LEDinside, a LED special research organization owned by TrendForce, said that although the LED sales in the second quarter of 2012 were still under single scrutiny, the LED chip and package application rate remained high, but the LED backlight market in the third quarter was affected by the European debt crisis. Due to the slow growth of domestic demand in China, the lack of market confidence caused a strong demand for pull goods as expected. Whether or not the brand factory will cut orders in the third quarter still depends on the sales of end products.
In the third quarter, LED packages for TV backlight applications such as the 7030 and 3528 specifications achieved an average reduction of 5 to 6% in mass production after achieving large-scale economic benefits. The rest of LED backlight applications have limited room for drop, with an average reduction of about 2-3%. .
Demand for smart phones and tablet computers has been revised downwards. The zero growth of notebook computers has been affected by the downturn in the environment. Smartphones and tablet PC makers have lowered their shipment targets. In terms of smart phones, 2012 global shipments are forecasted. The volume came to 606 million units, which is about 55 million units down compared to the expected number of mobile phone brand factories for LED manufacturers at the beginning of the year. The corresponding orders for high-brightness side-emitting LEDs have also been reduced by nearly 425 million units. Although the visibility of orders for customers in the second half of the year is unknown, the LED backlight prices for mobile phones using LED backlights dropped by an average of 2% to 3% this quarter due to the increase in brightness required for mobile phone backlighting.
In addition, TrendForce estimates that global notebook shipments will show zero growth in 2012, which will also affect the growth of LED backlighting in notebook applications. However, compared to this, the demand for the 2012 tablet PC market remains strong, and the annual shipment growth rate is YoY+52%. However, Apple has engulfed the 60% market share of tablet computers. Under Apple's requirement that high-intensity package LED patents be laid out without any doubt, the LED package supply is divided between the two major Japanese packaging plants. This season 0.8t side view LED Quotes fell by 3%, and the 3014 package price used by notebook PCs fell due to the fact that it was close to the cost. This was a drop of only 2% during the quarter.
In 2012, LED backlighting saw 73% in TV penetration. In 2013, the new LED packaging relay came in. The end of the second quarter of the year and the beginning of the third quarter were the next year's new TV model development time. In addition to the Japanese TV brand in 2012, The Korean brand has not yet clarified some of the LED patent lawsuits. Under possible infringement doubts, the LED backlight has been changed to a Taiwan-based packaging factory that has obtained a complete patented LED package. It is expected that some Taiwan plants will have LED packaging capacity by the end of 2012. The opportunity.
Although sales of low-end direct LED TVs were not as expected in the first half of the year, the 3528 package had a larger price cut after market sales increased, with an average drop of 6% this season and an average decline of about 5% for 7030. The number of LEDs in low-level direct type 2013 LED backlighting will be reduced by 30%. Taking a 32-inch LCD TV as an example, with a 3528 same LED package, the driving current will increase to 400mA, and the number of LEDs will be reduced from 32 to 32. With 21 chips, LEDinside estimates that the penetration rate of LED-backlit TVs in 2012 will increase from 65% in early 2012 to 73% under the influence of Korean brands' early elimination of CCFL-backlit TVs.
LEDinside view LEDinside observed the impact of uncertainties in the recovery of the economy in the second half of 2012. If the third quarter of the economy continues to slump, and LED backlight inventory levels continue to rise, there may be manufacturers to cut orders for repeated orders.
Therefore, if LED industry can increase the brand strategy alliance or continue to develop product added value, for example, in the same brightness or higher brightness to reduce the voltage to achieve power saving appeal or reduce the number of LED backlight use, can be significantly reduced in the highly competitive LED Replaced in the industry. In addition, the new LED package for TV backlighting will have a certain shipping effect in the future.
In the third quarter, LED packages for TV backlight applications such as the 7030 and 3528 specifications achieved an average reduction of 5 to 6% in mass production after achieving large-scale economic benefits. The rest of LED backlight applications have limited room for drop, with an average reduction of about 2-3%. .
Demand for smart phones and tablet computers has been revised downwards. The zero growth of notebook computers has been affected by the downturn in the environment. Smartphones and tablet PC makers have lowered their shipment targets. In terms of smart phones, 2012 global shipments are forecasted. The volume came to 606 million units, which is about 55 million units down compared to the expected number of mobile phone brand factories for LED manufacturers at the beginning of the year. The corresponding orders for high-brightness side-emitting LEDs have also been reduced by nearly 425 million units. Although the visibility of orders for customers in the second half of the year is unknown, the LED backlight prices for mobile phones using LED backlights dropped by an average of 2% to 3% this quarter due to the increase in brightness required for mobile phone backlighting.
In addition, TrendForce estimates that global notebook shipments will show zero growth in 2012, which will also affect the growth of LED backlighting in notebook applications. However, compared to this, the demand for the 2012 tablet PC market remains strong, and the annual shipment growth rate is YoY+52%. However, Apple has engulfed the 60% market share of tablet computers. Under Apple's requirement that high-intensity package LED patents be laid out without any doubt, the LED package supply is divided between the two major Japanese packaging plants. This season 0.8t side view LED Quotes fell by 3%, and the 3014 package price used by notebook PCs fell due to the fact that it was close to the cost. This was a drop of only 2% during the quarter.
In 2012, LED backlighting saw 73% in TV penetration. In 2013, the new LED packaging relay came in. The end of the second quarter of the year and the beginning of the third quarter were the next year's new TV model development time. In addition to the Japanese TV brand in 2012, The Korean brand has not yet clarified some of the LED patent lawsuits. Under possible infringement doubts, the LED backlight has been changed to a Taiwan-based packaging factory that has obtained a complete patented LED package. It is expected that some Taiwan plants will have LED packaging capacity by the end of 2012. The opportunity.
Although sales of low-end direct LED TVs were not as expected in the first half of the year, the 3528 package had a larger price cut after market sales increased, with an average drop of 6% this season and an average decline of about 5% for 7030. The number of LEDs in low-level direct type 2013 LED backlighting will be reduced by 30%. Taking a 32-inch LCD TV as an example, with a 3528 same LED package, the driving current will increase to 400mA, and the number of LEDs will be reduced from 32 to 32. With 21 chips, LEDinside estimates that the penetration rate of LED-backlit TVs in 2012 will increase from 65% in early 2012 to 73% under the influence of Korean brands' early elimination of CCFL-backlit TVs.
LEDinside view LEDinside observed the impact of uncertainties in the recovery of the economy in the second half of 2012. If the third quarter of the economy continues to slump, and LED backlight inventory levels continue to rise, there may be manufacturers to cut orders for repeated orders.
Therefore, if LED industry can increase the brand strategy alliance or continue to develop product added value, for example, in the same brightness or higher brightness to reduce the voltage to achieve power saving appeal or reduce the number of LED backlight use, can be significantly reduced in the highly competitive LED Replaced in the industry. In addition, the new LED package for TV backlighting will have a certain shipping effect in the future.
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