LED直显市场空间正处于快速扩张阶段;另一方面技术方案升规升阶下对厂商的工艺能力、服务水平、规模效应、产业链垂直布局等提出了更高要求,行业壁垒相较传统LED行业显著提升,发展红利有望向龙头厂商集中。看好先发卡位、工艺能力持续升级迭代的厂商保持相对领先的综合竞争力,充分享受Mini/Micro行业发展的红利;此外设备、系统端具有更优良的竞争格局及更显著的增长弹性,我们看好相关厂商未来的发展前景。结合受益弹性和产业格局,我们建议关注:1、设备/系统端;2、Mini LED背光环节;3、Mini LED直显方面,应用环节;4、Mini LED芯片环节。

金融界
14 Jul
中信证券指出,充分看好Mini/Micro LED的行业发展趋势,一方面Mini LED背光、Mini/Micro LED直显市场空间正处于快速扩张阶段;另一方面技术方案升规升阶下对厂商的工艺能力、服务水平、规模效应、产业链垂直布局等提出了更高要求,行业壁垒相较传统LED行业显著提升,发展红利有望向龙头厂商集中。看好先发卡位、工艺能力持续升级迭代的厂商保持相对领先的综合竞争力,充分享受Mini/Micro行业发展的红利;此外设备、系统端具有更优良的竞争格局及更显著的增长弹性,我们看好相关厂商未来的发展前景。结合受益弹性和产业格局,我们建议关注:1、设备/系统端;2、Mini LED背光环节;3、Mini LED直显方面,应用环节;4、Mini LED芯片环节。

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