[Source: Gaogong LED 's " LED Research Review" magazine March issue reporter / Liu Qiaomei]
The backlight business of the LED market has been detonated because the Chinese market has once again set off waves.
How big is the Chinese mainland market for LED backlight TV? A monitoring data from the High-tech LED Industry Research Institute shows that in 2012, China's first-tier and second-line TV manufacturers shipped more than 80 million LED backlight TVs. If the average cost per LED TV backlight package is 33.75. In the yuan calculation, the output value of packaged devices in the LED backlight TV market is more than 2.7 billion yuan.
Among them, Korean and Taiwanese manufacturers entered the backlight supply chain of TV manufacturers earlier, and occupied an absolute market share, mainly including Samsung LED, Seoul Semiconductor, Yiguang Electronics, Dongbei Optoelectronics, and Longda Electronics. At present, mainland packaging manufacturers entering the supply chain of mainland TV manufacturers mainly include Ruifeng Optoelectronics (300241.SZ), Zhaochi (002429.SZ), Jufei Optoelectronics (300303.SZ), Dongshan Precision (002384.SZ), and Companies such as Maximus and Jingke Electronics.
“Because of the factors such as price, technology maturity and fast-responding localization services, Chinese TV manufacturers have begun to try to purchase backlight devices from mainland packaging plants, and this trend is becoming more and more obvious.†Ruifeng Optoelectronics Technical Director Zhang Jiaxian revealed to the reporter of "High-tech LED".
The gradual acceptance of the market is mainly based on the continuous improvement of the mainland packaging technology, and the gap with the Korean and Taiwanese manufacturers is gradually narrowing.
The opportunity is coming
In Zhang Jiaxian's view, the TV backlights newly shipped in the Chinese mainland market have basically adopted LEDs. CCFL will be completely eliminated at the end of this year or early next year. "We have been working hard in the field of backlight devices for many years, and the market share has become more and more. In addition to Konka, TCL, Skyworth, other TV manufacturers have also taken the initiative to find the door."
"Technically speaking, the LED backlight replaces the original CCFL is completely no problem." Jufei Huang, the director of Jufei Optoelectronics, believes that with the increase in the penetration rate of LED LCD TVs and the increase in the proportion of large-size backlight modules, large sizes Backlight LEDs will be the main source of business growth for the company in 2013.
According to Yin Jinghuang, Jufei Optoelectronics has begun to supply large-size backlight devices or light bars to domestic mainstream LCD TV manufacturers such as Skyworth, Hisense and Changhong. It is expected that the sales volume of large-size backlight LEDs will show a rapid growth trend in 2013.
Jufei Optoelectronics' 2012 financial report data shows that the company's medium-sized backlight LED and large-size backlight products achieved sales revenue of 51.242 million yuan, accounting for 10.35% of total operating revenue, which has become the company's new profit growth point.
It is precisely because of the growth in market demand that Yimeixinguang (Beijing) Technology Co., Ltd. is actively expanding its production capacity.
"This year's SMD package is 300KK/month. At the end of the year, see if it can be expanded to 500KK/month." Fan Zhencan, president of Yimeixinguang, said.
The popularity of LED TVs and the gradual recognition of mainland TV manufacturers have given mainland backlight manufacturers a chance. Especially in the context of the overall downturn in the LED industry and the difficulty of increasing profits, the growth of LED backlight business revenue has made the performance of a few packaging companies last year particularly prominent.
Ruifeng Optoelectronics' share price has risen steadily since December last year. As of February 22 this year, the cumulative increase has been close to 50%, while the Shanghai Composite Index rose 18% during the same period, and the GEM index rose 41%. Ruifeng Optoelectronics shares outperformed the market.
An important source of profit for Ruifeng Optoelectronics is the income from TV backlight business. In 2012, under the overall downturn of the LED market, the company seized the market opportunity of the LED LCD TV market penetration rate, and achieved substantial growth in sales and profits, consolidating its domestic leading position in the field of LED TV backlights. .
“Last year TV TV growth is very large.†Ruifeng Optoelectronics Dongzhuang Zhuang Ji Li said that the penetration rate of LED backlights to LCD TVs reached 60% to 70% in 2012. The company is seized this historical opportunity to become bigger and stronger. .
Similar to the market performance, there are also shares of Zhaochi. Its wholly-owned subsidiary, Zhaochi Energy-saving Lighting, achieved LED packaging revenue of 300 million yuan in 2012 and net profit of 968.80 million yuan. It mainly supplies LED backlights for LED TVs used by the parent company. Beads.
Another new LED light-emitting field, Yimeixinguang, in 2012, the company's backlight business revenue increased by 4-5 times compared with 2011. According to Fan Zhencan, president of Yimeixinguang, the company's backlight business revenue will increase by about 3 times in 2012 based on 2012.
There are also mainland chip manufacturers sharing the backlight market with mainland device manufacturers.
