Taipei, Saturday, August 30, 2014 10:13 (GMT+8)
mostly cloudy
Taipei
32°C
Digitimes Research: LED fluorescent powder prices dropping amid waning reliance on China rare earths
Jessie Lin, DIGITIMES Research, Taipei [Monday 7 April 2014]

The China government has lowered its rare earths export quotas for 2014 by 30% compared to 2013 after the actual export volume last year was lower than its original estimates. Prices of cerium, yttrium and terbium oxide (rare earths used in LED production) dropped 38.1%, 0% and 41.3% on year, respectively, in March and even more compared to their peaks in 2012, indicating that the pricing pressure for LED-use fluorescent powders have already started to ease.

The US, the EU and Japan together filed an appeal to World Trade Organization (WTO) in 2012 claiming China's restrictions for rare earths exports violated WTO's regulations. WTO's ruled in favor of the complainants on March 26, 2014.

Despite the victory in the WTO ruling, the complainants have been seeking ways to reduce their reliance on China's rare earths, since China has tried to use rate earths as bargaining chips in its military and diplomatic negotiations with other countries.

Japan, which has been the biggest importer of China's rare earths, has been seeking alternative sources, such as imports from Australia. Japan has invested in India's rare earth production and has been looking for materials that can replace rare earths.

With China's dominance in the rare earths market starting to wane, rare earths prices have also been affected, Digitimes Research has observed.

Analysis of China's revised domestic semiconductor industry goals

RESEARCH EXTRAS | Jul 16, 18:09

Facing a funding shortage for local IC manufacturers, the China State Council in June 2014 published guidelines to strengthen government support for China's semiconductor industry, while stating the short-, mid-, and long-term goals for the related industry supply...

The transition to 4k TV - UHD TV market forecast, 2014-2017

RESEARCH EXTRAS | Jun 26, 13:59

Ultra HD TV vendors are facing challenges due to an overall slowdown in the TV industry and are concerned whether relative supply chains can provide compatible Ultra HD content and services. However, trends show that content makers as well as panel and chip makers...

Taiwan LCD monitors – 2Q 2014

TAIWAN FPD | Aug 25, 14:48

Taiwan's monitor shipments grew 10% in the second quarter compared to a low first-quarter base. With panel makers reducing their supply of monitor applications and monitor vendors reluctant to increase their shipments, Taiwan's makers will only see a single-digit...

China smartphone market and industry – 2Q 2014

CHINA SMARTPHONE | Aug 12, 17:41

A delay in the launch schedule for low-cost 4G smartphones resulted in a mere 4.8% increase in second quarter shipments in the China market. However, with telecom operators planning on increasing their subsidies in the second half of the year, demand will be...

Taiwan small- to mid-size LCD panels – 2Q 2014

TAIWAN FPD | Aug 6, 21:18

Taiwan makers' small- to medium-size panel shipments reached 351.4 million units in the second quarter of 2014, up 16.8% sequentially but down 2.8% on year.

UHD TV market forecast, 2014-2017
DIGITIMES Marketing Services
Greater China touch panel shipment forecast through 2015
  • 2014 global high brightness LED market, trends and shipment forecast

    For the global LED lighting market, the market size will reach US$25.82 billion in 2014 or a market penetration rate of 23.4%. This is attributable to exponential shipment growth for light bulbs, tubes, and directional lamps.

  • Greater China touch panel shipment forecast through 2015

    This Special Report provides forecasts through 2015 for Greater China touch panel shipments with breakdowns based on technology (glass, film, resistive), application (smartphone, NB and tablet) and by firm.

  • 2014 global tablet demand forecast

    This report analyzes the main players, their strategies and shipments forecasts for 2014, as well as other factors contributing to either growth or decline in various segments within the tablet market, with a particular focus on Apple, Google, Samsung, and Microsoft, along with whitebox vendors.