Panel inventory needs to be relieved that LED price pressure is still

LED research institute LED inside pointed out that as the overall application requirements of LEDs in the fourth quarter of 2010 did not return to temperature, including the continuous adjustment of large-size 吋panel backlight inventory, lighting application demand was not as expected, leading to the continued decline in LED prices in the fourth quarter.

Looking forward to the first quarter of 2011, although the demand for large-size backlight LEDs with large inventory pressure is expected to gradually warm up, it is expected that the price pressure may be more obvious after the end of the first quarter. The quarterly price decline is still around 9%. As for the high- power High Power LED for lighting, due to the inventory pressure in the first quarter, it is estimated that the price drop in the first quarter may reach 2 digits (10% or more).

According to the survey, the price of LEDs for large-size panel applications in the fourth quarter of 2010 fell by about 5%-9%. Among them, the TV backlight application has the most obvious decline (mainly including the conversion of new and old models, clear inventory of old models, etc.). LCD monitor LCD monitors and notebook backlight LED prices have fallen by about 5%-6%. LED backlights for mobile phones are relatively stable due to demand, so the price decline of LEDs is also relatively slight, only about 3%.

As for the high-power LEDs for lighting applications, the price of the mainstream specifications of 100-120lm is down more than 12% in the fourth quarter of 2010. The main reason is that demand is still weak, and inventory pressures are emerging.

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