NEW YORK, USA: Reportlinker.com has added the Global and China Large-size TFT-LCD Industry Report, 2008-2009 to its list.
The economic rebound in the first quarter of 2009 was mainly due to LCD TV. The economic recession of Europe and America will only make consumers reduce the consumption on such necessities in the late phase.
Although Europe and America suffered economic recession, the market shares of LCD TV did not fluctuate much because of manufacturers’ promotion strategies, WON depreciation and further development of LCD TV in the first quarter of 2009.
With the push of China and other emerging countries, the market rebounded significantly. Japanese enterprises were panicked and reduced production greatly when economic recession arose, resulting in short supply. This strong rebound was still lack of powerful support, especially in emerging countries. In China, when the property market begins to rebound, real estate sales will promote the consumption on home appliances.
In the mid and late rebound phase of the property market, consumers will wait and see, and real estate sales will decline, so that home appliances consumption will also drop. The unemployment rate is still rising in Europe and America and economic recession has not ended, so if consumers are aware of the fact, they will certainly cut expenditure.
From Q1 2005 to Q4 2010, the fluctuation of TFT-LCD industry seems to be magnified, but the fact is not. The global economy has experienced the most significant recession since the Great Depression in 1929. TFT-LCD industry is the upstream of consumer electronics and IT industry, and the two industries always follow the trend of the global economy.
Excluding external factors, the fluctuation of TFT-LCD industry is lessened, especially the extent of decline shrinks, which is because LCD TVs develop rapidly, IT industry is relatively stable and notebook computers develop well. Before 2000, 80 percent of TFT-LCDs were used in notebooks, thus on which the TFT-LCD industry was highly dependent, and then TFT-LCD industry fluctuated a lot.
In the future, the LCD TV industry, netbook industry and LED notebook industry will enter the mature stage, which will make TFT-LCD industry tend to fluctuate less, but on the other hand, the industry will lack growth momentum.
The TFT-LCD industry relies heavily on upstream raw materials and components. In the cost structure of TFT-LCD, upstream components account for 70-85 percent. Therefore, to be cost-efficient shall be supported by the strong upstream, but for Chinese enterprises, it is hard to do so. In many Chinese enterprises, including joint ventures, profit is often transferred to the upstream.
In addition to glass substrates, Taiwan has nearly all of upstream industrial chains, which is the biggest driver for Taiwan's success in TFT-LCD industry. TFT-LCD industry can prompt a huge industrial chain. Japanese manufacturers occupy the top position in the industrial chain, and they usually sell their technology rather than products.
Almost every Taiwanese manufacturer in the upstream industrial chain has received technical support from Japan, so do South Korea manufacturers. Taiwanese manufacturers’ success lies in fast access to market through technology licensing, while Japanese manufacturers rely on supporting Taiwanese enterprises to combat South Korea rivals. Japanese manufacturers still master the upstream firmly.
Upstream components include glass substrate, color filter, polarizer, backlight module, driver IC, CCFL lamp and LED.
As for non-key components, these companies have adequate resources, especially AUO and Chimei. Mainland China enterprises invest on the middle and downstream which brings production value fastest, but they neglect the efficiency and quality of the investment, and thus lack cost competitiveness.
Showing posts with label LEDs. Show all posts
Showing posts with label LEDs. Show all posts
Saturday, August 29, 2009
Monday, June 15, 2009
LED-backlit LCD-TVs to grow to 39 percent by 2013
EL SEGUNDO, USA: As prices of LCD panels that use LED backlights fall in the coming years, their use in televisions is set to explode, iSuppli Corp. predicts.
Global shipments of LCD-TV panels with LED backlighting will rise to 90 million units in 2013, up from just 438,000 LED TV panels in 2008. Penetration of LED-backlight technology in LCD-TV panels will increase to 39 percent in 2013, up from 3 percent in 2009.
“The price gap between LEDs and CCFLs traditionally used for LCD backlighting has narrowed due to the higher yield rate of LEDs, as well as the oversupply that resulted in a drastic price reduction for LEDs in the second half of 2008,” said Sweta Dash, senior director, LCD research at iSuppli. “And with the advent of green technology, power savings and thinner form factors, more branded manufacturers are looking at LED-backlit LCD-TVs in 2009. These factors are spurring brand-name television manufacturers to adopt LED backlighting.”
The figure presents iSuppli’s forecast of global shipments of LCD-TV panels equipped with LED backlights for the period of 2008 through 2013.
iSuppli Figure: Global Forecast for Light Emitting Diode (LED) Backlights in Large TFT-LCD TV Panels, 2008-2013 (Thousands of Units)
Source: iSuppli Corp., June 2009
LEDs emerging at last in TVs
Branded television manufacturers have offered LED-based LCD-TVs for some years now without much success. Mostly, this was due to a higher price and larger cost differential between LED and CCFL products. However, there is a renewed interest for LED backlight-based LCD TVs with the use of white LEDs.
