DisplaySearch:LED panel backlight business opportunities

In notebook computer (NB) and LCD TV panel backlight using LED as a rapid trend, DisplaySearch estimates, in 2008 8 billion LED was applied on the liquid crystal panel, by 2012 will grow to 34 billion, the growth rate will exceed 300%, display panel backlight, on the LED market the huge business opportunities. 2008 LED global shipments of 70 billion 800 million, mainly in the application of outdoor LED billboards and LED backlight panel. LED used for outdoor billboards active display LED, is expected to show active outdoor billboards, in 2008 a total of 11 billion LED, accounting for 15% of all LED shipments; for LCD panel backlight LED, total consumption of 8 billion, accounting for an estimated 11% of all shipments of LED.

Accompanied by LED outdoor billboards and panel backlight rapid growth trend, DisplaySearch estimates, LED shipments in 2012 will reach 167 billion, the application in the display area of the LED is estimated to be about 24 billion outdoor billboards, LCD backlight panel will reach 3 billion 400 million, the total of all shipments of LED 34.7%.

In cost structure, heat dissipation and luminous efficiency considerations, low current products will become the mainstream of large size LED backlight; with more than 350 Ma high power LED, the agency predicts that by 2012, more than 10 inches large size LED backlight panel, the number of the group will be more than 368 million, compared with 2008 a up to 25 times.

From LED backlight technology, because of the side light LED (side-view) can be ultra-thin design, therefore will be dominated by small and medium size Backlight Market; more than 10 inch panel, mainly the use of open type LED (top-view) at the same time, more and more NB and LCD TV panel shipments will be estimated by LED, more than LED in 2010 to open the side light LED.

From the application point of view, 2009 LED backlight will reach 52% in the penetration rate of NB, and in 2010 will quickly grow to 81%; in the LCD TV, 2009 LED backlight shipments estimated at 3 million 600 thousand, accounting for approximately 3% of the proportion of all LCD TV shipments in 2010 will be to estimate, up to 15 million pieces, city share of 10%. Leading TV brands such as Samsung, PHILPS, SHARP, SONY, Toshiba, Vizio and LG will be in the second half of this year, to improve the use of LED backlight LCD tv.