“The price of LED chips has recently risen by at least 10%. It is estimated that before the first quarter of next year, the status of LED chips out of stock will be difficult to ease.†Gong Weibin, general manager of Ruifeng Optoelectronics, a leading manufacturer of LED backlights, said at the Guangzhou Lighting Show recently that LED chip gap up to about seventy percent, Ruifeng Optoelectronics now needs about 10 million LED chips, but the actual amount of supply can only get about 3 million.
“The cost of LED backlighting accounts for 10%-15% of the total cost of LED TVs,†said Gong Weibin. With the shortage of LED chips and rising chip prices, will LED TV prices rise or not rise this year?
“At the beginning of June, Skyworth just lowered the price of the 46-inch LED TV by 1,000 yuan.†Zhong Zhifeng, general manager of Skyworth Guangdong Branch, said that although the LED chip prices, but it is still difficult to determine the price trend of LED TVs in the second half of this year, it is estimated The price of LED TV will tend to be stable in the second half of this year. Ruifeng Opto's LED backlight devices are mainly supplied to domestic color TV manufacturers such as Konka, Skyworth, Hisense and Changhong.
According to Gong Weibin, domestic manufacturers of color TVs such as Samsung and LG have more stable upstream resources, and they can also obtain stable supply of LED chips under short-duty LED chips. Therefore, in the second half of this year, Samsung and LG are likely to once again provoke a small price war on LED TVs. "It is estimated that the price of foreign LED TVs will fall by about 10%."
Some second-tier domestic color TV brands may sacrifice their own gross margins to grab more shares in the LED TV market. Zhou Kun, deputy general manager of Nanjing Panda Electric Appliance Co., Ltd., revealed that Nanjing Panda Electric Appliance Co., Ltd. is about to launch a storm of LED popularity and is planning to pull a 32-inch LED TV into the 2,000 mark.
“Conservatively estimate that the gross margin of LED TVs is more than 30%, and domestic TV manufacturers are likely to reduce the gross margin of LED TV products to about 20%, and continue to carry out some promotional price reduction activities.†A person in charge of Guangzhou Gome noted that due to South Africa The World Cup is being held, together with the upcoming Guangzhou Asian Games, color TV manufacturers will naturally not miss such promotional opportunities.
Tsinghua Tongfang is also the second-tier brand in China to play LED TV brand. “At present Tsinghua Tongfang has mastered the core advantages of the LED industry chain and has reached the international advanced level in LED backlight module technology.†Wang Lianghai, Vice President of Tsinghua Tongfang Co., Ltd. said, “Compared with domestic first-tier TV brands, Tsinghua Tongfang does exist. Short board for branding and marketing."
In fact, the reason why the domestic second-tier TV brands are so concerned about LED TVs is that the LED TVs will become the mainstream of the TV market next year. If they do not take the lead, it will be difficult to gain a place in the future market competition.
"With the panel makers' production capacity and the completion of the installation and commissioning of new generation MOCVD (Metal Organic Chemical Vapor Deposition) equipment, the penetration rate of LED TVs will increase from 37% this year to 80% in 2011." Gong Weibin said. By the second quarter of next year, the shortage of LED chips will be greatly eased, and the LED backlight module's price reduction space will reach 30% or more. "If you count the supply of the panel, after the first quarter of next year, the LED TV will The price adjustment space is at least 20%."
“The cost of LED backlighting accounts for 10%-15% of the total cost of LED TVs,†said Gong Weibin. With the shortage of LED chips and rising chip prices, will LED TV prices rise or not rise this year?
“At the beginning of June, Skyworth just lowered the price of the 46-inch LED TV by 1,000 yuan.†Zhong Zhifeng, general manager of Skyworth Guangdong Branch, said that although the LED chip prices, but it is still difficult to determine the price trend of LED TVs in the second half of this year, it is estimated The price of LED TV will tend to be stable in the second half of this year. Ruifeng Opto's LED backlight devices are mainly supplied to domestic color TV manufacturers such as Konka, Skyworth, Hisense and Changhong.
According to Gong Weibin, domestic manufacturers of color TVs such as Samsung and LG have more stable upstream resources, and they can also obtain stable supply of LED chips under short-duty LED chips. Therefore, in the second half of this year, Samsung and LG are likely to once again provoke a small price war on LED TVs. "It is estimated that the price of foreign LED TVs will fall by about 10%."
Some second-tier domestic color TV brands may sacrifice their own gross margins to grab more shares in the LED TV market. Zhou Kun, deputy general manager of Nanjing Panda Electric Appliance Co., Ltd., revealed that Nanjing Panda Electric Appliance Co., Ltd. is about to launch a storm of LED popularity and is planning to pull a 32-inch LED TV into the 2,000 mark.
“Conservatively estimate that the gross margin of LED TVs is more than 30%, and domestic TV manufacturers are likely to reduce the gross margin of LED TV products to about 20%, and continue to carry out some promotional price reduction activities.†A person in charge of Guangzhou Gome noted that due to South Africa The World Cup is being held, together with the upcoming Guangzhou Asian Games, color TV manufacturers will naturally not miss such promotional opportunities.
Tsinghua Tongfang is also the second-tier brand in China to play LED TV brand. “At present Tsinghua Tongfang has mastered the core advantages of the LED industry chain and has reached the international advanced level in LED backlight module technology.†Wang Lianghai, Vice President of Tsinghua Tongfang Co., Ltd. said, “Compared with domestic first-tier TV brands, Tsinghua Tongfang does exist. Short board for branding and marketing."
In fact, the reason why the domestic second-tier TV brands are so concerned about LED TVs is that the LED TVs will become the mainstream of the TV market next year. If they do not take the lead, it will be difficult to gain a place in the future market competition.
"With the panel makers' production capacity and the completion of the installation and commissioning of new generation MOCVD (Metal Organic Chemical Vapor Deposition) equipment, the penetration rate of LED TVs will increase from 37% this year to 80% in 2011." Gong Weibin said. By the second quarter of next year, the shortage of LED chips will be greatly eased, and the LED backlight module's price reduction space will reach 30% or more. "If you count the supply of the panel, after the first quarter of next year, the LED TV will The price adjustment space is at least 20%."
ESEN Optoelectronics Technology Co., Ltd, , https://www.esenoptoelectronics.com