Instead of focusing only on color gamut, picture quality and high-end RGB solutions, manufacturers are starting to concentrate more on thinner form factors and lower power consumption with the use of side-mounted white LED backlight solutions.
The lower price differential between CCFL and white LED solutions, combined with the lure of thin TV, has led to an increasing adoption rate of LED-based TVs. Branded manufacturers such as Samsung also are focusing on shifting a significant portion of their LCD-TV offerings to LED backlights.
Green light
For LCD-TVs, panel suppliers are offering products with 120Hz frame rates with edge-lit LED backlights to achieve thinner form factors, lower power consumption and mercury-free “green” attributes. In some cases, power savings with the use of LED backlights can be as high as 30 percent to 50 percent. Thickness and weight savings also can be as high as 30 percent to 50 percent.
Owing much to the “green” initiative from many countries in the world, lower power requirements for TVs are expected in the next few years, and the current power-consumption level of many TVs may end up being below these requirements. This will lead to a faster shift to lower-power-consumption products.
In a recent consumer survey presented in iSuppli’s April edition of its US TV Consumer Preference Analysis, more than 50 percent of U.S. consumers take into account the “green initiative” factor when purchasing TVs.
Supply in chains
However, because LEDs also are used for general lighting purposes, there recently has been some concern about LED chip supply. Furthermore, the LED backlight supply chain is still evolving with varieties of solutions and many different suppliers that need to be involved.
Already, panel suppliers are either entering joint-venture partnerships or developing their own in-house LED solutions to streamline the value-chain process, reduce costs and gain better control over the supply.
New innovations and higher performance will help LEDs gain faster adoption in TVs in the years to come. The price difference for LED vs. CCFL TV systems may range from $300 to $700, depending on the size and type of LED used. The gap, however, is expected to narrow in the future, and many branded TV manufacturers are planning new LED-based TV models with very aggressive prices in the second half of 2009.
Given the current high price gap between CCFL- and LED-based LCD-TV sets and panels, panel suppliers are hoping to reduce the price difference —- to less than $100 between the 40/42-inch CCFL and LED-based panels, and to below $150 for 46-inch panels. This compares to a difference of more than $150 for 40/42-inch sizes at present.
With increasing importance being placed on lower power consumption and green initiatives, televisions are expected to have more stringent requirements in the future. LED backlights will enable next-generation TVs to fulfill those requirements.
Global shipments of LCD-TV panels with LED backlighting will rise to 90 million units in 2013, up from just 438,000 LED TV panels in 2008. Penetration of LED-backlight technology in LCD-TV panels will increase to 39 percent in 2013, up from 3 percent in 2009.
“The price gap between LEDs and CCFLs traditionally used for LCD backlighting has narrowed due to the higher yield rate of LEDs, as well as the oversupply that resulted in a drastic price reduction for LEDs in the second half of 2008,” said Sweta Dash, senior director, LCD research at iSuppli. “And with the advent of green technology, power savings and thinner form factors, more branded manufacturers are looking at LED-backlit LCD-TVs in 2009. These factors are spurring brand-name television manufacturers to adopt LED backlighting.”
The figure presents iSuppli’s forecast of global shipments of LCD-TV panels equipped with LED backlights for the period of 2008 through 2013.
iSuppli Figure: Global Forecast for Light Emitting Diode (LED) Backlights in Large TFT-LCD TV Panels, 2008-2013 (Thousands of Units)
Source: iSuppli Corp., June 2009 LEDs emerging at last in TVs
Branded television manufacturers have offered LED-based LCD-TVs for some years now without much success. Mostly, this was due to a higher price and larger cost differential between LED and CCFL products. However, there is a renewed interest for LED backlight-based LCD TVs with the use of white LEDs.
Instead of focusing only on color gamut, picture quality and high-end RGB solutions, manufacturers are starting to concentrate more on thinner form factors and lower power consumption with the use of side-mounted white LED backlight solutions.
The lower price differential between CCFL and white LED solutions, combined with the lure of thin TV, has led to an increasing adoption rate of LED-based TVs. Branded manufacturers such as Samsung also are focusing on shifting a significant portion of their LCD-TV offerings to LED backlights.
Green light
For LCD-TVs, panel suppliers are offering products with 120Hz frame rates with edge-lit LED backlights to achieve thinner form factors, lower power consumption and mercury-free “green” attributes. In some cases, power savings with the use of LED backlights can be as high as 30 percent to 50 percent. Thickness and weight savings also can be as high as 30 percent to 50 percent.
Owing much to the “green” initiative from many countries in the world, lower power requirements for TVs are expected in the next few years, and the current power-consumption level of many TVs may end up being below these requirements. This will lead to a faster shift to lower-power-consumption products.
