[Source: "High-tech LED - Research and Review" September issue reporter / Hu Yanling]
Recently, the domestic TV complete machine factory TCL (000100.SZ) released the sales data announcement in September, the company's LED backlight LCD TV sales accounted for 80.47%.
"The penetration rate of global LED backlight LCD TV has been greatly increased from 50% at the beginning of the year to around 80%, which greatly promoted the growth of LED backlight manufacturers." Zhang Hongbiao, research director of Gaogong LED Industry Research Institute (GLII) It is said that benefiting from the rapid increase of the penetration rate of LCD TV backlights in this round, the market share of several domestic packaging manufacturers engaged in LED backlight production is gradually increasing.
Among them, many companies are accelerating capacity expansion and seizing a new round of market opportunities.
"This year, mainland TV manufacturers have greatly improved the acceptance of domestic backlight products, and there are many market opportunities. We have launched a new round of expansion this year." Fan Zhencan, president of Yimeixinguang, said.
Not only Yimeixinguang, Dongshan Precision (002384.SZ), Ruifeng Optoelectronics (300241.SZ) and other listed companies are also accelerating market layout.
However, while the market share of domestic enterprises continues to rise, global TV sales are experiencing a historical low. "Due to the financial crisis and the impact of the European debt crisis, our statistics on global TV sales have declined last year. According to our survey results, global TV shipments this year are the same as last year." Zhang Jian, Director of Display Search China Said.
Under such a sluggish downstream market environment, how far can domestic LED packaging companies go in the backlight field? Is the global LED backlight supply chain shift or the short-lived prosperity of domestic companies?
Domestic companies grab the backlight market
"The acceptance of domestic LED manufacturers by domestic TV manufacturers is increasing." Fan Zhencan said that the domestic LCD panel industry chain has gradually matured, prompting domestic TV manufacturers to rebuild their upstream supply chain system. The medium and large-size LED backlight market, which was previously monopolized by South Korea and Taiwan, is gradually shifting to mainland China. “Domestic companies can grab a certain chance.â€
The reporter noted that Ruifeng Optoelectronics achieved good performance in the first half of this year.
In the first half of the year, Ruifeng Optoelectronics earned 176 million yuan, a year-on-year increase of 21.97%, and net profit of 1989 million yuan, down 3.02% year-on-year. Among them, the medium and large size LED backlight revenue was 63.33 million yuan, a year-on-year increase of 30%.
"A large part of the growth in the first half of this year comes from the contribution of LED backlighting." Gong Weibin told reporters.
Perhaps based on the continued optimism about the future LED backlight market, on August 29, Ruifeng Optoelectronics announced that it plans to invest 150 million yuan to establish Shanghai Ruifeng subsidiary to implement large and medium-sized LED backlight LED technology transformation projects and lighting. LED product technical transformation project. "Expansion is based on the expectation of market demand growth, Ruifeng Optoelectronics will have more opportunities to compete with Taiwan and South Korean companies in the future." Gong Weibin said.
Jufei Optoelectronics (300303.SZ), which started with small-size LED backlights, has entered the field of small and medium-sized LED backlights and high-power LED packaging devices since 2007. This year, the company announced that it has obtained certifications from TV manufacturers such as Hisense, Skyworth, and Changhong, and has begun to supply small quantities.
Another company that performed well in the domestic LED backlight market in the first half of the year was Dongshan Precision (002384.SZ). At present, the company has obtained orders for LED TV backlight modules from TCL, Konka, Skyworth and Tsinghua Tongfang. Dongshan precision packaging capacity is 300KK/month, and backlight accounts for more than 85% of production capacity. The company plans to achieve a packaging capacity of 800 KK/month by the end of this year. With an annual production capacity of 1.5 million sets of LED backlight modules per production line, the processing capacity will reach 7.5 million sets.
“Although the market share of LED TV backlights is still dominated by Taiwanese and Korean companies in China, the future will gradually turn into open market competition, and the opportunities for domestic enterprises are increasing.†In Gong Weibin’s view, domestic LED backlight manufacturers亟The bottleneck to be solved is that the professionalism and scale are difficult to match the requirements of TV manufacturers.
The market is difficult to sustain high growth
Although domestic companies are grabbing the LED backlight market share, the situation is not optimistic. According to a previous global TV market research report, global TV sales in 2011 decreased by 0.3% from the previous year to 247.7 million units. This data is the first time since the above survey was conducted in 2004 that it has decreased from the previous year.
The industry generally believes that the decline in global color TV sales is due to the global economic downturn, consumer purchasing power continues to decline, resulting in poor sales in Europe and the United States, and the Asian market replacement needs have been released.
For the overall sales scale in 2012, Zhang Bing said that global TV shipments will decrease by about 10% in the first half of this year, and sales will strengthen in the second half of the year. It is expected that the annual shipments will remain the same as last year.
"With the continuous decline in the penetration of LED backlight LCD TV penetration, the low tide of global TV sales will inevitably affect the sustained high-speed growth of the LED backlight market." Although in Gong Weibin's view, the LED backlight market still has 5-10 years. It is still too early to apply new technologies such as living space and OLED on TV.
