Japan and South Korea pushing this year LED TV penetration can exceed 20%

Led TV popularity of key factors, mainly in the LED backlight module price decline. The first half of 2010 as the LED TV backlight using a reduced number of the 40 inch TV backlight module with LED average price of $116, spread with backlight module with CCFL type TV is also reduced to $40; the estimated DIGITIMES Research analyst and project manager Lin Fen Hui, the second half of 2010 40 inch TV backlight module with LED average the price will reach nearly $100.

Analysis of Lin Fen Hui, in 2010 the global LED TV market by the international line of LCD TV (LCD TV) industry leading brands, with major manufacturers such as Samsung Electronics (Samsung ELectronics), LG Electronics (LG Electronics), Sony, Toshiba (Toshiba), SHARP (Sharp) and Vizio, the planning of the 2010 LED TV LCD TV shipments accounted for the proportion of the target, is as high as 20%.

DIGITIMES Research estimates that the 2010 annual Korean Samsung, LG LED TV factory shipments will account for the global LED TV total shipments accounted for 45%, the proportion of Japanese factory is about 35%.

According to DIGITIMES Research observation, LED TV shipments larger industry, the common characteristics of the LED industry chain vertical integration high. Samsung and LG as an example, the LED backlight source by a large proportion of internal supply, the main reason is 2009~2010 years, Samsung LED metal organic chemical vapor deposition (MOCVD) machine orders up to 170 units, 100 Taiwan LGInnotek.

From 2010 the first and second tier LED TV industry shipments target total, will reach more than 40 million sets, but due to the MOCVD machine delivery was 6 months, and the sapphire substrate of the third quarter forecast stock rate will reach 30%, the LED element will be in short supply; DIGITIMES estimates, in 2010 the global LED shipments to 37 million 200 thousand TV Taiwan, permeability 21.3%.

Because the LED TV penetration rate is high, its development will continue LED NB pace, new aircraft manufacturers forecast 2012 development will mostly belongs to the LED backlight; Lin Fen Hui estimates, then LED TV penetration will reach nearly 70%, and in 2012 will become LED TV shipments for the first time beyond the annual LCD TV CCFL backlight.