2014 for the LED industry, is a year of light-emitting heat, mainly due to the LED backlight market demand is flat, but the lighting market demand continues to rise. Coupled with the industry's attitude towards the new MOCVD equipment cautious, resulting in LED supply demand since 2014 has gradually reached the level of stability.
LEDinside said that in 2013 the LED TV penetration in the Chinese TV factory driven down to 95% levels, in 2014 is expected to fully replace CCFL, the annual TV shipments estimated at up to 209 million units, an annual growth rate of 3%. However, in 2014 LED TV backlight estimated value of $2 billion 410 million, the annual growth rate will decline by 17%, the main reason for the direct type TV LED number is a side light type was less about 50%, while the 2014 direct type aircraft penetration rate will reach 60%, is the result of whole LED TV shipments growth, the main reason is the output value of LED drop.
2011 straight down backlight module concept is to replace the traditional CCFL backlight module, when the main principle is to sacrifice the thickness, and get a better cost advantage. However, as technology advances more and more, when the thickness has only need to sacrifice some time or straight side type backlight and thickness in the thin backlight, direct type backlight module in the cost and other advantages, such as easy to do: narrow borders, suitable for local dimming (dynamic control technology) then gradually eroded to the side in the high-end models, that is, without sacrificing the thickness and costs can be reduced, resulting in later direct type LED backlight design of the rapid rise of permeability.
Lighting market size is slightly confusing, plus the entry threshold is low, so the entire lighting market demand into a variety of styles, for large-scale enterprises, perhaps more adverse. Therefore, the company is to take a single lighting specifications and fixed gross profit margin business model. But have to admit, 2014 is a year of LED lighting off.
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