‘Global and China LCD Backlight Unit (BLU) Industry Report,
2011-2012’covers the followings:
Introduction to LCD Backlight Unit
LCD Backlight Unit Market
LCD Panel Market
11 Major LCD Panel Players
12 Major LCD Backlight Unit Enterprises
4 Manufacturers of LED Chips for LCD-TV
In 2012, the LCD backlight unit market size approximated UR$15.5 billion, down
3.1% from US$16 billion (a YoY decline of 4.2% over 2010) in 2011. The
continuous decline mainly resulted from the sharp fall in the price of LED
chips, the key raw materials for backlight unit. Meanwhile, due to the
insufficient demand for TVs, it is expected that in 2012, the global LCD-TV
market size will be 216 million units, with a growth rate of merely 2.85%.
Revenue of Global Top Backlight Unit Enterprises, 2010-2012 (US$M)
2010
2011
2012E
Radiant
1,527
2,158
2,651
Coretronic
1,891
1,648
1,472
Hansol Technics
1,373
804
529
Taesan
1,085
838
1,094
DID
494
677
598
DSLCD
1,247
778
537
Forward
229
171
130
Forhouse
685
703
765
Heesung Electronics
1,312
1,157
1,120
Chi Lin Optoelectronics
600
611
644
New Optics
587
632
539
Kenmos
306
231
208
Source: RIC<Global and China LCD Backlight Unit(BLU) Industry Report, 2011-2012>
For backlight unit enterprises, the light guide plate (LGP) technology acts as
the core. As backlight unit exerts great effect on the performance of LCD
panel, LCD panel companies have all held or participated in backlight unit
enterprises, which are usually supposed to have one client of the LCD panel,
e.g. Heesung Electronics and New Optics are suppliers merely to LG Display;
Hansol, DID, DSLCD and TAESAN supply Samsung alone. There are only three
independent large-scale backlight unit enterprises worldwide, namely,
Coretronic, Radiant and Kenmos.
In recent years, the share held by Korean enterprises has continued to decline
with poorer ability to control cost and they need to purchase LGP from the
Taiwanese counterparts with more advanced LGP technology. Taiwanese players
like Radiant obtained 70% of the total revenue from Korea, but in 2008, this
figure slumped to 34%.
For the backlight unit industry, the Open-cell and Hinge-Up which made their
debut in 2011 are not only great opportunities but challenges. Hinge-Up
chiefly caters to the ultra-thin Ultrabook, backlight unit enterprises need to
place the front cover of Ultrabook and LCM into one module, i.e. Module In
Backlight (MIB), and both LCM process and the front cover of Ultrabook should
be completed. This is difficult for backlight unit manufacturers to do the
job, and globally, only Radiant is competent for it, which secures its
significant growth in revenue (more than 40% and 20% in 2011 and 2012,
respectively) against the overall decline of the backlight unit industry.
Open-Cell can also be used in ultra-thin LCD-TVs and table PCs. For more
thinness, backlight unit enterprises must conduct shipment via LCM, so as to
be 1-2 mm thinner than traditional means. Enterprises capable to grow in 2012
all have been provided with LCM assembly capacity.
The LCD panel industry in Mainland China has seen rocket growth in 2012,
accompanied by significant rise in shipments of CSOT and BOE G8.5 generation
lines, but the supporting backlight units come from South Korean and Taiwanese
enterprises, of which, CSOT mainly cooperates with Coretronic Corporation; and
major suppliers of BOE include Japan-based Chatani, South Korea-based On-Nuri
and Nanohitec.
METHODOLOGY
Both primary and secondary research methodologies were used in preparing this
study. Initially, a comprehensive and exhaustive search of the literature on
this industry was conducted. These sources included related books and
journals, trade literature, marketing literature, other product/promotional
literature, annual reports, security analyst reports, and other publications.
Subsequently, telephone interviews or email correspondence was conducted with
marketing executives etc. Other sources included related magazines, academics,
and consulting companies.
INFORMATION SOURCES
The primary information sources include the Ministry of Industry and
Information Technology of the People's Republic of China, National Bureau of
Statistics of China and China Customs etc.
