BOE and TCL poised for LED screen market dominanceGreat recovery and bounceback of Q1 earnings. At current price levels it is reasonable.
Growing at 15% revenue per year in this LED market of increasing demand as more items in our lives are getting integrated with the internet IoT, screens will be seen alot more in Cars, Appliances, Phones, Tablets, Displays in Outdoor areas, Offices, Advertisement Boards.
Top suppliers to look at are:
BOE Technology 000725
TCL 000100