Nichia actively into the lower order of the LED backlight market, Taiwan plant caused by the pressure of competition

Q2 LED price down 20%, Q3 estimates may be down 10% down, this is because the LED maker Nichia will cut prices recently came to a notebook computer with top view LED (Netbook) with white LED backlight, LED lowered the price, close to the Taiwan factory LED backlight products factory price, influence the competitiveness of Taiwan LED, I am afraid the price will enter a battle.

The impact of having quite LED patent Nichia actively enter the market of Taiwan factory can not say that is not small, but in fact, the original LED backlight products structure, the use of Nichia, TOYOTA synthetic LED chip module, the ratio is relatively high, in addition to help TOYOTA synthetic crystal electric OEM, rest Taiwan factory cut LED backlight, LED backlight products are generally through the lower specification and enter, plant products segment, also failed to supply chain in the mainstream LED backlight NB stand.

LED backlight factory because just replace the LED chip and module source, not as LED chip factory, LED packaging factory by the impact, the estimated LED price cut, plus the LED driver about 1 on the decline, and the price is down the entire transparent film, LED backlight products will further down the price. Is expected to increase more permeability.

But for the backlight module will have an impact on the gross profit margin, and the LCD panel factory profits will rise.

Source: LEDinside