Well developed LED (light emitting diode) television industry, suddenly there came the news of the upstream chip shortage, domestic color TV manufacturers have recently bit helpless. LED TV market late last year entered a phase of explosive growth, the sudden demand for heating up the terminal so that the upstream market time to react, although the chip makers at full capacity, but tight supply and demand situation will continue for some time. Among these, representatives of enterprises with Samsung for the scale advantages, but also in advance with the chip makers signed the "protection" of the supply agreement, further exacerbating the tight supply situation of domestic enterprises. In this regard, the domestic enterprises if Baotuan machine negotiations may be able to calmly deal with supply shortages.
Chip gap up to Qi Cheng
Starting from April this year, the printing on the LED chip, there have been news of tight supply. To a 5,6 month, the chip shortage problems have become increasingly prominent, many TV manufacturers have also complained about not get the goods.
Xiamen Overseas Chinese Electronic Co., Ltd. Vice President Zeng will be the "China Electronics News," said LED TV this year, the situation with the chips in short supply, may affect the normal development of LED TV industry.
David Hsieh, president of DisplaySearch Greater China, told the "China Electronics News" reporter, expected in 2010 LED-backlit LCD TV penetration can, refrain. 2012, LED-backlit LCD TV will be more than cold-cathode backlit LCD TV penetration rate of more than 50%. Enterprises, the current Samsung, LG and Amtran 3 LED TV sales target for 2010, nearly 1,400 million units, with Japanese manufacturers and brands in China expected 1,500 million, LED TV sales are expected this year, 5 2009 times. If a chip LED TV demand is 1000, then the global needs of the LED chip, a year close to 300 million million. LED TV chip production capacity at present is far from satisfying this demand.
It is understood that in the LED market to have more right to speak, Samsung, AUO and so long to begin the vertical integration of industrial chain. But they also face a problem that can not be self-sufficient LED chip production capacity. So back in early 2009, Samsung is pushing LED TV, began to power the chip package under a lot of grain production. Since the March 2009 start, demand for high-brightness blue LED chip supply difficulties, and at the end of 2009, chip makers Epistar and Formosa Epitaxy has reached 6 weeks of delivery, the U.S. chip plant Cree is up to the delivery of 3-4 months.
Into 2010, the Chinese mainland and other emerging markets, the surge in demand for LED TV, special promotions in the New Year and May Day under the influence of the chip shortage is even more apparent.
Statistics from the chip makers, the current TV with the LED chip gap up to about Qi Cheng, estimated that the first quarter of 2011, LED chips are difficult to alleviate the shortage situation. This reporter learned that, due to the cost of LED backlighting LED TV sets accounted for the proportion of the total cost of 10% to 15%, the stock prices of the end product will curb the trend of rapid decline.
Blame the rapid expansion of the market
As a representative of a new generation of LCD TV, LED TV has been very eye-catching. Especially in March 2009, Samsung took the lead in the global mass market LED television later, touched off a global consumer concern.
It is understood that the first half of 2009, Samsung LED LCD TV in all its sales of LCD TVs for less than 5%, but the second half of 2009, the proportion has reached 10%. In early 2010, Samsung Electronics China Headquarters, Minister of Liming Xu TV product marketing to the "China Electronics News" reporters, LED LCD TV ratio is expected to reach three percent.
As the years in the consumer electronics market, Samsung's rapid rise, leading to the domestic color TV enterprises to follow, follow the example of Samsung's strategic behavior and less.
September 2009, six months after Samsung struggled, the Chinese color TV enterprises respond to market large quantities of LED TV. After last year's National Day promotion experience, LED TV market competition intensified. On this basis, Hisense, and the same party has a LED backlight technology and manufacturing capability of independent, Skyworth, Konka, TCL and other enterprises with a LED backlight module manufacturing capacity. In 2009, domestic machine Hisense, Skyworth television to make the traditional CCFL LED TV transition planning, Konka, TCL, Changhong and other brands are also actively follow up on, and then Philips, Toshiba, Sony's action in this area is not obvious.
Into 2010, domestic color TV manufacturers release new products almost all LED TV. Especially this year in April, Hisense, Skyworth and other domestic enterprises to further clear that the mainstream TV LED TV in the next few years, the strategic position in the TV business. Under the influence of domestic enterprises, Sony, Toshiba, Sharp and other companies have also raised the proportion of LED TV shipments.
However, while these companies involved in LED TV quickly and module manufacturing machine, but the real strength of the chip business did not achieve much. So when the whole enterprise LED TV shipments expected to rapidly increase, the chip makers appeared in the stretched embarrassment, the scale of competition as the key reason why the chip shortage.
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