According to a report released on June 9, according to a report issued by Quzhi Consult and WitsView, the demand for LED TVs will gradually increase in the third quarter.
According to the report, demand for LED-backlit LCD TVs was not as expected in the first half of 2011 as terminal demand continued to be weak. Various manufacturers also began to correct 2011 optimism regarding LED backlight penetration. With the advent of the traditional peak season in the third quarter, Qunzhi Consulting believes that the demand for LED-backlit LCD TVs will continue to increase after the third quarter under the atmosphere that panel makers have recently begun brewing TV panel prices. The main reasons are as follows:
Reason 1: Cost competitiveness is in place
First, with the new backlight design of LED TVs, cost competitiveness is already in place. According to WitsView, an authoritative research organization, analyzing the cost of LED backlighting, the cost gap between LED and CCFL-backlit LCD TVs has begun to shrink significantly as panel makers begin to adopt new backlight designs in the first quarter of 2011 to mass produce new LED-backlit LCD TVs. . Taking the 450 nits brightness specification LED and CCFL backlight module as an example, the 32-inch and 42-inch cost gap has been significantly reduced from 66 dollars and 97 dollars in the first quarter of 2010 to 42 dollars and 62 dollars in the second quarter of 2011.
On the other hand, in order to rapidly popularize LED-backlit LCD TVs, panel makers began mass production of low-profile products in 2011. The brightness of 380 nits is only equipped with a fighter model with only one long side and two light bars. Therefore, the cost difference between 32-inch and 42-inch backlight modules It is reduced by about 40 to 60%.
Reason two: TV panel prices push LED and CCFL spread closer
Secondly, TV panels began to increase prices, and the spread between LED and CCFL panels will further narrow. Quzhi Consulting believes that panel makers will take the lead in the rebound of CCFL model prices, while LED models will remain at the same level of strategy, bringing closer the spread between CCFL and LED products to stimulate the switch from CCFL products to LED products. Willingness. Taking 32-inch and 42-inch as examples, Qunzhi Consulting expects that LED fighter jets will become mainstream products. Under the influence of a significant reduction in the cost gap, panel makers will be able to adopt a more positive attitude in LED TV panel quotation. Therefore, the penetration rate of LED TVs may start to increase significantly during the peak season.
Reason 3: Major manufacturers increase efforts to promote LED penetration
Finally, the main panel maker will increase LED penetration to digest LED production capacity. Subsidiaries of LED, which are invested by major panel makers, started in the third quarter of 2010.
The new MOCVD machine was installed one after another. However, due to the shortage of sapphire substrates and MO gas, the actual capacity increase was not much. WitsViewr believes that as the shortage of raw materials is gradually alleviated, LED suppliers will substantially increase production capacity, and panel makers must increase marketing in the LED backlight market to assist in digesting the subsidiary's LED production capacity, which will help to promote LED The penetration of the backlight improves.
According to the report, demand for LED-backlit LCD TVs was not as expected in the first half of 2011 as terminal demand continued to be weak. Various manufacturers also began to correct 2011 optimism regarding LED backlight penetration. With the advent of the traditional peak season in the third quarter, Qunzhi Consulting believes that the demand for LED-backlit LCD TVs will continue to increase after the third quarter under the atmosphere that panel makers have recently begun brewing TV panel prices. The main reasons are as follows:
Reason 1: Cost competitiveness is in place
First, with the new backlight design of LED TVs, cost competitiveness is already in place. According to WitsView, an authoritative research organization, analyzing the cost of LED backlighting, the cost gap between LED and CCFL-backlit LCD TVs has begun to shrink significantly as panel makers begin to adopt new backlight designs in the first quarter of 2011 to mass produce new LED-backlit LCD TVs. . Taking the 450 nits brightness specification LED and CCFL backlight module as an example, the 32-inch and 42-inch cost gap has been significantly reduced from 66 dollars and 97 dollars in the first quarter of 2010 to 42 dollars and 62 dollars in the second quarter of 2011.
On the other hand, in order to rapidly popularize LED-backlit LCD TVs, panel makers began mass production of low-profile products in 2011. The brightness of 380 nits is only equipped with a fighter model with only one long side and two light bars. Therefore, the cost difference between 32-inch and 42-inch backlight modules It is reduced by about 40 to 60%.
Reason two: TV panel prices push LED and CCFL spread closer
Secondly, TV panels began to increase prices, and the spread between LED and CCFL panels will further narrow. Quzhi Consulting believes that panel makers will take the lead in the rebound of CCFL model prices, while LED models will remain at the same level of strategy, bringing closer the spread between CCFL and LED products to stimulate the switch from CCFL products to LED products. Willingness. Taking 32-inch and 42-inch as examples, Qunzhi Consulting expects that LED fighter jets will become mainstream products. Under the influence of a significant reduction in the cost gap, panel makers will be able to adopt a more positive attitude in LED TV panel quotation. Therefore, the penetration rate of LED TVs may start to increase significantly during the peak season.
Reason 3: Major manufacturers increase efforts to promote LED penetration
Finally, the main panel maker will increase LED penetration to digest LED production capacity. Subsidiaries of LED, which are invested by major panel makers, started in the third quarter of 2010.
The new MOCVD machine was installed one after another. However, due to the shortage of sapphire substrates and MO gas, the actual capacity increase was not much. WitsViewr believes that as the shortage of raw materials is gradually alleviated, LED suppliers will substantially increase production capacity, and panel makers must increase marketing in the LED backlight market to assist in digesting the subsidiary's LED production capacity, which will help to promote LED The penetration of the backlight improves.
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