GLII: 2012 Q1 China White LED LED Bead Price Analysis

[Source: "High- tech LED - Research and Review" April issue] According to the latest survey report of the High-tech LED Industry Research Institute (GLII), the price of China's main white LED LED beads continued to decrease in the first quarter of 2012, but the price reduction was smaller. The average decline, except for a few, is less than 7%.

The main white LED price data description:
● Data range: only select the price of white LED produced by Chinese mainland and Taiwanese companies ● Model: Select the main models 3528, 3020, 3014, 5050, 0805, 0603, 1W
● Time: January 2012-March 2012 ● Price: The price data involved is the average price of the market. ● Product specifications: except for 5050 for three-crystal white light, other 3528, 3030, 3014, 0805, 0603, 1W Single crystal white light
The price of major white LEDs continued to fall in the first quarter.
According to the latest research report of the High-tech LED Industry Research Institute (GLII), in the first quarter of 2012, due to the growth of demand in the downstream market, orders from mid-stream enterprises have gradually increased, especially since February. The overall price decline of LED lamp beads is also the largest since 2011. As shown in Table 1:

It can be seen that the price of China's white LED lamp beads decreased slightly in the first quarter of 2012, with an average decline of around 3~8%.
  • The 0805 and 0603 series products have basically the same decline in the first quarter of 2012 due to the same application fields. The price declines are 6.2% and 6.7% respectively.
● 3528, 3014, 5050, 1W series products are mainly used in lighting, light strips/belts, etc. Since February, the market demand has gradually increased, and the price decline is not obvious, with an average decline of 3~5%. Among them, the 5050 series has the smallest price reduction, only 3.6%.
● In the 3020 series of products, the price dropped the most in this statistic, with a drop of 7.9%.

Table 1 : China's 5050 white light lamp price change chart for the first quarter of 2012 (unit: yuan / pcs )

Source: Gaogong LED Industry Research Institute (GLII )

Analysis of price changes of some LED white light beads in the first quarter
According to the statistics of the High-tech LED Industry Research Institute, China's LED white light lamp beads continued to cut prices in the first quarter of 2012, but the decline was small. The following only briefly analyzes the price changes of 5050 and 3020, and other price analysis of LED white light bead such as 0805, 0603, 3014, 3528, 1W will be analyzed in detail in the follow-up high-tech LED mid-stream research report.

5050 white light lamp price change analysis
Demand for 5050 products has increased since February due to increased demand in soft light strips, strips, lighting and other markets. According to the statistics of the High-tech LED Industry Research Institute (GLII), the demand for the 5050 white light bead market in the first quarter of 2012 increased by 24%, and the market price of the 5050 product will remain basically unchanged in the short term.

In the first quarter of 2012, China's 5050 LED white light bead price reduction was small, only 3.6%. The average price of 5050 white light bulbs dropped from 0.3940 yuan/pcs to 0.3798 yuan/pcs. This is mainly due to factors such as increased demand in the downstream market and a gradual decrease in the production of 5050 series products, which directly affects the price changes, which is the most prominent among the 5050 high-end products. According to statistics of high-end products above 5050 (18lm), the average price in the first quarter of 2012 dropped from 0.6402 yuan/pcs to 0.6288 yuan/pcs, with an average decrease of 1.8%.

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