2010 large LED backlight development and LED TV market opportunities

LED is the ultimate face of the majority of the lighting market, the global market size of $11 billion, but until now, LED in the lighting market penetration rate of less than 1%, why? LED is also the price is too expensive to street lamps, for example, LED and high pressure sodium lamp as well as 3~5 times the price difference, and the ball type lamp worse than 35 times. General estimates, in 2012 LED luminous efficiency reached 130lm/W, and the price fell to $5 per thousand lumens, which is the difference between the price of traditional lighting control in less than 2 times, the LED lighting market to take off.

LED TV market growth led to a substantial increase in demand for LED

Before the general lighting market has not yet come up, to observe the application of LED in recent years, the application of large size display in full swing. At present, NB has been used, but Samsung LEDTV under positive action, has become the most potential market applications of LED, estimated in 2010 the permeability of up to 15%, LED display momentum smaller this year and in 2011 the conservative view, AUO Innolux big push, the permeability can be exceeded 20%.

This year's shipments of NB, each 2 units will have 1 LED. LED has the advantage in NB, is a thin, like Apple's Air, the thickness of only 4mm, two is the power, which is very important in NB, because each province electricity can be increased 1W NB0.5 endurance is three hours, low starting voltage, less than 5V, a CCFL kV is much lower, less harm to human health.

LEDNB development has been for many years, why has not been up? Is mainly the previously developed focus is thin, like Air do so thin? Quan O is generally thin 50%, cost is 2~3 times more expensive; however, in 2009 the spindle steering power, drive NB into various types of models, the new model will be estimated in 2012 NB comprehensive import LED.

LEDTV advantage in product differentiation, so Samsung thickness is only 29.9mm, general LCDTV 1/3; color saturation increases =, such as Samsung Blu ray LED and Huang Hong NTSC fluorescent powder, can be more than 80%; the use of LED as a backlight can be imported into regional control, and increase the contrast. 2009 LEDTV penetration rate of 2.8%, an increase of more than doubled in 2008, in 2010, Samsung continued positive action and other manufacturers to follow up and mainland manufacturers to invest, the estimated penetration rate of up to 15%, compared with this year, up to 16 times the growth rate of 10.

The LED display is relatively conservative, the market is not easy to produce the difference, for example, even if the screen is thin, but the display base remains unchanged, the volume still cannot be effectively reduced; therefore the brand industry hopes to create zero price. The current price has been able to do less than $5, the mainland of Shenzhen and even white card manufacturers can do $-1, but that is not considered in the patent. Estimated LED display rate is 10.8% through 2010 or 2011, is under active action in 2012 30%, 35%.

Due to the LED backlight up and towards large-scale development, resulting in LED in short supply. And a number of large-scale required, like 14, 15 inch NB need 45, 40 inch TV requirement is 13 times, 55 inches TV 17 times, will be required for a number of shipments collocation calculation, 2010 TV demand for NB more than 2 times, 4 times in 2012, thus LEDTV is the main power to drive the demand of LED.

Samsung is the leader in the development of LED TV industry

2008 market is also difficult to see the LEDTV, why in the 2009 popular? Samsung is mainly active in promoting, and also caused the blue light LED supply tight = the face of the financial tsunami raging, why Samsung can create this market? He is grasping the characteristics of the product, as do 1/3 of the thickness of thin, generally, to European markets generally that the representative of Samsung is slim LEDTV, and he walked in the price of 40 inch, 55 inch price of only $200, $500, in the range of consumer acceptance; comparison of Sharp products is more obvious, the last year the company listed on the LEDTV price of 1 million yen, equivalent to NT $360 thousand.

Samsung in the fourth quarter of 2009 sales of 1 million units, the cumulative sales of 2 million units, the global market share of up to 6, the sales rate of one minute can be converted to sell the 6 units, quite amazing. This also led to the expansion of the upper reaches of the Samsung LED shipments have exceeded the first semiconductor industry in South Korea, Seoul semiconductor, while this year, an increase of 60 MOCVD, is expected to increase further next year, Taiwan's 70. Even so, LED is still tight, so to seek suppliers in Taiwan, crystal and East Bay cut into its grain and packaging supply chain.

Samsung 2010 LCDTV shipments target of 10 million units, of which 1/3 using LED backlight. Second South Korean manufacturers LG certainly not willing to let Samsung next year, estimated shipments of LEDTV500 million units, spare no effort to catch up to become the world's second largest; it also drives the upstream demand, like LGInnotek10 months before announcing the LED overweight investment to 350 billion won this year, the expansion of 40 MOCVD, 50 next year. But the company used products used in handheld device, cut into the TV field is the shortage of LED novice, so LG is also very serious, Taiwan factory, canyuan billion light its supplier partners.

Side light design prevails

2008 years ago, most of the LEDTV design to straight down, but it needs more and more dense particles, in the light of the Samsung side to hit a beautiful battle, fall downwind.

If Samsung side light type and direct type LG in LG LED3000 a? 4 times "T star, a spot near the panel to avoid thinning, a very small chip, weighs 12 kg, the price is more than $1650 samsung. Samsung side light low cost and simple structure, resulting in LG also follow the use of side light, however, due to the direct control of the region still has an advantage, so LG did not give up completely.