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TFT LCD Manufacturers Downgrade LED Backlight Penetration Targets for TV Panels in 2011 from 53% to 47%

Tue, 05/10/2011 - 8:23am
General Electric

TFT LCD Manufacturers Downgrade LED Backlight Penetration Targets for TV Panels in 2011 from 53% to 47%

LG Display Took the Lead in Q111 LED-Backlit TV Panel Shipments; Samsung Led in Revenues

Santa Clara, California, May 10, 2011Global shipments of LCD TV panels with LED backlights reached 16.4 million units in Q111, a slight decrease from 16.6 million units in Q410. According to the DisplaySearch Quarterly Large-Area TFT LCD Shipment Advanced LED Report, LED penetration in LCD TV panels reached 33% in Q111, a healthy growth from 29% in Q410.

However, LCD panel manufacturers have adjusted their targets for 2011 LCD TV panel shipments with LED backlights down from 53% to 47%. Key reasons for this change in outlook include the current sell-through climate, price erosion in premium LED models, making them less attractive, and a shift in strategy towards 3D panels. New LCD TV panel manufacturers are focusing on CCFL production to ensure stability in the business lines as they ramp up their Gen 6 and Gen 8 lines.

Despite some build-up of LED-backlit TV panel inventories in the second half of 2010, the industry has recognized that LED backlighting is an irreversible trend, with benefits such as lower power consumption and slim form factor, noted David Hsieh, DisplaySearch Vice President and research leader for large-area panels. As a result, LCD TV panel makers are continuously reducing LED backlight costs in order to increase shipments.

Hsieh added, As we previously indicated, although the growing awareness of LEDs among consumers has encouraged panel makers to increase LED performance and continuously reduce costs, the growth in LED backlighting does not mean that CCFL will no longer be in demand. There are still many consumers and emerging markets that are very price sensitive.

Table 1: LED Backlight Penetration in LCD TV Panel Shipments (Q1 vs. Q2 Report)

LED Penetration

Q110

Q210

Q310

Q410

Q111

Q211

Q311

Q411

Q1 Report

9%

19%

26%

29%

36%

50%

59%

62%

Q2 Report

9%

19%

26%

29%

33%

38%

52%

57%

Source: DisplaySearch Quarterly Large-Area TFT LCD Shipment Advanced LED Report

LG Display continued its leadership in LED-backlit LCD TV panel shipments in Q111, shipping more than 4 million units for a 27% share. Samsung closely followed with 24%, and Sharp and AUO each had 18%. Nearly all LCD TV panel makers are focusing on edge-type LED backlights, with the exception of Sharp and LG Display, who are also producing direct type backlights.

Table 2: LED Backlight LCD TV Panel Shipment Share (Q111)

Panel Maker

Q410

Q111

LG Display

31%

27%

Samsung

21%

24%

Sharp

22%

18%

AUO

14%

18%

Chimei Innolux

9%

9%

Others

3%

4%

Source: DisplaySearch Quarterly Large-Area TFT LCD Shipment Advanced LED Report

In terms of LED backlight LCD TV panel revenue, Samsung led with 30%, followed by LG Display with 27%.

Penetration of LED backlights in LCD TV panels is highest in 50 and larger screen sizes. In Q111, LED backlight penetration was 86% in 50-54 LCD TV panels, 82% in 55-59, and 83% in 60+. In the 46-47 segment, LED backlight penetration was 54%, and in the 40-42 and 32 segments, penetration was 41% and 18% respectively.

The Quarterly Large-Area TFT LCD Shipment-Advanced LED Report covers the entire range of large-area panels shipped worldwide and regionally, with special focus on LED features. Authored by industry experts, this report analyzes historical shipments and forecast projections to provide some of the most detailed information and insights available. The report is delivered in Excel pivot tables, flex spreadsheets, and a PowerPoint analysis. For more information, contact Charles Camaroto at 1.888.436.7673 or 1.516.625.2452, e-mail contact@displaysearch.com, or contact your regional DisplaySearch office in China, Japan, Korea or Taiwan.

About DisplaySearch

Since 1996, DisplaySearch has been recognized as a leading global market research and consulting firm specializing in the display supply chain, as well as the emerging photovoltaic/solar cell industries. DisplaySearch provides trend information, forecasts and analyses developed by a global team of experienced analysts with extensive industry knowledge. In collaboration with The NPD Group, its parent company, DisplaySearch uniquely offers a true end-to-end view of the display supply chain from materials and components to shipments of electronic devices with displays to sales of major consumer and commercial channels. For more information on DisplaySearch analysts, reports and industry events, visit us at http://www.displaysearch.com/. Read our blog at http://www.displaysearchblog.com/ and follow us on Twitter at @DisplaySearch.

About The NPD Group, Inc.

The NPD Group is the leading provider of reliable and comprehensive consumer and retail information for a wide range of industries. Today, more than 1,800 manufacturers, retailers, and service companies rely on NPD to help them drive critical business decisions at the global, national, and local market levels. NPD helps our clients to identify new business opportunities and guide product development, marketing, sales, merchandising, and other functions. Information is available for the following industry sectors: automotive, beauty, commercial technology, consumer technology, entertainment, fashion, food and beverage, foodservice, home, office supplies, software, sports, toys, and wireless. For more information, contact us or visit http://www.npd.com/ and http://www.npdgroupblog.com/. Follow us on Twitter at @npdtech and @npdgroup

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