Foreign borrowing LED recover flat landless domestic appliances upstream catching up

In the major manufacturers to vigorously promote the LED backlight TV further erode the CCFL market, LED will become the focus of competition for the golden week of the manufacturers.

Recently, the reporter learned from a number of stores, SKYWORTH, Konka, Hisense and other brands have increased the market for large screen LED color TV, LED fast on the amount of. In the Southern China market, LED TV accounted for more than 30%.

But LED is currently not a domestic brand feast -- from Suning, Gome two channels of data showed that "51" golden week, Samsung, SONY, foreign flat-panel with SHARP as the representative of the control of the LED industrial chain and targeted on the prices, back to 57% in the United States, Suning two the chain channels of market share, domestic tablet which previously occupied more than 6 share fell to 43%.

In order to make up the short board in the field of LED backlight, including SKYWORTH, TCL, Tsinghua Tongfang, including domestic color TV manufacturers, have begun to join the LED industry chain investment. It is not too late.

LED share expansion

LED liquid crystal instead of CCFL speed, some unexpected. Said Yang Dongwen, vice president of SKYWORTH group.

During the 51 golden week, Gome, Suning in a second tier city feedback information shows that the traditional CCFL LCD despite substantial price cuts, but the proportion of sales dropped sharply, the proportion of sales dropped to less than 70%; and just listed less than a year LE D LCD has achieved more than 150% growth, accounting for the general manager has more than 30%. Suning Guangzhou District Gu Wei told reporters, 51, LED TV market to further expand, accounted for nearly 30% in color TV sales.

Reporters learned from a number of stores, SKYWORTH, Konka, Hisense and other brands have increased the market for large screen LED color tv. It is understood that during May, Guangdong SKYWORTH LED sales accounted for about 50% of its TV products. Zhong Zhifeng, general manager of SKYWORTH Guangdong branch, said the future of the country's LED sales will account for 30% of its overall sales, while Guangdong is estimated to reach 70% - 80%.

Konka aspects, 51 LED sales accounted for its overall 20%-30%, LED sales rose very fast, is expected by the end of this year sales will be more than CCFL., Konka multimedia general manager Huang Xinzhong told reporters. Hisense Guangzhou Branch Marketing Director Liang Hongtao said that the current LED sales in Guangdong accounted for about 30% of its overall, is expected in the second half will be accounted for half of the CCFL.

Although the domestic brands LED volume growth, but Suning, Gome's two channel data, "51" golden week, Samsung, SONY, foreign flat-panel with SHARP as the representative of the control of the LED industrial chain and targeted on the prices, back to 57% in the United States, Suning two large chain channels the market share of domestic flat prior to occupy more than 6 share fell to 43%.

5 during the period, some foreign brands to more than 40 inches large screen LED products to the price of less than $8000, the price is cheaper than some of the non LED products before. "There are unnamed TV executives revealed that due to the current domestic LED LCD TV brand sales module is still a considerable part of outsourcing, profit space is not large, and foreign LED continued after the price, the domestic color TV enterprises have to follow, profitability challenges.

Domestic flat panel module

Currently, in the LED LCD module shipments, Samsung ranked first in absolute advantage, followed by LGD. In order to reverse the passive situation in the LED layout, including SKYWORTH, TCL, Tsinghua Tongfang, including domestic giants have joined the LED industry chain investment,

Learned from the TCL group, in the establishment of a joint venture with Taiwan in the field of coretronic LED backlight module, TCL and Huizhou double king optoelectronics and AU Optronics established, the company mainly produces LED backlight module.

At the same time, Tsinghua Tongfang announced its planning and design capacity of Shenyang investment and construction of the 4 LED 2 million backlight LCD module production line, has now completed the debugging work, gradually entered mass production stage. In addition, 500 million yuan to set up wholly-owned Tongfang Tongfang investment (Nantong) Semiconductor Co., production and development of business engaged in LED backlight and LED lighting products, LED TV production capacity after the commissioning of the project of Tsinghua Tongfang will be greatly expanded, effectively alleviate the bottleneck capacity.

Zhong Zhifeng, general manager of SKYWORTH Guangdong branch, it seems that the vertical cooperation of upstream enterprises, is a shortcut to quickly penetrate the upstream. By working with LGD, SKYWORTH has mastered some core technologies in the field of LED backlight. Now SKYWORTH has completed the layout of the LCD module, the next will be actively involved in LED lighting applications, and plans to intervene in the upstream chip packaging LED. "

Konka Group, general manager of marketing department of multimedia marketing Huang Xinzhong told reporters that the current number of major domestic color TV giants in the layout of the LED module. Konka last year to spend 900 million of the Kunshan LCD module plant has been put into operation, the annual production capacity of up to 7 million 200 thousand, the total production capacity can reach an annual output of 3 million 600 thousand units.

In fact, including LED LCD TV, LED industry is currently the hottest area of investment, "issued in October last year, the NDRC and other relevant departments" development of semiconductor lighting industry, the domestic LED application package, from the downstream to the upper reaches of the chip and the substrate material into the popular stage of investment.

"Released less than half the time in the development of a number of LED views, including the total size of Sanan optoelectronics, BDO Runda, tide, Tsinghua Tongfang, more than 60 billion yuan in