Third quarter LED backlight penetration in the TV market reached 26%

Research company DisplaySearch the latest statistics show that large size LCD panel shipments fell to 163 million in the third quarter of 2010, down 4% compared with the previous quarter, but compared with the same period last year growth of 7%. Revenues reached $21 billion 300 million, down 7% from the previous quarter, but an increase of 7%. DisplaySearch research pointed out that, because the terminal market demand and supply chain inventory adjustments, the panel will be the fourth quarter of 2010, the size of the large panel shipments growth rate set at 3%.

DisplaySearch Greater China Vice President Xie Qinyi said, because of the lack of orders and downstream inventory reduction, the LCD panel industry in the third quarter shipments fell pile up in excess of requirement, while the panel prices fell, the panel factory has further reduced the capacity utilization rate. However, even if the overall decline in shipments, LED backlight module panel shipments continued to grow, making the industry trend toward LED more obvious.

Xie said: the third quarter of 2010, the market performance is not ideal partly due to excessive optimism and excessive inventory in the second quarter. Looking forward to the fourth quarter, we expect the panel price, inventory and capacity utilization will be reduced to a lower level. However, we believe that the LCD panel industry will have the opportunity to overcome these challenges before the end of the year, return to normal state. "

From the application point of view, the LCD panel display and laptop shipments fell compared with the previous quarter, but in the third quarter for TV LCD panel continued to grow. Notebook PC panel fell 14% compared with the previous quarter, the display panel for the previous quarter fell by more than 8%. Panel prices of these two applications from July to October showed a significant decline in the situation, it is estimated that in November began to pick up.

Although the LCD panel market situation but due to pile up in excess of requirement, the brand manufacturers for sales at the end of season promotion in order to find the special trading volume reached a low cost solution for the increase in the third quarter LCD TV panel shipments are still rising, especially in 40 inch LED backlight products and products. The third quarter of 40 inches and above size LCD electric panel shipments reached 18 million 100 thousand, compared with the second quarter of 16 million increased by 13%; the LED backlight panel shipments reached 7 million 800 thousand, 2 million growth compared with the previous quarter.

From the revenue point of view, Samsung and LG is the market leader, its market share was 26% and 25.9%, with a total sales of $11 billion. AUO ranked third, revenue was $3 billion 400 million, a market share of 16.1%. After the novelty of the United States, the market share of 14%, revenue of $3 billion.

Statistics show that in the third quarter of 2010, large-size LCD panel revenues of $21 billion 300 million, the use of LED backlight module panel market share rose from 37% in the second quarter of 2010 to $44%. If shipped from the point of view, the third quarter of 2010, LED panel shipments reached 77 million, an increase of 6%. The market penetration of the entire LED backlight module jumped from 42.7% in the 2010 to the second quarter of 47.2%. In the third quarter of 2010, LED backlight module in the display market penetration of 21%, the market penetration of the laptop in the market penetration rate of in the LCD TV market reached 26%.

Looking forward to the next quarter, the panel's fourth quarter shipments target set at 168 million, compared with the previous quarter, an increase of 3%, but the growth target of the LED panel is as high as $12%. However, due to the continued decline in the price of LCD TV panel, the fourth quarter of 2010 is expected to reduce the size of large-size LCD panel revenue will be reduced by 9%. Meanwhile, although there will be a substantial increase in LED shipments, but for LCD TV panel, LED panel prices fell more than CCFL, so the estimated LED backlight LCD panel revenues will decline by 2%.