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LED prices continue to decline slightly
The data shows that the quotation of the LED market continued to fall in the third quarter of 2011, and the TV backlight specification (5630) fell by about 8% to 15%. Mainly because the TV backlight products will be upgraded in 2012 (transferred to 7030), so Korean manufacturers actively produce old specifications, which has caused a large gap between high and low prices. The price of high-power LEDs for lighting dropped by about 8% to 10%. Compared with the second quarter of 2011, the number of LEDs has shrunk, indicating that the demand for the lighting market is relatively stable.
Looking forward to the fourth quarter of 2011, the inventory pressure of LED manufacturers is still high, and the old and new specifications are alternated. Therefore, the price of high-power LEDs for TV backlight specifications (5630) lighting is still under downward pressure. The decline in lighting LEDs has been relatively narrow, but the price competition between international manufacturers is still fierce, especially for some potential customers, or strategically to give more room for price reduction, whether it is Japanese, Korean or European and American manufacturers. The action of price cuts.
Lighting demand is now heating up
Some domestic institutions believe that the LED industry is still facing an oversupply situation. In particular, LED manufacturers are generally facing pressure to reduce inventory. Therefore, LED prices in the fourth quarter of 2011 still have room to fall. However, the recent demand for LED lighting has gradually increased.
In addition to the original needs of Japan and Europe, the Australian government has also begun to replace LED street lights.
On the other hand, the “China’s phase-out plan for the phase-out of incandescent lamps†proposed by the Chinese government will be implemented before the end of the year, and it is expected that this will help boost demand for LED lighting.
Affected by this good news, LED related concept stocks in the domestic A-share market rose sharply on the 2nd, including Ruifeng Optoelectronics (300241), Sanan Optoelectronics (600703), Guoxing Optoelectronics (002449), Hongli Optoelectronics (300219), and Ray. Man Optoelectronics (300162) and Silan Micro (600460) have a strong daily limit. The other LED stocks also rose more than 5%. 
[High-tech LED News] Today, the high-tech LED reporter learned from relevant insiders of the National Development and Reform Commission that the National Development and Reform Commission and other departments are scheduled to hold a press conference on the elimination of the incandescent lamp roadmap on November 4, 2011 (Friday) to introduce The relevant content of the Announcement on the gradual prohibition on the import and sale of ordinary lighting incandescent lamps.
September 07, 2019