LED backlight a flash in the pan? Last year's outbreak of overdraft future growth momentum

LED backlight demand continues to be weak, it is understood that by the end of the second quarter has yet to achieve the desired goals, not only for the LED industry in 2011 in the first half performance just passable, the original industry expects third quarter operating season can create the traditional peak, however, the visibility of orders is not clear, and Ji Pingjun price (ASP) will fall more than 5%. Expected demand for fear of TV backlight will be postponed to August will be clear.

It is reported that crystal power, light billion May revenue growth resumed in June by force, but close to the end of the quarter inventory adjustment, revenue and in May was flat or slightly down, although the third quarter of the traditional LED industry the upcoming season, but the LED industry did not feel the previous peak operating situation, in order to postpone the TV backlight, the fear of a drag on LED in the first half of 2011 performance as expected, the recent news and even by the market impact of poor sales, some customers cut single season third, the busy season is not doubt fear will come true, the second half of 2011 revenue growth momentum has also sounded the alarm.

EPISTAR chairman Li Bingjie said, according to tradition, LED grain factory supply Europe at the end of the peak season of consumption demand, some 3 months earlier period, the peak shipping can be maintained to 8~9 months, now LED grain shipments sprint has left little, if August is still not demand back to temperature, 2011 TV backlight is probably dead. Estimated 2011 LED TV penetration will repair, is expected from the original 45~50% to 40~45%. Canyuan chairman Jane tomoto more conservative views, is expected in 2011 LED TV penetration is only about 4 into the third quarter, if the market has yet to heat up, it needs no change of TV in 2011.

LED industry pointed out that by the TV backlight specifications and production capacity is not fully loaded, the second quarter of the average price of backlight applications fell by more than 10%, in 2011 the price of the season is also difficult to keep the bottom line, single quarter decline of around 5~10%.

It is worth noting that, due to market consumer confidence is weak, from the terminal pathway, TV brand industry maintained a low level of inventory, resulting in upstream plant order visibility is not clear, but if demand reversal, the urgent effect may appear suddenly. In addition, although the weakness in demand in the US and Europe, LED TV, but the demand is still quite warm, the estimated annual permeability will reach 5, the East Bay is expected, the third quarter backlight demand will continue to warm, and promotional stocking in eleven long and Lunar New Year's day, is expected to be deferred to the fourth TV backlight demand season.

In addition, the apple tablet computer camp swarmed out, like ASUS and Transformers, came news of sales, supply chain and benefit, Transformers has 2 supply system, one is from upstream, crystal electric packaging factory Everlight plus small size panel factory CPT. The other part is the gem circular plus packaging plant in the East Bay and HannStar, LED factory in Taiwan tablet computer shipments backlight get up, but the overall amount still lost TV backlight, and bargain pressure, peak effect remains to be the main push TV backlight.

OFweek comments: LED backlight applications in the last year in order to exceed the speed of the market penetration of the industry, the LED market has brought short-term prosperity. But it is undeniable that the penetration speed of this relatively rare, can be said to a sudden outbreak of the impact of attitude with the LED requirements of the backlight, at the time of the LED industry is good, but the speed can not be maintained for a long time, which leads to the said a short-lived situation. LED backlight demand suddenly broke out in 2010, the author thinks that the market not only did not give enough time to mature, but appeared like a swarm of bees abnormal prosperity but also to some extent overdraft the future growth of power demand LED backlight.