LED backlight is not as good as expected TV manufacturers back CCFL

By Europe and other mature market consumer demand is weak, the pressure of inflation in emerging markets and so on factors, this year was highly optimistic about the LED backlit LCD TV LCD TV market, recently increased variable. Not only the backlight module Dachang coretronic forecast, the second quarter of this year TV backlight module shipments quarter by 30%, more and more manufacturers supply chain also said that due to the recent development of some brands back CCFL CCFL backlight of new aircraft, is expected to produce supply chain related effects, may be slowly revealed in the second half of this year. According to recent industry estimates, the first quarter of this year LED backlit LCD TV shipments at about 35% level, permeability, permeability prediction in the second quarter of the year may come to 40%, but even less than 40%. If the first half of the growth rate of type LED backlight penetration as expected to slow, estimated even before the end of LED backlight LCD TV penetration rate can reach 40%-50%, but in 2011 the annual average permeability of LED backlight LCD TV, probably only about 40%, far lower than at the beginning of the market optimistic estimate of 50%. Institute for the 2011 global LCD TV market size estimates, still maintain 2.1-2.2 billion units, the annual growth rate of more than 10%. However, even if the number does not change the product mix, for LCD TV supply chain manufacturers will still have a qualitative impact. Mainly because Japan after the earthquake, originally this year because of subsidies by the end of the Japanese market more conservative view, because consumption will fall into more austerity, dull situation. With Europe and other mature markets facing debt and high oil prices, emerging markets are under the pressure of inflation, many environmental variables, so the recent LCD TV LCD TV consumer market price sensitivity, improve. Which led to part of LCD TV brands (such as Samsung, SONY and so on), has recently re back design of CCFL backlight LCD TV new models. In the new model design, development to the production of the listing time of about a few months to estimate, these new models for the TV CCFL supply chain related effects may be in the second half of this year will slowly show up. For LED and the guide suppliers, this year from the TV back light source contribution, can meet the expectations, I continued to be observed. For LED backlight CCFL backlight or component manufacturers all need, such as optical film, backlight module supplier, the focus of observation may be changes in product mix, product prices, impact on revenue and gross margin. As CCFL backlight models related CCFL tubes and the diffusion plate suppliers, although CCFL new aircraft launch performance contribution may bring contrary to expectation, but the trend is still too cautious response to the decline in value of the product. In particular, due to the increase in the price sensitivity of the new environment introduced by the new models, from upstream components to the middle and lower reaches of the system assembly, brand side, in fact, there is a strong cost pressures must overcome.