The trend of LED backlight LCD TV next development trend (two)

Japan's Techno System Research Lin in April 27th, held in the "seventh TSR seminar," on the introduction of the rapid growth of LED backlight LCD TV the next development trend of the 2010. The last introduced the future development trend of the market from the perspective of the supply of LED backlight. This paper will introduce the business strategy of the LCD panel manufacturers.

The LCD panel manufacturers mentioned in the seminar on forest Xiujie are Samsung, SHARP, Taiwan, South Korea's LG display (AU Optronics, AUO, AUO and CMO) Taiwan (Chimei Innolux) five companies. The following will focus on the construction of the LED supply chain and the measures taken to stabilize the procurement of the company as the center, introduces the evaluation of the above five companies' business strategy.

Samsung first step, followed by LG

Samsung Electronics to build a stable LED procurement system and investment in the first step, in 2009 in the field of LED backlight panel won an overwhelming market share of the top spot. In 2010 the company's LCD panel department plans to produce 22 million LED backlight panels. LED will be basically purchased from its group Samsung LED. However, in order to compensate for the lack of part and expansion of large quantities of products (Volume Zone) species, also from Taiwan EPISTAR (Epistar) and canyuan photoelectricity (Formosa Epitaxy FOREPI) to purchase.

Samsung Electronics to catch up with the LG display in 2010 plans to produce 15 million ~ 20 million LED backlight panel. It is reported that, although Innotek has been provided by its group LG LED, but due to the increase in production lags behind the Samsung LED, it will also take the initiative to actively purchase from other companies. Will be accepted from South Korea Seoul semiconductor (Seoul Semiconductor), Samsung LED, Taiwan Guangjia photoelectric (HUGA Optotech), canyuan photoelectric and TOYOTA synthesis delivery.

SHARP 2010 plans to produce 15 million LED backlight panels. Apart from the Nichia LED procurement, will also increase the production of LED. If it is still not enough, will be from Taiwan and South Korea's LED vendors in the hands of procurement.

Taiwan's largest LCD panel manufacturers AUO 2010 plans to produce 5 million LED backlight panel. Although AUO's production plan and the three companies compared to a small scale, but many TV manufacturers have begun to consider as a second or third AU Optronics panel supplier, so the influence of the rapid increase in auo. From the AU Optronics Corporation Taiwan lextar Electronics (Lextar ELectronics) LED. Not enough part will be purchased from the wide spectrum of gallium and Samsung LED and other vendors hand.

CMO becomes a typhoon eye

Taiwan by the former CMO (ChiMei Optoelectronics) and Innolux (Innolux Display) was combined with the CMO (Chimei Innolux), will become the focus of the future. The company plans to produce 13 million 500 thousand ~ 16 million 500 thousand LED backlight panel in 2010. CMO LCD TV supply chain can be divided into two parts: Samsung LCD TV Department for the supply of LCD panels, as well as to other manufacturers of LCD TV supply panel. The former uses the CMO panel and the LED module supplied by Samsung LED, which is assembled by the Chi Mei Group's Technology Technology (Chi Lin) into the LCD module. The latter consists of CMO's parent company Foxconn (Foxconn) group is responsible for the assembly of liquid crystal modules, and then supplied to the TV manufacturers.

Xiujie Lin pointed out that the panel supply chain on Foxconn to Samsung electronics manufacturers outside, the future should pay attention to two points. The first is the CMO Qili group company (Chi Mei Lighting Technology photoelectric technology) LED investment. It is reported that, due to the improvement of technical strength, the company's LED is expected to be used for television. Qili photoelectric technology may be involved in this field in the second half of 2010. Another point is the trend of mainland TV manufacturers. CMO has a higher share of the mainland market. If the mainland TV manufacturers decided to strengthen the LED backlight TV, then the mainland has a strong customer base, the possibility of CMO will play its advantages will be high. In addition, not only the LCD module, Foxconn may also be responsible for the assembly of LCD tv.

Chinese TV manufacturers in the Spring Festival in 2010, the market share of the business downturn. Xiujie Lin pointed out that the main reason is that the mainland manufacturers failed to prepare LED backlight LCD tv. Mainland manufacturers have been committed to equipped with cold cathode tube (CCFL) backlight 32 inch LCD tv. However, in the future of the war, the mainland manufacturers are expected to pay attention to LED backlight LCD tv. Xiujie Lin said that if the total of seven mainland TV manufacturers production plan, LCD TV production in 2010, Chinese will reach 40 million 700 thousand units, 8 million 750 thousand units of which equipped with LED backlight products will reach 17.5% of the total.