According to the LED industry research institute LEDinside survey, LED TV adjustment stocks affected by the third quarter, LED prices have a larger decline, large-size panel applications LED decline of about 11% to 16%; and high-power LED lighting applications more than a drop 17%, it is estimated that in the fourth quarter, the use of backlighting for television will probably be reduced by about 10%.
LEDinside said that the demand for large-size backlight applications has plummeted, leading to price pressure reductions for LEDs. The mainstream LED specification for TV backlight applications has been reduced by more than 10%, and the price is between US$0.17 and US$0.12; computer-related backlighting applications, including laptops and LCDs. The display screen has a price drop of between 12% and 16%. Only mobile phone backlight, due to relatively stable demand, the price is only seasonally reduced by 3% to 4%.
In lighting applications, in response to the market's demand for lower lighting prices, the prices of high-power LEDs for lighting in the third quarter have fallen sharply. LEDinside analysis, the third quarter of the new project planning and related demand is not as expected, coupled with new production capacity one after another, the gap between supply and demand was significantly enlarged, making the LED prices have a more serious decline.
The fourth quarter LED prices that the market is most concerned about are still not seeing the need for large-size backlighting. As the fourth quarter is the traditional seasonal season, the lighting demand is not rising, and the price pressure is not small. It is estimated that there are nearly 10% of the price. The drop is expected to be stable in the first quarter of next year, driven by new LED TV demand.
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