This issue of iSuppli's component price trend update focuses on the electronic component market and the overall market situation of LEDs.
The good news is that iSuppli believes that most components seem to have touched the bottom of the market. The big question now is: How long will the market be at the bottom? Even after a significant cost reduction, most suppliers will find it difficult to achieve long-term profitability under the current demand situation.
Demand is beginning to show some signs of recovery, but suppliers must determine that demand does exist before embarking on capacity increases. If demand rebounds too quickly and suppliers react slowly, current conditions may result in extended lead times and may result in short-term supply tensions for certain commodities. Based on the duration and severity of this round of recession, iSuppli expects suppliers to be very cautious.
iSuppli still predicts that demand growth will begin to accelerate at the beginning of the third quarter. Suppliers are hesitant to replenish inventory to the channel, which will delay the delivery of orders throughout the supply chain. This can result in smaller orders that require faster delivery speeds.
Illuminate the future
The demand for high-brightness (HB) blue and white LEDs continues to rise, and solid-state LED lighting is driving the market. These LEDs are mainly used for keyboard backlights, as well as mobile phone LCDs.
However, these solid-state lighting markets are beginning to slow, and LED manufacturers are actively looking for new applications. An emerging market for high-brightness and ultra-high-brightness (UHB) LEDs is the large-screen LCD backlight for televisions and displays, which is currently in its early stages. But as this application shifts from CCFL backlights to white LED backlights, LED shipments have grown dramatically with this new application, and price erosion and competition in the white LED sector are expected to increase.
In addition, UHB or high-power (1 Watt) LED performance levels of various colors continue to increase, opening up new applications in the fields of signage, automotive and decorative lighting. In the use of UHB white LEDs for general lighting, street lighting and parking lot lighting will be an attractive early market
With the launch of new capacity in Taiwan and mainland China, HB blue LED prices continue to decline. Due to the fierce competition in the mobile phone market, its attractiveness has been reduced. Many leading suppliers of HB blue LEDs are eyeing new markets.
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