LED prices still have downward pressure in the first quarter of 2011

As the demand for LED applications in the fourth quarter of 2010 is still not picking up, including the continuous adjustment of large-size panel inventory and the lack of lighting demand, the LED price pressure has not been relieved since the third quarter. Among them, LEDs for large-size panel applications fell by about 5%-9%, with the most obvious decline in TV backlight applications; and the high power LEDs for lighting applications fell by more than 12%. In the mobile phone segment, the price of LEDs is relatively stable due to relatively stable demand, and only seasonally adjusts by about 3%.

In the fourth quarter of 2010, LED prices in the medium and large size backlight applications, due to the panel's return temperature is not as expected, in the case of manufacturers to adjust shipments and LED demand does not see the effect of temperature, TV backlight application LED - mainstream specifications 5630 The price is lowered by about 9%, and the price is about US$0.11-US$0.15. In the LCD screen, the price is reduced by about 5%-6%.

At this stage, LED products for mobile phone backlight applications, including epoxy resin, including 0.4t and 0.6t, are expected to decline by about 3% due to stable shipments and relatively stable prices.

In the High power LED part of lighting applications, LED prices are still showing a serious decline due to weak demand and inventory pressure. This season, in the mainstream specification 100-120lm, the decline was about 12%.

2011 Q1 LED market price outlook

Due to the demand for large-size backlight applications with high inventory pressure, it is expected to gradually warm up at the end of the first quarter of 2011. Therefore, the obvious price pressure relief is expected to fall after the first quarter of 2011. In the first quarter of 2011, the price of LEDs for LCD TV applications is estimated to be around 9%. The High power LED is also under pressure to clear inventory in the first quarter of 2011, so it is estimated that there will still be a two-digit downward pressure.

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