LED lighting quotation affected by the off-season, lighting manufacturers' orders fell1

The fourth quarter Lighting LED fell between 5-16; The average decline in backlight LED quotation falls to about 4-13 different. Guo Zhihao, deputy director of LEDinside research, said that LED lighting quotations were affected by the off-season, and lighting manufacturers' orders fell. In the case of fierce competition and continuous compression of existing profit margins, manufacturers have introduced new products that meet market demand to increase market share. In the fourth quarter, due to the increase of lighting inventory, the price of medium-power LED products fell sharply, of which 3030 market demand gradually weakened, increasing its price decline, with an overall decline of 16. The price of 5630 continued to decline slightly, a decrease of 5. As for the overall price fluctuation of high-power products, the decline has slowed down; Among them, the average price of large current 1500mA specifications fell significantly, and the overall price fell by 6. As for the backlight application, the price decline in the fourth quarter was expanded, with mobile phones and tablet applications for mobile devices, a decline of 13; Mobile phone backlight and tablet computer, notebook computer backlight LED specifications are similar, the degree of sharing is quite high, 0. 6 The average quotation of tLED has come to US0. 035; The specifications of the display backlight LED have been quite stable, and the quotation has not changed much, a decrease of 2. It is predicted that the TV backlight specifications will converge again in 2015, with the side light main force at 7020 double crystal, and the average price in the fourth quarter is US0. 113, down 6; The penetration rate of 60 direct package 3528/3030 this quarter fell by about 10. Guo Zhihao pointed out that the problem that Chinese LED manufacturers lack professionals to operate MOCVD machines is no longer seen, and they continue to produce LED with high yield rate, even if the output efficiency has not been adjusted to a good state. its amazing output and the economies of scale brought about by the reduction of equipment costs through subsidies have strongly oppressed LED manufacturers in Taiwan, Japan and South Korea. How to break through the tight encirclement in the LED Red Sea market in 2015, except that price competitiveness is the basic equipment, after the penetration rate of LED lighting is gradually opened, the strategic and supply alliance relationship with the top five LED patent manufacturers is increasingly important; The patent alliance can exempt most of the patent litigation, and the supply alliance is to open another product to the sea and maintain a high rate of growth.