LED packaging manufacturers revealed that there are a lot of Japanese Toyota synthetic stocks, and the new model LED TV only pulls a small amount of goods, LEDs show a price reduction trend in Q4.
Jingdian said that Samsung and Seoul's LEDs have recently been sold to Taiwan at a lower price. The demand for LED TV has dropped, but the upstream international sapphire substrate maker is still leading 10% in Q4, making it difficult for LED Epitaxial Factory Q4 to maintain high gross margin. South Korea's LED surplus, South Korean direct supply to the backlight module factory, let the LED packaging factory have price pressure, and directly ask the LED chip factory to cut prices.
The original capacity utilization rate of Jingdian was 100%, which was less than 90% since the beginning of this quarter. The order status in November was similar to that in October. In December, it was affected by the inventory factor, which may cause the capacity utilization rate to drop again. The revenue is about 10% difference. . In January and February of 2011, due to the small number of working days, it is still a light quarter for LEDs, and demand will not be obvious until March.
Dongbei Optoelectronics said that the price reduction of upstream chips is mainly due to the large inventory of cold cathode tube (CCFL) models. Under the premise of clearing the inventory of CCFL backlight TVs, TV manufacturers have made fewer LED TVs, which has reduced LED demand. Coupled with the Korean factory to grab the price, QQ backlight application LED price cuts.
Everlight has already requested upstream price cuts, but with the warming of the mainland's demand for the New Year, LED TV has gradually warmed up.
Yu Yuan said that in 2010, the price of LEDs did not drop before August, but Q4 customers have negotiated prices, and the average application area of ​​the backlight is 10% to 15% lower.
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