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Domestic enterprises to increase investment in Japanese companies LED passive follow

SONY OLED TV production and sales of LCD TV shipments, Matsushita strengthen Toshiba low-key to carry out technological upgrading to avoid vertical incident, Japanese manufacturers have this time to LED (light emitting diode) field transformation, and increased this year shipments expected to expect from LED TV market gains market discourse.

This is the Japanese companies based on the global tablet market, especially the rapid development of the Chinese market to make strategic adjustments. Make this adjustment has two main reasons: one is the LED fell sharply in the cost of raw materials, the Japanese saw the mass production of low cost LED TV opportunities; two is Korean Samsung and LG LED in the areas of increased investment caused China large-scale enterprises to follow, industry has formed a good atmosphere conducive to the development of LED tv.

Japanese companies to follow LED

During this time, SONY, Toshiba and SHARP and other Japanese TV manufacturers in the release of new products intended to increase the proportion of LED tv. Statistics found that LED models accounted for the proportion of LCD TV reached 20%-30%.

SONY (China) Co., Ltd. Sekiguchi Naoki, President of consumer electronics business in an interview with the China Electronics News reporter, said: SONY released 26 new products in the beginning of the year there are 10 models LED. In the near future, Toshiba released 9 LCD TV has 2 LED TV, and revealed that it will launch more LED tv.

Reporters learned that SONY this year (as of the end of March 2010) plans to sell 600 thousand sets of LED LCD TV, the next year (April 2010 -2011 March) plans to increase sales to 10 times this year, up to 6 million units of the scale. In addition to SONY, Toshiba LCD TV sales target will be significantly increased to 4 million 500 thousand LED scale. SHARP also plans to LED models accounted for the proportion of LCD TV in the next year to raise more than 20%. In addition, Panasonic also plans to increase the proportion of LED models in the next year to 30% level.

In the CRT (CRT) to the tablet transition process, Japanese companies are generally slower than the Korean manufacturers a shot, resulting in the current day in the real grasp of the LCD TV patents only SHARP. SONY and Toshiba although increased the production of LED TV, but does not rule out the signs of passive follow.

Earlier this year, 3D hot let SONY actively follow up, and LED TV through the transformation can really show the 3D screen. In order to develop LED, SONY stopped by the high hopes of OLED (organic light-emitting diode) TV production and sales.

In 2009, Toshiba TV appeared a door, black, patterns and other issues, since the first half of Toshiba in the field of television just symbolically released several products, and no major action. Toshiba needs to upgrade its image through technology, and LED is a good choice.

Raw material price is pushing hands

Do not have the right to speak passively let SONY, Toshiba and other Japanese manufacturers struggling, but not to the scalp to transform. However, the Japanese manufacturers to collective transformation, but also the price of raw materials to promote the internal factors.

Reporters learned that the main reason for the LED backlight module to reduce the cost of the shipment is rapid increase in the amount of the LED chip and the corresponding material prices down, while the LED luminous efficiency but also reduces the number of the use of LED chip. Research firm DisplaySearch statistics show that the 40 inch LED backlight module prices close to $1000 in early 2009, and now the price has dropped to $436, with the same size CCFL (cold cathode fluorescent lamp) LCD module price less than $100. Expected by the end of this year, the price difference between the two sides will fall to less than $20. 46 inch LED backlight module product prices will also be reduced to about 1.5 times the price of traditional products.

DisplaySearchLED Backlight Market and technical analyst KevinKwak told the China Electronics News reporter: we predict that the 40 inch LED backlight module costs will fall to $fourth in the first quarter of this year, $100. Before the end of 2011, the difference between LED and CCFL backlight will fall to $50. "

At the same time, the company's Taiwan enterprises in China Vice President Peng Shuanglang recently said that the price of the mainstream LED backlight TV this year will be reduced to 1.5 times the size of the CCFL backlight tv. In 2009, the price of LED backlight TV is also expensive with the same size CCFL backlight TV doubled. Prediction of shipments from AUO, this year LED TV shipments will be 10 times last year.

Domestic enterprises to launch universal war

LED LCD TV market surging in the last year there are signs. Last year, Samsung ultra-thin LED LCD TV market in China since the launch of the LED hot. Followed by domestic companies continue to market ultra-thin LED TV, technology research and development in this area to further enhance the strength.

On this basis, Hisense and the same side has a LED backlight source of independent technology and manufacturing capabilities, SKYWORTH, Konka, TCL and other companies have a LED backlight module manufacturing capabilities.

In 2009, the domestic enterprises Hisense, SKYWORTH made the traditional CCFL TV LED TV to transition planning, Konka, TCL, Changhong and other brands are also actively follow up, at that time, PHILPS, Toshiba, SONY moves in this area is not obvious.

At the beginning of this year the price of raw materials to revitalize the industry chain, SONY, Toshiba, Matsushita, although the rapid increase LED TV shipments are expected, but the rhythm is slow tempo. According to research firm LEDinside predicts that in 2010 Global LED TV shipments are expected to reach 39 million units, of which there will be Samsung shipments of 10 million units, accounting for the global share of 1/3, another South Korean companies LG shipments will increase to 5 million

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