[High-tech LED News] Taiwan's panel maker AUO's LED chip factory Longda Electronics chairman and general manager Su Fengzheng recently said that the output value of the LED market in the next two to three years will mainly come from the panel backlight.
He said that in order to master the core key components and reduce manufacturing costs, Samsung, LG, AUO, Chi Mei and Sharp all have expanded their LED supply sources to Reducing the dependence of outsourcing procurement, the strategic cooperation mode within the group is popular, and the LED TV panel supply chain is relatively closed.
Therefore, despite the expansion of production by mainland LED manufacturers, due to the lack of sufficient professional engineers to adjust the production yield, effective production capacity still takes a long time to reach, and there is ample supply of LEDs within the panel factory group. The opportunity for external procurement is not high. Therefore, it is difficult for mainland LED factories to enter the LED TV panel supply chain.
According to the relevant units, the annual compound growth rate of the LED market will reach 21.12% in the next 10 years, and the output value will reach 57 billion US dollars. Among them, the panel backlight application will be the main kinetic energy for short-term growth, while the lighting application is a long-term growth opportunity. . Therefore, LED TV will remain a very important source of revenue for the next three years.
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