TV manufacturers focused on projects for 210 billion LED upstream market

LED market rapid warming, the enterprises have to open up the industry chain to master the right to speak in the market competition, to realize this point, from the beginning of the first month, half a month has launched 4 foreign manufacturers upstream of the LED panel and module project.

18, the reporter learned from the market research firm DisplaySearch, in 2010 the global LED backlight LCD TV shipments are expected to reach 35 million units, the market size will reach $210 billion. In the process of production of LED TV, access applications and packaging profits accounted for only 30% of the profits of the whole industry chain, and more than 70% of the profits from the high power LED chip, wafer and substrate materials production, apparently in order to truly grasp the dominance of LED backlight LCD TV market, TV companies must enter the upstream of LED.

At the beginning of May, Tsinghua Tongfang has begun to enter the LED market upstream of the big screen. Tsinghua Tongfang in May 3rd to invest in the construction of the planning capacity of 2 million sets of LED backlight LCD module production line to complete the commissioning of 4, has entered the stage of mass production in Shenyang.

The general manager of Tsinghua Tongfang Limited by Share Ltd consumer electronics division digital products center Song Wei told reporters, LED backlight LCD TV has obvious advantage in energy saving, ultra-thin and full HD technology, its price is already far more than the CCFL LCD, and the two sides will gradually narrow the gap between the price, this is the same party mainly due to improved LED the backlit LCD industry chain.

Followed by the establishment of the Huizhou TCL hand AUO double king optoelectronics, the company mainly produces LED backlight, foreign giants Samsung and SHARP have invested heavily in factories. SHARP also said publicly that it hopes to establish a complete production line from the LED LCD panel to various parts of the compressed manufacturing costs in order to fight against Samsung and other domestic and foreign competitors.

Domestic enterprises SKYWORTH also revealed similar intentions, plans recently involved in the LED LCD upstream industry, SKYWORTH Group Chairman Zhang Xuebin said: "compared with the high generation LCD panel of hundreds of billions of investment scale, SKYWORTH will be more willing to invest in its own small risk and investment rate of return of LED upstream to the higher realms. "

Orville consulting data show that a quarter of last year, the national LED TV sales only 1500 units, but the first quarter of this year has reached 327 thousand units. Appliance analyst Luo Qingqi believes that the trend of LED alternative ordinary LCD TV is becoming more and more obvious, if you do not strengthen the construction of the upstream, the LED as a competitive selling point, only the whole machine in the future of the enterprise is very easy to go out.