STUDY GOAL AND OBJECTIVES
This report provides the industry executives with strategically
significantcompetitor information, analysis, insight and projection on
thecompetitive pattern and key companies in the industry, crucial to
thedevelopment and implementation of effective business, marketing andR&D
programs.
REPORT OBJECTIVES
To establish a comprehensive, factual, annually updated and cost-effective
information base on market size, competition patterns, market segments, goals
and strategies of the leading players in the market, reviews and forecasts.
To assist potential market entrants in evaluating prospective acquisition
and joint venture candidates.
To complement the organizations' internal competitor information gathering
efforts with strategic analysis, data interpretation and insight.
To suggest for concerned investors in line with the current development of
this industry as well as the development tendency.
To help company to succeed in a competitive market, and understand the
size and growth rate of any opportunity.
Table of Contents
Table of Contents
1. Introduction to Backlight Unit
1.1. Structure of Backlight Unit
1.2. Light Guide Plate
1.3. Optical Film
1.4. Backlight Unit for Laptop Display Panel
1.5. Backlight Unit for Computer Display Panel
1.6. Backlight Unit for TV Panel
2. LCD Market and Industry
2.1. LCD Panel Market
2.2. LCD-TV Market
2.3. LCD Market Situation
2.4. LCD Panel Industry
2.5. Chinese Large-sized TFT-LCD Industry
2.6. Market Share of Major LCD Panel Companies
2.7. Small- and Medium-sized Display Industry Scale
2.8. Small- and Medium-sized Panel Technology Status
2.9. Geographical Pattern of Small- and Medium-sized Display Industry
2.10. Small- and Medium-sized Display Enterprises Ranking
Structure of Backlight Unit for Laptop Display Panel
Cost Structure of Backlight Unit for 13.3-Inch LED Laptop Display Panel
Structure of Backlight Unit for Computer Display Panel
Structure of Backlight Unit for 18.5-Inch LED Computer Display Panel
Structure of Backlight Unit for TV Panel
Cost Structure of Backlight Unit for 42-Inch LED TV Panel
Total Area of LCD Panel Shipment, 2009-2013
LCD Shipment, 2009-2013
LCD-TV Shipment Area, 2009-2013
Flat-Panel TV Shipment by Technology, 2007-2016
Monthly Revenue of Global Large-sized LCD Enterprises, Jul. 2011-Jul. 2012
LCD-TV Panel Price, Apr. 2010-Jun. 2012
Monthly Revenue of Global LCD-TV Panel, Jul. 2011-Jul. 2012
MNT Panel Price, Apr 2010-Jun 2012
Monthly Revenue of Global MNT Panel, Jul. 2011-Jul. 2012
Laptop Panel Price, Apr. 2010-Jun. 2012
Mobile PC Panel Revenue, Jul. 2011-Jul. 2012
Global TFT-LCD Capacity by Generation, 2000-2014
Revenue Breakdown of Global LCD Industry by Region, 2010-2014
Market Share of Major LCD Panel Enterprises, 2012
Main TFT-LCD Production Lines in China
Market Share of Major TV Panel Companies, 2008-2012
Market Share of Major MNT Panel Companies, 2008-2012
Market Share of Major Mobile PC Panel Companies, 2008-2012
Revenue and Growth Rate of Global Small- and Medium-sized Panel Industry,
2004-2012
Global Small- and Medium-sized Display Shipment, 2004-2012
Output Value of Global Small- and Medium-sized Display Industry by
Technology, 2009-2012
Global Small- and Medium-sized Panel Shipment by Technology, 2009-2011
Output Value of Small- and Medium-sized Display Industry by Application,
2010-2011
Output Value of Global Small- and Medium-sized Display Industry by Region,
2010-2011
Shipment of Global Small- and Medium-sized Display Industry by Region,
2010-2011
Shipment of Major Small- and Medium-sized Display Enterprises, 2009-2011
Revenue of Major Small- and Medium-sized Display Enterprises, 2010-2012
Global Market Size of Backlight Unit for LCD Panel, 2009-2014
