LCD TV Panel Makers Target 40 Percent LED Penetration in Q4 2010
Source/Type:  LIGHTimes Online - News - Staff reports

Author: LIGHTimes News Staff

September 3, 2010... LCD TV panel prices fell quickly in Q3’10 due to oversupply and inventory adjustments downstream. However, LED panel prices are falling even faster than CCFL. According to market analyst company, DisplaySearch, the continuing transition to LED backlights is motivating LCD TV panel manufacturers to develop their supply chains in order to reduce the cost of LED-backlit panels. In DisplaySearch's Quarterly LED Backlight Panel Shipment and Forecast Report reveals that 9.5 million, or 18.5%, of the LCD TV panels that shipped in Q2’10 had LED backlights. This was 110% growth over the previous quarter.

The company notes that LCD TV panel makers are targeting aggressive growth for LED panel shipments, with plans to reach 40 percent LED penetration in Q4’10, and to exceed 50 percent penetration in Q2’11. Penetration is highest among leading LCD TV panel makers, including Samsung, LG Display, AUO, Sharp, and Chimei Innolux. Notably, Samsung and Sharp aim to ship more LED LCD TVs than CCFL panels in Q4’10 (Table 1). Among these players, Sharp is the only one focusing on direct-type LED backlights, as opposed to the more common edge-lit structure. “LCD TV panel prices fell quickly in Q3’10 due to oversupply and inventory adjustments downstream. However, LED panel prices are falling even faster than CCFL.” said David Hsieh, Large-Area LCD Research Team Leader and Vice President of the Greater China Market for DisplaySearch. Hsieh added, “Panel makers are expecting to grow their shipments through the end of the year as LED panel prices and end-market retailer prices of LED LCD TVs fall rapidly.”

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