Market faces reshuffle LED LCD panel shipments up to 100 million this year

Research institutions Display Search pointed out that the large size LED backlight LCD shipments surge this year, first quarter shipments amounted to 10 million 600 thousand, an increase of 63% over the fourth quarter of last year, more than the same period last year growth of 780%; if TFT from LCD manufacturers scheduled this year shipments to estimate it, LED backlight display the panel this year's total shipments can reach 104 million.

At present, LED backlight liquid crystal display is mainly used in portable computers. Among them, there are 4 million 200 thousand shipments of products used in the Internet, the penetration rate of up to 100%, while the number of applications in the notebook is about 5 million 900 thousand, penetration rate of 26%.

DisplaySearch said, now the Internet all the use of LED backlight design, while in the notebook computer, and currently has about 76% of the product is designed using LED, LG and other manufacturers mainly shipped to the notebook computer market.

In addition, the desktop LCD panel, the proportion of LED liquid crystal display is still much lower than LCD, the first quarter only shipped 100 thousand tablets; used in TV products panel 400 thousand, mainly concentrated in 40 inch, 46 inch and 55 inch LED TV module.

Vice President DisplaySearch David 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 as soon as possible to grab 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.

Editor's comment: this year, the panel industry overcapacity problem has been criticized by the industry. Facing the market pressure, the relevant enterprises should focus on the changes in the market, in addition to television, computer monitors, notebook computer, mobile phone, LCD product development is a new point of growth, improve product quality, accelerate the pace of upgrading.