Blu-ray LED prices are likely to be depressed in the first half of next year

In the first half of the year, due to the lack of LED lighting demand, the incentive production capacity was full. Looking forward to the second half of the year, the orders from July to August were innocent, but the new capacity of the land-based factory was opened. Although it is still in the learning curve stage, it is in the off-season in the first half of next year. The price of Blu-ray is likely to be under pressure. In the first half of the year, due to the lack of LED lighting demand, the incentive production capacity was full. Looking forward to the second half of the year, the orders from July to August were innocent, but the new capacity of the land-based factory was opened. Although it is still in the learning curve stage, it is in the off-season in the first half of next year. The price of Blu-ray is likely to be under pressure. Li Bingjie, chairman of Jingdian, said that the supply capacity in the first half of this year was in short supply, but because the price of lighting was more competitive, the price of blue LEDs failed to extend last year's gains in the first half of the year. After the fourth season, the new capacity of the land-based plant began to move. The fourth quarter of the previous year to the first quarter of the next year was a relatively low season. If the learning curve of the land-based factory is very fast, it may face pressure in the first half of next year. However, in order to obtain subsidies, the land-based factories began to use domestically produced MOCVD equipment, which also led to the unsuccessful release of the production capacity of the land-based factories, and the degree of impact on prices continued to be observed. It is worth noting that TV backlight demand is weaker than expected this year. Crystal Power will expand CSP shipments in the third quarter. It is estimated that shipments in a single month are expected to climb to 4,000-50 million, compared with 1 in the same period last year. The increase of 000 to 20 million pieces, together with the plant lighting orders from Philips, supported the four-yuan LED utilization rate. The legal person expects that the operation of the third quarter of the company will have a double-digit growth.

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