LEDinside latest price survey report pointed out that in 2010 Q1 LED market supply and demand stability, LED prices in the backlight application part compared to 2009 Q4 did not change significantly, only a slight quarterly quarterly price adjustment of about 2-5%. In particular, in the mobile phone segment, the LED price is relatively stable due to the chip capacity being crowded out by deployment of large-size TV backlight applications.
In the high-power LED part of lighting applications, due to the increase in the supply of light in the 70-90lm/W, plus the obvious increase in temperature in the lighting market, manufacturers to expand market share, the price of lighting LED in Q1 2010 is significantly greater than the backlight With the price of LED.
In the mobile phone application, the mainstream specification is still 0.4t/0.6t. Only due to the capacity exclusion effect (chip supply) of large-size backlight applications, prices remained relatively stable in Q1 2010, which was only about 2%. The unit price is 0.03-0.07 USD.
In the Netbook section, the mainstream specification 3020 in the past is no longer seen. Instead, it is the 3014 with a better price/performance ratio. Therefore, at present, the mainstream products of notebooks and netbooks are mainly based on the 3014, and the only difference is in brightness and price requirements. Brightness specifications in the 1800-2000mcd product, the unit price of about 0.04-0.07 US dollars. Brightness specifications in the 2000-2300mcd product, the unit price of about 0.07-0.11 US dollars.
In the high-power LED part of lighting applications, due to the increase in supply of 70-90 lm/W from mainland manufacturers, coupled with continued heating of the lighting market, manufacturers have to reduce the price of high-end products in order to expand market share, and their overall decline is about About 12%, the price reduction is greater than the general backlight application products.
Q2 LED Market Price Outlook in 2010
In Q2 2010, due to the strong demand for large-size TV backlighting applications, it is expected that the deployment of small and medium-sized applications (especially mobile phones and display applications) will be more apparent in terms of capacity deployment and exclusion, and the relative impact will be on LEDs. The price trend.
In addition to the increase in the supply of 70-90 lm/W in the high-power LED part of lighting applications, the rapid increase in brightness has accelerated the downward pressure on product replacement and is expected to be the reason for further price fluctuations in the future.