Medium-power lighting LED continues to tighten

According to professional market research institutions, the second quarter of the power LED is still in tight supply. Currently on the market warm white temperature is still the main demand, supply tight situation, is expected to be relieved until July, this season, the price of power in the LED quotes fell about 1 to 3%, high-power average loss of about 3%. With the lack of strong demand for backlighting and the Chinese government's suspension of television subsidies for energy-saving benefits, TV manufacturers have a conservative wait-and-see attitude toward third-quarter stocking, and are relatively unwilling to make long-term orders. Overall, this season's backlight LED The decrease in unit price is not significant, and all backlight applications are maintained below 5%.

Whether the launch of low-price tablet and Chinese TV subsidy policy can continue and affect the growth of backlight market in the third quarter. After HTC, LG, and Motorola announced that they gave up the flat-panel market, the higher gross margin of tablet PCs is still attractive compared to other 3C products. Companies with related backgrounds such as mobile phones, PCs, TVs, and systems, such as Lenovo, HP, Acer, and Google, have all launched their own brands, plus the white card market. In 2013, global flat shipments saw 200 million units. LED high and low average quotes were USD0.06 and USD0.033, respectively, a drop of about 4%.

The decline in the price of backlight for TVs began to slow in this season. The average price of single crystal 7020 was about USD0.103, a 2% drop. For the high-end models used in the twin-crystal 7020 package, the highest unit price in the quarter has fallen below USD0.2, and the average price Come to USD0.17. The most widely used 7030 package for side-viewing TVs, after the 51-year-old stock boom fever, fell only 2% this season, with an average price of USD0.165.

The situation of medium-power LED supply is still not relieved. In the second quarter, the price of power LED prices dropped only 1%

In terms of lighting applications, mid-power LEDs have outstanding performance-to-price ratio performance. Therefore, most LED bulbs or tubes have already been introduced into the 5630. Due to product changes and production line adjustment, Samsung has caused the supply of 5630 in China. Tension effect, making mid-power 5630LED quoted a limited decline, only 1%. As for high-power LEDs, although market demand has started to heat up, due to continuous innovations by various manufacturers, quotation still shows a steady downward trend, which is about 3% in this quarter.

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Backlighting: Even though China's LED packaging technology and chip usage specifications are still some distance away from Korean and Taiwan-based package manufacturers, under the strategy of sales diversion of Chinese TV brands, sales have begun for regions with low specification and patent requirements. The use of domestically packaged direct-lit LED TVs will make the Chinese TV backlight market, which has been heavily oversupplied, more tense after China’s packaging companies join.

Lighting part: In June, the power 5630LED in the original supply situation is still unstable, the market price can not see a significant reduction, but the high-power LED due to various LED manufacturers have new product launch plans, so the first After three seasons, there will be a wave of price cuts to sprint the market.