Most LED manufacturers inventory pressure

2011 LED chip supply is still as high as 174 billion, while the chip demand only 129 billion, pile up in excess of requirement rate as high as 35%, most LED manufacturers face a huge inventory pressure in the second half of 2011. In 2012, due to the MOCVD machine large production capacity is still not fully released, so the whole industry situation of pile up in excess of requirement is still difficult to solve, however, have patent threshold and high tech manufacturers still have a chance to survive in this predicament. Recent terminal market demand affected by the global recession, many LED manufacturers export orders dropped. There are still only a few orders for commercial lighting and utilities. According to the observation of Chinese LED online, LED manufacturers many small export orders due to reduced, coupled with the increasingly fierce competitive environment, the Chinese new year before there are still many manufacturers face the collapse of the crisis, but also makes the upstream manufacturers more careful selection of customers and put the amount of the account. In the careful shipping and inventory level rising situation, most manufacturers choose to reduce the rate of capacity utilization and forced employees to take leave to control costs and reduce output, how to reduce the inventory level but a pressing matter of the moment is the huge LED manufacturers. As for the consumption of a large number of LED LCD TV backlight market, by the global economic downturn in 2011, the global LED backlight LCD TV (LEDTV) shipments significantly less than expected. 2011 LCD TV shipments also reduced from 220 million units to 203 million units. But with the big event in 2012 World Cup in Brazil, as well as TV brand manufacturers have launched low-cost LED backlight TV to stimulate demand, expectations for the LCD TV sales volume in emerging markets is expected to improve, then the market will benefit the LED backlight. In addition to project oriented, high profit products in the field, LED lighting has been more obvious development, LED bulb market is still relatively fast in the Japanese market. As for professional lighting, plants and agricultural lighting (including UV hardening), freezer lighting, etc., also more and more attention by the industry. Outlook 2012, dynamic South Korean companies to be more noteworthy, Seoul gradually and the five LED international semiconductor factory reach a cross licensing, Samsung LED is integrated into the Samsung Group, in addition to the technical department with semiconductor closely, their production of LED to supply the Samsung Group in the mobile phone backlight and TV backlight proportion will have may further improve. Coupled with the global layout of the group's marketing channels for the development of lighting brands is a strong opponent of all LED vendors. Oversupply situation is still difficult to solve in the short term, but the LED terminal market demand continues to grow rapidly. Therefore, in 2012 will be seen as the performance of individual vendors, and into the big rival knockout contest. Therefore, only to improve the technical content and patent threshold has the opportunity to survive in this knockout.