Three forces layout China LED backlight module industry

With the continuous growth of China LCD TV market, the increasing of LED in large size backlight permeability, the next few years Chinese backlight industry is expected to be rapid development. Attracted by this trend, the local manufacturing enterprises to seize opportunities to get involved in the large-size backlight module, many enterprises in Japan and Taiwan regions also have to invest in mainland factories, in addition to the TV factory, the domestic LCD panel factory consider vertical integration strategy based on continuous support optical module manufacturing field extension, gradually formed the three major forces Chinese LCD production field. These three parties will be the main theme of the future of China's backlight module industry for a period of time, but also related to the health and development of China's entire LED industry and LCD industry.

From the angle of manufacturing liquid crystal display of the whole industry chain can be divided into panel, backlight module, and terminal four links. As the LCD panel itself does not shine, we must use the backlight module in order to achieve the display function, so the backlight module has become one of the key components of liquid crystal display devices. The utility model is mainly composed of a prism lens, a light guide plate, a back light source, a diffusion film, a reflecting sheet and an outer frame. Backlight can be divided into two categories CCFL and LED. At present, small and medium-sized panels have been basically using LED as the light source, with light efficiency and price constraints eased, LED also began to be installed to the large-size backlight module, the mainstream in the future has been established. And as the LED used, more and more technologies such as dynamic backlight control technology, ultra-thin technology, cooling technology is applied to the backlight module and the backlight module industry gradually changed the previous Labour intensive, with the added value of technology more and more, in the industrial chain is more and more obvious. CCFL era, due to the weakness of the upstream panel industry chain, backlight module industry has not been able to get a good development, LED era will be a favorable opportunity for China's backlight module industry to accelerate the development of.

Overall, most strongly on the development of LCD backlight module demand is probably the TV machine factory or LCD panel factory. In recent years, the LCD industry increasingly fierce competition, only to strengthen the vertical integration efforts of enterprises, and international companies can effectively solve the problem of raw material, the key for cost reduction, product differentiation etc.. To this end, a number of major domestic television companies such as Hisense, SKYWORTH, Konka, etc. have entered the LCD module assembly industry after the beginning of the development and manufacture of backlight module. In the case of Hisense, September 2007 Hisense announced that production of the first domestic LCD TV module production line, and plans of three investment 700 million yuan, completed the construction of five module production line, and ultimately the formation of 3 million annual film production capacity. In addition, the main mode of looking for partners is also a TV factory development of backlight module factory, such as the main LCD panel AUO Taiwan photoelectric respectively with Changhong, TCL and Haier respectively reached an agreement to set up a joint venture LCD module plant.

If the television factory is from the downstream industry chain to integrate LCD module factory, the BOE, shentianma such panel factory, and TV machine factory reverse taken from the industrial chain upstream integration down LCD module implementation strategy, additional price to value. BOE, for example, from the introduction of the 5 generation of liquid crystal panel in 2006 at the beginning of the line, to invest in the establishment of BOE tea Valley, as its supporting modular production enterprises. 2008 FPDChina exhibition BOE display includes 32 inches LCD TV, including a series of LED backlight products. Currently, BOE tea Valley has been on the laptop and TV with LED backlight module began to supply.

From the current development situation of the industry point of view, in the preparation of (inhouse) and vertical integration has become increasingly popular. TV and panel factories also have more operational resources and economic strength. Therefore, the establishment of the LCD module factory by the TV factory, the panel factory, or for the television factory, panel factory supporting production, and ultimately the formation of industrial clusters, will become China's future LED backlight module industry mainstream business model.

LCD module within the system despite the trend of more and more obvious, LED as an important component of the large vertical integration of the TV manufacturers is a natural thing.