70% of LED profits are captured by foreign investors

Recently, the reporter learned from many domestic color TV companies that LED-backlit LCD TVs with ultra-thin, energy-saving and full HD technologies are becoming the protagonists of the domestic color TV market. In the next three years, they have been accounting for more than 90% of CCFL backlight TVs. Will be replaced by LED-backlit TV.

In October last year, the National Development and Reform Commission and other departments promulgated the "Opinions on the Development of Semiconductor Lighting Energy-Saving Industry". Since then, the investment of domestic LEDs from downstream applications and packaging to upstream chip materials has entered a hot stage.

LED LCD price is forced to CCFL

In the color TV industry, LED-backlit LCD TVs have gradually gained overwhelming advantages in the market. In the just-concluded May 1st Golden Week, from the information feedback from Gome and Suning, the traditional CCFL LCD has reduced its sales by 40% despite the sharp price cut, but LED LCD, which has just been listed for less than one year, has achieved More than 150% growth. It is understood that the current mainstream price of domestic 46-inch LED-backlit LCD TV has dropped to 8,999 yuan, which forced the price of CCFL-backlit LCD TVs to continue to decline.

China Electronics [1.33 2.31%] Lu Yibo, deputy secretary-general of the Chamber of Commerce, believes that those color TV companies that have advanced in the LED LCD field will set the conditions for becoming the leading brands in the domestic color TV market in the next 5 to 10 years.

However, the dilemma facing the domestic color TV industry is that more than 70% of the profits in the LED field are controlled by Japanese and American manufacturers who master high-power LED chips, epitaxial wafers and substrate material core technologies. Chinese color TV giants want to obtain LED-backlit LCD TV market. The dominance of the LED must go upstream.

Glossary:

CCFL: Cold Cathode Fluor EScent Lamps, a cold cathode fluorescent lamp, is a gas discharge light-emitting device that is the most mainstream backlight for current LCD screens.

LED: Light Emitting Diode is a light-emitting diode that controls the display of semiconductor light-emitting diodes. LEDs can directly convert electricity into light. (Editor: Cheng Xiang)

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