The upstream epitaxy and chip price of light-emitting diodes (LEDs) have risen in price for the first time. The world's top three LED manufacturers have already released information on price increases to downstream packaging manufacturers. Chen Jincai, chairman of Guangguang Optoelectronics, confirmed that it has been applied to Seoul Semiconductor. The price increase is 5% to 10%. Since LED factories are widely used in TV, notebook, lighting and other products, it is expected that the price of end products may also follow up the price increase.
Due to the shortage of components, the price of electronic products has changed from a fixed price drop to a non-fall, and the price of LED chips has declined by 20% every year. This year, the price has risen against the trend. This wave has risen from the second-line factory. Including Yuanyuan, Guangjiao, New Century, Taigu, etc., these operators have quietly raised prices under the full capacity; while Jingdian’s production capacity and revenue are more than four times that of the second-tier plants. The overall industry chain will bring price pressure.
As the application of LEDs has become more and more popular, including TV, computer and lighting products, the price increase of LED has started from the upstream sapphire substrate, special gas, LED epitaxy, LED chip, once the downstream LED package and LED lead frame Also began to pass on the cost, will make the price of the end product also have the possibility of price increases.
Chen Jincai said on the 9th that Guangzhou Gallium has first raised prices for international customers. Local customers are communicating. Due to the shortage of goods, international manufacturers have agreed to increase prices. Guanggao has raised prices by 5% to 10% for Seoul Semiconductor. .
Zhang Shixian, deputy general manager and spokesperson of Jingdian, said that the average price of LED epitaxial upstream such as sapphire substrate increased by about 20% in the second quarter, and the price of special gas also rose, although their cost structure is not too high, but the cost of passing As the price rises, Jingdian has begun to discuss price adjustments with customers.
Chen Jincai stressed that LED lighting will be the mainstream in the future. The number will be enlarged in 2012. The demand is larger than the current LED backlight. LED has at least three years of good prospects. This industry can be said to be cloudless.
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