The rise of backlight demand shows that the supply gap of LED cold light source is more than 30%
Due to the need of backlight, the current high point is that the supply gap of High show that LED cold light source the LED cold light source is more than 30%, although the possibility of the excess is not ruled out, but the performance should be good in April ~ may. The variable of this year's industry is the continuous expansion of the medical 90 cold light source, which is estimated to be open in August. It remains to be seen that the price of the Medical High show Cold light source to restart the pressure.
International lighting technology exhibition in 2017, for the first half of the market news, greeting comes at a time when High show that LED cold light source h backlight cargo busy season, cold light source and demand medical 90 cold light source lighting, march revenue has been reflected, 4 ~ 5 month performance should not too bad, because the gap between supply and demand and expand to more than 3 into, Medical High show Cold light source, high leverage can choose single, and have moderate reflect price for specific products. As the season draws to a close, it is possible to put pressure on blue-light LED prices.
At present, the inventory level is not high, although it is not ruled out due to the possibility of the shortage, but the bigger reason is that the demand is improving. Synchronous expansion, however, in the procurement of equipment, the expected yield adjustment after 3 ~ 4 months, August may be gradually released new capacity, due to their High show that LED cold light source for four yuan LED application relatively bullish, refers to the medical 90 cold light source and environmental problems, the relative expansion has depressed the manufacturer's action, local factory mainly displays in the small spacing of expansion has red light LED, belongs to the relatively low market, as a whole, Medical High show Cold light source is not easy to face of excess capacity. Both red LED, IR and VSCEL are manufactured on a four-dollar machine, capable of modifying equipment and catering to market take-off points.
Present High show that LED cold light source that 25 ~ 30% of the total revenue, combined with medical 90 cold light source is accounted for 10 to 20%, while the application continues to grow, but at the high end market this certification time long, Medical High show Cold light source is above 30% area we have to see whether products continue to lift. Blue part although lighting prices continued to fall, but the backlight and lighting is still a large demand, can't give up, the medium to long, will be scattered to the LED application capacity, including VCSEL, application of CSP, CSP is mainly used in backlight and mobile phone flash in the past, recently also started to use, South Korea, mainland China manufacturers have adopted under, will be in accordance with the market expanded other capacity.
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