"In the first half of last year, we basically purchased chips from Taiwan, China. By the end of last year, we have started to purchase mainland chips in small quantities. In the future, this proportion will reach about 40%." Quan Jinsong, deputy general manager of Zhaochi Energy Saving Lighting, said At present, the company's procurement of mainland chips is mainly from Sanan Optoelectronics.
"Now we are also starting to introduce a small number of mainland chips, mainly small and medium-sized chips from Sanan Optoelectronics." Zhang Jiaxian said, "The quality and performance of mainland manufacturers in large-size chips is not very stable, because of the quality problems of backlight devices. The packaging factory has to pay a large amount of compensation to the TV manufacturers. More importantly, this stable supply chain relationship will be greatly affected."
Liu Hongyu, deputy general manager of Jucan Optoelectronics Technology (Suzhou) Co., Ltd., told the reporter of "High-tech LED" that the reason why the company expanded its production in 2013 was because it saw the mainstream TV manufacturers in mainland China recognize the chips of mainland suppliers. .
Prepare both hands
“The backlight market is not permanent. It is definitely not feasible to put the treasure on a single business.†Fan Zhencan bluntly said, “As the brightness of a single lamp be gradually increased, the number of beads used in the backlight module will decrease, such as two. Years ago, the same size TV set used 90, and now it may be as long as 60, which is nearly one-third less."
"Global backlight demand has become saturated, with only 1% or 2% growth per year." Zhang Jiaxian said. Therefore, in the past few years, Ruifeng Optoelectronics has not done nothing in the fields of lighting, display applications, and automotive applications. In the first half of 2012, Ruifeng Optoelectronics' LED device revenue for lighting was 919.824 million yuan, even higher than the 633.3325 million yuan of medium and large size LED backlights.
In 2012, Jufei Optoelectronics realized revenue of 61.34 million yuan, a significant increase from the previous year's total of 26.06 million yuan; the proportion of total operating income increased from 7.73% in the year to 12.38% in 2012.
Jufei Optoelectronics said that in the future, the company will continue to increase the technology and market investment of lighting products, and continuously develop cost-effective and competitive LED lighting source products, focusing on cultivating the indoor lighting market and striving to become the main supplier of indoor lighting enterprises. Business.
The statistics of the High-tech LED Industry Research Institute (GLII) show that thanks to the successive introduction of LED application promotion policies by local governments, the output value of LED indoor functional lighting has increased by 80% in 2012 to reach 33.5 billion yuan.
As the year of LED indoor home lighting, it is estimated that the indoor functional lighting output value will catch up with landscape lighting this year and become the largest market segment in the application field.
The backlight business of the LED market has been detonated because the Chinese market has once again set off waves.
How big is the Chinese mainland market for LED backlight TV? A monitoring data from the High-tech LED Industry Research Institute shows that in 2012, China's first-tier and second-line TV manufacturers shipped more than 80 million LED backlight TVs. If the average cost per LED TV backlight package is 33.75. In the yuan calculation, the output value of packaged devices in the LED backlight TV market is more than 2.7 billion yuan.
Among them, Korean and Taiwanese manufacturers entered the backlight supply chain of TV manufacturers earlier, and occupied an absolute market share, mainly including Samsung LED, Seoul Semiconductor, Yiguang Electronics, Dongbei Optoelectronics, and Longda Electronics. At present, mainland packaging manufacturers entering the supply chain of mainland TV manufacturers mainly include Ruifeng Optoelectronics (300241.SZ), Zhaochi (002429.SZ), Jufei Optoelectronics (300303.SZ), Dongshan Precision (002384.SZ), and Companies such as Maximus and Jingke Electronics.
“Because of the factors such as price, technology maturity and fast-responding localization services, Chinese TV manufacturers have begun to try to purchase backlight devices from mainland packaging plants, and this trend is becoming more and more obvious.†Ruifeng Optoelectronics Technical Director Zhang Jiaxian revealed to the reporter of "High-tech LED".
The gradual acceptance of the market is mainly based on the continuous improvement of the mainland packaging technology, and the gap with the Korean and Taiwanese manufacturers is gradually narrowing.
The opportunity is coming
In Zhang Jiaxian's view, the TV backlights newly shipped in the Chinese mainland market have basically adopted LEDs. CCFL will be completely eliminated at the end of this year or early next year. "We have been working hard in the field of backlight devices for many years, and the market share has become more and more. In addition to Konka, TCL, Skyworth, other TV manufacturers have also taken the initiative to find the door."
"Technically speaking, the LED backlight replaces the original CCFL is completely no problem." Jufei Huang, the director of Jufei Optoelectronics, believes that with the increase in the penetration rate of LED LCD TVs and the increase in the proportion of large-size backlight modules, large sizes Backlight LEDs will be the main source of business growth for the company in 2013.
According to Yin Jinghuang, Jufei Optoelectronics has begun to supply large-size backlight devices or light bars to domestic mainstream LCD TV manufacturers such as Skyworth, Hisense and Changhong. It is expected that the sales volume of large-size backlight LEDs will show a rapid growth trend in 2013.
