2011 LED backlight LCD panel share will be greatly increased

IHS iSuppli company in 2011, more than 2/3 of global shipments of large size LCD panel will use LED backlight, the proportion of less than 50% in 2010.

It is expected that in 2011 there will be 67% of large-size LCD panels using LED backlight, higher than in 2010 of 44%. 2011 LED backlight large-size LCD panel shipments will reach 495 million 600 thousand, an increase of more than 283 million 300 thousand in the year of 2010 by 74.9%.

For laptops and netbooks, the share of LED backlight in 2011 will rise from 91% in 2010 to $100%. In 2011, the share of LED backlight in TV and monitor panels will rise from around 20% in 2010 to nearly 50%.

By 2014, LED backlight large-size LCD panel shipments will grow from 117 million 800 thousand in 2009 to $834 million 600 thousand, the annual compound growth rate of 47.9%.

The following figure shows the size of the company's IHS iSuppli LED backlight LCD panel shipments forecast for 2009-2014. IHS iSuppli the definition of large size LCD panel, the diagonal size is greater than or equal to 10 inches panel.

LED backlight panel in 2010 to promote the growth of large-size LCD panel shipments are the main factor, is the fastest growing areas, and will soon become the largest area of the LCD market. With the continuous decline in costs, consumer demand for LED backlight TV is growing, more consumers favor its excellent picture quality, low power consumption and a thinner shape.

Panel oversupply worries

Despite the strong growth in shipments of LED backlight products, but in 2011 the size of the panel market is facing oversupply worries. Excess supply will lead to price decline.

According to the analysis of the current production plan of the panel suppliers, the first half of 2011 may significantly exceed the market demand. However, the second half of 2011, the rate of expansion may fall below the level of demand.

If the panel suppliers can intelligently control production, then the situation in 2011 LCD industry may be very good. Similarly, the first half of excess production may lead to an increase in inventory and excess supply in 2011.

2011 3D panel change

In addition to LED backlight, another major trend in the large-size LCD market in 2011 will be the transformation of the 3D TV panel market. 2010 3D TV market acceptance is less than the industry expected, in part because of the higher cost of panels and televisions.

Many panel suppliers in 2011 plans to launch 3D TVs using phase retardation film technology, no longer use the current shutter glasses technology. The phase retardation film technology is used in conjunction with 3D glasses made of polarizing film, which has the advantages of light weight and low cost. Using the technology, glasses cost about $10, making it easier for consumers to have more than one pair of glasses. Shutter glasses cost $100.

In addition to the lower cost, the phase retardation film technology is also said to be a low crosstalk, and the brightness may be higher than the shutter lens technology. It can also be used with lower frame rate (60Hz), and even with CCFL backlight, which can create a lower end, the lower price of 3D tv. However, the shutter glasses technology has the advantages of high resolution, but also has some advantages, such as wide vertical angle. Panel suppliers and a number of brand manufacturers, especially Chinese companies, in the hope that in 2011 the introduction of low-cost phase retardation film technology and polarizer glasses to improve the share of 3D.