Research institutions Display Search pointed out that the large size LED backlight LCD shipments this year increased shipments in the first quarter as high as 10 million 600 thousand, quarter growth rate of 63%, higher than the same period last year substantial growth of 780%, from the TFT LCD manufacturers scheduled this year to estimate total shipments, shipments of LED backlight display panel this year, on 104 million may. Display Search vice president David Hsieh said, LED supply chain management capabilities will become an important key to grab market share, 2009, 2010, the panel market may even be re shuffle.
According to the report of Display Search, LED LCD backlight is mainly used on a portable computer, which has 4 million 200 thousand pieces of shipments in the Internet application of this product, and applied to the number 100% penetration rate, the notebook computer is about 5 million 900 thousand, the permeability of 26%.
Display Search said, now the Internet all the use of LED backlight design, while in the notebook computer, and currently has about 76% of the product, which is designed by LED, LG and other manufacturers are shipped to the notebook computer market.
In addition, in the desktop LCD part, LED LCD panel proportion is still lower than LCD, the first quarter shipments only 100 thousand. The panel, which is used in TV products, has 400 thousand pieces, mainly concentrated in the 40 inch, 46 inch and 55 inch LED TV module.
Hsieh said that although LED shipments continue to increase, however, the LED backlight design is also facing many challenges, including the key components and cost, currently on the market there are more and more manufacturers began to focus on the development of backlight. Hsieh also believes that if the industry wants to grab as soon as possible under the market share, so the supply chain management capabilities of LED will become the key success factors of supply chain management is important, if done well, then the panel Market in 2009 and 2010 would be a reshuffle.
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