Prices LED TV sales promoting local enterprises to enter the upstream

LCD TV industry in 2009 was called the first year of LED, although the price is not cheap, there is also a lack of functionality, but LED TV or began to enter the consumer's family. In the new year's day in the past just a small holiday, LED TV is self worth, some products fell even reached 30%. Experts predict that with the further decline in the price of LED backlight module, LED TV will accelerate the replacement of ordinary LCD products. In order to win the initiative in competition, local enterprises have actively layout in the industrial chain.

Backlight module prices continue to fall

The first half of 2009, with a substantial adjustment in the LED backlight module prices, Korean companies such as Samsung and LG took the lead in the market of large-scale Chinese launched LED TV, September 2009, SKYWORTH, Hisense and other domestic brands have launched LED TV scale. Since the third quarter of last year, the color TV companies launched more than 80 models of LED TV, accounting for about the same period the number of new products 1/3.

In the past worth millions of dollars LED TV, the price of new year's Day pulled the banner. In the large and medium-sized electrical appliances, a 46 inch plasma TV new current price is $9000. In the last year, the average price of this product is about 16 thousand yuan. The United States said the overall decline in LED TV more than 30%. In Suning, 42 inch blue LED TV fell below $5500.

The latest data from the Displaysearch survey shows that in 2008, the global LED backlight module share of only 6.7%, while in 2009 has risen to 27.8%, to 2011 for the first time more than the traditional CCFL backlight module, and the occupancy rate increased to 56%.

Led to the rapid rise in the share of LED backlight module is the main reason for the decline in the price range is greater than the price range of CCFL. Xie Qinyi, vice president of Displaysearch Greater China, said: "to the first quarter of 2010, between the CCFL module 40 inch LED backlight module with the same size of the spread, the third quarter of 2009 from $140 down to $100, and by the end of 2010, two of the price will drop to $40 or more. "

According to Displaysearch forecast, with the decline in the price of LED backlight module, LED TV price and the price difference between ordinary LCD TV will be further reduced.

In addition, the national semiconductor lighting engineering research and development and Industry Alliance Office Director Geng Bo told reporters that in the next two or three years, the LED field will have a number of core patents in 90s of the last century due. Accordingly, people can also expect the decline in the cost of LED.

In accordance with the universal law of the consumer electronics industry, when the alternative price reached 1.3-1.5 times the price of the product is replaced, the former will enter a period of rapid growth, it is one of the many TV giant began large-scale introduced LED TV

Local enterprises have to enter the upper reaches

It is worth noting that the current domestic color TV companies are still mainly in the way of outsourcing LED backlight module to participate in the competition, while the domestic market is a large number of color TV companies to snatch the main market. In the fierce market competition, the lack of LED backlight module control of local enterprises is obviously more passive.

The reporter learned that, at present in the global scope, only Japan Nichia TOYOTA synthesis, CREE (CREE), Germany OSRAM Opto Semiconductors and PHILPS lumens master LED industry a complete industrial chain, while South Korea's Samsung, although LG mastered more than 90% of the global TV market LED, from Taiwan, China Tongbao, strong radiant is the main producer of LED LCD backlight module.

In China, although SKYWORTH, Hisense, BOE has developed the LED backlight module, but the upstream of the LED package also need to buy from Japan as the world's 5 largest Nichia LED chip provider.

There is news that the acquisition of LED application and packaging industry chain profits accounted for only 30%, Japan and the United States manufacturers and more than 70% of the profits are mastered by high power LED chip, wafer and substrate material control of core technology. Obviously, in order to truly grasp the dominance of the LED TV market, China's color TV enterprises must enter the upper reaches.

Zhang Xuebin, chairman of the board of directors of SKYWORTH group, President, said: the United Nations Climate Change Conference held in Copenhagen, so that energy-saving emission reduction has become the highlight of economic development. In the color TV industry, in order to achieve the goal of energy saving, the most realistic approach is to promote LED technology, it is clear that the local color TV companies should also have a breakthrough in this field. "

It is understood that, as early as a few years ago, local enterprises have begun to penetrate upstream, layout module production. Hisense in 2005 to set up a LED backlight R & D team, is the first to enter the field of enterprises. 2007, Hisense LED backlight module project won the National 863 Program focused support. 2008, Hisense completed and put into operation in China's first LED LCD module production line, and bulk launched China's first independent research and development of 42 inch ultra-thin LED tv.

Dong Fangzhong / photo

In addition to continuing to expand the proportion of LED TV, SKYWORTH 2010 LED backlight module shipments will be expected to exceed 1 million. Zhang Xuebin said the day before the next SKYWORTH will actively participate in the LED lighting applications, and even intervene in the field of LED upstream chip package. As SKYWORTH plans to open the LCD TV industry chain through the participation of the Guangzhou LGD8.5 LCD panel production line, SKYWORTH in the field of LED will also be completed by way of cooperation to integrate upstream and downstream industry chain.

Not long ago, Konka spent 900 million yuan LCD module plant officially put into operation, the module capacity can reach an annual output of 7 million 200 thousand, the total production capacity can reach an annual output of 3 million 600 thousand units. Konka Group President Chen Yuehua said,