TRI: LCD TV growth intensity LED backlight as a new bright spot

According to the topology Research Institute (TRI) were affected by the global financial crisis, LCD TV (LCD TV) industry chain manufacturers such as brand factory, assembly plant, component manufacturers, for the beginning of 2009 LCD TV shipments have misgivings about the actual observation of the 2009 global shipments of LCD TV for the first quarter, compared with the same period in 2008 still, the annual growth rate of over 30% of the success, the main reason is that the mature market of consumers to stay at home longer, and emerging market demand continues to surge on LCD TV.

Topology researcher Zhang Chengwei said, with the quarterly LCD TV needs global warming, LCD TV shipments are expected to 27 million 16 thousand units from 2009 second quarter by quarter climbed to 37 million 403 thousand in the fourth quarter; the first half of LCD TV sales exceeded market expectations, is expected in the second half LCD year TV shipments growth will slightly slowed down, reduced to 11%~14%.

Overall, the topology that 2009 full year LCD TV up to 121 million units, compared to 103 million units in 2008 showed a positive growth, while the three LCD TV up to 30% energy price declines, consumers increase in home entertainment and Chinese domestic market demand than expected; as for the new market highlights, Zhang Chengwei also pointed out that the LED back light source TV will be the market opportunity, because the Chinese brand factory will make LED TV parity, manufacturers can take the Chinese as the best market LED TV.

The first quarter of 2008 ~2009 in the fourth quarter of the global LCD TV quarter shipments (source: the topology Research Institute, 2009/06)

LCD TV replacement space in 2011 China's largest market

In terms of penetration, the penetration of the global LCD TV in 2008 was only 13%, is still expected to have 1 billion 740 million TV available for the replacement of LCD TV. The developed countries such as Japan, the United States and Europe analysis, LCD TV penetration is still below 30%, the 2009 shipment is expected to steady growth; while LCD TV penetration in emerging markets is lower than 10%, the growth rate will be higher than that of developed countries.

From the volume perspective, North America LCD TV shipments of up to 27.4% of the proportion, won the 2009 first quarter global regional shipments accounted for the first position, Western Europe and Chinese is 24.1% and 18.5% was two or three, Zhang Chengwei said, according to the North American market LCD TV global leadership will continue until 2010, and in recent years to the rapid China market, the off-season still see contrarian growth, is expected in 2011 will have the opportunity to challenge North America to become the world's largest market, LCD TV.

And the mainland market more interactive Chinese Taiwan enterprises closely, double opportunities from international companies and China OEM brand, 2009 LCD TV shipments are expected to reach 23 million 750 thousand units, the annual growth rate of 25%, accounting for 19.7% of global proportion. The top four factories including AOC, Ruixuan, Wistron, Compal is Taiwan LCD TV shipment growth power source; by Zhang Wei pointed out that the four generation plant will include 72% Taiwan factory LCD TV shipments, the future Taiwan assembly plant shipments centralization trend will become more apparent.

LED backlight TV for the new trend towards the development of parity

The price pressure in the market up to 30% LCD TV, LCD TV global brands for market dominance and profitability are actively layout of new products, in addition to 240Hz, BD, 14-bit PixELPure 5G function Slim, Ultra imaging chip, support USB2.0 and energy saving model, with LED TV most of the market expectations.

According to the topology statistics, 2009 LCD TV brand manufacturers launched a total of 22 LED TV, Samsung is the most active, as many as 8. And since 2007, during the two years of white LED light source prices fell sharply to about $150~210, prompting the side light type LED backlight models TV proportion improved rapidly, while Samsung, LGD, panel makers AUO and CMO actively drives LED TV towards parity and size centralization trend.

Zhang Chengwei pointed out that the market to promote the maximum pressure LED TV parity, will be actively involved in the Chinese brand manufacturers. Such as China Hisense launched 42 inch and inch LED TV cheaper than Samsung on the price, while the Chinese brand factory TCL, SKYWORTH, Konka, etc. will also be launched in the second half LED 37%~42% TV.

On the current market competition situation, China's regional sales of LED TV patent issues, is expected in the future China's LED TV sales is expected to grow significantly.