2009 second quarter mainstream white LED price trend analysis

In 2009 Q2 LED TV and LED NB as LED chip in short supply, demand rise in the second quarter compared with last year, showing a steady price of white LED, LED industry research firm LEDinside said, the second half of 2009 to observe the Korean LED chip production manufacturers upstream can smooth production, and Taiwan expansion LED chip manufacturer schedule, estimation of tight supply situation will continue until the end of 2009 was able to alleviate.

According to the LEDinside survey data show that the current high power LED, luminous efficiency more than 80Lm/W products due to the demand, the price of the second quarter is generally flat or slightly down about 5%, the price range between 1.5 to 2 dollars, the price of high power LED 60-70Lm/W, due to the supply of more than last quarter decline of 10% about the current price of about 0.8 to $1.2 range.

LEDinside further pointed out that because the LED chip supply is tight, and even some of the specifications of the LED chip has the price situation, the recent LED in the large-size backlight application and LED lighting demand the most exuberant. Especially since 2008, a substantial reduction in LED, NB manufacturers to import a large proportion of LED backlight jump. In addition, the large size LED TV in Samsung actively pull goods, resulting in a significant tight supply chain LED chip phenomenon.

In the field of lighting, since 2008, Chinese LED packaging factory and lighting applications manufacturers continue to increase, resulting in 2009 since the Q1 LED specification needs warm lighting purposes.

2009 Q2 LED backlight penetration significantly increased to 42% in the second half of the NB specification for LED demand will continue to increase in NB

White LED in NB application, a positive NB brands into LED backlight attitude, the LEDinside survey shows that the second quarter LED NB backlight penetration increases to 42%, the second half of the year almost all NB models into LED backlight, the second half of NB specifications for the LED demand will continue to increase.

Currently in NB applications, the supplier is still the highest market share of Japanese manufacturers Toyoda Gosei and Nichia. The main specifications of NB 2000 to 2300mcd, price between 0.07 to 0.15 U.S. dollars, Japanese brands and Taiwan brand price gap is still very large, due to the recent high brightness chip supply is tight, so the Japanese manufacturers have not substantially reduce the price to grab market share.

As for the Netbook backlight, the current mainstream specifications between about 1800 to 2000mcd. LEDinside survey quoted price range of about 0.06 to $0.08, the price difference between Taiwan and Japanese manufacturers offer smaller, the second quarter price decline of around 5%.

Overall, due to the high brightness blue chip stock LED, the second quarter in NB/Netbook white LED prices steady, and not much decline. But the 10*23 mil specifications of the blue chips, because can be used in the field of backlight, lighting and many manufacturers also used to package LED into a small lamp power, part of the lighting chip vendors offer was raised 5~10%.

2009 Q2 white card mobile phone market demand back to support the phone backlight LED price, the price of the first quarter of second, only a small decline of about 10%

In terms of mobile phone backlight, LEDinside pointed out that the general mobile phone screen backlight mostly use 1400 to 1600 MCD LED components. The smart phone gradually uses 1700 to 1800 mcdLED components. Although the smart phone screen gradually enlarged, but the main consideration is the brightness and uniformity of customers, so 3.2 inches below the screen is still used to 4 to 6.

In the mobile phone backlight applications, due to the brightness is mostly below 2000mcd, so the chip out of the phone backlight LED impact level is not large, showing a slight decline in the price. However, due to the second quarter white card mobile phone market demand back to support the LED price trend, only in the first quarter of the first quarter of prices fell by about 10%.

In 2009, Q2 high power LED prices steady

In high power LED, LEDinside pointed out that the first quarter of 2009, OSRAM (OSRAM Opto) Golden Dragon 100Lm/W series products, high power LED price by more than $2 per watt level fell to about $1.7.

But the second quarter, due to the rise of LED TV demand, the upstream chip manufacturers will LED chip specifications to the capacity of power, thus crowding to the original high power LED chip production capacity in the upstream chip tight supply situation, the second quarter of the high power LED prices steady state.