The brand big factory started the LED bulb price war in April, and the major manufacturers successively launched new versions, and the old stocks were digested in 4 months. The orders for LED lighting in the crystal and new century have already seen the return, and will enter in September and December. Europe and the United States to change the light season, compared to the current price of LED bulbs, the fourth season will enter the absolute replacement stage.
The two major chip factories in Taiwan agree that the LED lighting orders will be reflowed in September. Jingdian said that the second quarter and the fourth quarter are the end of the market for the light-changing season. The wafer factory usually responds to the terminal market in the fourth quarter of the second quarter. Demand, if the terminal sales situation in the fourth quarter is good enough, there will be a wave of demand for replenishing inventory. In September, the customer orders for LED lighting in September were better than those in August, and the number continued to climb upwards. However, the production capacity of Jingdian is huge. At present, it is only the order ignition of sporadic customers. Whether it is comprehensive temperature recovery remains to be seen.
The new century said that there will be a relatively decent rebound in September. In addition to the return of LED lighting orders, Japanese and Korean TV customers have restarted pulling goods in September due to the revision of flip chip specifications. With a few growth, the overall operation should have the opportunity to bottom out in June-July.
Dongbei, the packaging factory, pointed out that from September to December, it was the peak season for Europe and the United States to switch lights. Philips began to price wars in April, guiding all brand factories to follow up, and major manufacturers also launched more competitive new light bulbs. The old version of the inventory has been digested for 4 months, and it has been cleared almost the same. The price of the LED bulb is equivalent to the energy-saving lamp. The LED bulb is undoubtedly the first choice for lamp replacement. The fourth season is expected to enter the absolute replacement stage.
LED packaging factory also analyzed that in the past two to three years, the price of Blu-ray chips has dropped. In the second quarter of this year, the price war has come to the fore. The LED supply chain has been forced to adjust the inventory and propose a new version of the response. Since the design of the packaging factory is improved, the cost is reduced. The cost structure of the LED bulb is designed to be more efficient than the low-voltage blue chip. Therefore, the price pressure of the blue chip is slowing down. In addition to the seasonal price cut, the diving type may be reduced. The sex is not big, and the demand side is about to enter the traditional peak season. The recovery of the United States this year is strong, and the LED industry should be expected in the fourth quarter.
As for the TV backlight, the crystal power is still conservative, mainly because the depreciation of the currencies of various countries affects the purchasing power. This year, there is no incentive for large-scale international events. The TV backlight has not changed much except for the emergency release.
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