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In response to the expiration of YAG (fluorescent powder) patents for Nichia and Osram, Li Bingjie, chairman of Jingdian, said that although demand continues to rise, more manufacturers will enter the market after the patent is lifted, and the price war cannot be avoided. Li Bingjie said that the current backlight accounts for about 30% of the overall LED output value, and is still one of the main driving forces. It is estimated that this year's lighting will surpass the backlight for the first time.
Wang Qilong, a director of Hongqi Dongfang, also believes that the situation of LED price competition has not slowed down. In terms of grain picking, the profit of picking 200 pieces is equivalent to the profit of picking 100 pieces before. Although the demand has risen sharply, the price has gone. It is impossible to avoid falling.
Li Bingjie also analyzed that once the penetration rate exceeds 10%, the growth curve will tend to be steep, but the growth curve of lighting and TV backlight will be different, and the growth curve of lighting will be more moderate. 
Nichia, Osram YAG patent 2017 lifted the LED face price war
The demand for LED lighting has risen rapidly, and the demand for backlights has stabilized. Overall, the atmosphere of the LED industry has turned better. However, the Taiwanese industry has also released the price, the price will continue to kill the low wind vane. Li Bingjie, chairman of Jingdian, Ye Weifu, chairman of Yiguang, and Wang Binglong, director of Hongqi Dongfang, are optimistic about LED demand, but they also agree that the price of LED will continue to kill and fall.