BMB20G1V1 BMB25G1V1 BMB30G1V1 BMB35G1V1 BMB45G1V1BMB20G2V1
BMB25G2V1 BMB30G2V1 BMB35G2V1 BMB45G2V1BMB20G3V1 BMB25G3V1 BMB30G3V1 BMB35G3V1 BMB45G3V1BMB20G2V2 BMB25G2V2 BMB30G2V2 BMB35G2V2 MB45G2V2BMB20G3V3 BMB25G3V3 BMB30G3V3 BMB35G3V3 BMB45G3V3
BMC15 BMC20 BMC25 BMC30 BMC35 BMC45BMC15G0V1 BMC20G0V1BMC25G0V1BMC30G0V1BMC35G0V1 BMC45G0V1BMC15G1V1 BMC20G1V1 BMC25G1V1 BMC30G1V1 BMC35G1V1 BMC45G1V1BMC15G2V1 BMC20G2V1 BMC25G2V1 BMC30G2V1 BMC35G2V1 BMC45G2V1BMC15G3V1 BMC20G3V1 BMC25G3V1 BMC30G3V1 BMC35G3V1 BMC45G3V1 MSC 12LM MSC12LM
BMC15G2V2 BMC20G2V2 BMC25G2V2 BMC30G2V2 BMC35G2V2 BMC45G2V2BMC15G3V3 BMC20G3V3 BMC25G3V3 BMC30G3V3 BMC35G3V3 BMC45G3V3BMD20 BMD25 BMD30 BMD35 BMD45 BMD20G0V1 BMD25G0V1 BMD30G0V1 BMD35G0V1 BMD45G0V1
BMD20G2V1 BMD25G2V1 BMD30G2V1BMD35G2V1 BMD45G2V1
BMD20G3V1 BMD25G3V1 BMD30G3V1 BMD35G3V1 BMD45G3V1
BMD20G2VBMD25G2V2BMD30G2V2 BMD35G2V2 BMD45G2V2BMD20G3V3 BMD25G3V3 BMD30G3V3 BMD35G3V3 BMD45G3V3
上周，國(guó)際LED芯片龍頭三安光電向下流宣布漲價(jià)通知，于2017年1月10日起上調(diào)局部產(chǎn)品價(jià)格，上調(diào)幅度為8%。我們認(rèn)為三安光電的漲價(jià)一方面是因?yàn)槌杀旧蠁⑹拢硗庖环矫媾c市場(chǎng)集中度晉升有關(guān)。未來(lái)LED芯片行業(yè)集中度有望繼續(xù)晉升構(gòu)成寡頭壟斷形式，行業(yè)龍頭議價(jià)才華及盈利才華仍有望晉升。2021125MRA45G1V2 MRA55G1V2
MRA25G2V3 MRA35G2V3 MRA45G2V3 MRA55G2V3MRB25 MRB35 MRB45 MRB55MRB65MRB25G0V1 MRB35G0V1 MRB45G0V1 MRB55G0V1MRB65G0VMRB25G1V1 MRB35G1V1 MRB45G1V1 MRB55G1V1 MRB65G1V1MRB25G2V1 MRB35G2V1 MRB45G2V1 MRB55G2V1 MRB65G2V1MRB25G3V1 MRB35G3V1 MRB45G3V1 MRB55G3V1 MRB65G3V1MRB25G1V2 MRB35G1V2 MRB45G1V2 MRB55G1V2MRB65G1V2MRB25G2V3 MRB35G2V3 MRB45G2V3 MRB55G2V3 MRB65G2V3MRC25MRC35 MRC45 MRC55MRC25G0V1MRC35G0V1MRC45G0V1 MRC55G0V1 MRC25G1V1 MRC35G1V1 MRC45G1V1 MRC55G1V1MRC25G2V1 MRC35G2V1 MRC45G2V1 MRC55G2V1MRC25G3V1 MRC35G3V1 MRC45G3V1 MRC55G3V1MRC25G2V2 MRC35G2V2 MRC45G2V2 MRC55G2V2MRC25G3V3 MRC35G3V3 MRC45G3V3 MRC55G3V3MRD25MRD35 MRD45 MRD55 MRD65MRD25G0V1 MRD35G0MRD45G0V1 MRD55G0V1 MRD65G0V1MRD25G1V1 MRD35G1V1 MRD45G1V1MRD55G1V1MRD65G1V1MRD25G2V1 MRD35G2V1 MRD45G2V1 MRD55G2V1 MRD65G2V1MRD25G3V1 MRD35G3V1 MRD45G3V1 MRD55G3V1 MRD65G3V1MRD25G2V2 MRD35G2V2 MRD45G2V2 MRD55G2V2 MRD65G2V2MRD25G3V3 MRD35G3V3 MRD45G3V3 MRD55G3V3MRD65G3V3BMA15 BMA20 BMA25 BMA30 BMA35