AUO's LED backlight panel shipments accounted for 30% in the third quarter
According to PaulPeng, executive vice president of AUO's global business unit, despite the shortage of upstream LED supply, Taiwan's TFT-LCD panel maker AU Optronics (AUO) believes that in 2010, the global LED backlight TV market share will exceed 20%, and AUO expects that its LED-backlit TV panel shipments will account for 30% of its total TV panel shipments in the third quarter, and its LED-backlit TV panel shipments will exceed 40% by the end of this year.
PaulPeng pointed out that in the third quarter of 2010, AUO's LED-backlit LCD TV panel shipments are expected to reach 1 million units per month, and in the fourth quarter, it will reach 1.2 million units per month.
PaulPeng also said that in the second quarter, the market share of LED-backlit LCD TVs will reach 14%, in the third quarter, it will increase to 26-28%, and in the fourth quarter, it will exceed 30%.
PaulPeng pointed out that price will become the main factor affecting the penetration rate of LED backlight TV market. Currently, the retail price of LED-backlit TVs is about 1.4-1.7 times that of CCFL-backlit TVs, but this spread is expected to shrink in the second half of 2010. PaulPeng believes that in the second half of 2010, the price of LED-backlit TV panels will be 1.3-1.4 times that of CCFL backlight TV panels.
PaulPeng also said that when the price difference in the terminal market is reduced to 1.2-1.3 times, the LED-backlit TV market is expected to show a significant growth trend, and it is expected that this growth will occur in 2011, and the market share of LED-backlit TV will Will exceed 50%.
PaulPeng pointed out that in the second quarter, in terms of LCD market, LED backlight panel will account for 22% of total AUO display panel shipments, 30% in the third quarter, and 50% in the fourth quarter. %. AU Optronics is expected to achieve 100% LED backlighting for its LCD panel, ahead of its expected 2012.
AUO said that in the second quarter, LED backlights accounted for 17% of the overall LCD market share, and in the third quarter, it is expected to reach 23%, and in the fourth quarter, it is expected to exceed 30%.
PaulPeng said that at present, AU Optronics notebook panels have adopted 100% LED backlights.
PaulPeng pointed out that despite the widespread LED shortage in the LCD industry, AUO has deployed its LED supply chain 2-3 years ago, combining its internal and external resources to make its supply sufficient.
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