LED market gratifying but the second half of the general performance

The day before the LED market for several months, orders warming, market performance has been in a strong state. Benefit season demand frequently appeared in the two quarter LED gratifying profits, the overall performance of the ship was better than expected. But in view of the market demand in the second half of a mobile phone, the demand is only slight growth, at present there are some dealers on LED's performance in the second half growth question. It is understood that the LED market in the middle of the second quarter of the season after the official fermentation effect, the market performance has been quite gratifying, revenue levels also accompanied by strong demand for the same period of growth. In terms of revenue in 5, June, the dealer said, LED market revenue in the past nearly two months in line with market expectations. Benefit demand situation is good, there are spot dealers said, LED industry in the second quarter revenue growth of at least the first quarter of 20%-30%.

Present LED modest growth of the whole industry, the Shenzhen stock market shows that the two quarter decline so far has not been obviously LED. LED market boom in the first half of the year, spot dealers have achieved a good level of gross margin. Especially the reporter learned in the blue and white LED, thanks to the mobile phone, PDA, notebook computer and other portable electronic products manufacturer OEM requirements display device has lower power consumption, smaller package size, higher brightness and more distinctive characteristics of the product, blue light, white light LED market has become the main driving force to drive sales growth.

The third quarter of 2005, the LED market can still continue the second quarter growth trend, but different is, by the slowdown in demand and emerging applications of mobile phone applications such as lights, backlight, lighting and other applications not yet fully formed the industrialization process, experienced dealers noted that the second half of the LED growth is as people want is still questionable.

Due to the global LED industry is still highly dependent on mobile phone industry research report, market research agency Topology Research Institute recently released show that this year in the new application field of mobile phone development as expected, inventory problems remain uncertain, the global mobile phone shipments growth rate is expected from 21.6% to 6.9%, the 2005 LED growth rate declined from last year 26.9% to 15.2%.

2005 global mobile phone shipments growth was slow, iSuppli recently reported that the current mobile phone market in the first half of this year a moderate trend is expected to continue, but the second half growth is only slowly rise, the growth of 5% up to 750 million. Affected by the demand for micro growth, the more difficult to spot the market growth of the LED market shipments.

Experience dealer objective prediction of LED in the second half shipments of moderate growth, but as the old mobile phone application key light saturation, new application of back light source for automotive applications is still unable to quickly link up of shipments flat will not drive the dealers profit growth.