Global Market Size of Backlight Unit for LCD Panel by Application,
2009-2014
Supply Chain Management of Laptop Casing in Hang-up Mode
BLU in Hang-up Mode
Open-cell Shipment Ratio, 2006-2012
Market Share of Global Top Backlight Unit Enterprises by Shipment, 2011
Market Share of Global Top Backlight Unit Enterprises by Revenue, 2012
BLU vs Panel Enterprises
Operating Margin of Global Top Backlight Unit Enterprises, 2010-2012
Revenue of Global Top Backlight Unit Enterprises, 2010-2012
Market Share of IPS Small- and Medium-sized LCD Panel, 2011
Organizational Structure of Japan Display
Overseas Production Bases of Japan Display
Revenue and Operating Margin of HannStar, 2003-2012
Monthly Revenue and Growth Rate of HannStar, Jan. 2011-Aug. 2012
Monthly Small- and Medium-sized Panel Shipment and Growth Rate of
HannStar, Jan. 2011-Aug. 2012
Revenue and Operating Margin of CPT, 2004-2012
Revenue Breakdown of CPT by Business, Q1 2010-Q4 2011
Monthly Revenue and Growth Rate of CPT, Jan. 2011-Aug. 2012
Monthly Small- and Medium-sized Panel Shipment and Growth Rate of CPT,
Jan. 2011-Aug. 2012
Revenue and Operating Margin of AUO, 2004-2012
Monthly Revenue and Growth Rate of AUO, Aug. 2010-Aug. 2012
Revenue Breakdown of AUO by Application, Q1 2010-Q2 2012
Small- and Medium-sized Shipment and Revenue of AUO, Q1 2010-Q2 2012
Capacity Breakdown of AUO by Production Line, Q1 2012
Revenue and Operating Margin of Chimei Innolux, 2007-2012
Revenue and Gross Margin of Chimei Innolux, Q2 2010-Q2 2012
Revenue Breakdown of Chimei Innolux by Application, Q2 2010-Q1 2012
Revenue Breakdown of Chimei Innolux by Size, Q2 2010-Q2 2012
Small- and Medium-sized Revenue and Shipment of Chimei Innolux, Q2 2010-Q2
2012
Capacity Breakdown of Chimei Innolux by Production Line, Q1 2012
Touch Sensor Capacity of Chimei Innolux, Q1 2012
Revenue and Operating Margin of LG Display, 2002-2012
Quarterly Revenue, Operating Margin and Gross Margin of LG Display, Q1
2010-Q2 2012
Revenue Breakdown of LGD by Application, Q1 2010-Q2 2012
Small- and Medium-sized Revenue and Operating Margin of LGD, Q1 2011-Q4
2012
Small- and Medium-sized Revenue Breakdown of LGD by Application, Q1
2010-Q4 2012
Shipment and Growth Rate of LGD, Q1 2008-Q4 2012
ASP and Growth Rate of LGD, Q1 2008-Q4 2012
Output Breakdown of LGD by Production Line, Q1 2011-Q1 2012
Revenue and Operating Margin of SMD, 2009-2013
Quarterly Revenue and Operating Margin of SMD, Q1 2009-Q2 2012
Quarterly Shipment and ASP of SMD, Q1 2009-Q1 2012
OLED Revenue and % of Total Revenue of SMD, Q1 2010-Q1 2012
AMOLED Capacity of SMD, 2010-2013
AMOLED Capacity Roadmap of SMD, Q1 2011-Q4 2014
Revenue and Operating Margin of BOE, 2006-2012
Quarterly Revenue and Growth Rate of BOE, Q1 2010-Q2 2012
Quarterly Gross Margin and Net Profit Margin of BOE, Q1 2010-Q2 2012
Production Lines of BOE
Quarterly Revenue and Operating Margin of Samsung Display, Q1 2011-Q4 2012
Quarterly Shipment and Operating Margin of Samsung Display, Q1 2011-Q4 2012
Main Production Lines of Samsung Display
Revenue and Operating Margin of Tianma Micro-electronics, 2005-2012
Operating Income and Net Income of Tianma Micro-electronics, Q4 2009-Q1
2012
Gross Margin and Net Profit Margin of Tianma Micro-electronics, Q4 2009-Q1
2012
Revenue and Operating Margin of Forhouse, 2006-2012
Monthly Revenue and Growth Rate of Forhouse, Aug. 2010-Aug. 2012
Revenue and Operating Margin of Heesung Electronics, 2006-2012
Revenue and Gross Margin of Kenmos Technology, 2006-2012
Monthly Revenue and Growth Rate of Kenmos Technology, Aug. 2010-Aug. 2012
Revenue and Operating Margin of Coretronic Corporation, 2006-2012
Monthly Revenue and Growth Rate of Coretronic Corporation, Aug. 2010-Aug.
