Main components out of stock LED TV is still facing high prices

LED TV as a new power of the LCD TV, in the next few years will continue rapid growth. According to DisplaySearch's latest research on "LED backlight" analysis report pointed out that in 2012 the LED backlight panel of large size LCD TV shipments will exceed CCFL (CCFL) backlight panel shipments, and the penetration rate will reach 80%.

2007-2016 LED backlight panel depth of 10 inch LCD panel (by application)

Because LED has a unique slim design, low power consumption and can produce high quality performance, LED backlight will no doubt is the main source of future LCD panel, this is a good opportunity to display rare material suppliers, mainly upstream materials such as the guide for the PMMA plate (commonly known as acrylic, polyester color) the white reflection in the film (PET), and for LED epitaxial substrate sapphire.

However, many LCD panel manufacturers will face the LED backlight components out of the dilemma since the first quarter of 2010, TV guide plate production by PMMA of shortages and restrictions, and many reflective film suppliers demand between the LCD panel and solar cell applications. In addition, many LED manufacturers are also facing a shortage of sapphire substrates (especially 2 inch substrate).

Global PET supply and demand forecast in 2009 ~2012

How can we solve the problem of shortage of parts in the supply chain?

To LED chips, the need for more LED manufacturers through certification, and improve the design of LED backlight and reduce the number of chips, will be able to improve the phenomenon of shortage. In addition, the panel can consider working with PMMA suppliers to invest in new capacity, on the one hand can accelerate the increase in supply, on the one hand to ensure that the source of light guide plate material.