As the core product of home entertainment, the color TV market never lacks the focus of attention. "Cloud", smart, 3D are undoubtedly synonymous with the color TV market in 2011, when we gradually fade out the attention of LED, LED TV has been a new high, becoming the main force in the LCD TV market.
TV sales were weak this year and the market was almost zero growth, hitting a new low in nearly 10 years. The three major markets in North America, Japan, and Europe have experienced a decline in sales performance this year. Although emerging markets continue to grow, the growth is still insufficient to offset the decline in mature markets, so the annual shipment estimate is only 248 million units, and shipments last year. quite.
However, with the exception of video-tube TVs and back-projection TVs, the flat-panel TV market still grew by 6%. Among them, the shipment of LCD TVs was approximately 206 million units, representing an annual growth of approximately 7.3%. Although the brand factory is conservative about the market demand in the second half of the year and has revised down its annual shipping target, DisplaySearch believes that the market is still growing in the long term. It is only that the past high-growth event is no longer expected. The estimated annual growth rate of future shipments will be only one. Number of digits. Thanks to the increase in LED backlighting and 3D TV models, the average price of LCD TVs has been relatively stable. This year, the average price has fallen by only 7%, so the output value is flat throughout the year.
According to research data, in September 2011, the LED TV retail scale reached 2.174 million units, and the market penetration rate exceeded CCFL by 55.6%, a record high. At present, LED TV is already the mainstream technology in the market and it is expected that the penetration rate will reach 100 in 2015.
Three factors promote the rapid penetration of LED TV market
First of all, after nearly two years of market cultivation, regardless of product technology or consumer product awareness has entered the mature period, accepted by the majority of consumers, and even become the criteria for the selection of television products.
Secondly, all brands actively participated. As of September 2011, the number of LED models exceeded the CCFL model with a ratio of 56:44. According to data from major cities, LED penetration of major brands exceeded 60%.
Third, LED TV prices have accelerated, LED average price dropped from 5800 yuan at the beginning of the year to 5200 yuan in September, a rate of 11%, and the CCFL price rate narrowed to between 1.2 to 1.4, promoting the rapid penetration of the LED market.
It is estimated that in 2011, the sale of LED-backlit LCD TVs nationwide was 18.66 million units, with an average annual sales penetration rate of 51%.
Taiwan's optoelectronic industry will shift to the mainland will become a trend
Recently, the sub-forum on the “High-end Forum for Cross-Strait Emerging Industries Cooperation and Economic Transformation and Upgrading†has been held in Huizhou, Guangdong. The cross-strait industry has discussed the complementary advantages of the two sides and the prospect of jointly developing the optoelectronics industry.
Taiwan's optoelectronic industry has formed a complete industrial chain from upstream panels, chips, midstream modules, and downstream displays. It has advantages in management, capital, technology research and development, and personnel training. However, Taiwan is facing challenges such as the small market on the island, rising production costs and dependence on overseas markets.
At present, optoelectronics industry has formed a liquid crystal display industry in Huizhou, representing the next generation of optoelectronic technology, OLED display, DLP / LCOS display industry go hand in hand, and common development. Huizhou is also the third largest TV production base in the world and the major mobile phone production base in China. The huge demand for LED displays has promoted the rapid development of the city's optoelectronics industry. It is estimated that the annual output value of the optoelectronic industry in this area will exceed 60 billion yuan.
Ye Jun, General Manager of Taiwan AUO Optoelectronics Co., Ltd., proposed at the forum that the advantage of cross-strait cooperation lies in having the world's largest LCD panel production capacity, large-scale LED production capacity, and large-scale TV production capacity and brand. Can make full use of the advantages of common cooperation, such as promoting energy-saving subsidies policy to create the peak demand for LED TV; cross-strait LCD panel plant division of labor, specify panel standards, production lines, complementary products, improve production efficiency. LED TV can also jointly develop emerging markets and reach a global TV market share of 60%.
LED TV supply chain closed mainland LED plant is difficult to enter
Although China's LED manufacturers have increased their capacity, they lack sufficient professional engineers to adjust their production yields. Therefore, effective production capacity still takes a long time to reach, plus the panel factory group has already There are abundant sources of LED supply, and the opportunities for external procurement are not high. Therefore, it will be difficult to successfully position the LEDTV panel supply chain in a short time, which is not enough to pose a strong threat to the Taiwan factory.
