It looks like CCD LCD displays are rapidly becoming a thing of the past. The benefits of this are less power consumptions, less heat dispersion and thinner displays.
IHS has just finished a new report entitled “Q3 2013 GaN LED Supply and Demand” which their research shows that the proportion of LCD TV panels that use LEDs for backlighting is set to reach 90 percent in 2013. Of a total of 231 million LCD TV panels forecast to be shipped during 2013, 207 will use LED backlighting, with the remainder utilizing the older cold-cathode fluorescent lamp technology.
This marks the end of a boom time that started in 2009, when the LED penetration of the LCD TV panel market was only 3 percent before climbing rapidly to 24 percent in 2010, to 38 percent in 2011 and to 71 percent in 2012. By 2016, LED penetration will rise to 100 percent of the total LCD TV panel market.
Interestingly Sharp is the only panel supplier with 100 percent of its LCD TV panel manufacturing using LED backlighting in 2013. South Korea’s Samsung and LG are not far behind, with the two companies set to attain more than 95 percent LED usage in their LCD TV panels by the end of this year.
Amazingly, there is little growth opportunity left in the LCD TV backlighting market so LED makers are redirecting their efforts to the lighting business. What does that really mean? That HDTV is at a saturation point (indicated by other posts here regarding price reductions due to oversupply) and that there isn't a perceived large growth in UHD TV? I wouldn't argue that replacing incandescent and fluorescent lighting is a huge opportunity though and significantly bigger than all TV production. I might buy three TV's for my house vs. 40 LED light bulbs? IHS states
that in lighting applications, the penetration of LED products compared to alternative technologies is currently very low. Only 2.8 percent of all lamps shipped in 2013 are forecast to use LED technology. This amounts to 520 million LED lamps vs. 18.6 billion lamps in total. Demand for LED lighting is predicted to increase rapidly during the next five years, driving a projected packaged LED revenue growth of $2.5 billion within the period.
The other reason that manufacturers are moving to lighting solutions for LED and not seeing growth in the TV market is OLED. OLED doesn't require LED for lighting, so eventually LED on HDTV/UHDTV will be a thing of the past. Of course this is good news as LED edge lighting would be a thing of the past and we would have better contrast ratios, refresh rates and wider color gamut.
So, while I am happy to see CCD fade away, I am more thrilled to see OLED replace LED.
IHS has just finished a new report entitled “Q3 2013 GaN LED Supply and Demand” which their research shows that the proportion of LCD TV panels that use LEDs for backlighting is set to reach 90 percent in 2013. Of a total of 231 million LCD TV panels forecast to be shipped during 2013, 207 will use LED backlighting, with the remainder utilizing the older cold-cathode fluorescent lamp technology.
This marks the end of a boom time that started in 2009, when the LED penetration of the LCD TV panel market was only 3 percent before climbing rapidly to 24 percent in 2010, to 38 percent in 2011 and to 71 percent in 2012. By 2016, LED penetration will rise to 100 percent of the total LCD TV panel market.
Interestingly Sharp is the only panel supplier with 100 percent of its LCD TV panel manufacturing using LED backlighting in 2013. South Korea’s Samsung and LG are not far behind, with the two companies set to attain more than 95 percent LED usage in their LCD TV panels by the end of this year.
Amazingly, there is little growth opportunity left in the LCD TV backlighting market so LED makers are redirecting their efforts to the lighting business. What does that really mean? That HDTV is at a saturation point (indicated by other posts here regarding price reductions due to oversupply) and that there isn't a perceived large growth in UHD TV? I wouldn't argue that replacing incandescent and fluorescent lighting is a huge opportunity though and significantly bigger than all TV production. I might buy three TV's for my house vs. 40 LED light bulbs? IHS states
that in lighting applications, the penetration of LED products compared to alternative technologies is currently very low. Only 2.8 percent of all lamps shipped in 2013 are forecast to use LED technology. This amounts to 520 million LED lamps vs. 18.6 billion lamps in total. Demand for LED lighting is predicted to increase rapidly during the next five years, driving a projected packaged LED revenue growth of $2.5 billion within the period.
The other reason that manufacturers are moving to lighting solutions for LED and not seeing growth in the TV market is OLED. OLED doesn't require LED for lighting, so eventually LED on HDTV/UHDTV will be a thing of the past. Of course this is good news as LED edge lighting would be a thing of the past and we would have better contrast ratios, refresh rates and wider color gamut.
So, while I am happy to see CCD fade away, I am more thrilled to see OLED replace LED.
