LED TV adjustment inventory LED upstream price will expand

According to the LEDinside survey of the LED industry research institute, the third quarter was affected by the adjustment of LED TV inventory, LED prices showed a large decline, LEDs for large-size panel applications fell by about 11% to 16%; and high-power LEDs for lighting applications fell more than 17%, it is estimated that the TV in the fourth season will be backlit, I am afraid it will be reduced by about 10%.

LEDinside said that the demand for large-size backlight applications has plummeted, resulting in LED price reduction pressure. The mainstream specification LED for TV backlight applications has been lowered by more than 10%, and the price is between 0.17 and 0.12 US dollars. Computer-related backlight applications, including notebooks and LCDs. Display screens, the price drop is also between 12% and 16%. Only the backlight of the mobile phone, due to relatively stable demand, the price is only seasonally reduced by 3% to 4%.

In terms of lighting applications, in response to the market's demand for lighting prices to fall, the high-power LEDs used for lighting in the third quarter have fallen sharply. LEDinside analysis, the third quarter of the new project planning and related demand is not as expected, coupled with the new capacity, the supply and demand gap is significantly enlarged, making LED prices appear a serious decline.

The market's most concerned fourth-quarter LED price, because we can't see the large-scale backlight demand to warm up, and the fourth season is the traditional season, the lighting demand has not risen, the price reduction pressure is not small, it is estimated that nearly 10% The decline is expected to be driven by the demand for new LED TVs in the first quarter of next year, and prices will gradually stabilize.

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