2012
Revenue Breakdown of Coretronic Corporation by Business, 2010-2011
Revenue Breakdown of Coretronic Corporation by Business, Q1-Q2 2012
Projector Shipment of Coretronic Corporation by Resolution, Q1 2011-Q2 2012
Projector Revenue of Coretronic Corporation by Resolution, Q1 2011-Q2 2012
BLU Shipment of Coretronic Corporation by Application, Q4 2010-Q2 2012
BLU Revenue of Coretronic Corporation by Application, Q4 2010-Q2 2012
BLU Shipment of Coretronic Corporation, 2010-2012
Revenue and Operating Margin of Radiant Opto-Electronics, 2006-2012
Monthly Revenue and Growth Rate of Radiant Opto-Electronics, Aug.
2010-Aug. 2012
Revenue Breakdown of Radiant Opto-Electronics by Region, 2007-2010
Revenue Breakdown of Radiant Opto-Electronics by Region, 2011-2012
Revenue Breakdown of Radiant Opto-Electronics by Products, 2011-2012
Monthly NB BLU Shipment of Radiant Opto-Electronics by Products, Jan.
2011-Jul. 2012
Quarterly LED NB BLU Shipment, Q1 2010-Q2 2012
Monthly Monitor BLU Shipment of Radiant Opto-Electronics, Jan. 2011-Jul.
2012
Monthly Monitor LED BLU Shipment of Radiant Opto-Electronics, Jan.
2011-Jul. 2012
Monthly TV BLU Shipment of Radiant Opto-Electronics, Jan. 2011-Jul. 2012
Monthly TV LELD BLU Shipment of Radiant Opto-Electronics, Jan. 2011-Jul.
2012
LCM Shipment of Radiant Opto-Electronics, Q1 2010-Q2 2012
Capacity Breakdown of Opto-Electronics by Factory, 2012
Financial Data of Opto-Electronics' Factories in Mainland China, 2011
Revenue and Operating Margin of Hansol Technics, 2006-2012
Revenue Breakdown of Hansol Technics by Products, 2008-2011
Revenue and Operating Margin of TAE SAN Electronics, 2008-2013
Revenue and Operating Margin of DID, 2008-2013
Capacity Breakdown of DID by Production Base
Revenue and Operating Margin of DSLCD, 2008-2013
Market Share of Major LED-Backlit LCD-TV Panel Enterprises, 2010
Market Share of Global Top Flat-Panel TV Enterprises, 2010
Market Share of Major LED-TV LED Packaging Companies, 2010
Revenue and Operating Margin of LG INNOTEK, 2006-2012
Revenue Breakdown of LG INNOTEK by Products, 2011-2012
Quarterly Revenue and Operating Margin of LG INNOTEK, Q1 2011-Q4 2012
Revenue Breakdown of LG INNOTEK by Application, Q1 2012
Revenue of Samsung LED, 2005-2012
Revenue and Operating Margin of Samsung LED, Q 2010-Q4 2011
Revenue Breakdown of Samsung LED by Application, 2010
Revenue and EBITDA Margin of Lumens, 2007-2013
Revenue Breakdown of Lumens by Application, Q1 2010-Q4 2012
Product Distribution of Seoul Semiconductor
Revenue and Operating Margin, 2003-2012
Revenue Breakdown of Seoul Semiconductor by Application, Q1 2011-Q4 2012
Revenue and Operating Margin of Seoul Semiconductor, Q1 2011-Q4 2012
TV BLU Shipment of Seoul Semiconductor, Q1 2011-Q4 2012
TV BLU Shipment of Seoul Semiconductor by Client, Q1-Q4 2012
Revenue and Operating Margin of Unity Opto Technology, 2004-2012
Global and China LCD Backlight Unit (BLU) Industry Report, 2011-2012 published by ResearchInChina in September 1, 2012. This report consists of 122 Pages and the price starts from US $ 2300.
