LED backlight penetration is not as good as expected TV makers to push back CCFLs

Due to the weak buying and buying momentum in mature markets such as Europe, the United States and Japan, and the heavy inflationary pressure in emerging markets, the LED backlight LCD TV market has been greatly favored in recent years. Not only does the backlight module maker Midea strongest optoelectronics predict that TV backlight module shipments in the second quarter of this year will be reduced by 30% in the quarter, and more and more supply chain manufacturers also said that due to the recent development of CCFL cold cathodes Lamp backlighting new models are expected to have a relevant effect on the supply chain, which may gradually show up in the second half of this year.

According to recent industry estimates, the penetration rate of LED-backlit LCD TVs in the first quarter of this year is about 35%. It is estimated that the penetration rate in the second quarter of this year may come to 40%, but it may not even reach 40%. If the penetration rate of LED backlit models grows as slow as expected in the first half of the year, it is estimated that even if the penetration rate of LED-backlit LCD TVs reaches 40%-50% by the end of the year, the average penetration rate of LED-backlit LCD TVs in 2011 will be the same. It may only be about 40%, far lower than the market's optimistic forecast of 50%.

At present, market adjustment agencies have maintained a forecast of about 2.1-2.2 billion units for the global LCD TV market in 2011, with an annual growth rate of over 10%. However, even if the quantity does not change, changes in the product mix will still have a qualitative impact on LCD TV supply chain manufacturers.

The main reason is that after the earthquake in Japan, the Japanese market that was originally viewed this year as a result of the end of the subsidy policy has become more boring because of the tightening of consumer willingness. In addition, mature markets such as Europe and the United States are facing debt and high oil prices. Emerging markets are exposed to inflationary pressures. Many variables in the broader environment have increased the price sensitivity of the LCD TV LCD TV consumer market in the near future.

This led to a large number of manufacturers of LCD TV brands (such as Samsung, SONY, etc.) that have recently come back to develop new models of CCFL-backlit LCD TVs. It takes about several months to estimate the time for the new model design and development to reach mass production. The relevant effects of these new CCFL models on the TV supply chain may gradually show up in the second half of this year.

For suppliers such as LED and light guide plates, whether the contributions from TV backlight sources this year will meet expectations will probably remain to be observed.

For the component manufacturers who need LED backlighting or CCFL backlighting, such as backlight module and optical film supplier, the focus of observation may be the change of product mix, the trend of product prices, for revenue and gross The impact of interest rates.

As for the suppliers of CCFL backlighting related CCFL lamps and diffuser panels, although the new models of CCFL launch may bring unexpected performance contributions, the trend of product declining prices has to be handled with caution. In particular, new models introduced in response to the rising price-sensitive environment, from the upstream components to the midstream and downstream system assembly, brand-side, in fact have a strong cost pressure must be overcome.