Longda Electronics chairman and general manager Su Fengzheng said that in the next two to three years, the output value of the LED market will mainly come from the panel backlight source, which is still a hotly contested area for the military.
In order to master key components and reduce manufacturing costs, five panel makers including Samsung, LG, AUO, Chi Mei, and Sharp have stepped up their deployment of LED supply sources, such as the establishment of AUO. The subsidiary company Ronda et al., in order to reduce the outsourcing repudiation, allows the strategic cooperation model within the group to be popular, and the LEDTV panel supply chain is also more closed, and it is unfavorable for the LED manufacturers in mainland China to enter the LEDTV market with aggressive oversizing and expansion.
Currently, LED manufacturers in China have low production yields, and each of the top five panel makers in the world has its own LED manufacturer. Therefore, it is not easy for the mainland LED factories to successfully cut into their supply chains. He further disclosed that after confirming with MOCVD equipment suppliers, the actual number of MOCVD machines installed by LED manufacturers in mainland China in 2011 was only about 300 to 400 units, which was a big drop from the original estimated 800 units. The main reason is that market demand is not as expected, coupled with the lack of professional engineering manpower to control the yield rate, so it is expected that the profit generated by the production capacity in the short term will not be much, and the threat to Taiwan's LED suppliers will also be relatively reduced.
According to industry experts' estimates, since the beginning of 2010, the compound annual growth rate (CAGR) of the LED market in the next 10 years will be as high as 21.12%, and the output value will be US$57 billion, of which the panel backlight application will be the main kinetic energy for short-to-medium term growth, and lighting Application is a long-term growth opportunity. As a result, for LED industry players, LEDTV will remain a significant source of revenue for the next three years.
In the face of the burgeoning demand for LED lighting, various LED players have also devoted their full efforts to the card slot. LED manufacturers in mainland China will certainly not be absent. Su Feng is convinced that LED production from China's LED manufacturers has a low price advantage, which will initially stimulate the demand for LED lighting market, and it is expected to take the lead in driving the low-end lighting market first.
TV sales were weak this year and the market was almost zero growth, hitting a new low in nearly 10 years. The three major markets in North America, Japan, and Europe have experienced a decline in sales performance this year. Although emerging markets continue to grow, the growth is still insufficient to offset the decline in mature markets, so the annual shipment estimate is only 248 million units, and shipments last year. quite.
However, with the exception of video-tube TVs and back-projection TVs, the flat-panel TV market still grew by 6%. Among them, the shipment of LCD TVs was approximately 206 million units, representing an annual growth of approximately 7.3%. Although the brand factory is conservative about the market demand in the second half of the year and has revised down its annual shipping target, DisplaySearch believes that the market is still growing in the long term. It is only that the past high-growth event is no longer expected. The estimated annual growth rate of future shipments will be only one. Number of digits. Thanks to the increase in LED backlighting and 3D TV models, the average price of LCD TVs has been relatively stable. This year, the average price has fallen by only 7%, so the output value is flat throughout the year.
According to research data, in September 2011, the LED TV retail scale reached 2.174 million units, and the market penetration rate exceeded CCFL by 55.6%, a record high. At present, LED TV is already the mainstream technology in the market and it is expected that the penetration rate will reach 100 in 2015.
Three factors promote the rapid penetration of LED TV market
First of all, after nearly two years of market cultivation, regardless of product technology or consumer product awareness has entered the mature period, accepted by the majority of consumers, and even become the criteria for the selection of television products.
Secondly, all brands actively participated. As of September 2011, the number of LED models exceeded the CCFL model with a ratio of 56:44. According to data from major cities, LED penetration of major brands exceeded 60%.
Third, LED TV prices have accelerated, LED average price dropped from 5800 yuan at the beginning of the year to 5200 yuan in September, a rate of 11%, and the CCFL price rate narrowed to between 1.2 to 1.4, promoting the rapid penetration of the LED market.
It is estimated that in 2011, the sale of LED-backlit LCD TVs nationwide was 18.66 million units, with an average annual sales penetration rate of 51%.
