As a result, pressure of LED price decline extends from 2010 Q3. Among them, price of LED for large-size panel applications fell by 5-9 percent, with most substantial decline in TV backlight applications; high power LED lighting applications declined by more than 12 percent. Due to relatively stable demand from mobile phone applications, LED prices in this segment are fairly stable with a mere 3 percent seasonally adjusted decrease.
As for prices of LEDs in large-size backlight applications in 2010 Q4, due to slower-than-expected panel shipment recovery, vendors have adjusted shipments, while LED demand recovery is not yet in sight. Hence, in TV backlight applications, LED prices of mainstream specification 5630 decreased by 9 percent, to $0.11~$0.15, while LED prices of LCD notebook backlight dropped by 5-6 percent.
LEDinside noted that at this stage, LED prices for mobile backlighting applications, including specifications 0.4t and 0.6, are relatively stable due to stable shipment; price decline for this segment is estimated at 3 percent in 2010 Q4.
In high power LED lighting applications, LED prices declined substantially, affected by weak demand coupled with inventory pressure; prices of mainstream specification 100-120lm plummeted by 12 percent in 2010 Q4.
2011 Q1 LED market price outlook
Due to greater inventory pressure from large-size backlight applications, LEDinside expects demand in this segment to recover gradually at the end of 2011 Q1; therefore, price pressure is expected to ease thereafter.
As for the price of LED in LCD TV applications, LEDinside estimates a 9 percent decline in 2011 Q1. High power LED may face pressure from inventory clearing, therefore, its prices are expected to post a double-digit decline.
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