According to market research firm NPDDisplaySearch, 2014 will be a good year for the LED industry. The main reason is that LED demand is flat in the backlight market, but the lighting market demand continues to rise; plus manufacturers add MOCVD The prudent assessment of equipment has led to a steady increase in supply demand since 2014.
However, NPDDisplaySearch also pointed out that because the lighting market has chaotic specifications and low barriers to entry, the entire lighting market demand has become a small variety of forms, which is disadvantageous for large-scale enterprises, so large companies adopt a single specification and fixed hair in lighting. The operating mode of interest rate; while in the case of LED backlighting, it can be found that the LED backlighting application has reached 100 in the notebook, and the monitor has almost reached 100.
Since 2011, the TV has changed the backlight to LED. In just three years, the penetration rate of LEDTV has reached 99, and the so-called direct-lit backlight has been developed. The backlight design has been brought to the fore, and the new supply chain has been driven, for example. : BMS (BacklightModuleSystem), direct-lit LED light source, secondary optical lens and direct-lit backlight strips; and some original backlight module manufacturers have been eliminated because they have not kept up with this wave of backlight design changes.
It can be said that when the design of the flat panel display backlight enters a mature stage, it is not only the technology and service that the companies compete with, but also the size of the company and whether the supply chain of the entire group can cooperate; The more and more, the flat-panel display backlight industry continues to shuffle, the situation of the larger Evergrande is becoming more and more obvious.
The penetration rate of various types of backlight technology has not changed much in the overall LED backlight market, but the economies of scale and technical capabilities have built a high wall, so that the latecomers can't step in, instead of having negative gross profit like lighting applications. As the whole machine factory or system factory becomes more and more pressured with the price reduction of TV, the integration will be more and more intense, which will continue to compress the living space of the small factory.
We can find that the concept of direct-lit backlight module since 2011 has replaced the traditional CCFL backlight module. The main principle is to sacrifice the thickness and get a better cost advantage. However, as the technology progresses, when the thickness is only When you need to sacrifice some thinner or thicker side-lit backlights, the cost advantages of the direct-lit backlight module and other advantages—such as the ease of making a narrow border and being suitable for localdimming—will gradually erode into the side-entry The main concept of high-end models is that they can reduce costs without sacrificing thickness.
All kinds of advantages make the direct-type backlight penetration rate increase from 45.9 in 2013 to 53.9 in 2014. The annual growth is about 17.1 compared with 2013. Looking forward to 2017, the direct penetration rate is estimated to be 61.3. But any technology will have Bottleneck, whether the direct-lit backlight design can balance performance and price depends mainly on whether the secondary optical design reaches the limit; in addition, how much OpticalDistance (OD) is the mainstream of the direct-lit backlight design? Has the era of wide color gamut come? It is a topic worth exploring.
NPDDisplaySearch also said that for small-size backlight requirements, how to thin the existing backlight module is the main design focus; and 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 transmittance of different panels for backlights will be different. The variables encountered in designing backlight modules in the future will be more complicated.