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LED行业深度追踪系列第45期（2022年11月）：传统LED景气度环比持平，Mini LED产业链布局积极-20230103-中信证券-22页
厂商数据：2022年11月，受宏观经济、消费电子需求疲弱等影响，传统LED景气度整体平淡，同时车用LED需求仍显景气，Mini LED贡献成长动力。今年11月厂商业绩同比、环比涨跌互现：中游封装厂亿光营收同比-21.58%，主要系消费电子市场景气度回落、库存去化承压影响，公司保守看待下半年不可见光、Mini LED背光需求表现；台表科营收同比-9.30%，随着美系客户拉货旺季到来，以及Mini
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