World Cup LED backlight visibility is high

Benefitting from the increased demand for large-size and 4K high-definition TVs in the World Cup, LEDinside said that the average level of visibility of backlight LED orders is currently 1-2 months, and wafer and packaging companies have increased their utilization rates.

According to Guo Zhihao, research assistant manager of the institute, the average level of visibility of backlight LED orders at present is 1-2 months, and wafer and packaging manufacturers have increased their production rates.

However, despite the LED manufacturers to maintain high-end production rate, high visibility LED orders, but manufacturers to increase production more cautious. Mainly due to the fact that camp revenues and profits are affected by the drop of 10-15% in prices each year, and the profitability space is still limited. Therefore, LED manufacturers need to maintain a wait-and-see attitude in view of whether they need to expand production due to visibility in the third quarter.

Guo Zhihao further stated that LED manufacturers' efforts this year are to actively develop the niche market (car lights, Flash LED and UV LED applications, etc.) and high-value-added LED (high color saturation backlight LED and high color rendering LED) to Gradually reduce the proportion of backlight products.

In terms of kinetic energy, the increase in demand for large-size and 4K high-resolution TVs in the Brazil World Cup in June and the application of lighting in the nuclear energy issues fermentation and energy-saving measures are expected to accelerate the penetration rate of LED lighting, which is a follow-up highlight of the LED industry.

The agency's latest offer shows that in the second quarter, LED quoted price falls between 3% and 7%; backlight LED quoted price falls about 5-10%, and the direct LED market has fierce competition. 13%.

The prices of the second high-power and medium-power lighting LEDs continued to decline. The Korean manufacturers represented by Samsung 5630 as the medium power, still adopted low-price strategies to seize the market; while the drop in high-power prices was more obvious than other products, especially high brightness. The LED (120-140lm) has fallen by 7%. As for the COB segment, the product line expansion and performance improvement are the key points for various manufacturers. As a whole, at least the product line below 30W needs to be complete, and the lighting manufacturers have the intention to place orders. .