2010 Q1 LED price trend is stable, the risk of out-of-stock shortage will intensify in the future

In 2010, the supply and demand of the LED market in Q1 was stable. The LED price did not change significantly in the backlight application compared to Q4 2009. Only a small quarterly price adjustment was about 2-5%. Especially in the mobile phone part, the LED price is relatively stable because the chip production capacity is crowded out by the large-size TV backlight application.
In the high-power LED part of the lighting application, due to the increase in the supply of brightness at 70-90 lm/W, and the obvious increase in the lighting market, manufacturers have expanded their market share. In 2010, the price of LEDs for lighting in Q1 dropped significantly more than the backlight. Use the price of LED.
In the mobile phone application part, the mainstream specifications are still based on 0.4t/0.6t. Only due to the capacity crowding effect (chip supply) of large-size backlight applications, the price of Q1 in 2010 was relatively stable, with a drop of only about 2%. The unit price is between 0.03 and 0.07 USD.
In the Netbook part, the previous mainstream specification 3020 is no longer seen, and replaced by the 3014 with better cost performance. Therefore, at present, whether it is a notebook or a netbook, its mainstream products are mainly based on 3014, only in terms of brightness and price demand. The brightness specification is 1800-2000mcd, and its unit price is about 0.04-0.07 US dollars. The brightness specification is 2000-2300mcd, and its unit price is about 0.07-0.11 US dollars.
In the high-power LED part of the lighting application, due to the increase in the supply of 70-90 lm/W from mainland manufacturers, and the continued heating of the lighting market, manufacturers have to lower the price of high-end products for the expansion of market share, and the overall decline is about About 12%, the price reduction is greater than the general backlight application.

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