Demand for large-size backlight applications continues, LED prices are limited

According to LEDinside's latest price survey report by TRENDFORCE, in 2010, Q2 is stable in demand for bright demand and upstream materials shortage in 2010. It is expected that LED supply will gradually increase in Q3 2010. The demand for stable and large-size backlight applications continues to be affected, and the pressure of falling prices is limited. However, in the high-power LED part of lighting applications, due to the new capacity of major manufacturers, it is expected that the price reduction pressure will still be greater than that of backlight applications. LED products.

LEDinside believes that although the price of LED will drop by 5% to 10% every quarter, the Q2 LED backlight application in 2010 is due to the demand of the peak season, and the continuous volume of large-size applications such as LED-backlit TV, the extrusion supply, so that the original Presenting tight supply of upstream materials, such as sapphire substrates and MO gas, the supply is tighter and the supply and demand gap is widened. In small and medium-sized panel applications, including 0.4t, 0.6t for mobile applications, and 0.8t and 3014 for notebook applications, it is unprecedented in setting the quarterly price reduction pressure. The price in Q2 is flat, and the unit price is about 0.04 USD to 0.1. Between the dollars. In the large-size panel application, the 5630, due to the vendor's strategic considerations, showed a slight decline of about 3%, and the unit price ranged from $0.13 to $0.20.

In 2010, the price of LED in Q2 was stable compared with the past, especially in the backlight application. Due to the strong market demand, the supply was tight, the price was relatively stable, and the decline was less than 3%. In the lighting part, the price was lowered. , about 12% decline.

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As for the Q2 lighting application high-power LED in 2010, due to the promising market prospects, under the effect of increasing investment and expansion, the price of the product has dropped. The mainstream specifications of this week are about 100%/W, which is about 12%. The price reduction is greater than that of general backlight applications.

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