LED needs to expand the white LED decline will be less than 3

Although LED upstream and downstream manufacturers actively expansion, but with the application of the market continues to expand, LED application of small and medium size backlight has become the mainstream, LEDNB backlight penetration is expected in 2008 increased significantly. LED industry pointed out that the blue LED grain in the first half of 2008 is still in short supply, due to capacity to quickly make up, while the market demand remains high, compared to the past year LED decline of 3, estimated in 2008 LED price will remain strong and stable, the white LED will drop can be reduced to about 2 into.

According to the WitsView survey pointed out that due to the NB for white LED demand continues to increase, but the supply manufacturers still used Japanese TOYOTA (ToyodaGosei) and Nichia (Nichia), the second half of 2007 will be a shortage situation, to maintain a relatively high LED, each price remained at around $0.2; if in the application of mobile phone backlight unit is $0.1, high power lighting applications reached 2.4 U.S. dollars each.

According to Taiwan LED pointed out that only about 7 of Japanese manufacturers offer, with NB backlight price for foreign companies is about $0.2, Taiwan industry price is around $0.14, mobile phone backlight lower priced more price advantage, only about 0.06~0.07 dollars, according to Ming application of about $1.8 each.

Taiwan LED industry said that the Japanese manufacturers in order to suppress the Taiwan LED rivals to seize the market, the blue LED in early 2007 was shouted down, 1~9 month decline of 3, until the second half gradually stabilized, although the LED industry recently spread capacity imbalance concerns, but the industry is old God in the LED, due to the promising application development trend, coupled with the Japanese manufacturers of high cost, limited space price estimation.

LED industry believes that 2008 will be the LEDNB application to take off, despite production demand, but in the low cost competition of CCFL, LED to replace CCFL as the main solution of the backlight, the price will continue to decline, but the price cut is expected to control about 2 into.

For mobile phone backlight LED application market, as the market matures, 2008 is expected to drop about 3, remained in the years of the price level, but the traditional Christmas lights and other low order LED application market in the mainland industry price competition, price will fall thousand in fear the decline could reach 4~5.

Source: DigiTimes