Jufei Optoelectronics' 2012 financial report data shows that the company's medium-sized backlight LED and large-size backlight products achieved sales revenue of 51.242 million yuan, accounting for 10.35% of total operating revenue, which has become the company's new profit growth point.
It is precisely because of the growth in market demand that Yimeixinguang (Beijing) Technology Co., Ltd. is actively expanding its production capacity.
"This year's SMD package is 300KK/month. At the end of the year, see if it can be expanded to 500KK/month." Fan Zhencan, president of Yimeixinguang, said.
The popularity of LED TVs and the gradual recognition of mainland TV manufacturers have given mainland backlight manufacturers a chance. Especially in the context of the overall downturn in the LED industry and the difficulty of increasing profits, the growth of LED backlight business revenue has made the performance of a few packaging companies last year particularly prominent.
Ruifeng Optoelectronics' share price has risen steadily since December last year. As of February 22 this year, the cumulative increase has been close to 50%, while the Shanghai Composite Index rose 18% during the same period, and the GEM index rose 41%. Ruifeng Optoelectronics shares outperformed the market.
An important source of profit for Ruifeng Optoelectronics is the income from TV backlight business. In 2012, under the overall downturn of the LED market, the company seized the market opportunity of the LED LCD TV market penetration rate, and achieved substantial growth in sales and profits, consolidating its domestic leading position in the field of LED TV backlights. .
“Last year TV TV growth is very large.†Ruifeng Optoelectronics Dongzhuang Zhuang Ji Li said that the penetration rate of LED backlights to LCD TVs reached 60% to 70% in 2012. The company is seized this historical opportunity to become bigger and stronger. .
Similar to the market performance, there are also shares of Zhaochi. Its wholly-owned subsidiary, Zhaochi Energy-saving Lighting, achieved LED packaging revenue of 300 million yuan in 2012 and net profit of 968.80 million yuan. It mainly supplies LED backlights for LED TVs used by the parent company. Beads.
Another new LED light-emitting field, Yimeixinguang, in 2012, the company's backlight business revenue increased by 4-5 times compared with 2011. According to Fan Zhencan, president of Yimeixinguang, the company's backlight business revenue will increase by about 3 times in 2012 based on 2012.
There are also mainland chip manufacturers sharing the backlight market with mainland device manufacturers.
"In the first half of last year, we basically purchased chips from Taiwan, China. By the end of last year, we have started to purchase mainland chips in small quantities. In the future, this proportion will reach about 40%." Quan Jinsong, deputy general manager of Zhaochi Energy Saving Lighting, said At present, the company's procurement of mainland chips is mainly from Sanan Optoelectronics.
"Now we are also starting to introduce a small number of mainland chips, mainly small and medium-sized chips from Sanan Optoelectronics." Zhang Jiaxian said, "The quality and performance of mainland manufacturers in large-size chips is not very stable, because of the quality problems of backlight devices. The packaging factory has to pay a large amount of compensation to the TV manufacturers. More importantly, this stable supply chain relationship will be greatly affected."
Liu Hongyu, deputy general manager of Jucan Optoelectronics Technology (Suzhou) Co., Ltd., told the reporter of "High-tech LED" that the reason why the company expanded its production in 2013 was because it saw the mainstream TV manufacturers in mainland China recognize the chips of mainland suppliers. .
Prepare both hands
“The backlight market is not permanent. It is definitely not feasible to put the treasure on a single business.†Fan Zhencan bluntly said, “As the brightness of a single lamp be gradually increased, the number of beads used in the backlight module will decrease, such as two. Years ago, the same size TV set used 90, and now it may be as long as 60, which is nearly one-third less."
"Global backlight demand has become saturated, with only 1% or 2% growth per year." Zhang Jiaxian said. Therefore, in the past few years, Ruifeng Optoelectronics has not done nothing in the fields of lighting, display applications, and automotive applications. In the first half of 2012, Ruifeng Optoelectronics' LED device revenue for lighting was 919.824 million yuan, even higher than the 633.3325 million yuan of medium and large size LED backlights.
In 2012, Jufei Optoelectronics realized revenue of 61.34 million yuan, a significant increase from the previous year's total of 26.06 million yuan; the proportion of total operating income increased from 7.73% in the year to 12.38% in 2012.
Jufei Optoelectronics said that in the future, the company will continue to increase the technology and market investment of lighting products, and continuously develop cost-effective and competitive LED lighting source products, focusing on cultivating the indoor lighting market and striving to become the main supplier of indoor lighting enterprises. Business.
The statistics of the High-tech LED Industry Research Institute (GLII) show that thanks to the successive introduction of LED application promotion policies by local governments, the output value of LED indoor functional lighting has increased by 80% in 2012 to reach 33.5 billion yuan.
As the year of LED indoor home lighting, it is estimated that the indoor functional lighting output value will catch up with landscape lighting this year and become the largest market segment in the application field.
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