LED backlight and panel industry market dynamics

Hisense takes the lead in implementing standardization of LED backlights. It is predicted that in 2012 TV LED backlight shipments will be eight times that of mobile phone LED backlights.

China's LED backlight suppliers expect that as a local company is selected to take the lead in standardization work, the competitiveness of domestic companies in the international market will increase. At the annual meeting of the International Electrotechnical Commission's Flat Panel Display Technology Committee (IEC/TC110) held at the end of 2009, the selected Hisense Group and Korean experts drafted detailed international standards. Other major local TV manufacturers also plan to participate. The new standard will include related terms and specifications, test methods, and detailed statements. Some Chinese companies have previously participated in such work, specifically OLEDs and PDPs. But this is the first time that domestic companies have taken the lead. Manufacturers believe that this is not only an opportunity for domestic industry technology upgrading, but also that China's international status has been affirmed.

Chinese TV and component suppliers will benefit from it, especially as LED backlights are now more widely used in TV panels. According to DisplaySearch, LED backlighting accounted for 3% of the panel in 2009 and is expected to reach 10% this year. This trend is also reflected in the LED-backlit flat-panel TVs, Displaybank's data show that this type of TV shipments is expected to exceed 20 million units by the end of the year and is expected to exceed 50 million units in 2012. According to these data, the backlight for the LED will be eight times that of the mobile phone LED backlight.

For this reason, Chinese TV manufacturers expect the annual sales of LED-backlit TVs to increase by 40% in the next few years. It is estimated that the sales of LED-backlit TVs will increase from 3 million units this year to 10.8 million units in 2012. So far, many of China's large manufacturers have launched such TV models, including domestic and foreign manufacturers such as Hisense, Skyworth, Konka, TCL, Samsung, Sony and Sharp.

Anhui Expands FPD Bases Anhui Province is striving to become a flat panel display (FPD) production base in China and establish an international reputation within 5-10 years. To this end, the province passed the master plan for the flat panel display industrial base in China (Hefei) and allocated 64.5 square kilometers of land for this project. The first stage covers an area of ​​21 square meters.

Focusing on the development of 8G TFT-LCD, Anhui is improving the new station development pilot zone in the provincial capital Hefei. Cao Xiaowu, deputy director of the Anhui Provincial Economic and Information Committee, said that infrastructure construction work has actually begun. By the end of the year, total investment is estimated to be more than 10.3 billion U.S. dollars, and in 2009 it was more than 4.1 billion U.S. dollars. The overall area will be expanded from 2 million square meters last year to 4.3 million square meters.

The downstream FPD and TV, as well as the 8G glass substrate project, will also expand the scale and build the industrial chain of the test area this year. So far, many large TV providers have expressed their interest in Hefei.

The sixth-generation LCD screen production line (TFT-LCD6 generation line) project of Beijing BOE Technology Group Co., Ltd. was established in 2009 in the new station development test area. Anhui Xinyi Plasma Display Device Co., Ltd. also established a factory here, making Hefei the first city in China to have both liquid crystal and plasma production lines. Hefei Rainbow Glass Co., Ltd. high-generation glass substrate plant and other large factories have entered the test area. Hefei Lekai Industrial Park is also within the area.

Attracted by this, more than 10 upstream and downstream manufacturers have established factories in the pilot area. They will mainly produce backlights, light guides, chemicals, liquids, industrial water purification, SMT and automation equipment. Among them are some of the world's top 500 companies, such as Japan's Sumitomo Chemical and Air Liquide.

In order to further promote industrial development, Anhui Province will host the China (Hefei) International Symposium on Flat Panel Display Industry this year. This move aims to attract domestic and foreign FPD companies and encourage them to invest in Hefei.

With the support of the central government, the domestic backlight industry is actively developing LED. With the joint efforts of the government and industry, eight national standards have come into effect in April. These standards are issued by the Ministry of Information Industry and the National Standardization Administration Committee and cover materials, chips, modules, and test methods.

These standards include performance requirements for LED modules for general lighting (GB/T 24823-2009), test methods for LED modules for general lighting (GB/T 24824-2009), and performance requirements for DC or AC electronic control devices for LED modules (GB/T 24825-2009), Terms and Definitions for LED and LED Modules for General Lighting (GB/T 24826-2009) and Performance Requirements for Road and Street Lighting Fixtures (GB/T 24827-2009).

There are also safety requirements for general lighting LED modules (GB 24819-2009), special requirements for DC or AC electronic control devices for LED modules (GB 19510.14-2009) and special requirements for connectors for LED modules (GB 19651.3-2008).

As LED technology continues to develop, it is expected that more performance and safety standards will be introduced in the coming years. Similarly, people in the industry expect more companies to actively participate in the formulation of national and international standards.

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