By David Hsieh, Vice President, Greater China Market, DisplaySearch
Recently, there have been increasingly aggressive targets regarding LED TVs (or more accurately, LCD TVs with LED backlights) from both TV panel and set makers, especially for 32″ and above. In the Q1’09 Quarterly LED Backlight Panel Shipment & Forecast Report, DisplaySearch calculated that out of the 102 million LCD TV panels shipped in 2008, fewer than 200K units had LED backlights, which is less than 1% penetration. When we surveyed the panel makers in April, penetration was up to 2%. We are planning to survey again in June to see how the panel manufacturers revise their targets.
In the display industry, supply mostly pushes demand. We believe the growth will be faster than previously expected due to increased indications of plans for LED TV, like these:
- l Sharp decided that their 37″+ LCD TVs will be 100% LED backlit by Q4’10.
- l Samsung’s TFT LCD division is aiming to ship 3 million LED TV panels this year, which is about 15% of their total 2009 target. We also heard that they are targeting 40-50% in 2010.
- l From a major LCD TV panel maker, we learned that they have reduced the cost gap between 42″ LCD TVs with CCFL backlights and LED backlights to $100.
- l The Philips target is to equip 50% of their LCD TVs with LED backlights in 2010. Because of this target, the capability of LED backlight management has become an important factor for Philips to consider as they select OEMs/ODMs for their 2010 outsourcing.
- l One panel maker believes that their 42″ LED backlight cost will be only 1.5X CCFL backlight by the end of 2009, down from 2X currently.
- l Roadmaps for Samsung, LGD, AUO, and CMO (the top four LCD TV panel suppliers) show LED TV in all 32″+ series going forward.
Are you ready to study more about LED backlit TV? Or have you already focused on it? DisplaySearch will soon publish a special report analyzing the LED market, including LED backlights, LED TVs and our latest forecasts. Please weigh in on whether you think the future of LED TV will be bright or just a flash.




