LED overcapacity affects industrial development in the third quarter

by:ALLTOP      2019-12-19
Experts said that due to the increase in the supply quantity of LED manufacturers, the shortage of LED for medium-power lighting has been relieved in the third quarter, and the quotation for medium-power 5630 in the third quarter dropped slightly by 1. 7. The LED for high-power lighting is partly eroded by medium-power LEDs such as 5630 and 3030 because the demand for outdoor lighting and engineering projects in the second quarter is not as good as the market expectation, and the high-power LED market is gradually eroded by medium-power LEDs such as and, in the third quarter high power lighting with LED price decline up to 11. In terms of led TV backlight, due to the uncertainty of China's new energy-saving subsidy policy and the high level of channel inventory, the price of backlight LED for TV this season has dropped by 9. 5%. However, in the mobile phone application area of the LED backlight market, due to the warming of smartphone shipments and the introduction of dual-crystal packaging, the demand in the third quarter was promising, and the mainstream LED price dropped by about 3. From the previous quarter. Due to the sharp rise in smartphone shipments, the increase in the average panel size and resolution of mobile phones, the use of LED backlights in smart phones has also risen all the way, with mainstream LED quotations falling by 3. 5%. However, under the dual consideration of thinness and power saving design, LED manufacturers have introduced SideviewLED with double Crystal package this season, with a thickness of only 0. 6mm, the series voltage of the double crystal is lower than 6 V, and the average brightness reaches 15lm, which saves electricity and does not increase the design burden of the mechanism. As the new machine will enter the production period on September, the double Crystal 0. 6tLED average quotation about USD0. 15, down 6. In terms of backlight demand for notebook computers and monitors, due to weak market demand in the second half of the year and even negative growth in shipments throughout the year, backlight LEDs for notebook computers are as follows: 0. 8tsideview and 3014 packages, the quotation for the third quarter fell by 5 ~ 8, monitor backlight 3020/3014 is due to its long product cycle is also mature, the price space is limited, only 1. Under the uncertainty of the energy-saving subsidy policy, China's 11th holiday is temporarily conservative, and the inventory level is 1 ~ In 2 months, this season's TV backlight LED offer fell between 6 ~ 9. Among them, the side light type 7020 single chip and 7020 double chip have started to increase due to the increase in production yield and LED usage. This season, the decrease is high, and both have reached 9; The supply of 4020 and 7030 packages is stable, and the quotation for this quarter has dropped by about. Experts pointed out that after the Chinese government canceled the TV subsidy, LED efficiency is no longer a priority for TV brand manufacturers, but is replaced by cost pressure. In order to reduce the usage of LED particles, in the third quarter, Direct TV began to turn to LED driven by more than 400mA of high current as backlight, and direct LED fell by about 8. 5% on average in the third quarter. Experts said that due to the pressure of LED manufacturers at the end of June, the prices of some manufacturers have shown signs of loosening. For the tight mid-power LED5630 specifications supplied in the past six months, Korean manufacturers have introduced the second generation of new products with better performance, but the new products of various manufacturers are still in the sample delivery or promotion stage, the replacement of old products has not yet been completed, so it is expected that there will be a wave of more obvious price competition in the fourth quarter, and prices will begin to decline slightly. As for the LED part for high-power lighting, the demand for outdoor lighting and engineering bidding in the second quarter was not as good as the market expectation, and the market for high-power lighting LED was gradually eroded by medium-power LED such as 5630 and 3030, in the third quarter high power lighting with LED price decline up to 11.
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