In a recent consumer survey presented in iSuppli’s April edition of its US TV Consumer Preference Analysis, more than 50 percent of U.S. consumers take into account the “green initiative” factor when purchasing TVs.
Supply in chains
However, because LEDs also are used for general lighting purposes, there recently has been some concern about LED chip supply. Furthermore, the LED backlight supply chain is still evolving with varieties of solutions and many different suppliers that need to be involved.
Already, panel suppliers are either entering joint-venture partnerships or developing their own in-house LED solutions to streamline the value-chain process, reduce costs and gain better control over the supply.
New innovations and higher performance will help LEDs gain faster adoption in TVs in the years to come. The price difference for LED vs. CCFL TV systems may range from $300 to $700, depending on the size and type of LED used. The gap, however, is expected to narrow in the future, and many branded TV manufacturers are planning new LED-based TV models with very aggressive prices in the second half of 2009.
Given the current high price gap between CCFL- and LED-based LCD-TV sets and panels, panel suppliers are hoping to reduce the price difference —- to less than $100 between the 40/42-inch CCFL and LED-based panels, and to below $150 for 46-inch panels. This compares to a difference of more than $150 for 40/42-inch sizes at present.
With increasing importance being placed on lower power consumption and green initiatives, televisions are expected to have more stringent requirements in the future. LED backlights will enable next-generation TVs to fulfill those requirements.
Thursday, April 30, 2009
Cree announces industry's first Red-Green-Blue-White multichip LED and XLamp Color LED
DURHAM, USA: Cree Inc., a market leader in LED lighting, is expanding its high-power color LED product offerings.
Cree is unveiling the industry's first multichip MC-E LED with red, green, blue and white chips -- all in a single package. It is also pairing new LED chip innovations with its industry-leading XLamp XP-E package to deliver the highest performance family of discrete, high-power color LEDs available.
The XLamp MC-E color is a unique package design, combining white, red, green and blue LED chips in a single component. The first of its kind in the industry, this compact component provides design flexibility for color-changing LED applications that require high flux from a small lighting source, such as entertainment and architectural lighting.
With the industry's highest performance, the XLamp XP-E color LEDs provide up to 22 percent more flux than the existing XLamp XR color portfolio, with an 80 percent smaller footprint. The XP color portfolio is available in flux bins, at 350 mA, up to:
* Royal Blue: 500 mW
* Blue: 39.8 lumens
* Green: 107 lumens
* Amber: 56.8 lumens
* Red: 56.8 lumens
Compared to the current XLamp XR color LEDs, space between the LED die can be reduced by 75 percent with the new XLamp XP-E color LEDs and 94 percent with the new XLamp MC-E color LED.
This reduction in spacing can allow better color mixing and shadow reduction for color-based applications, including decorative, architectural and entertainment lighting. Cree is sampling the MC-E and XP-E color LEDs, with production quantities targeted for Q3 calendar 2009.
"We have leveraged the LED chip and packaging innovations developed for our lighting-class white LEDs to deliver real performance gains in high-power color LED applications," said Paul Thieken, Cree marketing director, LED components. "The combination of technology innovation and package flexibility gives designers working with Cree's color LEDs increased brightness, flexibility and control."
Cree is unveiling the industry's first multichip MC-E LED with red, green, blue and white chips -- all in a single package. It is also pairing new LED chip innovations with its industry-leading XLamp XP-E package to deliver the highest performance family of discrete, high-power color LEDs available.
The XLamp MC-E color is a unique package design, combining white, red, green and blue LED chips in a single component. The first of its kind in the industry, this compact component provides design flexibility for color-changing LED applications that require high flux from a small lighting source, such as entertainment and architectural lighting.
With the industry's highest performance, the XLamp XP-E color LEDs provide up to 22 percent more flux than the existing XLamp XR color portfolio, with an 80 percent smaller footprint. The XP color portfolio is available in flux bins, at 350 mA, up to:
* Royal Blue: 500 mW
* Blue: 39.8 lumens
* Green: 107 lumens
* Amber: 56.8 lumens
* Red: 56.8 lumens
Compared to the current XLamp XR color LEDs, space between the LED die can be reduced by 75 percent with the new XLamp XP-E color LEDs and 94 percent with the new XLamp MC-E color LED.
This reduction in spacing can allow better color mixing and shadow reduction for color-based applications, including decorative, architectural and entertainment lighting. Cree is sampling the MC-E and XP-E color LEDs, with production quantities targeted for Q3 calendar 2009.
"We have leveraged the LED chip and packaging innovations developed for our lighting-class white LEDs to deliver real performance gains in high-power color LED applications," said Paul Thieken, Cree marketing director, LED components. "The combination of technology innovation and package flexibility gives designers working with Cree's color LEDs increased brightness, flexibility and control."
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