LED TV penetration rate

In LED TV CCFL panel and the TV panel spreads continued to narrow drive, optimistic about the market today (2011) LED TV penetration will significantly grow. Legal believes that in LED TV market will enter the premise of the explosive growth, LED TV back this year will still be driven by the LED industry revenue is one of the main energy amplification, which is expected to supply chain and improve the layout of the port industry, such as crystal electric, canyuan with the East Bay, the performance will be expected to performance.

The East Bay, the current LED TV backlight product revenue accounted for nearly 3, the company in the first quarter of this year, LED TV backlight packaging products will ship to 4 of the world's largest TV plant (added two new Japanese customers), expected LED TV backlight will be driven by the East Bay this year increased 8 key challenges of up to 12 billion yuan energy.

With the decline in LED grain ASP and brightness enhancement, will promote the 32 inch LED TV panel and LCD panel spreads significantly reduced in 2011, which will further stimulate the overall performance of the LED TV permeability. Displaysearch estimates that the 32 inch LED TV panel and the LCD panel will spread from the current approximately $55 in the third quarter of 2011 season, fell to $38; and the 40 inch spreads narrowed from $115 to $83, 46 inch spread will be narrowed from $100 to $75.

Taiwan LED industry in the second half of 2010 under the influence of inventory adjustment, such as Han factory, pull cargo kinetic slowing down, resulting in the performance of the industry generally not as expected. Legal person pointed out that after the end of the customer to adjust the stock movements, Taiwan LED industry revenue has fallen by the end of the fourth quarter of 2010, while the gross margin, if you do not consider the exchange rate factors, is also expected to show the pattern has fallen.

For the LED industry in 2011, legal person that began in March of this year, LED demand will gradually rise; the gross profit margin, although the upper reaches of the sapphire ingot prices are still high, but the industry cost rise relative to the worst is over, the expected future gross margin should be only the biggest variable exchange rate.