Recently, the domestic TV complete machine factory TCL (000100.SZ) released the sales data announcement in September, the company's LED backlight LCD TV sales accounted for 80.47%.
"The penetration rate of global LED backlight LCD TV has been greatly increased from 50% at the beginning of the year to around 80%, which greatly promoted the growth of LED backlight manufacturers." Zhang Hongbiao, research director of Gaogong LED Industry Research Institute (GLII) It is said that benefiting from the rapid increase of the penetration rate of LCD TV backlights in this round, the market share of several domestic packaging manufacturers engaged in LED backlight production is gradually increasing.
Among them, many companies are accelerating capacity expansion and seizing a new round of market opportunities.
"This year, mainland TV manufacturers have greatly improved the acceptance of domestic backlight products, and there are many market opportunities. We have launched a new round of expansion this year." Fan Zhencan, president of Yimeixinguang, said.
Not only Yimeixinguang, Dongshan Precision (002384.SZ), Ruifeng Optoelectronics (300241.SZ) and other listed companies are also accelerating market layout.
However, while the market share of domestic enterprises continues to rise, global TV sales are experiencing a historical low. "Due to the financial crisis and the impact of the European debt crisis, our statistics on global TV sales have declined last year. According to our survey results, global TV shipments this year are the same as last year." Zhang Jian, Director of Display Search China Said.
Under such a sluggish downstream market environment, how far can domestic LED packaging companies go in the backlight field? Is the global LED backlight supply chain shift or the short-lived prosperity of domestic companies?
Domestic companies grab the backlight market
"The acceptance of domestic LED manufacturers by domestic TV manufacturers is increasing." Fan Zhencan said that the domestic LCD panel industry chain has gradually matured, prompting domestic TV manufacturers to rebuild their upstream supply chain system. The medium and large-size LED backlight market, which was previously monopolized by South Korea and Taiwan, is gradually shifting to mainland China. “Domestic companies can grab a certain chance.â€
The reporter noted that Ruifeng Optoelectronics achieved good performance in the first half of this year.
In the first half of the year, Ruifeng Optoelectronics earned 176 million yuan, a year-on-year increase of 21.97%, and net profit of 1989 million yuan, down 3.02% year-on-year. Among them, the medium and large size LED backlight revenue was 63.33 million yuan, a year-on-year increase of 30%.
"A large part of the growth in the first half of this year comes from the contribution of LED backlighting." Gong Weibin told reporters.
Perhaps based on the continued optimism about the future LED backlight market, on August 29, Ruifeng Optoelectronics announced that it plans to invest 150 million yuan to establish Shanghai Ruifeng subsidiary to implement large and medium-sized LED backlight LED technology transformation projects and lighting. LED product technical transformation project. "Expansion is based on the expectation of market demand growth, Ruifeng Optoelectronics will have more opportunities to compete with Taiwan and South Korean companies in the future." Gong Weibin said.
Jufei Optoelectronics (300303.SZ), which started with small-size LED backlights, has entered the field of small and medium-sized LED backlights and high-power LED packaging devices since 2007. This year, the company announced that it has obtained certifications from TV manufacturers such as Hisense, Skyworth, and Changhong, and has begun to supply small quantities.
Another company that performed well in the domestic LED backlight market in the first half of the year was Dongshan Precision (002384.SZ). At present, the company has obtained orders for LED TV backlight modules from TCL, Konka, Skyworth and Tsinghua Tongfang. Dongshan precision packaging capacity is 300KK/month, and backlight accounts for more than 85% of production capacity. The company plans to achieve a packaging capacity of 800 KK/month by the end of this year. With an annual production capacity of 1.5 million sets of LED backlight modules per production line, the processing capacity will reach 7.5 million sets.
“Although the market share of LED TV backlights is still dominated by Taiwanese and Korean companies in China, the future will gradually turn into open market competition, and the opportunities for domestic enterprises are increasing.†In Gong Weibin’s view, domestic LED backlight manufacturers亟The bottleneck to be solved is that the professionalism and scale are difficult to match the requirements of TV manufacturers.
The market is difficult to sustain high growth
Although domestic companies are grabbing the LED backlight market share, the situation is not optimistic. According to a previous global TV market research report, global TV sales in 2011 decreased by 0.3% from the previous year to 247.7 million units. This data is the first time since the above survey was conducted in 2004 that it has decreased from the previous year.
The industry generally believes that the decline in global color TV sales is due to the global economic downturn, consumer purchasing power continues to decline, resulting in poor sales in Europe and the United States, and the Asian market replacement needs have been released.
For the overall sales scale in 2012, Zhang Bing said that global TV shipments will decrease by about 10% in the first half of this year, and sales will strengthen in the second half of the year. It is expected that the annual shipments will remain the same as last year.
"With the continuous decline in the penetration of LED backlight LCD TV penetration, the low tide of global TV sales will inevitably affect the sustained high-speed growth of the LED backlight market." Although in Gong Weibin's view, the LED backlight market still has 5-10 years. It is still too early to apply new technologies such as living space and OLED on TV.
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