Chinese TV Brands’ Rise Drives Backlight-use LED Manufacturers to Intensify Backlight Market Strategy, says TrendForce

Global shipment proportions for Chinese TV brands are increasing yearly, with the possibility to reach 28 percent in 2014, according to the latest China LED Package Industry Market Report from LEDinside, a division of research organization TrendForce. Six Chinese TV brands will benefit the most from domestic demands in 2014. LED manufacturers beginning to pay more attention to opportunities in this market segment due to low in-house LED production capacity of Chinese TV brands and low strategic alliance among LED manufacturers. The supply chain for Chinese TV brands has started to change. Once reliant on Taiwanese and Korean LEDs, Chinese package manufacturers is starting to change as price competition heats up and technology matures. 

Graph 1: Market share percentage of Chinese TV brands
Data source:LEDinside

Chinese packaging manufactures entrance into TV backlight supply chains drives revenue growth and market expansion plans

China-based backlight LED manufacturer Refond Optoelectronics (Refond Opto) entered the TV backlight sector in 2010. The company has already successfully become part of the supply chain for brands TCL, Skyworth, Konka, and Chang Hong. Refond Opto’s backlight business revenue has grown 67% to US $46.80 million. In order to strengthen the company’s presence in the backlight market, Refond Opto formed an alliance with TV manufacturers TCL and Taiwanese chip manufacturer FOREPI, investing US $32.26 to establish the joint venture Huarui Optoelectronics Technology (Huizhou) which focuses on backlight LED packaging to further cement Refond Opto’s position in the LED TV backlight market. 

MTC Lighting and Dongshan Precision pooled resources to break into the LED TV backlight sector. The companies revenue performance this year have shown rapid growth. MTC Lighting is already part of TCL, Hisense, Skyworth, Chang Hong, and Haier’s backlight supply chain. The company’s 2013 revenue reached close to US $80 million. In February this year, MTC Lighting invested US $80.65 million in establishing a subsidiary in Jiangxi to focus on its LED backlight and lighting business. 

Dongshan Precision has drawn from its conventional precision sheet metal business to develop its backlighting business. In May of 2014, Dongshan Precision announced raised funds of over US $189.52 million, with plans to invest US $73.87 million in LED component production and US $35.48 in LCM module production. The funds will boost the company’s competitiveness in the backlighting field. 

Other Chinese manufacturers include Shine On and APT Electronics, who have recently increased efforts in the TV backlighting sector. lighting LED component manufacturers Honglitronic and Mason are also turning their sights towards TV backlighting, and have already entered into brand supply chains.

2014 Chinese LED Package Industry Report
 
Chapter 1 Industry Chain Overview
LED Industry History
LED Industry Chain
Definition of LED Packaging
Supporting Industries of LED Packaging
Lead Frame
Silicon
Phosphor
 
Chapter 2 China LED Industry Overview 
The Upstream LED Chip Industry
Excess capacity and over supply
Industry polarization, first-tier manufacturer is bigger and bigger
The Downstream Application Industry
Lighting Industry : Product prices fall, drive the penetration increased
Display Industry : Intense competition, enters into the industry reshuffle
Backlight Industry : Domestic package manufacturers rised
 
Chapter 3 Chinese LED Packaging Industry Overview  
China LED Package Industry Development And Introduction
China LED Package Industry Scale And Development Trend
Major LED Package Manufacturers And Revenue Rankings
Major LED Application Analysis
Lighting
Backlight
Display
Decorative Lighting
Chinese Packaging Manufacturers' Technology Development Capability
Research Expenditure
R&D Staff
Patents
 
Chapter 4 Major Chinese LED Package Manufacturers
Nationstar
Refond
Jufei
Hongli
ChangFang Lighting
Mason
Ledman
MLS
Jingtai
Smalite 
Hkled
Wenrun
DSBJ
Revenue and Profit
Product Mix
Business And Expansion Plan
Operating Analysis
Profitability Analysis
Product Specification
 
Chapter 5 International LED Manufacturer Business in China
U.S. and European LED Manufacturer Business in China
Philips Lumileds, OSRAM, Cree
Japanese LED Manufacturer Business in China
Nichia, Toyoda Gosei
Korean LED Manufacturer Business in China
Samsung, LG Innotek, Seoul Semiconductor
Taiwanese LED Manufacturer Business in China
Everlight, Lextar, Lite-on,Unity Opto, Harvatek, Bright LED Electronics
Other Regional LED Manufacturer Business in China
Dominant
Major LED Manufacturer Business in Chinese Market / Global Market Analysis
International LED Manufacturer Business in China Affecting the Chinese LED Package Industry
 
Chapter 6 The Major Supporting Business in LED Packaging Industry
Analysis on Supporting Business of Packaging Industry
Equipment Industry
Die Bonder
Wire Bonder
Adhesive Dispensing Machine
Major Materials
Chip
Phosphors
Supporting Business
Lead Frame
Adhesive (Silicon, Epoxy)
Gold Wire
 
Chapter 7 Chinese Package Manufacturers Strengths
Industry Cluster
Industry Integration Trend
Industry Opportunities and Threats
  
Chapter 8 Discussion on New LED Packaging Technology and Hot Topics
COB Package
EMC Package
Flip Chip LED Package
Overview
Strengths
Market Trend
Conclusions
 
Chapter 9 Conclusions and Suggestions
 
 
If you would like to know more details , please contact:
 
Joanne Wu  +886-2-7702-6888 ext. 972  JoanneWu@TrendForce.com
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