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Apr

LED count in TV BLUs to fall by 30% at the end of 2010, says AUO

Posted By admin in AUO, LED, Technology News, TFT-LCD

LED count in TV BLUs to fall by 30% at the end of 2010, says AUO
DIGITIMES 2010/04/16
Siu Han, Taipei; Yvonne Yu, DIGITIMES [Thursday 15 April 2010]

The volume of LEDs used in TV backlight units (BLUs) will reduce by about 30% at the end of 2010 when single-side edge-type LED BLUs enter mass production, according to AU Optronics (AUO).

The single-side edge-type LED BLUs will be applied to new LCD TVs in 2011, AUO added.

LED-backlit models will account for 90% of the global notebook market, and 20% each of the LCD TV and monitor markets in 2010, AUO noted, adding that LED-backlit TV share will reach 30-40% at the end of 2010. AUO indicated that the market share of LED-backlit TVs will continue to increase and the only concern is whether LED supply can catch up with the rising demand.

Lee Biing-jye, chairman of LED chipmaker Epistar, noted that LED-backlit TVs’ market share at the beginning of 2010 was only 5% and will need to reach 35% at the end of the year in order to reach an average 20% for the whole year. He added that LED-backlit TVs’ market share will reach 45% in 2011.

Players in the LED sector indicated that with TV vendors significantly increasing their orders for LEDs, supply of LEDs was about 30-40% short of demand in the first quarter of 2010, and order visibility for LEDs has already extended to the end of second quarter. They are expected to raise prices to reflect increased material costs.

However, Lite-On Technology CEO Teng Kuang-chung has argued that the shortage of LEDs will not continue for long, as LCD TV vendors are striving to cut costs by lowering the number of LEDs in their products, and LED chipmakers are fast expanding their capacities.

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