Research under the global LED this year, the output value is expected next year, ASP continued to fall

Ledinside recently published research report shows that in 2011 the world's high brightness LED output forecast by the beginning of 10 billion 600 million to $9 billion under repair to $2011 (annual growth rate of only 8%). The main reason is that the backlight market is not as expected, coupled with the rapid decline in the average price of LED led to an oversupply of LED industry, but also estimates the average selling price of LED in 2012 is still more than 20% decline.

LEDinside LED pointed out that the current situation is still difficult to pile up in excess of requirement in the short term is improved, if the second half of 2011 and the magnitude of decline in value of inventories continued to increase more than expected, do not rule out further under the revised global high brightness LED sales forecast.

LEDinside believes that despite the 2011 high brightness LED backlight market value is still a slight growth, but to observe from individual applications, LED TV backlight output value of only $1 billion 400 million, compared with a decrease of 18% in 2010. The main reason is that the light guide technology to enhance the use of LED in the TV backlight significantly reduced the number of use. The 42 inch LCD TV as an example, the 2009 launch of Samsung LED TV, LED backlight use the number as high as 360, but in 2011 the standard model has fallen to about 130, part of the fighter for the market price only need to use 100 pieces of LED, which caused the LED backlight market affected by actual usage. In addition, poor terminal sales make the price of LED fell too fast, so despite the LED backlight TV penetration continues to grow, but the output is facing recession.

In 2012, LEDinside pointed out that the Korean panel factory will launch LED backlight panel low order to reduce costs and stimulate, although the permeability of LED have the opportunity to further move up, but the number of the use of LED will further decline of about 20~30%. LEDinside terminal market demand that deferred opportunity from 2012 to 2013 gradually fermentation, plus the LED lighting products market acceptance generally improved, but also makes the high brightness LED output in 2012 have the opportunity to continue to grow. However, since 2010, various manufacturers crazy MOCVD production capacity caused by the phenomenon of expansion pile up in excess of requirement, the short term is still difficult to solve, the average sales price forecast in 2012 LED industry still faces still has more than 20% decline, so will test various LED manufacturer's technology to enhance the speed and reduce the cost of capacity.