In 2014 global smartphone shipments grew 23 percent, to 295.3 million, the highest recorded. Tablet market is in the doldrums, to achieve an increase of only 11%. Samsung, Corning and other published results were below market expectations. Samsung smart machine market share drop, mainland manufacturers continued to rise: According to IDC, 2014 Samsung in the global smartphone market share lost 3.9% market share of 25.2%, well below the 32.2% last year, and the low-end smart phones inventory than expected; Huawei and Lenovo have been strong, the total accounted for 12.3%, shipments doubled Huawei, Lenovo grew nearly forty percent. Chinese manufacturers outstanding performance, mainly due to the market (especially in emerging markets) the large scale introduction of low-cost smartphones. In line with our consistent view: this high-end smartphone sales momentum only Apple, Samsung in the low-end to take a more aggressive strategy and high-end phones. A shares LED plate two quarterly income and increased profits, the Taiwan plant general revenue continued to rise in July: A share from the current published LED manufacturers in reporting the results, the income and increased profits become the universal status of the industry, before a change in the profit does not increase situation; LED manufacturers from Taiwan, the lighting demand continues to pull on July revenue is expected to go down to the third quarter continued to full capacity, the product portfolio there is still room for improvement. LED boom to good to be confirmed, industry order to enhance the upstream chip manufacturers is the optimum target (Saman, BDO) again. Sapphire substrate prices fell slightly in July: industry body said optical sapphire manufacturers to keep up with demand expansion rate, coupled with the volume of orders as expected, July either sapphire crystal rod or flat sheet and pattern type substrate prices are slightly downturn, some products showed 5% to 10% decline. We determine the price decline in the fourth quarter will be more severe.