Enhancing the competitiveness of LED-backlit TV requires upstream and downstream linkage

According to market research firm Digitimes Research, the market share of LED-backlit TV will rise from 6% last year to 34% this year. The high-growth large-size backlight market has brought business opportunities to LED manufacturers. But at the same time, whether the supply of LED chips and devices can keep up with the rapid growth of demand has become a market worry. Experts believe that the recent shortage of LED chips is not unrelated to the backlight. In the face of the enticing backlight market, major TV manufacturers have tried to extend upstream. However, China's LED industry is relatively scattered, and products are more oriented towards the low-end. It is an indisputable fact that China's LED large-size backlight market will develop in the future. The upstream and downstream collaborative development model of TV chip manufacturing will be reduced to reduce costs. An effective way of competitiveness.

Seize the LED backlight market opportunity

· Whoever takes up the upstream raw materials and can control the cost, who can seize the LED backlight market opportunity

· Domestic and foreign manufacturers extend to the upstream industry to ensure the supply of components

The LED backlight TV (LED TV) market is expanding rapidly, and various materials show that there will be more than expected growth this year and next. The recent shortage of LED chips has enabled the whole machine manufacturers to step up their upstream investment to ensure upstream supply. In order to make their own LED-backlit TVs develop for a long time, all manufacturers have begun to enter the upstream LED chip industry through cooperation or increased investment. A typical example is LG. According to statistics, LG, the world's second-largest LCD TV manufacturer, expects its LED-backlit TVs to ship 6.5 million units this year, accounting for 20% of its total revenue. This figure will increase to 45% by 2011. The high demand for LED-backlit TV has put a lot of pressure on the supply of upstream LED chips. In order to ensure sufficient supply of LED chips, LG has announced that it will invest in the construction of Jiangsu LED packaging factory Yiguang Electronics and Taiwan LCD TV manufacturer Ruixuan Technology. LED packaging factory. In addition, LG's subsidiary LGInnotek has also increased the production capacity of LED chips. LG Innotek has purchased 50 MOCVD (metal organic compound chemical vapor deposition) equipment in 2009, and is expected to increase another 50 units this year.

Some experts said that now is the key period to seize the market share of LED-backlit TV, who can occupy the upstream raw materials and control the cost, who can seize the market opportunity. It is reported that Hisense has announced that it will raise funds to build five integrated LCD module production lines. At the same time, independent research and development of LED backlights continues. It is also known that Skyworth and Konka are also investing in LED packaging companies to ensure the supply of upstream parts.

However, from the current point of view, most of the whole machine factories have not yet entered the field of LED chips, and some machine manufacturers want to enter the field of LED chips, but no products have come out, it is estimated that they are still in the research and development stage. Experts pointed out that TV manufacturers have cut into LED chip manufacturing, taking the overall benefit as a competitive force, and incorporating the advantages of backlight chip production into the overall machine benefits, it is expected that integrated innovation and overall cost control will bring benefits. If the two are separated, China will lose its chance, and LED backlights will be difficult to do.

LED backlight application has obvious advantages

· LED large-size backlight application and lighting market will be the focus of LED growth this year

·LED light source adopts intelligent point light source illumination method, which has several advantages of beautiful, energy saving and environmental protection.

Dr. Zhang Xiaofei, CEO of Gaogong LED, once said that LED large-size backlight application and lighting market will be the focus of LED growth this year, which will also drive the development of upstream LED companies.

At the same time, relevant securities analysis institutions also pointed out that before 2007, the main application field of LED was mobile phone backlight. In 2010, medium and large size backlights will be the main driving force for the rapid growth of LED industry.

According to some data, it is conservatively estimated that the shipment of LED-backlit LCD TVs will be 15 million units this year, and it is estimated that 30 billion LED chips will be needed.

LED TVs accurately say that they should be LED backlight LCD TVs. Unlike common CCFL LCD TVs, backlights are switched from condensed backlights to LED backlights. LED light source technology adopts intelligent point light source illumination method, which has several advantages of beautiful, energy saving and environmental protection. It is a new generation of electronic light source technology that conforms to the trend of human health visual experience, and is also the best upgrade product of traditional CCFL LCD TV.

Industry experts explained to reporters the current implementation of LED backlight TV. LED backlight TV can be divided into RGB-LED backlight TV and white LED backlight TV. The LED TVs currently on the market are mostly white. White LEDs are classified into two types: side-lit backlight arrangement and dot matrix backlight arrangement. The commonality of the two is the innate advantage of having LED light source technology at the same time. The difference is mainly that the edge-lit LED can bring more fascinating thickness, and the dot-matrix backlight arrangement can realize intelligent backlight partition control, which significantly improves the TV screen contrast. The layering of the picture is more prominent, and the performance in terms of energy consumption is also superior.

CCFL is destined to be eliminated by LED

·LED internal driving voltage is much lower than CCFL, power consumption and safety are dominant

·The life of ordinary CCFL backlight is between 30,000 and 40,000 hours. At present, the life of white LED backlight has reached 100,000 hours.

The competition between LED backlights and CCFLs has been around for a long time, and whether CCFLs will be replaced by LEDs has been controversial. However, it is undeniable that the energy-saving and environmentally-friendly nature of LEDs cannot be achieved by CCFL. Traditional CCFL backlight LCD TVs must have mercury, which is known as mercury. The LED backlight application intelligent point light source completely emits no mercury, completely solving the environmental protection problem of the LCD TV.

In addition, since the internal driving voltage of the LED is much lower than the CCFL, power consumption and safety are also dominant. According to some data, CCFL requires relatively high AC voltage. It can reach 1500Vac~1600Vac at startup, and LED only needs to work at 12Vdc~24Vdc or lower.

In terms of life, LED backlight technology has indeed surpassed CCFL. The life of ordinary CCFL backlights is about 30,000 to 40,000 hours, and the life of some top CCFL backlights is about 60,000 hours. The life of LED backlights will be longer. At present, the life of white LED backlights has reached 100,000 hours.

The advantages of LED backlights are bound to have no place for CCFL in the future. DisplaySearch's LED backlight market research report in June pointed out that in the first quarter of this year, the penetration rate of LED backlights on LCDMonitor (monitor) panels reached 6.6%, while the penetration rate in LCDTV reached 9.3%. Faced with the fast-growing LED backlight market, experts pointed out that in order to develop large-size LED backlights, China should strengthen the linkage between TV manufacturers and LED chips and packaging, and take the overall benefits as competitiveness, which is expected to bring the entire industry chain. development of. If the whole machine and the LED industry are separated, China's LED backlight industry will be difficult to do, and LED-backlit TV will have no market share and competitiveness.