Led backlight demand continues to be weak, it is understood that as of the end of the second quarter has not achieved the expected goals, not only let the LED industry in the first half of 2011 performance is not satisfactory, the industry expects the third season of the traditional peak season can create another peak operating, but the current order visibility Unclear, and the average price per week (ASP) will fall by more than 5%. It is expected that TV backlight demand will be delayed until August.
It is reported that Jingdian, Yiguang and other May revenue recovery growth, but in June due to close to the end of the season inventory adjustment, revenue is flat or slightly down in May, although the LED industry's third season of the traditional peak season is approaching, but the LED industry I did not feel the peak operating conditions in previous years. Under the delay of TV backlight orders, I am afraid that the LED industry will not perform as expected in the first half of 2011. In the near future, it has even been affected by the poor market sales. Some customers have the third quarter of the market, the peak season Unsustainable fears will come true, and the growth momentum of the second half of 2011 will also raise the alarm.
Li Bingjie, chairman of Jingdian, said that according to the traditional practice, the LED die factory is in demand for the peak season of consumption in Europe and America. It is about three months ahead of schedule, and the peak of shipment can be maintained until August to September. Now the LED die shipment sprint period There are not many left. If there is still no demand for temperature recovery in August, the TV backlight in 2011 may be finished. It is estimated that the LED TV penetration rate will be revised down in 2011, from the original expected 45~50% to 40~45%. . Yan Yuan, chairman of the board of directors, is more conservative. It is expected that the penetration rate of LED TV will be only about 40% in 2011. If the market is still not hot in the third quarter, there seems to be no turning point in TV demand in 2011.
The LED industry pointed out that due to the high TV backlight specifications and the lack of capacity, the average price of backlight applications in the second quarter fell by more than 10%. In 2011, the price in the peak season was difficult to maintain the bottom line, and the single-quarter decline was around 5~10%.
It is worth noting that due to weak market consumer confidence, both the terminal channel and TV brand players maintain low inventory levels, resulting in uncertain visibility of upstream factory orders, but if demand reverses, the rush effect may suddenly appear. In addition, although the demand in the European and American markets is weak, the demand for LED TVs in mainland China is still quite hot. It is estimated that the penetration rate will reach 50% in the whole year. Dongbei expects that the demand for backlights in the third quarter will still be warm, and in the 11th holiday and the lunar calendar. Under the New Year's Day promotion, TV backlight demand is expected to be deferred to the fourth quarter.
In addition, non-Apple camp tablet PCs flocked out, such as ASUS launched Transformers, and sales sent a good news, the supply chain and benefit, Transformers has two major supply systems, one by the upstream crystal, packaging factory billion Guangjia The upper and middle-sized panel manufacturers are composed of Huaying, and the other part is composed of Yuyuan plus packaging factory Dongbei and Hanyu Caijing. The LED factory is compensated for the Taiwanese tablet computer backlight shipment, but the overall adoption is still not good. TV backlight, and bargaining pressure is heavy, the peak season effect is still waiting for the TV backlight main force to push up.
The LED backlight application penetrated the market last year at a speed beyond the industry's imagination, bringing a short-term boom to the LED market. However, it is undeniable that such penetration speed is relatively rare. It can be said that the demand for LEDs for backlights is impacted by a sudden burst of attitude. At the time, it was good for the LED industry, but such speed could not be maintained for a long time. This led to the short-lived situation as mentioned above.
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