LED strong demand in the first quarter of this year, the impact of price adjustment capacity adjustment

Supply and demand in the first quarter of 2010, the LED market, LED prices in the backlight application part compared to the fourth quarter of 2009 did not change significantly, only a quarter of the quarterly price adjustment of about 2-5%. Especially mobile phone parts, because the chip production capacity excluded by large size deployment of TV backlight applications, the LED price is relatively steady.

In high power LED lighting applications, the brightness in the 70-90lm/W lighting market supply increased, with obvious temperature increase, manufacturers to expand its market share, in the first quarter of 2010, LED lighting price decline was significantly greater than the price of LED backlight.

In the mobile application part, the main specifications or 0.4t/0.6t based. Only by the large-size backlight application capacity crowding out effect (chip supply), the first quarter of 2010 the price is relatively steady, or only about 2%. Unit price at $0.03-0.07.

Netbook part of the previous mainstream specification 3020 has disappeared, replaced by a better price performance ratio of 3014. Therefore, at present, whether it is notebook or netbook its mainstream products are based on 3014, only in the brightness and price needs to do segmentation. Brightness specifications in 1800-2000mcd products, its price is about 0.04-0.07 dollars. Brightness specifications in 2000-2300mcd products, its price is about 0.07-0.11 dollars.

In the part of high-power LED lighting applications, due to the increase of 70-90lm/W supply from the mainland manufacturers, coupled with continuous heating and lighting market makes manufacturers to expand market share of high order to reduce the price of the product, the overall decline of about 12%, the price is greater than the general use of backlight products.

LED market price outlook for the second quarter of 2010

In the second quarter of 2010, due to the influence in the face of strong demand of large size TV backlight applications, is expected to small and medium size applications (especially mobile phone and display application) is subject to capacity allocation and crowding situation will be more obvious, relative prices will affect LED.

In the high power LED lighting applications, in addition to an increase in the supply of 70-90lm/W, the rapid increase in brightness to speed up the price of the product replacement pressure, is expected to be the future of the reasons for deepening price fluctuations.