In 2008, the development of LED in backlight and lighting is most favored by manufacturers, especially the proportion of LED backlight in NB application will gradually increase. The demand for medium-sized products digital photo frame, car navigation and other products will have obvious growth, medium-sized product application The cost of LED backlight is quite close to the cost of adopting CCFL, while the application of small-size mobile phone backlight is still the mainstream of white LED application. Taiwan manufacturers are also actively developing towards this field. In addition, the application of LED in lighting is also developing very fast, especially in public facilities lighting, such as street lamps, etc., the Chinese mainland government is also actively introducing the setting of LED street lights, expecting to reduce the consumption of energy.
NB with white LED
In the first quarter of 2008, the price trend of white LEDs, in terms of NB applications, although the panel manufacturers introduced LED backlight module applications in 2007, the attitude of NB is quite positive, and shipments continue to increase from the second half of the year, while NB uses LEDs as backlights. Still in the introduction stage, customers still have considerable considerations for LED brightness, life and patents. Therefore, the LED supply source is still limited to two Japanese manufacturers, ToyodaGosei and Nichia, so the price remains the same as the previous season. It is expected that the proportion of NB LED backlights will gradually increase in 2008, and the demand for NB white LEDs will continue to grow. Therefore, NB white LEDs will still be in short supply, and prices will remain stable.
White LED for mobile phone backlight
In terms of mobile phone backlight applications, Taiwanese manufacturers have aggressively entered and marketed because of the previous intention of Japanese manufacturers. However, as Japanese manufacturers continue to develop their production capacity, they intend to return to this market and 2008. In the first quarter, the mobile phone market was in the off-season, and demand was significantly weakened, so the price in the first quarter showed a considerable decline. Under the fierce competition between Taiwanese manufacturers and Japanese manufacturers in 2008, the price of white LEDs for mobile phone backlights will continue to fall.
Digital photo frame with white LED
In terms of medium-sized digital photo frames, since the cost is the most important consideration for manufacturers, the white LEDs are packaged in TopView, and the thickness requirements are not as strict as those of mobile phones. Because of the Topview packaging method, the brightness and lifetime performance is better than that of Sideview, and the cost of the TopView packaging material is lower, and the yield is higher, so that the overall cost can be reduced. The design of the brightness of the digital photo frame is not consistent with the design of various manufacturers. Therefore, the number of LEDs is from 12 to 27, and the brightness and cost are required. The supply of LEDs is not limited to Japanese manufacturers, Taiwan and mainland China packaging products are used, so in terms of price, compared to mobile phones and NB applications, the price in the first quarter of 2008 is about 0.05 to 0.06 US dollars. Between the actual situation depends on the difference in brightness of the product.
Highpower white LED
In the Highpower white LED part, the current number of Highpower white LEDs is still small, mainly used in special lighting, such as flashlights, miners, bicycle lights, street lights, decorative lights. As for general lighting applications, especially for home indoor lighting, LED lamps are still available on the market because major lighting manufacturers such as Philips, OSRAM, GE, and Taiwanese local lighting companies such as China Electric have not introduced LED bulbs. Focusing on small factories and white-brand products, it is expected that LED applications will still be dominated by special lighting in lighting applications in 2008, especially in public buildings.
Due to the current ability to supply Highpower white LED chip manufacturers are still limited to Philips Lumileds, Cree, OSRAM and Taiwan's crystal, etc., the price of Highpower white LED in the first quarter of 2008 remains the same as the previous one, about $2.
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