Oversupply cold cathode tube prices fell in the next quarter

The research organization DisplaySearch estimates that the oversupply situation of cold cathode lamps (CCFL) will gradually expand in the second half of this year. This shows that under the expectation that all major global manufacturers will simultaneously expand CCFL production capacity and panel inventory deregulation, the overall CCFL oversupply pressure will increase. It gradually emerged in the second half of the year. Among them, the current market has reported that PC CCFL pressure in the third quarter will significantly increase the pressure on prices.

Season 4 oversupply peak

The flat price trend of CCFL products has been maintained for a short period of time. Compared with the situation where the price reductions of other panel components are in the range of 3 to 5% per quarter, CCFL products offer price remains flat, and therefore the panel makers have recently begun to actively request Under the circumstances of the CCFL factory's hard times, CCFL products for computers in the market will start to adjust the prices of CCFL products for panel customers starting from the third quarter.

According to the latest research from DisplaySearch, between the 1st quarter and the 4th quarter of this year, the CCFL industry’s oversupply of production capacity was 2.5%, 0.9%, 4.4%, and 9.3%, respectively. From the data, it shows that CCFLs are being simultaneously expanded by major global manufacturers. With the backwardness of production capacity and panel customers' inventory, the pressure of oversupply of the overall CCFL will gradually emerge in the second half of the year, and the oversupply situation in the fourth quarter will peak.

LED backlight is yet to be developed

In fact, according to DisplaySearch, in the first quarter of this year, the market share of CCFLs for large-size panels topped Japanese Panasonic's 17%, surpassing Toshiba Harrison’s 16%, followed by Sanken’s 15% market share. After the close follow-up, it shows that the production capacity and shipment scale of the top three Japanese companies are still among Bozhong. As for NEC, it ranks fourth with 12%, and South Korea’s Kumho ranks fifth with 9% market share. The global market share of the domestic CCFL leading factory Wei Li Meng (3080) is 8%, ranking sixth.

Large-size panel backlights are still dominated by CCFLs, although light-emitting diodes (LEDs) have replaced CCFLs as next-generation panel backlights, but so far, CCGL lamps and other material costs have continued to decline, and large-size panels still use CCFLs. As the main backlight.

According to DisplaySearch estimates, the overall LED penetration rate will be about 1% this year, and will reach 10% by 2009, reaching 13%. Therefore, CCFLs will still dominate the mainstream backlight technology in the next 3 to 5 years. .