South Korea panel maker LGD President Yuan Shou pointed out that the current market is more acceptable because of the decline in LED-backlit LCD TVs, and the demand for 3D LCD TVs is also coming up. It is estimated that the oversupply of panels will be big in 2011 Q1. In order to reduce, it is estimated that there will be a shortage of panels in Q2 2011. This demand is expected to continue until Q4 2011. At the same time, in order to expand LED backlight products in response to the increasing demand for LED-backlit LCD TVs, and to increase the scale of Taiwan's factory purchases, LGD will increase its LED chips for the round and the round investment in China. Purchase quantity.
LGD President Quan Shou
Benefited from the impact of China's 11th holiday in 2010, the Thanksgiving Day in Europe and America, and the quarterly purchase in Christmas, the inventory of LCD TV panels has been degraded to a considerable extent. In 2011, the company will include Sony, Sharp, and Samsung. Lejin has launched new and new LED backlight LCD TVs.
These new specifications will be shipped in Q1 2011, and a small amount will be available in the market in December 2010. If many factors react to demand and demand, there is an opportunity to reduce the oversupply of the panel in Q1 2011. When Q2 turns into a situation of short supply?
LGD president Quan Shou believes that the price of LED-backlit LCD TVs in 2011 is still high, but there are already quite a few products that have been cut in price, driving a lot of market demand. On the other hand, 3D TV manufacturers have also introduced newer products to improve their shortcomings. He also uses the company's own polarized film 3D TV as an example. The stimulation of the human eye and the effect of the presentation are better than the old products. Quanshou expects that the demand for panels from 3D and LED models will continue to increase in the future, so it is necessary to increase the number of LED chips for backlighting. Taking the capacity of the new photoelectric plant in 2011 as an example, the number of LGD purchases is as high as 50%, which makes Canyuan and Yangyang Optoelectronics become the main LED suppliers of LGD.
CGD Zaijun, deputy general manager of LGD, also explained that in 2011, the company's TV shipments were estimated at 70 million units, and the proportion of LED backlight shipments was about 60%, up from 42 million units.
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