LED backlights LCD TVs will be fully popularized by the manufacturer's vision? One of the key factors in the popularity of LED backlights is the lower price of LED backlights, which is much more expensive than CCFL backlights, so prices must be lowered.
Here we compare the situation when the 40-inch LCD TV panel is equipped with a side-light LED backlight and a direct-lit CCFL backlight. In the fourth quarter of 2009, LED backlights were approximately $135, which was approximately $90 more expensive than CCFL backlights.
Now, it can be said that LCD TVs equipped with LED backlights are more profitable than CCFL backlight LCD TVs whose sales price has dropped significantly. The 40-inch LED backlight LCD TV costs $90 more than the CCFL, but the LCD TV retail price increases by $440.
We believe that the spread between LEDs and CCFL backlights will continue to shrink, and will fall to about $70 in the fourth quarter of 2010, and the price difference for LCD TVs can be reduced to $350. Considering the increase in environmental awareness, consumers are likely to accept a price difference of $350. If in the fourth quarter of 2011, the price difference between LED and CCFL backlights may be reduced to 50 US dollars, then LCD TVs will have a leap forward with LED backlights.
Chip usage will be halved by the end of 2010
Panel manufacturers seem to be reducing the number of LED chips used to reduce the cost of backlights. In the fourth quarter of 2009, the side-lit LED backlights for 40-inch LCD TVs required approximately 600 LED chips. In the fourth quarter of 2010, it is expected to be reduced to 300-400.
Reducing the number of LED chips required is achieved by increasing the luminous efficiency and the transmittance of the liquid crystal panel. The luminous efficiency of LED chips has been increasing at a rate of 20% per year until 2009. It is expected that after 2010, while increasing at a slower speed, it will increase by about 10% per year due to the reduction of package light-emitting loss.
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