LED high demand for higher prices than expected

According to the survey, in the fourth quarter of 2010 due to the demand of LED application is still not back to temperature, including inventory adjustment continued large size panel and lighting needs better than the market expected, the LED price pressure from the third season so far not ease.

Among them, the size of the panel applications LED decline of about 5%~9%, the most obvious decline in the use of TV backlight applications, while the decline in highpowerLED lighting applications are more than 12%. Mobile phone parts, because demand is relatively stable, the price of LED is relatively steady, only seasonal downward adjustment of about 3%.

In the fourth quarter of 2010 LED price in large-size backlight applications, due to the panel shipment back to temperature conditions as expected, the manufacturers adjust shipment and LED needs not see effect of temperature, LED TV backlight applications the main specifications of 5630 of the price dropped by about 9%, the price of about 0.11~0.15 yuan between the United States and the LCD screen backlight part; application of notebook computer, the price dropped to about 5%~6%.

At this stage, the application of mobile phone backlight LED products, including 0.4t and 0.6T these specifications, due to the stable mobile phone shipments, the price is relatively stable, the estimated decline of about 3% this season. The HighpowerLED part of lighting applications, due to weak demand, coupled with the pressure on the stock, making the LED price is still a serious decline. This season in the mainstream specifications 100-120lm part, a decline of about 12%.

Due to the large size of the pressure on the large size of the backlight applications, the estimated price of LED is expected to gradually return to the bottom of the first quarter of 2011; therefore, the more obvious price pressures are expected to fall after the first quarter. Estimated in the first quarter of 2011, the price of LCD TV applications LED is still nearly 9% decline, while HighpowerLED in the first quarter of 2011 due to the pressure of clear inventory, there is still a downward pressure on the 2 digits.