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Affected by the massive expansion of China's chip factory in 2010~2011, the market capacity has experienced a serious oversupply. Under the conditions of price competition and land bank deficits, the price of LED chips has fallen sharply in the past two years. It is as high as 40, but this year, after the backlight and lighting twin-engine, the oversupply situation has been relieved. The price of LED chips in the first quarter and the second quarter of this year has only dropped by 3~5, and the third quarter and the fourth quarter will also maintain the range. A considerable decline, the annual LED chip price is bearish 10~20. The LED industry outlook in 2010 is still highly optimistic, local governments in China are actively launching MOCVD machine subsidy policy from 2010 to 2011, and the Chinese chip factory is also doing a big move. Expansion of production, resulting in oversupply of LED chips, the factory began to compete for price competition, and the land factory also adopted a deficit strategy to grab the single chip, causing the market price of LED chips to fall, the era of high gross profit margin has disappeared, and the LED industry has also entered Up to 2 years of darkness, LED chips fell by as much as 40 in the whole year, and many chip factories also suffered losses, including Jingdian, New Century, Yuanyuan, Dingyuan, Huashang. Although the operating performance of various LED factories was still poor last year, the market conditions of the LED industry have begun to see a glimmer of light, mainly due to the rapid increase in the penetration rate of LEDTV to above 75, and the market demand has gradually recovered. After entering 2013, after the LEDTV penetration rate continued to rise, the market widely pushed down the LEDTV, LED lighting demand growth and other factors, the LED chip price decline began to slow down. Yu Yuan said that the decline in product prices is an inevitable trend, but compared to last year's LED chip price plunged, single-quarter decline as high as double digits, etc., the price performance has been stable this year, the first quarter of this year and the second quarter of ASP The price declines are only about 3~5. Although the LED backlight market still has some noise in the second half of the year, it is estimated that the third quarter and the fourth quarter will not fall as the same period last year. Lv Shaoxu, an analyst at PIDA, also believes that the price of LED chips has dropped sharply every quarter last year. Although the market has predicted that it will improve in the fourth quarter of last year, the price of LED chips should be clear in the case of clear inventory and performance. The season still unexpectedly fell, and many of the industry's last year's earnings report was also gross profit and profit performance is not as good as revenue, and this phenomenon is reflected in this year, so that the competition price of each factory is not as serious as last year, the price drop in each quarter in the first half of the year 3~5, and looking forward to the third quarter and the fourth quarter will also maintain a considerable decline, also around 3~5. In addition, CLSA also believes that the supply and demand status of LED chips has indeed improved this year. For the average price of LED chips in this year, the company said that the first quarter and the second quarter showed a decline of 6 and 3~5 respectively. In the third quarter and the fourth quarter of this year, the decline was reduced to 3.