LED backlight contention resource layout is the key

Recently, the market rumors, led TV, Chinese market penetration has exceeded 10% mark, but the market was as cheerful as a lark, LED TV market penetration of the storm really close at hand?

Data show that all domestic LED TV panel all sources of imports, which is part of the open cELl model, but is still the backlight module specified by the way of purchase. From the source of supply China LED panel in mainland China, in the first quarter of 2010 as an example, the main sources of supply for LG Display, AMLCD, AUO, CPT (Figure 1), which the majority of small size CPT delivery. From the global LED panel output value, the Japanese manufacturers are currently the market leader, Taiwan and South Korea to actively expand the output value (Figure 2). From this point of view, LED TV panel industry market concentration is very high, the future of the LED TV market competition is mainly limited resources allocated to the manufacturers.

Figure 1

Figure two

LED is a key LCD TV backlight components, accounted for the total cost of the LCD TV panel 20%, which itself has a sound and perplexing the supply chain, and core material belongs to the long delivery cycle of products, stable supply of LED panel and machine manufacturers can become a headache. From the LED backlight industry chain structure (Figure 3), there are three main stages of epitaxial process, chip process, chip packaging, belonging to the middle and lower reaches of the industry. The diffuser film, optical film and chip for the three key components. Due to the high concentration of the market, in the market demand season and the outbreak of demand, often lack of material situation. At present, the R and the grain of the diffuser are in different degrees.

Figure three

Figure four

In order to alleviate the shortage of resources, in the past two years of integration of mergers and acquisitions, the panel factory and the whole plant plays a key role (Figure 4), the global LED resources in the field of the layout of the prototype has been formed.

The chip, estimated the global number of MOCVD gradually increased (Figure 5), with South Korea and Taiwan manufacturers the most positive, Samsung, LG Innotek and AUO's Lextar will increase the number of MOCVD machines to the current 2~3 times. By the end of 2010, global high brightness LED grain per month will be close to 20 billion, but the market is still in the application of mobile terminal products and automotive lighting applications, both the proportion of up to 55%, but the proportion of the overall application of the TV backlight will still difficult to break through 20%, so the backlight will need to alleviate the situation of shortage of goods for a long time.

Figure five

Overall, the LED industry in the coming year will show the following trends:

1 key components shortage situation will gradually be eased, but compared with the market demand, supply a substantial increase in the amount of time.

2 Korea and Taiwan manufacturers to actively expand production, the market focus gradually shifted from Japan to Korea and Taiwan manufacturers factory.

3 price with the size of the market declined steadily, but there is no substantial price of space.

4 TV share back light in the LED market will expand rapidly.

Therefore I suggest:

1 TV machine manufacturers in addition to form a complete supply chain vertical integration and LCD panel factory strategic alliance or auto set TFT-LCD high generation line, LED backlight module resources of the master degree may become a key factor in the next year the cost of LCD TV, so TV machine manufacturers should pay close attention to the relevant dynamic.

2 is currently in CCFL and LED generations of backlight products, machine manufacturers should actively grasp the LED backlight resources, gradually replace CCFL, balanced and healthy completion of the internal structure of the supply chain and adjust the production manufacturing process.

3 from design continuous improvement LED backlight performance and cost is an important issue in the whole plant and panel factory.

4 in addition to LED backlight, importance optical devices resources are also very high, and has a certain threshold in the near future, fear will become a sought after resources.