LED demand is flat in backlight market demand

NPDDisplaySearch, a market research institution, pointed out that 2014 will basically be a good year for the LED industry. The main reason is that the LED demand is flat in the backlight market demand, but the lighting market demand continues to rise; Coupled with the manufacturer's careful evaluation of new MOCVD equipment, the supply and demand have gradually reached a stable level since 2014. However, NPDDisplaySearch also pointed out that due to the chaotic specifications and low entry threshold of the lighting market, the demand of the entire lighting market has become a small number of diverse forms, which is relatively unfavorable for large-scale enterprises, therefore, large companies adopt the business model of single specification and fixed gross profit rate in lighting; In the case of LED backlight application, it can be found that LED is in notebook computer (Notebook) Backlight applications have reached 100, while monitors (Monitor)Also almost reached 100. However, TV has changed the backlight to LED since 2011, and the penetration rate of LEDTV has reached 99 in just three years. The so-called direct backlight has been developed to give full play to the backlight design, it has also driven new supply chains, such as BMS ( BacklightModuleSystem) , Direct-type LED light source, secondary optical lens and direct-type backlight light bar; However, some original backlight module manufacturers were eliminated because they did not keep up with the changes in this wave of backlight design. It can be said that when the design of the backlight of the flat panel display enters the mature period, the comparison of each company is not only the simple technology and service, but also the size of the company and the supply chain of the whole group; It is also because there are more and more projects in the competition, which leads to the continuous reshuffle of the flat panel display backlight industry. The situation of the big one Evergrande is becoming more and more obvious. Although the overall LED backlight market has not changed much, economies of scale and technical capabilities have built a high wall that prevents the latecomers from entering. On the contrary, it will not happen like the negative gross profit of lighting applications, however, with the increasing pressure of the whole machine factory or the system factory on the TV price reduction, the integration will be more and more powerful, continuously compressing the living space of small factories, we can find that the concept of direct backlight module since 2011 is to replace the traditional CCFL backlight module. The main principle is to sacrifice the thickness and get a better cost advantage. However, with the development of technology, when the thickness has only to be sacrificed or the thickness is as thin as the side-in backlight, the cost advantages of the direct backlight module and other advantages-for example, it is easy to make narrow borders and is suitable for localdimming-will gradually erode the high-end models of the side-entry type, its main concept is to reduce costs without sacrificing thickness. Various advantages have caused the penetration rate of direct backlight to increase from 45. In 2013. 9 increased to 53 in 2014. 9. The annual growth is about 17 compared with 2013. 1; Looking forward to 2017, the direct permeability is estimated to reach 61. 3. However, any technology will have a bottleneck. Whether the direct backlight design can achieve a balance between efficiency and price depends mainly on whether the secondary optical design reaches the limit; In addition, how much OpticalDistance (OD)For the mainstream? Is the wide color gamut era coming? They are all topics worth discussing. NPDDisplaySearch also said that for the small size backlight demand, how to reduce the existing backlight module is the main design focus; The advantages and disadvantages of the backlight module design have a great impact on the use time of the handheld device. In addition, the rise of high-resolution display will also affect the backlight module or backlight design. The penetration rate of different panels to backlight will be different, and the variables encountered in designing backlight modules in the future will be more complicated.