Taiwan's optoelectronic industry will shift to the mainland will become a trend
Recently, the sub-forum on the “High-end Forum for Cross-Strait Emerging Industries Cooperation and Economic Transformation and Upgrading†has been held in Huizhou, Guangdong. The cross-strait industry has discussed the complementary advantages of the two sides and the prospect of jointly developing the optoelectronics industry.
Taiwan's optoelectronic industry has formed a complete industrial chain from upstream panels, chips, midstream modules, and downstream displays. It has advantages in management, capital, technology research and development, and personnel training. However, Taiwan is facing challenges such as the small market on the island, rising production costs and dependence on overseas markets.
At present, optoelectronics industry has formed a liquid crystal display industry in Huizhou, representing the next generation of optoelectronic technology, OLED display, DLP / LCOS display industry go hand in hand, and common development. Huizhou is also the third largest TV production base in the world and the major mobile phone production base in China. The huge demand for LED displays has promoted the rapid development of the city's optoelectronics industry. It is estimated that the annual output value of the optoelectronic industry in this area will exceed 60 billion yuan.
Ye Jun, General Manager of Taiwan AUO Optoelectronics Co., Ltd., proposed at the forum that the advantage of cross-strait cooperation lies in having the world's largest LCD panel production capacity, large-scale LED production capacity, and large-scale TV production capacity and brand. Can make full use of the advantages of common cooperation, such as promoting energy-saving subsidies policy to create the peak demand for LED TV; cross-strait LCD panel plant division of labor, specify panel standards, production lines, complementary products, improve production efficiency. LED TV can also jointly develop emerging markets and reach a global TV market share of 60%.
LED TV supply chain closed mainland LED plant is difficult to enter
Although China's LED manufacturers have increased their capacity, they lack sufficient professional engineers to adjust their production yields. Therefore, effective production capacity still takes a long time to reach, plus the panel factory group has already There are abundant sources of LED supply, and the opportunities for external procurement are not high. Therefore, it will be difficult to successfully position the LEDTV panel supply chain in a short time, which is not enough to pose a strong threat to the Taiwan factory.
Longda Electronics chairman and general manager Su Fengzheng said that in the next two to three years, the output value of the LED market will mainly come from the panel backlight source, which is still a hotly contested area for the military.
In order to master key components and reduce manufacturing costs, five panel makers including Samsung, LG, AUO, Chi Mei, and Sharp have stepped up their deployment of LED supply sources, such as the establishment of AUO. The subsidiary company Ronda et al., in order to reduce the outsourcing repudiation, allows the strategic cooperation model within the group to be popular, and the LEDTV panel supply chain is also more closed, and it is unfavorable for the LED manufacturers in mainland China to enter the LEDTV market with aggressive oversizing and expansion.
Currently, LED manufacturers in China have low production yields, and each of the top five panel makers in the world has its own LED manufacturer. Therefore, it is not easy for the mainland LED factories to successfully cut into their supply chains. He further disclosed that after confirming with MOCVD equipment suppliers, the actual number of MOCVD machines installed by LED manufacturers in mainland China in 2011 was only about 300 to 400 units, which was a big drop from the original estimated 800 units. The main reason is that market demand is not as expected, coupled with the lack of professional engineering manpower to control the yield rate, so it is expected that the profit generated by the production capacity in the short term will not be much, and the threat to Taiwan's LED suppliers will also be relatively reduced.
According to industry experts' estimates, since the beginning of 2010, the compound annual growth rate (CAGR) of the LED market in the next 10 years will be as high as 21.12%, and the output value will be US$57 billion, of which the panel backlight application will be the main kinetic energy for short-to-medium term growth, and lighting Application is a long-term growth opportunity. As a result, for LED industry players, LEDTV will remain a significant source of revenue for the next three years.
In the face of the burgeoning demand for LED lighting, various LED players have also devoted their full efforts to the card slot. LED manufacturers in mainland China will certainly not be absent. Su Feng is convinced that LED production from China's LED manufacturers has a low price advantage, which will initially stimulate the demand for LED lighting market, and it is expected to take the lead in driving the low-end lighting market first.
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