Demand for large-size backlight applications continued, LED prices fell

According to dramexchange (TRENDFORCE) ledinside survey report pointed out that the research department's latest price, 2010 Q2 in buoyant demand and upstream material shortage, backlight LED prices steady; Q3 is expected in 2010, LED is in the material supply demand continued to affect the application of light stability and large size back the price falls, pressure is limited, but in high power LED lighting applications, the major manufacturers have opened new capacity, is expected to cut its price pressure will be greater than the LED backlight application products.

LEDinside believes that although the price of LED per quarter will have 5% to 10% of the decline, but in 2010 the Q2 LED backlight applications because Wang quarter demand, coupled with the large size applications such as LED TV volume continued to squeeze supply, so that the original is showing the tight supply of upstream materials, such as stone base plate, Blaupunkt MO gas supply. The more tight, widen the gap between supply and demand. In the application of small and medium-sized panels, including mobile phone application 0.4t, 0.6T, and 0.8t and 3014 laptop, is placed in section of There was no parallel in history. quarter price pressure, flat on the Q2 price, priced at about $0.04 to $0.1. In the large-size panel applications 5630, the company's strategic considerations, showing a slight decline of about $0.13, priced at $3% to $0.2.

In 2010 Q2 LED price compared with the previous stable, especially in the backlight application part, because the market demand is exuberant, supply is tight, the price is relatively stable, the decline is less than 3%; while in the lighting part, is a larger price cut pressure, about 12% of the decline.

As for the high-power lighting application of LED Q2 in 2010, due to the market prospects, the manufacturers to increase investment and expansion effect, the price decline this quarter, mainstream specifications about 100lm/W products, fell about 12%, the price is greater than the general application of backlight products.