Since 2009, Samsung introduced the side edge (Edge-Lit) LED (light emitting diode) TV, after, LED TV solves the high prices and high specifications of the issue to a reasonable price, slim design, energy saving and environmentally friendly consciousness and so to attract the consumer. This also made many TV brands, panel manufacturers, suppliers backlight LED TV has come to believe that a better future.
However, just when you rush into, LED TV supply chain, also followed many of the problems exposed, especially in the case of technology is not yet fully mature, many LED backlight solution emerged, the entire supply chain becomes more complex.
Imperative to replace the CCFL LED
We found that since 2004 the growth of the global flat panel TV the first phase, the so-called flat-panel TVs (LCD and plasma) to replace the traditional CRT (CPT) TV stage. LCD panel production capacity, the rapid evolution of technology and the whole material and manufacturing costs and decreased rapidly rapidly growing popularity of flat panel TV is the major promoter.
2004 LCD (LCD) television less than 1,000 million units shipped in 2008, has grown to 1 million units (more than the traditional color tube TV), and in 2009 reached 145 million units. CRT TVs already exist half a century, but in less than 5 years are catching up LCD television shows amazing explosive panel industry. With the LED technology used in panels, we believe that the growth of the global flat panel TV will be the second phase of the cold cathode tube (CCFL) LCD TV transition to LED-backlit LCD TV. As for the third wave of growth, we consider three-dimensional television (3D TV) popularity, but at the moment 3D TV is still in early stages of development and market exploration, growth momentum is far behind the LED TV, the status of the hardware and software were not mature under 3D TV remains to be seen whether universal coverage.
2009 global LED-backlit LCD TV shipments to 360 million units, can be said that the first year of LED TV. However, if the volume from the point of view, last year sold 145 million units worldwide LCD TV, LED backlit TV only 4% and permeability is very low. But in 2010 the brand launched with LED products, LED-backlit panel TV production technology and the rapid development of end-2010 is expected to be forced Jin Sancheng permeability. We believe that the 2012 LED-backlit LCD TVs will be more than the cold cathode backlight LCD TV.
LED backlight technology is not perfect
CCFL backlit by the LED-backlit LCD TVs to LCD TVs, both from a technical point of view or from the market are inevitable evolution, after all, consumers have become increasingly demanding for the visual, and R & D firms and production capacity are also rising. There are many advantages of LED backlighting, but the LED-backlit LCD TV technology is not perfect.
From the advantage point of view, LED has the following advantages.
First, thin. Are edge-lit LED current (Edge-Lit) based, in other words to encapsulate and combine LED light bar (LightBar) way to install the side of the backlight or the panel, thereby reducing the space required for the backlight, and then to lightweight and thin.
Second, the energy saving. Unlike the cold cathode LED driver requires a larger voltage and tube current, and even the number of stars with more direct type LED's LED backlight power than the CCFL backlight.
Third, can increase the average selling price of panels. For panel makers, TFTLCD is a capital-intensive high-tech intensive industries, which face declining average selling price and the price collapse of the dilemma when supply exceeds demand, so how to increase the added value of the panel is critical. LED backlight has a thin, lightweight, power and comply with environmental regulations and other value-added, which can allow panel manufacturers to improve its average selling price, speed up the return on investment.
Fourth, product differentiation. For brands, the product is nothing more than the cost of competitive advantage and differentiation advantage. Cost competitiveness is a bloody contest, depending on the efficiency of assembly and assembly size, slightly behind it is easy to generate a loss, so we see many international TV brands have begun to reduce their own production facilities, and outsourcing to larger scale, management more professional manufacturer (OEM / ODM). Part in the differentiation, LED LCD TV brands can successfully build brand image.
Of course, LED TV also has some disadvantages.
First, the costs are still much higher than traditional CCFL backlight, which continues to be technology development and production continued to expand.
Second, LED backlight supply chain than traditional CCFL backlight supply capability maturity, it is not easy to produce convergence, the delivery will not ring true phenomenon.
Third, the LED edge-lit backlight brightness and uniformity than traditional CCFL backlight, so technology developers must be added the many optical materials and components, which enhances the product design and supply chain complexity.
Fourth, the LED edge-lit LED backlight light source can not give full play to the dynamic control of the advantages of light and dark. As for the LED light source, each one installed in the LED backlight panel can be individually lit or die off, so it can be different as light and dark on the screen for adjustment of the LED's light and dark image areas, so dark dark and bright images even brighter part of this dynamic control of light and dark of the biggest advantages is that a substantial increase in panel contrast. Direct type of LED backlighting evenly spread due to the LED backlight panel surface, so you can achieve dynamic control of light and dark. But the edge-lit LCD display backlight structure, dynamic control of light and dark can not be achieved.
Supply chain challenges
DisplaySearch found that the current supply of LED backlight TV is not smooth, many new types of LED-backlit LCD TV delay, panels or LED and CCFL backlight increases the spread. Since April 2010, the main supplier of LED panel Samsung, LG Display, Sharp, AUO and Chi Mei, have been asked to improve the new LED-backlit LCD TV panel prices, while maintaining or reducing CCFL-backlit LCD TV panel prices. For now, panel buyers may not have any choice but to accept higher LED panel spread, because the brand models for the active LED shipments goal forcing them to get more LED-backlit LCD TV panels. From April 2010 onwards, 32 inches, 40 inches, 42 inches, 46 inches, 47-inch and 55-inch LED-backlit LCD TV panel size of the average price hike of $ 5.
The current tight supply chain, LED backlight for many reasons, one of the reasons is because the TV brand for the 2010 LED-backlit LCD TV shipment goal is too active, resulting in less supply chain reaction. Our study shows that the supply chain, LED supply chain may need two or three months lead time before they can catch up with demand. In addition, due to lack of production experience, LED backlight poor pass rate of production, so that polarizers, mirrors, optical film and light guide plates (LGPs) are also facing stress and shortages. However, we believe, LED backlighting will not be long-term spreads continued to increase, otherwise the soaring price of LED-backlit LCD TVs may hurt consumers will buy LED products
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