A LED industry research institute said that although the LED chips and packaging factories continued to maintain high-end rates in the second quarter of 2012, the LED backlight market in the third quarter was affected by the European debt crisis and the slow growth of China's domestic demand. The market's confidence is insufficient, and there is no strong demand for goods to be pulled as expected, and manufacturers' orders are becoming more conservative. Whether the brand factory will have the chopping action in the third quarter still depends on the sales of the end products.
The agency pointed out that in the third quarter of the TV backlight application LED package such as 7030, 3528 and other specifications in large-scale production to achieve economies of scale, the average reduction is about 5 to 6%, the remaining LED backlight applications have limited space, the average reduction 2~3%. Under the influence of the big environmental downturn, smart phone and tablet computer manufacturers have lowered their shipping targets. In terms of smart phones, 2012 global estimated shipments reached 660 million, compared with the mobile phone brand factory at the beginning of the year. The expected number of LED manufacturers has been revised down by about 55 million, and the corresponding orders for high-brightness side-emitting LEDs have also decreased by nearly 425 million.
Although the customer's visibility in the second half of the year is unknown, due to the increased brightness required for the backlight of the mobile phone, the LED backlight of the mobile phone has dropped by about 2 to 3% on average this quarter. In addition, global notebook shipments will show zero growth in 2012, which will also affect the growth of LED backlights in notebook applications.
However, the market demand for tablet PCs in 2012 is still strong, with an annual shipment growth rate of 52%. However, Apple has swept the market share of tablet PCs. In Apple's demand for high-brightness package specifications, the patent layout needs to be complete. The LED package supply is divided by two major Japanese packaging factories. This quarter's 0.8t side view LED The quotation fell by 3%, and the price of the 3014 package used by notebook computers fell by almost 2% due to the approaching cost.
According to the industry, under the influence of the uncertainties in the recovery of the second half of 2012, if the third quarter economy continues to be sluggish and the LED backlight inventory level continues to rise, there may be manufacturers to cut orders for orders that are repeatedly stocked. Therefore, if the LED industry can increase brand strategy alliance or continuously develop product added value, such as lowering the voltage at the same brightness or higher brightness to achieve power saving demand or reduce the number of LEDs used in the backlight, the LED in the competition can be greatly reduced. Substitution in the industry. In addition, the new specification LED package for TV backlight will have a certain shipping effect in the future.
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The agency pointed out that in the third quarter of the TV backlight application LED package such as 7030, 3528 and other specifications in large-scale production to achieve economies of scale, the average reduction is about 5 to 6%, the remaining LED backlight applications have limited space, the average reduction 2~3%. Under the influence of the big environmental downturn, smart phone and tablet computer manufacturers have lowered their shipping targets. In terms of smart phones, 2012 global estimated shipments reached 660 million, compared with the mobile phone brand factory at the beginning of the year. The expected number of LED manufacturers has been revised down by about 55 million, and the corresponding orders for high-brightness side-emitting LEDs have also decreased by nearly 425 million.
Although the customer's visibility in the second half of the year is unknown, due to the increased brightness required for the backlight of the mobile phone, the LED backlight of the mobile phone has dropped by about 2 to 3% on average this quarter. In addition, global notebook shipments will show zero growth in 2012, which will also affect the growth of LED backlights in notebook applications.
However, the market demand for tablet PCs in 2012 is still strong, with an annual shipment growth rate of 52%. However, Apple has swept the market share of tablet PCs. In Apple's demand for high-brightness package specifications, the patent layout needs to be complete. The LED package supply is divided by two major Japanese packaging factories. This quarter's 0.8t side view LED The quotation fell by 3%, and the price of the 3014 package used by notebook computers fell by almost 2% due to the approaching cost.
According to the industry, under the influence of the uncertainties in the recovery of the second half of 2012, if the third quarter economy continues to be sluggish and the LED backlight inventory level continues to rise, there may be manufacturers to cut orders for orders that are repeatedly stocked. Therefore, if the LED industry can increase brand strategy alliance or continuously develop product added value, such as lowering the voltage at the same brightness or higher brightness to achieve power saving demand or reduce the number of LEDs used in the backlight, the LED in the competition can be greatly reduced. Substitution in the industry. In addition, the new specification LED package for TV backlight will have a certain shipping effect in the future.
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We have a strict quality control system, an excellent management team and also a dedicated sales force, enable us to fulfill our commitment in high quality products and outstanding services.
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