2010 LED TV will be a shortage of panel manufacturers began to integrate vertically

To TV as the center of the large LCD panel is gradually using led backlight. In order to further promote the use of LED backlight, TV and panel manufacturers began to seek LED backlight cost reduction and stable supply of chips. This paper introduces the prediction of future demand by experts based on the latest data.

With the improvement of consumer awareness of environmental protection, LCD TV and lighting and other uses of LED applications are gradually increasing. The market is expected to grow fastest in 2010, will be used for LCD TVs, LCD monitors and notebook LED backlight (Note 1).

For TV manufacturers, the back lighting lamp light from a cold cathode tube (CCFL) to replace the traditional LED has many advantages, the display can be thinner, display performance can be promoted and the power consumption is reduced. And because LED does not like mercury, like CCFL, so it can be as a selling point of environmental protection.

In 2009, South Korea's Samsung Electronics (Samsung ELectronics) ahead of other manufacturers of LCD TV in more than 40 inches on the full use of LED backlight. Because it is thinner than the previous product as a selling point, widely accepted by consumers, in the market has been successful. In the second half of 2009, other TV manufacturers have followed up, the use of LED backlight on TV, so that the proportion of LED backlight LCD TV in all the TV to rise.

In this paper, since 2009, the LCD TV as the center began to accelerate the LED backlight will be how to progress, and what will be the impact of the parts supply chain to elaborate.

Large size LCD driver LED Market

The first is the impact of LED backlight LCD TV on the LED chip market. According to DisplaySearch, the LED chip market is expected to grow at an annual rate of 32% from to 2012. In the field of, which may be the driving force of the LED market, the annual growth rate of LED chip for LCD TV is 120%, and the annual growth rate of LCD display is shown (Figure 1). Back in 2007 the use of LED backlight notebook computers grew at an annual rate of about 31%. The lighting market is expected to grow with the LED backlight market, but has just taken off, the estimated annual growth rate of about 33%.

Figure 1 LED LCD TV at an annual rate of 120% growth figure for the use of the LED market forecast. Imagine before 2012, LCD TV market will grow at an annual rate of 120%. The graph is made by the data according to DisplaySearch

Secondly, this paper introduces the LCD back light panel on the large size LCD panel such as TV, monitor and notebook computer and the proportion of products used (Figure 2). LCD TV with LED backlight LCD panel is expected in 2010 the total shipments of 42 million 200 thousand, while the total LCD TV panel shipments are estimated to be 195 million, so the share of LED back light is 22%. In 2016, is expected to use LED backlight LCD TV panel will account for 85%.

Figure 2 will be equipped with LED in 2016 LCD TV in 85% according to LCD TV, LCD display and notebook computer is used to predict the LCD panel of different light sources. Estimated that in 2016 there will be 85% of the LCD TV using LED.

TV sales target is difficult to achieve

2010 TV manufacturers planned LCD backlight LCD TV total shipments target of 50 million units. It can be said that this figure is much higher than our estimate. The following will be discussed in detail, but the LCD panel manufacturers in cooperation with partners in the production of LED chips, so that the supply of spare parts to ensure that no problem. However, the panel manufacturer's LED chip luminous efficiency to meet the specifications of the TV needs a certain period of time. To this end, it has to say that TV manufacturers because it is difficult to ensure the required number of LED chips, it is difficult to complete these sales plans.

LCD panel display with LCD TV panels, from the second half of 2009, the full use of LED backlight. But the LCD display market is very sensitive to price, taking into account the difference between LED and CCFL backlight, many view that the market will be more popular than the LCD TV market.

However, now the panel manufacturers began manufacturing their own LED chips, the situation changed. Many LCD TVs can not be used on the LED chip is likely to end up in the LCD display. Therefore, we predict that in 2010 the LED backlight on the LCD display with a ratio of 19%.

Note 1:DisplaySearch definition of "large" LCD panel means 10 inch screen size.