DisplaySearch Backlight Market Forecast: insufficient supply to eliminate or excess

DisplaySearch in the United States in January 2010 27 to 28, held a speech on the Display Search Forum on the introduction of the LCD panel manufacturers to enhance the capacity of the impact on the LED market caused by the eighteenth. Currently, LED backlight is rapidly gaining popularity in LCD TVs, personal computers and LCD monitors. The company said that South Korea's Samsung Electronics (Samsung ELectronics) is currently active on the Samsung LED company LED chip production investment, South Korea LG display LCD panel manufacturers have also begun to enhance the company's LED production capacity. It can be said that LCD panel manufacturers are constantly promoting the vertical integration of LED production. In addition, Nichia industry veteran LED professional manufacturers are also actively investing speech DisplaySearch FPD member Uno Kamasa said the person in charge of "estimation of LED shortage of supply will soon eliminate". The company said that there may even be an oversupply situation.

DisplaySearch's Uno said that on the LED backlight using the blue LED chip, Samsung LED 2009 monthly production capacity of 467 million, and in 2010 will reach 1 billion 333 million. If the company introduced in 2009, is rumored to be 150 (Yu Ye) MOCVD devices all put into use, the estimated monthly output of the chip can reach about 2 billion. In addition, Uno also predicted that after the Nichia enhanced production capacity, 2010 blue chip LED per month from 1 billion 533 million in 2009 expanded to 3 billion 67 million. Cooperate with Nichia Taiwan Tech (OptoTech) enhanced capacity after 2010 years, estimated production capacity will be doubled, from 3 billion to 1 billion 333 million in 2009. Uno said that because other manufacturers are also increasing the capacity of blue LED chip, so the size of the entire industry equipment investment has exceeded the DisplaySearch estimated 2010 LED chip demand (100 billion).

For LCD panel manufacturers want to strengthen the trend of LED internal procurement system, Yu wild said, luminous efficiency to achieve the same level of veteran LED manufacturers, but also take some time". He also said that compared with Nichia, TOYOTA America, CREE synthesis, Germany OSRAM Opto Semiconductors and PHILPS etc. lumens of blue LED chip production experience of manufacturers, new production areas involved in LED enterprises are facing with strength gap problem.

Author: Okubo So