In 2010 experienced industry capital expenditure growth, expansion of production capacity, in 2011 and 2012 into the digestive capacity, for 2 consecutive years, capital expenditure atrophy. According to the forecast, in 2013 thesemiconductor industry capital spending will continue to decrease, so the next two years, the new supply capacity will be limited, the global semiconductor industry is expected to enter a new round of cyclical recovery.

Intelligent mobile terminal enters micro innovation era, the focus of innovation to enhance the user experience,functional innovation and materials innovation has become the main direction. Application of functional innovationabout fingerprint recognition, wireless charging, mobile payment technology, materials innovation about metal shellsapphire material, etc..

    1, the next ten years will be the domestic semiconductor manufacturers in the global competitive arena more cut a striking figure in ten years, the semiconductor industry will take home the last new step, recommended Alex Hua Tian technology, crystal technology, Changdian technology, hi tech electronics, with the core.

    2, the intelligent mobile terminal into the micro innovation era, watch portion represents the functional innovation andmaterial innovation investment targets, recommend huanxu electronics, sunlord electronics, Han's laser, etc..

     3, intelligent Home Furnishing fields, we propose to focus on all kinds of intelligent Home Furnishing hardwareproducts of intelligent upgrading, innovation of the business mode, intelligent Home Furnishing integrators and other types of targets, recommend home Po etc..

    4, policy and price driven LED lighting market started, the recommendations concern Australian Shunchang, ZhouMing technology, poly fly optoelectronics, REFOND optoelectronics, etc..

The successful conversion of 5, security equipment to solution providers, open overseas markets, Hikvision, UOB shares.