The beneficiary policy stimulated the LED backlight market in November to outperform expectations

According to statistics, the average selling price of LED-backlit LCD TVs is US$1,106, a total of 44% from October 2009 to October 2010; and the price of traditional CCFL backlight LCD TVs It also fell significantly, with a year-on-year decline of 24%, and the current average selling price is only $435.

He Zaihua, a senior researcher at China Investment Consulting, pointed out that under the global wave of price cuts, the issuance of new energy efficiency grades in China is like a catalyst to accelerate the price cuts in the domestic market. In November, thanks to policy stimulus, LED manufacturers' revenues are constantly picking up. With the arrival of the US sales season, market sales are likely to rise sharply, and the price cuts will be more obvious. For the domestic market, there is still a big wave of consumption at the end of the year, which will lay a certain foundation for the next year's market sales.

Generally speaking, the fourth quarter is the traditional off-season of the entire LED industry, but it is not obvious in this year's market. One of the big reasons is that the market price has fallen sharply this year, which in turn has stimulated the market consumer demand, making the market appear. The off-season is not weak, the peak season is more prosperous, the demand of the industry is far more than the market expectation. Not only that, the policy promotion effect is far better than the market expectation, and the two-wheel drive of market demand and policy has promoted the development of the whole industry.

According to the "20101e7a-2015 China Semiconductor Lighting (LED) Industry Investment Analysis and Forecast Report" released by China Investment Consulting, LED manufacturers announced their November revenues, benefiting from the completion of the panel factory inventory, the new model LED TV Starting to pull goods, the monthly revenue of Yiguang and Ronda, which announced revenue on November 6, has rebounded for two months. After the traditional off-season of the fourth season, the LED factory is full of prospects for the first quarter of 2011. The first quarter of 2011 is about the same as the fourth quarter of this year.

Zhang Yulin, research director of China Investment Consulting, pointed out that despite the market's strong momentum exceeding expectations, there are still many hidden dangers. First, the revenue in December may decline slightly. Second, the growth of the backlight market is slowing down. The start of the lighting market was later than expected; again, the expansion of upstream equipment is clearly inconsistent with the market. Therefore, in this case, the degree of convergence of the entire market is not enough. After the end of the buffer, these conditions are expected to improve in 2011.

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