Witsview:2013 LED NB penetration rate of 100%

Trendforce WitsView photoelectric Division Manager Qiu Yubin 25 in LED Forum 2009, according to NB, Monitor and TV LED LED NB has pointed out that the trend of the backlight, is unable to go back to the road, estimated in 2013 the penetration rate of 100%, but LED Monitor is relatively limited, estimated in 2011 to enter the off year, while LED TV permeability next year will be a substantial growth of 80% to 13.2%.

Qiu Yubin pointed out that the 9.9% LED penetration in the NB backlight since 2008, has jumped to 60.5% in 2009, as the most explosive growth in a year, but has been unable to go back to the road "LED NB, estimated in 2010 will grow to 83.7% penetration rate can reach 100% in 2013.

Application of LED in the Monitor backlight is more controversial, Qiu Yubin said, LED Monitor LED TV started relatively late, but because of the technical threshold is relatively low, is currently the world's first and second tier manufacturers are already starting to participate in the competition, second tier factory will significantly.

LED and CCFL in Monitor backlight applications, the gap is not large, Qiu Yubin pointed out, LED Monitor and CCFL 16:9 in the product specifications, there is no obvious difference in brightness, contrast and there is no obvious promotion, only emphasizes the dynamic contrast. However, thin and energy saving is the biggest advantage of LED, saving up to 70%.

Nevertheless, LED Monitor next year is still difficult to copy LED NB explosive growth in this year. Qiu Yubin said, Monitor accounted for the proportion of the cost of the panel is about 75%-80%, much higher than the NB 15%-20%, plus Monitor mobile power demand is low, can not see the unplugged niche, while Monitor users demand color, LED Co., is the application of limited reason.

In addition, the high price cost is the main reason. Qiu Yubin said that the larger the size of the LED backlight, the greater the cost gap, to 21.5 inches of products, LED is higher than the cost of 10-11 $CCFL! Therefore, Qiu Yubin estimates, 2010 penetration will grow from 0.8% this year to $11.4%, limited spreads, the following products will be less than 20 inches LED Monitor market, and in 2011 will be the year LED Monitor took off.

LED TV part, Qiu Yubin respectively on the light source, plate, optical film, substrate and even power supply cost comparison, LED TV were higher than CCFL TV about 5-9 times, 2-3 times, 1-3.5 times, 1.5-2 times, 1.5-2 times. Overall, with the size of the TV backlight, LED cost will be higher than CCFL about 2-4 times.

Qiu Yubin pointed out that this year, LED TV penetration rate from 0.2% last year to 2.5%, expected next year will grow sharply 80%, permeability pulled up to 13.2%, the next show progression growth, 2011, 2012 and 2013 respectively, 37.7% permeability was estimated at 26.3% and 48.4%.

At present, although LED TV from Samsung (Samsung) of the side light type LED market, but Qiu Yubin said that the benefit of energy saving and carbon reduction trend, SHARP (SHARP), SONY (SONY), factory direct type technology, in the next 2-3 years still have a chance to challenge samsung.