2011 LED backlight LCD TV penetration rate of 56%

Credit Suisse recently raised the shipment penetration of led (light-emitting diode) backlit LCD monitor LCD monitors and LCD TV LCD TVs in 2010 and 2011. It is estimated that the global LED-backlit LCD TV penetration rate will reach 20% in 2010, and the penetration rate will be 56% in 2011. The LED-backlit LCD monitor will have a penetration rate of 16% this year and 55% next year, becoming the mainstream technology for backlights. Mainly due to the LED backlight and CCFL cold cathode lamp backlight cost gap is getting smaller and smaller, and driven by strong consumer preferences, LCD TV brand manufacturers are quite active in LED-backlit LCD TV shipments this year and next.

In terms of cost, Credit Suisse said that the cost of the 40-inch LED-backlit LCD TV in the first quarter of 2009 was about $140 higher than the CCFL-backlit LCD TV of the same size, but it is estimated that the cost difference will be in the third quarter of this year. It will be reduced to $80. On the other hand, the price of a 40-inch LED-backlit LCD TV product can easily be higher than the same size CCFL backlight model up to 200 US dollars, which makes TV manufacturers actively turn the product line to LED backlight design.

According to the internal targets of various manufacturers and the forecast of Credit Suisse Securities, the shipment targets of LED backlight LCD TV products of the world's five major LCD TV brand manufacturers earlier this year totaled 28.5 million units. However, according to the latest survey, the shipments of LED-backlit LCD TVs from the top five LCD TV manufacturers may increase to 41 million units.

Among them, Samsung's LED-backlit LCD TV shipments are estimated to reach 10 million units this year, but the active target is 15 million units. LG's LED-backlit LCD TV shipments were originally estimated at 7 million units, and the positive target was upgraded to 10 million units. SONY's LED-backlit LCD TV shipments were originally estimated at 5.5 million units, with an active target of 7 million units. Sharp's shipment target was originally estimated at 4.5 million units, with a positive target of 7 million units. VIZIO's LED-backlit LCD TV shipments are estimated to reach 1.5 million units this year, and the positive target has also been upgraded to 2 million units.

On the other hand, manufacturers of Monitor's monitor supply chain are also actively promoting LED-backlit LCD monitors, hoping to replicate the success of LED-backlit LCD TVs. The main reason is that the LED die applied to the backlight of the Monitor panel is the same as the product used in the backlight of the NB notebook computer. The price is lower and the source is easier to obtain, because more qualified suppliers have already produced the output. In terms of economic scale, Monitor manufacturers are actively adopting these popular LED dies and introducing more LCD backlight products with LED backlight design to expand market share or defend market share.

Originally, Credit Suisse Securities estimated that the global LED-backlit LCD TV shipments will reach approximately 30 million units in 2010, and the shipment penetration rate is estimated to reach 18%. However, due to the positive attitude of TV manufacturers in promoting LED backlight models, Increase the permeability estimate. It is expected that the global LED-backlit LCD TV shipments will reach 35 million units in 2010, and the shipment penetration rate will be increased to 20%. In 2011, the global LED-backlit LCD TV shipment penetration rate was originally estimated at 30%, but has recently been increased to 56%.