Organizations generally see low global LED TV penetration rate
Among them, DisplaySearch's latest research report pointed out that due to the continued sluggishness of the global LCD TV market, the total global TV shipments in 2011 will reach 252 million units, which will be 3% lower than the original estimate. Among them, the global shipments of LCD TVs in 2011 will reach 210 million units (only an annual increase of about 9%), lower than originally expected.
Not only the growth rate of the North American market in 2011 may fall to 2% (the annual growth rate of shipments in 2010 is 4%), the TV shipments in Western Europe may be reduced by 1.5% in 2011, and the Japanese market is terminated by the government subsidy policy. It is estimated that TV shipments in 2011 will be more than 40% lower than last year.
Analysis of the reasons for the decline in global TV shipment growth this year is not as expected, mainly related to the decline in LCD TV shipments. Because LCD TVs currently account for more than 80% of the global TV market penetration rate. The main factors affecting the performance of LCD TV shipments in 2011, including mature markets (such as North America, Western Europe, Japan, etc.), flat TV penetration rate, European and American debt crisis, China's macro-control and inflation issues, flat-panel TV new technology evolution too The energy-saving features of fast, LED-backlit LCD TVs may not be fully marketed and so on.
However, overall, the growth momentum of TV shipments in emerging markets is still more than the mature market. The penetration of flat-panel TVs in countries including China, Latin America, and India is low, so market demand remains strong. And growth from these emerging markets should basically offset the decline in mature markets.
In terms of individual markets, although the annual growth rate of LCD TV shipments in China has begun to shrink in 2011, it is expected that China’s overall flat-panel TV shipments will reach 46 million units in 2011, surpassing North America and Western Europe, and staying global. The largest flat-panel TV market position.
Upstream manufacturers "eager" to back light
LED demand recovery is expected to be extended to September, after the LED industry once thought that the warming of demand will be extended to August, but at the beginning of August, the main chip factory including LED backlight (2448), ç’¨ (3061) and The packaging factory Yiguang, who believes that it will be observed again in August, is expected to be more clear in September.
Yiguang Chairman Ye Yufu pointed out that the third quarter revenue is expected to be the same as the second quarter. Liu Bangyan, general manager of Everlight, pointed out that the capacity utilization rate in the third quarter is about 70% to 80% in the second quarter. Looking at the visibility of orders, I am looking forward to September. Last Friday, Everlight entered the main upstream chip factory Taigu (3339), plus Jingdian and Guangjiao (8199), which has the largest chip capacity in Taiwan.
As the LED backlight market situation is not as good as expected this year, Everlight has aggressively entered the lighting market this year.
However, at present, lighting still accounts for only 10% of the revenue of Yiguang. Liu Bangyan pointed out that our goal is to achieve 10% of lighting by the end of this year. It is now expected that the demand for LED backlights will pick up in September. Liu Bangyan pointed out that this year's LED TV penetration rate is still working hard to achieve 40%. The market temperature recovery of mobile phone keypad backlights is also expected to pick up in September.
It is understood that the relative number of LED TVs is being reduced due to the improvement of the performance of individual devices. Therefore, the impact of the reduction of the number of LEDs on LED chips and packaging factories has gradually become apparent, which will become a major constraint for backlight heating. factor.
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