31 July 2010


LED-backlit panels to account for 30% of AUO's shipments for TVs in Q3

Despite shortages in upstream LED supply, Taiwan-based TFT-LCD panel maker AU Optronics (AUO) believes that global LED-backlit TV market share will surpass 20% in 2010, according to a report in Digitimes.

The firm also expects that its share of LED-backlit TV panel shipment to reach 30% of its total TV panel shipments in third-quarter 2010 then to more than 40% at the end of the year, according to Paul Peng, executive VP of its global business unit.

AUO’s monthly LED-backlit TV panel unit shipments are expected to reach 1 million in Q3/2010 and up to 1.2 million in Q4, Peng noted.

LED-backlit models’ share of the LCD TV market reached 14% in Q2, and will rise to 26–28% in Q3, then surpass 30% in Q4, he added.

Price will be the major factor affecting the popularity of LED-backlit TVs in the market. The current retail price of an LED-backlit TV is about 1.4–1.7 times the price of a CCFL-backlit set, but the gap is expected to narrow in second-half 2010, Peng said, adding that the price of LED-backlit TV panels will be 1.3–1.4 times the price of CCFL-backlit TV panels.

Significant growth is expected when the price gap in the end market narrows to 1.2–1.3 times, and this is expected to happen in 2011, with LED-backlit TVs’ market share exceeding 50%, Peng added.

For LCD monitors, Peng said that LED-backlit models accounted for 22% of AUO’s total monitor panels in Q2, and will reach 30% in Q3 and 50% in Q4. AUO may achieve the goal of 100% LED-backlit for monitor panels earlier than the target of 2012, he added.

LED-backlit models' share in the overall LCD monitor market was 17% in Q2, and is expected to reach 23% in Q3 then more than 30% in Q4, AUO added.

AUO’s notebook panels are now 100% LED-backlit, Peng stressed.

Although the display industry has generally seen shortages of LEDs, AUO — due to its deployments in the LED supply chain over the past two to three years — has sufficient supply from both in-house and outside sources, Peng said.

See related items:

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LED market to grow from $7bn in 2009 to $10.7bn in 2010 then $20.4bn in 2012

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LED-backlit TVs to reach 20% of 180m-unit LCD TV market in 2010

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