Q3 backlight LED into the off-season Lighting LED demand is flat

The new quotation from LEDinside, a subsidiary of TrendForce, shows that backlight applications entered the traditional off-season in the third quarter, with demand slowing down and backlight LED prices falling by an average of 3-8; The demand for LED applications for lighting is flat, but the price competition is fierce, with a drop of 6-12. In the third quarter, LED backlight inventory was high, and order visibility was reduced to 1- In two months, Guo Zhihao, deputy research manager of LEDinside, said that mobile devices have entered a mature stage, and the demand for smart phones has slowed down. In the third quarter, the price of backlight LED for mobile phones fell by about 5. TV backlight LED is due to the traditional off-season and the World Cup has come to an end, TV panel shipments are expected to be revised down 6- 8, which in turn affects the purchasing power of brand factories in mainland China, causing the use of TV backlight LED to enter seasonal adjustment, with the average price of 3528LED package for Direct TV in the third quarter being 0. $24, a decrease of 8, while the average price of the 7020-inch dual-Crystal package LED used in side-lighting TVs is 0. $12, down 8. In addition, in the lighting LED part, the specifications of medium power LED products such as 5630, due to the continuous price reduction of Korean manufacturers, the profit is very small, almost close to the cost, and the price reduction space has been limited; However, the price adjustment space of high-power LED is relatively large, among which the average price of high-current 800mA specification drops obviously, with a quarterly drop of up to 12; As for the COB part, CREE, CITIZEN, Bridgelux and other major manufacturers have launched a high density (HD) COB products have good market response, and some of them are equipped with intelligent platforms, which can be combined with intelligent control technologies such as wireless. Guo Zhihao, deputy research manager of LEDinside, said that in the future, with the performance upgrade of various LED products, customer orders will gradually shift to high-efficiency products.