The LED industry did not show signs of peak season in April, mainly due to the increase in TV backlight product specifications, poor chip yields, and poorer-than-expected demand. However, the new product yield rate has started to improve. May demand or increase, 2Q overall performance Expect to be better than 1Q.
Although the earthquake in Japan had a certain impact on the upstream chip industry, the demand for downstream products driven by the lack of electricity in the earthquake increased, and the sales volume of end products rose sharply. Cree's white light power LED light effect broke the industry's highest record again, reaching 231 lm/W. According to historical experience, Cree's white light power LED light efficiency value can be scaled by most companies in one to two years.
As the supply chain exceeds demand, the price of packaging products has fallen significantly. In the future, market competition will be dominated by large-scale production. Due to the low technical barriers in the packaging sector and the large number of participating companies, the company's profitability is still worrying due to the continuous compression of costs. In terms of downstream product applications, Chinese companies were hit by Japan and South Korea. The decline in prices led to a rapid increase in LED penetration, but Chinese companies still failed to seize effective market share. Whether domestic manufacturers can enter TV backlighting and lighting applications in a timely manner has become an important factor influencing the supply and demand of the LED industry chain and the trend of product prices.
The upstream chip segment is still an area where many companies want to get involved and extend. In the short term, there is no excess capacity in the chip market. According to market data, with the continued expansion and gradual release of new capacity, the upstream epitaxial chip makers of LED may experience oversupply of chip capacity. However, due to the current chip quality in the Chinese market still has a certain gap with foreign manufacturers, the yield rate is obvious. Insufficient, therefore, whether the market will produce excess capacity remains to be further observed.
According to the "2011-2015 China Semiconductor Lighting (LED) Industry Investment Analysis and Forecast Report" released by China Investment Advisor, MOCVD equipment shipments in China in 2010 will be around 260 units. Under the premise that the capacity of some domestic new MOCVD equipments has not yet been fully released in 2010, this year's large-scale capacity expansion may make the supply and demand situation of the domestic LED upstream industry unfavorable. Looking at the distribution trend of global MOCVD equipment shipments, global LED The trend of production capacity shifting to mainland China in the future is significant and has far-reaching impact on the industrial structure.
Although the earthquake in Japan had a certain impact on the upstream chip industry, the demand for downstream products driven by the lack of electricity in the earthquake increased, and the sales volume of end products rose sharply. Cree's white light power LED light effect broke the industry's highest record again, reaching 231 lm/W. According to historical experience, Cree's white light power LED light efficiency value can be scaled by most companies in one to two years.
As the supply chain exceeds demand, the price of packaging products has fallen significantly. In the future, market competition will be dominated by large-scale production. Due to the low technical barriers in the packaging sector and the large number of participating companies, the company's profitability is still worrying due to the continuous compression of costs. In terms of downstream product applications, Chinese companies were hit by Japan and South Korea. The decline in prices led to a rapid increase in LED penetration, but Chinese companies still failed to seize effective market share. Whether domestic manufacturers can enter TV backlighting and lighting applications in a timely manner has become an important factor influencing the supply and demand of the LED industry chain and the trend of product prices.
The upstream chip segment is still an area where many companies want to get involved and extend. In the short term, there is no excess capacity in the chip market. According to market data, with the continued expansion and gradual release of new capacity, the upstream epitaxial chip makers of LED may experience oversupply of chip capacity. However, due to the current chip quality in the Chinese market still has a certain gap with foreign manufacturers, the yield rate is obvious. Insufficient, therefore, whether the market will produce excess capacity remains to be further observed.
According to the "2011-2015 China Semiconductor Lighting (LED) Industry Investment Analysis and Forecast Report" released by China Investment Advisor, MOCVD equipment shipments in China in 2010 will be around 260 units. Under the premise that the capacity of some domestic new MOCVD equipments has not yet been fully released in 2010, this year's large-scale capacity expansion may make the supply and demand situation of the domestic LED upstream industry unfavorable. Looking at the distribution trend of global MOCVD equipment shipments, global LED The trend of production capacity shifting to mainland China in the future is significant and has far-reaching impact on the industrial structure.
Cutout Fuse Co., Ltd. , http://www.nsindoorfuse.com