LED penetration in LCD TV panels reached 33% in Q1’11

Global shipments of LCD TV panels with LED backlights reached 16.4 million units in Q1’11, a slight decrease from 16.6 million units in Q4’10. According to the DisplaySearch Quarterly Large-Area TFT LCD Shipment – Advanced LED Report, LED penetration in LCD TV panels reached 33% in Q1’11, a healthy growth from 29% in Q4’10.
However, LCD panel manufacturers have adjusted their targets for 2011 LCD TV panel shipments with LED backlights down from 53% to 47%. Key reasons for this change in outlook include the current sell-through climate, price erosion in premium LED models, making them less attractive, and a shift in strategy towards 3D panels. New LCD TV panel manufacturers are focusing on CCFL production to ensure stability in the business lines as they ramp up their Gen 6 and Gen 8 lines.
“Despite some build-up of LED-backlit TV panel inventories in the second half of 2010, the industry has recognized that LED backlighting is an irreversible trend, with benefits such as lower power consumption and slim form factor,” noted David Hsieh, DisplaySearch Vice President and research leader for large-area panels. “As a result, LCD TV panel makers are continuously reducing LED backlight costs in order to increase shipments.”
Hsieh added, “As we previously indicated, although the growing awareness of LEDs among consumers has encouraged panel makers to increase LED performance and continuously reduce costs, the growth in LED backlighting does not mean that CCFL will no longer be in demand. There are still many consumers and emerging markets that are very price sensitive.”
LG Display continued its leadership in LED-backlit LCD TV panel shipments in Q1’11, shipping more than 4 million units for a 27% share. Samsung closely followed with 24%, and Sharp and AUO each had 18%. Nearly all LCD TV panel makers are focusing on edge-type LED backlights, with the exception of Sharp and LG Display, who are also producing direct type backlights.
In terms of LED backlight LCD TV panel revenue, Samsung led with 30%, followed by LG Display with 27%.
Penetration of LED backlights in LCD TV panels is highest in 50” and larger screen sizes. In Q1’11, LED backlight penetration was 86% in 50-54” LCD TV panels, 82% in 55-59”, and 83% in 60”+. In the 46-47” segment, LED backlight penetration was 54%, and in the 40-42” and 32” segments, penetration was 41% and 18% respectively.
The Quarterly Large-Area TFT LCD Shipment-Advanced LED Report covers the entire range of large-area panels shipped worldwide and regionally, with special focus on LED features. Authored by industry experts, this report analyzes historical shipments and forecast projections to provide some of the most detailed information and insights available. The report is delivered in Excel pivot tables, flex spreadsheets, and a PowerPoint analysis. For more information, contact Charles Camaroto at 1.888.436.7673 or 1.516.625.2452, e-mail contact(at)displaysearch(dot)com, or contact your regional DisplaySearch office in China, Japan, Korea or Taiwan.

Global shipments of LCD TV panels with LED backlights reached 16.4 million units in Q1’11, a slight decrease from 16.6 million units in Q4’10. According to the DisplaySearch Quarterly Large-Area TFT LCD Shipment – Advanced LED Report, LED penetration in LCD TV panels reached 33% in Q1’11, a healthy growth from 29% in Q4’10.However, LCD panel manufacturers have adjusted their targets for 2011 LCD TV panel shipments with LED backlights down from 53% to 47%. Key reasons for this change in outlook include the current sell-through climate, price erosion in premium LED models, making them less attractive, and a shift in strategy towards 3D panels. New LCD TV panel manufacturers are focusing on CCFL production to ensure stability in the business lines as they ramp up their Gen 6 and Gen 8 lines.“Despite some build-up of LED-backlit TV panel inventories in the second half of 2010, the industry has recognized that LED backlighting is an irreversible trend, with benefits such as lower power consumption and slim form factor,” noted David Hsieh, DisplaySearch Vice President and research leader for large-area panels. “As a result, LCD TV panel makers are continuously reducing LED backlight costs in order to increase shipments.”Hsieh added, “As we previously indicated, although the growing awareness of LEDs among consumers has encouraged panel makers to increase LED performance and continuously reduce costs, the growth in LED backlighting does not mean that CCFL will no longer be in demand. There are still many consumers and emerging markets that are very price sensitive.”LG Display continued its leadership in LED-backlit LCD TV panel shipments in Q1’11, shipping more than 4 million units for a 27% share. Samsung closely followed with 24%, and Sharp and AUO each had 18%. Nearly all LCD TV panel makers are focusing on edge-type LED backlights, with the exception of Sharp and LG Display, who are also producing direct type backlights.In terms of LED backlight LCD TV panel revenue, Samsung led with 30%, followed by LG Display with 27%.Penetration of LED backlights in LCD TV panels is highest in 50” and larger screen sizes. In Q1’11, LED backlight penetration was 86% in 50-54” LCD TV panels, 82% in 55-59”, and 83% in 60”+. In the 46-47” segment, LED backlight penetration was 54%, and in the 40-42” and 32” segments, penetration was 41% and 18% respectively.The Quarterly Large-Area TFT LCD Shipment-Advanced LED Report covers the entire range of large-area panels shipped worldwide and regionally, with special focus on LED features. Authored by industry experts, this report analyzes historical shipments and forecast projections to provide some of the most detailed information and insights available. The report is delivered in Excel pivot tables, flex spreadsheets, and a PowerPoint analysis. For more information, contact Charles Camaroto at 1.888.436.7673 or 1.516.625.2452, e-mail contact(at)displaysearch(dot)com, or contact your regional DisplaySearch office in China, Japan, Korea or Taiwan.

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