Medium power LED lighting continued to decline only 1%

According to the professional market research institute, said the second quarter lighting power LED is still in tight supply situation. Currently on the market warm white temperature is still the main demand, tight supply situation, is expected to be relaxed until July, this season, the power of LED in the light of the offer fell about 1~3%, high power average decline of about 3%. And stop the TV backlight applications energy-saving in the absence of strong demand for investment subsidy effect and Chinese government, held a conservative attitude to the TV manufacturers third season stocking attitude, is also not long single, overall, this season LED backlight unit price decline is not, all with backlight to be maintained at 5% below.

Introduction of low-cost flat-panel TV subsidy policy and China can continue to affect the third quarter Backlight Market Growth

In HTC, LG, Motorola announced to give up the tablet market, compared to other 3C tablet computer products, higher gross margin, still attracted the background of mobile phone, PC, TV and other systems manufacturers such as HP, Acer, Lenovo, Google have launched its own brand, with the white card market, in 2013 the global tablet shipments on the 200 million, high and low season flat backlight LED average quotation are respectively USD0.06 and USD0.033, or about 4%.

This season the TV backlight quotation decline slowed and average price of about USD0.103 7020 single crystal, down 2%; higher order models using the twin 7020 package, this season the highest market price has fallen below USD0.2, the average price reached USD0.17. The side light type TV use up to 7030 packages, in the May day after the arrival of a tidal wave of relief, the decline of only 2% this season, the average price of USD0.165.

Medium power LED supply situation has not yet been tight, the second quarter power LED offer fell only 1%

Lighting applications, the cost performance in power LED is outstanding, so the LED light bulb or lamp is mostly already imported 5630 products, because Samsung products due to change and adjust the production line, resulting in tight supply effect China area 5630, the power 5630LED price decline is limited, only 1%. As for high-power LED, although the market demand began to heat up, but due to the continuous improvement of the specifications of various manufacturers, so the offer is still showing a steady decline in the quarter, down about 3%.

Viewpoint:

Backlight part: LED packaging technology, even Chinese chip specifications and Korea, Taiwan firms there is still a long distance, but in the China TV brand sales strategy according to the specifications and shunt, patent requirements is not high, has begun to direct LED to use local TV sales package, China packaging manufacturers to join after making the Chinese TV backlight has been a serious pile up in excess of requirement of market, showing more tensions.

The lighting part: in June, the power in the 5630LED in the original supply situation is still not stable, the market price can not see obvious cut, but high power LED as the LED manufacturers have a new product launch plan, so after the third season there will be a wave of market price to sprint.