The LED industry research institute LEDinside stated that according to the agency's latest price survey report, due to the large changes in demand for Q3 LED applications in 2010, including the large-scale panel inventory adjustment and lighting requirements are not as expected, showing a sharp decrease in market conditions. Make LED prices have a larger decline. Among them, the LED size of large-size panel application falls about 11~16%, while the high power LED of lighting application falls more than 17%. In the mobile phone segment, due to the relatively stable demand, the price of LED is also relatively stable, only adjusting seasonally downward by about 3-4%.
In 2010 Q3 LED price in the large-size backlight applications, due to panel shipments as expected, in the manufacturers adjust the shipment and LED demand slowed down, the price of TV backlight application mainstream LED specification 5630 is reduced by about 11%, the price is about In the range of 0.17 to 0.12 US dollars; and computer-related backlight applications including laptops and LCD screens, the price decline is also between 12% to 16%.
LEDinside pointed out that at this stage, mobile phone backlight applications of LED products, including 0.4t and 0.6t these specifications, due to stable mobile phone shipments, the price is relatively stable, the estimated decline in this season about 3 to 4%. The High power LED part of lighting applications, due to the new project planning and demand is not as expected, coupled with new production capacity has been gradually opened, the gap between supply and demand is significantly enlarged, making the LED prices have a more serious decline, this season in the mainstream specifications 100 In the part of ~120lm, the drop was 20%.
Looking forward to the fourth quarter, LEDinside estimates that Q4 of 2010 is a seasonal off-season of LEDs, with little change in product specifications, limited backlighting requirements for new TV models, and new lighting needs that are still not strong, Q4 2010 The downward pressure on LED prices is not small, and it is estimated that there is a decline of nearly 10%.
The price pressure from the market is expected to stabilize at the end of the fourth quarter of 2010 and the beginning of the first quarter of 2010. This is due to the fact that LED backlighting needs can be driven by large-size LCD TVs and new LCD models. , gradually opened out, at the same time, estimated LED lighting demand will appear to affect the results of temperature and other conditions.