LED chips in short supply, tight supply chain will continue until the end

The second quarter of this year LED TV and LED backlight notebook computer (LED NB) LED chip demand rise, demand, so that the second quarter compared with last year, the price of white LED is stable, research firm LEDinside said the second half of the Korean LED manufacturers need to observe whether the upstream chip production smooth production, and Taiwan expansion LED chip manufacturer schedule estimation, tight supply situation will continue until the end of the year to ease.

LEDisnide according to the survey data show that the current high power LED brightness above 80Lm/W products due to demand, the second quarter price is generally flat or slightly down about 5%, the price range between 1.5 to 2 U.S. dollars. As for 60-70Lm/W high-power LED prices, due to the supply of more, compared with the previous quarter, down 10% or so, the current price of about $0.8 to $1.2 range.

LEDinside further pointed out that, due to the chip supply 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 last year, a substantial reduction in the price of LED, notebook computer manufacturers to import a significant increase in the proportion of LED backlight. In addition, the large size of the LED TV active in Samsung, resulting in a significant tight supply chain LED chip phenomenon.

In the lighting field, since last year Chinese LED packaging factory and lighting applications manufacturers continue to increase, resulting in the first quarter of this year since the use of LED lighting specifications needs warm.

Second season LED NB backlight permeability greatly enhance to 42%

White LED in the notebook computer applications, a notebook computer brands actively import LED backlight attitude, the LEDinside survey shows that the second quarter LED notebook computer backlight penetration greatly increased to 42%, the second half of almost all types of notebook computer into LED backlight, the second half of the year for notebook computer specifications LED demand will continue to increase.

Currently in the notebook computer application, Toyoda Gosei and Nichia to the supplier or the highest market share. The main specifications of the notebook computer to 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.

In the Netbook backlight, the current mainstream specifications in 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 price decline in the second quarter at around 5%.

Overall, due to the high brightness blue chip stock LED, the second quarter used in notebook computer /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%.

White brand mobile phone market back to temperature, support mobile phone backlight LED price

In mobile phone backlight, LEDinside said, LED mobile phone screen backlight components mostly using 1400 to 1600 mcd. 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 mobile phone backlight applications, mostly due to the brightness below 2000mcd, so the mobile phone chip stock for LED backlight level impact is not large, showing a slight decline in prices. 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 price of a small decline of about second in the first quarter of.

High power LED second quarter prices steady

In high power LED, LEDinside pointed out that the first quarter of this year, 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.

LED TV the second quarter due to demand rise, 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 season of high power LED prices steady.