Recently, the market has announced that TPV and Everlight will form an alliance to establish an LED backlight module factory in Suzhou, China, to expand the LED backlight LCD TV market.
TPV is a LCD TV foundry, and Everlight is an LED packaging factory; industry insiders believe that the cooperation between the two parties will ensure the source of LED and LED backlight modules, consolidate the leading position of LCD TV OEMs, and fight with AUO and Xinqimei; Light is expanding its LED product shipments with the support of TPV.
According to industry insiders, demand in emerging markets has increased dramatically. LCD TVs have a market size of 170 million units this year, of which LED TV sales are expected to exceed 35 million units. The growth momentum is better than PCs and mobile phones, and has become AUO, New Chimei, TPV, etc. The big factory is the place to fight. TPV and Yiguang are allied with each other. In addition to mutual benefit, Yiguang adopts chip-derived Crystal Light, Yiquan, Taigu and other billion-light concept stocks. TCM, AUO and other TPV concept stocks that supply TPV will also benefit. .
Liu Bangyan, general manager and spokesperson of Yiguang Production Division, said on February 27: "There is nothing to be known about this matter." However, the new factory of Yiguang Jiangsu Wujiang will be completed by the end of April, and the monthly capacity of LED packaging will be 100 million. It will increase four times to 500 million, and will be used as a backlight for NB, LCD and LED TV in the future. In the past, Everlight only supplied TPV traditional Led Bulbs and infrared products, but since the beginning of this year, it has been supplying large-size panel backlights.
Director of Everlight said that the backlight module factory is a LED factory customer, and it is impossible for Yiguang to cooperate with LCD TV OEMs and fight against customers. However, the LED industry is indeed rumored to cooperate with Yiguang and TPV. This will be the cooperation between Everlight and Ruixuan and LG, and cooperation with large end customers. Everlight has been expanding its footprint from NB to LCD monitors and LED TVs this year. It is expected to account for at least double the revenue this year, reaching more than 20%. The industry believes that TPV is a large LCD TV OEM, to seize the LED TV pie, you must first ensure the source of LED. LED TV market prospects are promising, but this year's LED supply is insufficient, which is the incentive for TPV and Yiguang to cooperate.
DisplaySearch predicts that LCD TV panel shipments using LED backlights will grow from 36.5 million units (permeability 20%) to 184 billion units (72% penetration rate) in 2015, and LED TV is the main battlefield.
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