Research and adjustment of global LED output value this year is expected to continue falling next year ASP

According to a report recently published by ledinside, the estimated global high-brightness LED output value in 2011 was revised down from US$10.6 billion in early 2011 to US$9 billion (an annual growth rate of only 8%). The main reason is that the backlight market is not as expected, coupled with the rapid decline in the average selling price of LED led to oversupply of the LED industry, and also estimated that the average LED sales price in 2012 is still more than 20% decline.

LEDinside pointed out that the current situation of oversupply of LEDs is still difficult to improve in the short term. If the inventory growth and price drop in the second half of 2011 exceeds expectations, the sales of global high-brightness LEDs will not be excluded.

LEDinside believes that although the output value of high-brightness LEDs in the backlight market still rose slightly in 2011, the output value of LED-backlit TVs was only US$1.4 billion, a decrease of 18% from 2010, as observed from individual applications. The main reason is that the improvement of light guiding technology has led to a significant reduction in the number of LEDs used in TV backlighting. Take 42-inch LCD TVs as an example. When Samsung launched LED TV in 2009, the number of LED backlights used was as high as 360, but in 2011, the standard models have fallen to about 130, and some fighter models targeting low-cost promotions on the market need only be used. 100 LEDs, which caused the actual use of the LED backlight market to be affected. In addition, the poor sales of terminals has caused the unit price of LED to decline too quickly. Therefore, although the penetration rate of LED-backlit TVs continues to grow, the output value is facing a recession.

Looking forward to 2012, LEDinside pointed out that Korean panel makers will launch low-level LED backlight panels in hopes of lowering costs and stimulating buying momentum. Although LED penetration will have a chance to further increase, the number of LED usage will also decline by 20~. About 30%. LEDinside believes that the delayed purchase of gas in the end market has the opportunity to gradually ferment from 2012 to 2013. In addition, the market acceptance of LED lighting products has been generally improved, which also allows the 2012 high-brightness LED output value to continue to grow. However, since 2010, the oversupply phenomenon caused by various manufacturers' crazy expansion of MOCVD production capacity is still difficult to solve in the short term. It is estimated that the average selling price still facing the LED industry in 2012 will still fall by more than 20%, so it will test various LED's. Manufacturers' technological advancements and cost reduction capabilities.