Due to the recent high brightness LED chip production capacity in short supply, leading LED crystal electric capacity gap all the way into the third quarter, but recent Nichia production line will also work overtime shipments, the market continued to spread the high brightness LED chips may be the price of the news, however, LED packaging manufacturers said that due to the recent high brightness LED chip stock, 2009 high brightness LED chip the magnitude of decline in value and rate is expected to slow down, but from the order seems unlikely to increase visibility.
Packaging manufacturers that have cut due to panel factory requirements for spare parts factory every year, under the panel factory client price pressure under the condition that the packaging factory is unlikely to let the upstream chip factory to increase the price, not to mention the old specifications LED chip price is difficult to rise, at present the chip to maintain the case of shortage, at most to maintain prices slowed down the situation, or new product specifications better launch pricing can be set a little higher. Unless 7, August customer orders unpopular, prices may rise. However, in view of the current order visibility, in July is still not clear, the state of the list with the backlight is still based on a single short list.
Chip companies said that the specification of the new product launch, the price can be better, and the old specifications of the chip is not easy to raise prices, however, due to the lack of short-term delivery capacity, there is no price pressure.
At present, conventional NB with high brightness LED brightness requirements of 1800~1900mcd, and Netbook and monitor backlight LED brightness requirements of about 1600mcd.
On the other hand, the market also came the panel factory orders visibility and packaging factory orders in July to maintain synchronization only to see, and the recent LED TV market acceptance and LED NB and Netbook sales, the second half of 2009 will be an important indicator of customer orders.
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