Cold cathode tube prices fall next season

Research firm DisplaySearch estimates, the second half of this year the cold cathode fluorescent lamp (CCFL) will pile up in excess of requirement is increasing, in the world's major manufacturers of synchronous amplification of CCFL production capacity and inventory to the panel behind schedule is expected, the overall CCFL pressure will gradually pile up in excess of requirement in the second half of the year. Among them, the current market has come out, PC with CCFL in the third quarter, the price will be significantly increased pressure.

Fourth quarter oversupply peak

CCFL products offer flat trend has been maintained not a short time, compared to the other panel components of each quarter price cuts are in the 3~5% situation, CCFL product price is still flat trend, so in the recent panel factory began to actively CCFL plant body difficulties under the condition of the market from a computer with the CCFL products from third season, beginning with the panel factory customer price reductions message.

According to the latest forecasts of DisplaySearch, between the first quarter of this year to the fourth quarter, the CCFL industry production pile up in excess of requirement rate were 2.5%, 0.9%, 4.4%, 9.3%, from the data show that in the world's major manufacturers of synchronous amplification of CCFL capacity, the customer's inventory to the panel behind schedule is expected, the overall pressure will gradually pile up in excess of requirement CCFL in the second half of the year, the fourth quarter will climb the peak of pile up in excess of requirement.

LED backlight is yet to be developed

In fact, according to DisplaySearch statistics, the first quarter of this year the large size CCFL panel sales market share in the national top 17%, has surpassed Toshiba Harrison 16%, secondly, Sanken with 15% of market share in hot pursuit, show top three Japanese shipping capacity and scale are still about the same as NEC. The 12% ranked fourth overall, South Korea's Kumho by 9% market share ranked fifth, the leading domestic CCFL factory Wellypower (3080) global market share was 8%, ranking sixth.

Large size panel backlight is still dominated by CCFL, although the light emitting diode (LED) has replaced CCFL as the next generation panel back light power, but so far, because the CCGL tube material costs have continued to decline, the large size panel is mainly in CCFL backlight.

According to DisplaySearch estimates, this year, the overall penetration rate of about 1% LED in 2009 will be able to break through the 1, up to 13%, therefore, the cold cathode lamp in the next 3~5 years, is still dominated by the mainstream technology backlight.