Samsung, the world's largest TV manufacturer, will launch a new direct-lit LED TV from March. The LED factory's performance has improved significantly since March. The companies such as Jingdian, Yiyuan, Yiguang, Yiquan, Longda and Dongbei have been affected. Hui, among them, the capacity utilization rate of Jingdian has rapidly increased to over 80%. One of the orders received direct-lit LED TV orders, and shipments doubled this year.
Samsung Electronics announced in the first half of this year that it will completely stop the production of LCD TVs with CCFL backlighting. The LED industry pointed out that the cost structure of direct-lit LED TVs has an advantage over CCFLs. Therefore, CCFL will be fully exited this year, and direct-lit LED TVs will be launched. It will grow rapidly, so that demand will exceed expectations this year, and Samsung's direct-type new models will be launched from March, driving the LED boom into the peak season.
Zhang Shixian, deputy general manager of Jingdian, said that Jingdian began to produce direct-lit LED TV chips in November and December last year. After the Spring Festival, customers have come in one after another. Recently, orders have increased considerably, so the performance in March will increase significantly. It will quickly increase from over 60% in February to over 80%.
The backlight module that enters the direct-lit LED TV has received orders from the six major TV factories in mainland China, and has received orders for LED TVs from major manufacturers such as Philips and Samsung. Zhou Wanshun, chairman of Yiquan Precision, recently There are new TV customers coming in, so that the customers of Yiquan are no longer concentrated in the mainland. Due to the high market share of the direct-information, this year has a large growth momentum, and the revenue related to the direct-lit LED TV is estimated. It will double from 2.5 billion yuan last year to 5 billion yuan.
Ronda is subject to the shipment of Huiyouda Group. Su Feng, chairman of Longda, said that the Lunda direct-type backlight products continue to be shipped, and the applications range from 32-inch to 55-inch TV products. Currently, the third generation is actively being developed. Straight down LEDs, Ronda estimates that direct-lit backlight TVs are expected to have penetration rates of 40% to 50% this year.
Wu Qinghui, chairman of Dongbei Optoelectronics, said that because the direct-lit LED TV does not use a light guide plate, the cost of the entire panel module is reduced, and the cost structure of the TV is cheap, but the LEDs used are larger and the number of the LEDs is larger, so the direct-lit LED TV can drive the LEDs. Demand, he believes that the LED factory will grow rapidly from March.
Among them, Dongbei Optoelectronics can grow up to 40% in a single month, and because LED dies are used in TV backlights in the high-end market, there are not many manufacturers currently available. Dongbei’s procurement is mainly based on crystal and the Lord.
Samsung Electronics announced in the first half of this year that it will completely stop the production of LCD TVs with CCFL backlighting. The LED industry pointed out that the cost structure of direct-lit LED TVs has an advantage over CCFLs. Therefore, CCFL will be fully exited this year, and direct-lit LED TVs will be launched. It will grow rapidly, so that demand will exceed expectations this year, and Samsung's direct-type new models will be launched from March, driving the LED boom into the peak season.
Zhang Shixian, deputy general manager of Jingdian, said that Jingdian began to produce direct-lit LED TV chips in November and December last year. After the Spring Festival, customers have come in one after another. Recently, orders have increased considerably, so the performance in March will increase significantly. It will quickly increase from over 60% in February to over 80%.
The backlight module that enters the direct-lit LED TV has received orders from the six major TV factories in mainland China, and has received orders for LED TVs from major manufacturers such as Philips and Samsung. Zhou Wanshun, chairman of Yiquan Precision, recently There are new TV customers coming in, so that the customers of Yiquan are no longer concentrated in the mainland. Due to the high market share of the direct-information, this year has a large growth momentum, and the revenue related to the direct-lit LED TV is estimated. It will double from 2.5 billion yuan last year to 5 billion yuan.
Ronda is subject to the shipment of Huiyouda Group. Su Feng, chairman of Longda, said that the Lunda direct-type backlight products continue to be shipped, and the applications range from 32-inch to 55-inch TV products. Currently, the third generation is actively being developed. Straight down LEDs, Ronda estimates that direct-lit backlight TVs are expected to have penetration rates of 40% to 50% this year.
Wu Qinghui, chairman of Dongbei Optoelectronics, said that because the direct-lit LED TV does not use a light guide plate, the cost of the entire panel module is reduced, and the cost structure of the TV is cheap, but the LEDs used are larger and the number of the LEDs is larger, so the direct-lit LED TV can drive the LEDs. Demand, he believes that the LED factory will grow rapidly from March.
Among them, Dongbei Optoelectronics can grow up to 40% in a single month, and because LED dies are used in TV backlights in the high-end market, there are not many manufacturers currently available. Dongbei’s procurement is mainly based on crystal and the Lord.
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