"LED chip prices rose at least 10% more recently, estimated that the first quarter of next year before led, the situation is difficult to alleviate the shortage of chip. "Said the lighting fair in Guangzhou domestic LED backlight LED manufacturers Ruifeng power, general manager Gong Weibin the day before, the current LED chip gap of up to about 70%, REFOND now takes about 10 million chips of LED, but the actual supply can get only about 3 million.
"LED backlight is the cost of the total cost of LED TV in the proportion of 10% - 15%. Gong Weibin pointed out. In the LED chip shortage and chip prices in the background, LED TV prices this year is up or not up?
"At the beginning of June, SKYWORTH has just 46 inches LED TV price down 1000 yuan. Zhong Zhifeng, general manager of SKYWORTH Guangdong branch, said that although the price of LED chips, but it is difficult to judge the price trend in the second half of this year, LED TV, LED TV prices in the second half of this year is expected to stabilize. Ruifeng photoelectric LED backlight device is mainly provided to Konka, SKYWORTH, Hisense and Changhong and other domestic color TV manufacturers.
In Gong Weibin's view, because Samsung and LG and other domestic TV manufacturers have more stable upstream resources, in the LED chip shortage situation, also can obtain the stable LED chip supply. Therefore, in the second half of this year, Samsung and LG is likely to stir up a small price war LED TV again, estimated foreign investment in LED TV prices fell around 10%. "
And some second tier domestic TV brands are likely to sacrifice their own margin, snatch more market share in LED TV market. Zhou Kun, deputy general manager of Nanjing electric panda home appliances company, said the Nanjing electric panda home appliance company is about to launch LED universal storm, ready to pull 32 inches below the LED TV into the $2000 mark.
"Conservative estimate of LED TV's gross margin space in more than 30% domestic TV manufacturers will likely LED TV product gross margin down to around 20%, to continue some promotional price cuts. Guangzhou, a person in charge of the United States pointed out that due to the world cup in South Africa is being held, coupled with the upcoming Guangzhou Asian Games, color TV manufacturers will not miss such a promotional opportunity.
Qinghuatongfang is also the domestic second tier brands play LED TV brand enterprises. Tsinghua Tongfang has mastered the core strengths of the LED industry chain, LED backlight module technology has reached the international advanced level. Tsinghua Tongfang Limited by Share Ltd vice president Wang Lianghai said, compared with the domestic first-line color TV brands, Tsinghua Tongfang brand and marketing there is a short board. "
Actually, the basic reason is that the domestic second tier TV brands is so valued LED TV, LED TV to the mainstream TV market will become the next year, if not the first layout, it is difficult to grab a space for one person in the future market competition.
"With the panel manufacturer's production capacity out and new generation MOCVD (metal organic chemical vapor deposition) equipment installation is completed, LED TV penetration rate increased from 37% in 2011 to 80% this year. "Gong Weibin said, in the second quarter of next year, LED chip will significantly ease the shortage, and lead to LED back light module of the price of space reached more than 30%," if you count the panel supply situation, the first quarter of next year, LED TV price at least 20% more space. "
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