Smart LED lighting lighting rare semiconductor metal investment opportunities

On Monday, GM (GE) announced that it will cooperate with Qualcomm and Apple in the field of smart LED lighting. It will use digital technology and users to re -revitalize the data of the increasing demand for data for 130 years of lighting business.

Intelligent lighting refers to the distributed wireless remote test, remote control, and remote news control system composed of computers, wireless communication data transmission, spreading power carrier communication technology, computer intelligent information processing and energy -saving electrical control. Weak adjustment, soft launch, timing control, scene settings and other functions. The essence of intelligent lighting is electronic and network, which can not only realize the intelligent control of the lighting system, and realize the basic functions of automatic adjustment and scene lighting. It is also an entrance to the Internet. Therefore, it derives more high value -added services, such as health management , Map positioning, commodity shopping guide and advertising.

General Electric said that through cooperation with Qualcomm, the company will provide retailers with a method of connecting with the smartphone of the shop with the smartphone of the shopkeeper through the LED (light -emitting diode) light bulb. This so -called “indoor positioning” technology One of the uses may be based on the location of the shop where the shop where the shop where the shop is located. By cooperating with Apple, the company will produce a compatible LED light bulb that can be compatible with Apple’s connected device platform, which can change colors to match the natural rhythm of the human body with the natural rhythm of the human body. These cooperation projects are only the “vanguard” of the development of smart LED lighting, and more convenient products will emerge in the future.

Professionals predict that by 2017, the capacity of China’s high -end intelligent lighting market is expected to reach 200 billion US dollars, and intelligent development will undoubtedly open a new blue ocean for the traditional LED lighting industry. GM, Qualcomm and Apple jointly develop smart lighting products, which are expected to accelerate the development of the LED lighting market. The expansion of related industries and raw material markets will also bring new investment opportunities to the majority of investment.

Semiconductor materials such as rare metal tadpoles and tadpoles, as the raw materials for LED lighting chips, are expected to use the “Dongfeng” of LED intelligent lighting to achieve their value growth. At present, the core materials of LED light sources are compounds of rare metal (GA), 铟 (in) and arsenic (AS), and phosphorus (P), and are based on wide controlband semiconductor materials. Ingan is also the LED luminous material with the most commercial application value.

Related data show that in 2014, the overall scale of my country’s semiconductor lighting industry reached 350.7 billion yuan, an increase of 36%over 2013. Some experts say that my country’s LED lighting market will maintain a good momentum in 2015. The overall growth rate of the industry in 2015 is expected to exceed 35%. With the increasingly widely used application of LED light sources and the expansion of intelligent technology, the luminous semiconductor materials made of a large number of rare metal compounds will also usher in greater development opportunities. This will drive the rapid growth of rare semiconductor metals such as 铟 and, and it will also drive more and more companies and individuals to pay attention to rare metals such as 铟 and 镓. As the world’s largest trading of rare metal trading and inventory, the global exchanges of rare metals, the advantages of the Pan -Asian Nonferrous Metal Exchange in the rare metal industry will gradually become highlighted. (Pan -Asian Exchange Analyst: Xu Rui)