June LED backlight panel will stop rising prices

Needs to enter the off-season, large size LCD panel prices downward pressure persists, at the same time to the TV panel, because the optical system of material in the supply tension is rising price trend (Figure 1, figure 2). In May, the final price, notebook PC panel prices fell 1~2 U.S. dollars, display panel with a decline of $1~4. In the 37 inches below the TV panel, CCFL (cold cathode tube) back light panel prices fell 0~5 U.S. dollars, LED backlight panel was up $3. In more than 40 TV panel, CCFL back light panel prices fell 0~5 U.S. dollars, while the back of the LED panel was up $0~5.

China TV set needs up to 5.1 day war has come to an end, the actual supply of Chinese assembler lower than the original plan with confidence. Therefore, in order to Taiwan panel manufacturers as the center, in order to sell the 32 inch CCFL backlight panels and other inventory adjustments have taken measures to reduce prices. As a result, increase the overall price of the panel price pressure.

In this regard, in the developed countries as the center of the main LED backlight panel supply tight, South Korean panel makers are tough bargaining.

Because of edge light type LED back light penetration mode, after the surge in direct type CCFL back light guide plates do not need light propylene in demand. High efficiency white LED and diffuser plates and other optical systems demand also increased. In addition, there are still difficult to supply already tight supply driven IC, and the LED back light yield improvement lag, is expected to present the LED backlight panel to TV panel prices will continue to rise as the center, in a stopped state. In addition, have become a hot product "iPad" with the effect of panel production surged, the major panel makers responsible for manufacturing intends to re adjust the size of the floor after the fifth generation panel production planning. "In the notebook computer panel and display panel part, already beginning to influence.

On the future price trend is expected in June will continue to like last month, in a slow decline in the state. The reason is that the slowdown in the demand for the panel at the same time, some of the panels and the Department is still in a tight state of supply, it is estimated that there will not be a sharp price decline. After that, in July, for the end of the Chinese national day from the beginning of the end of the world trade panel purchases will be fully started, so prices will rebound, and began to rise in August. The upward trend is expected to continue until the end of the year November with the end of the panel demand.

But there are a lot of variables. For example, manufacturer with a strong market in Europe because of the depreciation of the euro and adjust the delivery schedule, due to Chinese ODM (OriginalDesignManufacturer) and the Department of materials and assembly wages have brought manufacturing costs, as well as the Korean Peninsula political risk. The author will pay special attention to the price level of the end of the year of the business war. The reason is that the end of the year to set the price of the TV business TV sets and the same as in 2009, will affect the price decline in the premise of the assembly supplier's supply plan, it may be difficult to boost demand.

Between the panel procurement plan and actual panel shipments first will continue to focus on the end of the war to the manufacturer for the margin.