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Quarterly Backlight Lamp and Backlight Unit Report

Summary

Information on the entire value chain, including technology developments for large-sized TFT LCD Backlight units (BLU), can be found in a single report updated quarterly. The report also includes the latest news on alternative lighting technologies with an updated listing of the panel makers that are adopting LED backlight technology.

DisplaySearch analysis and commentary provides a single source of BLU data and conclusions about supply/demand, supplier performance and capacity, price trends, cost structure, revenue and market share.

Analyst Information

Tadashi Uno
Director, Materials and Components Market Research

Luke YaoLuke Yao
Research Director, Lighting

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Detailed Information

Data Covered
  • BLU structures, developments and manufacturing
  • BLU producer profiles
  • Current and forecast total BLU capacity by vendor and by region
  • L/A TFT LCD BLU supply chain, price trends and cost structures
Key Questions Answered
  • Which panel makers are adopting LED backlight technology?
  • Which supplier has the largest market share?
  • How is my company doing against the competition?
  • Which supplier has the largest market share?

Subscription Package

Duration: Annual
Frequency: Quarterly
Format:

Quarterly Delivery Schedule
Week 14: Backlight Units Report
Week 14: Backlight Lamps Report

Outline

Backlight Units

  1. Backlight Module Executive Summary
  2. Backlight Basic
  3. Worldwide LCD BLU Producers Profile
  4. Current and Forecast Total BLU Capacity, Q2’06-Q2’08
  5. Q4’06 L/A TFT LCD BLU Supply Chain
  6. L/A TFT LCD BLU Price Trend & Cost Structure
  7. New BLU development & BLU Forecast
  8. Special Chapter - LED introduction

Detailed Outline

  1. Backlight Module Executive Summary
    • Backlight Unit (BLU) Executive Summary
  1. Backlight Basic
    • BLU Structure (Normal Type, With CCFL)
    • BLU Structure (Direct Type, For LCD TV)
    • BLU Structure (LED BLU For Notebook)
    • BLU Structure (LED BLU For LCD TV)
    • BLU Types By LGP Shape
    • BLU Manufacturing Process Key Points
    • LCD BLU Supply Chain Structure
    • TFT LCD BLU Key Components Suppliers
  1. Worldwide LCD BLU Producers Profile
    • Q4’06-Q1’07 W/W BLU Makers Profile (Japan
    • Q4’06-Q1’07 W/W BLU Makers Profile (Taiwan)
    • Q4’06-Q1’07 W/W BLU Makers Profile (Korea)
    • Q4’06-Q1’07 W/W BLU Makers Profile (China)
  1. Current and Forecast Total BLU Capacity, Q2’06-Q2’08
    • Q2’06-Q2’08 W/W Large Area TFT LCD BLU Capacity
    • Q2’06-Q2’08 Large Area TFT LCD BLU Capacity By Key Vendors
    • Q2’06-Q2’08 Large Area TFT LCD BLU Capacity By Vendors
    • Q2’06-Q2’08 Large Area TFT LCD BLU Capacity By Factory Locations
    • Q2’06-Q2’08 Large Area TFT LCD BLU Capacity By Makers’ Nationalities
    • NB/MNT Set Assembly Deploy In China (Shanghai Area)
    • Q1’07 L/A TFT LCD Module Deploy In China (Shanghai Area)
    • Q1’07 L/A TFT LCD BLU Deploy In China (Shanghai Area)
    • Q4’06 L/A TFT LCD BLU Makers’ Factories In China
    • Q4’06 L/A TFT LCD BLU Makers’ Factories In China & Europe
    • 2006 Large Size TFT LCD BLU Shipment
  1. Q4’06 L/A TFT LCD BLU Supply Chain
    • Q4’06 BLU Supply Chain (Notebook)
    • Q4’06 BLU Supply Chain (LCD Monitor)
    • Q4’06 BLU Supply Chain (=20” LCD TV)
    • Q4’06 BLU Supply Chain (>20” LCD TV)
  1. L/A TFT LCD BLU Price Trend & Cost Structure
    • BLU Average Selling Price & Forecast (US$)
    • BLU Average Selling Price & Forecast (QoQ Change)
    • BLU Average Selling Price (Notebook, US$)
    • BLU Average Selling Price (Monitor, US$)
    • BLU Average Selling Price (LCD TV, US$)
    • BLU Average Selling Price (LCD TV, US$)
    • Q4’06 BLU Cost Structure - NB, MNT
    • Q4’06 BLU Cost Structure - 20” - 32” LCD TV
    • Q4’06 BLU Cost Structure - 40” & 40” +
    • 20”W and 22”W LCD Monitor Panel Cost Reduction
    • 32” TFT LCD Panel Cost Down
    • Q4’06 BLU Cost Structure (15.4” NB)
    • Q4’06 BLU Cost Structure (17” MNT)
    • Q4’06 BLU Cost Structure (20” / 20”W TV)
    • Q4’06 BLU Cost Structure (32” TV with BEF & DBEF)
    • Q4’06 BLU Cost Structure (32” TV without DBEF)
    • Current 32” LCD TV BLU Structure
    • Q4’06 BLU Cost Structure (40” - 42” TV)
    • Taiwan & Korea BLU Companies Net Profit Margin
  1. New BLU development & BLU Forecast
    • Q1’07 LED Backlight Plan of LCD Makers
    • 12.1”W LED BLU Cost vs. CCFL BLU
    • Wide Monitor Panel Matrix -WCG & LED
    • High Color Gamut CCFL BLU Roadmap By Panel Makers
    • Non-CCFL LCD TV Backlight Evolution By LCD Makers
    • Backlight Forecast By Technologies (All >10” TFT LCD)
    • Backlight Forecast By Technologies (Notebook PC)
    • Backlight Forecast By Technologies (LCD Monitor )
    • Backlight Forecast By Technologies (LCD TV)
    • TFT LCD BLU Revenues Forecast (Annual)
    • L/A (10”+) TFT LCD BLU Revenues Forecast (Quarterly)
    • L/A (10”+) TFT LCD BLU Revenues Forecast (Annual)
    • Backlight News abstract from Q4’06-Q1’07
  1. Special Chapter - LED introduction
    • LED Introduction
    • What is LED?
    • Chemistry and Spectrum (I)
    • Chemistry and Spectrum (II)
    • Chemistry and Spectrum (III)
    • Chemistry and Spectrum (IV)
    • Chemistry and Spectrum (V)
    • LEDs’ Application
    • Basic Structure of LED
    • LED Package Profile
    • LED in LCD Backlight
    • How to generate White Color by LED?
    • LED Color & Optical Properties
    • High Color Gamut Image
    • Side-emitting High Power LED
    • LED Chronicle and Market
    • LED production process and major players
    • LED Development Trend of Side View
    • LED BLU Supply Chain-who should define the specs ?
    • Key LED intellectual property relationship


Backlight Lamps

  1. CCFL/EEFL Total Capacity
  2. Backlight Basic
  3. Worldwide LCD BLU Producers Profile
  4. Current and Forecast Total BLU Capacity, Q2’06-Q2’08
  5. Q4’06 L/A TFT LCD BLU Supply Chain

Detailed Outline

  1. CCFL/EEFL Total Capacity
    • Total CCFL/EEFL Capacity
    • Total CCFL/EEFL Capacity By Supplier
    • Total CCFL/EEFL Capacity % By Supplier
    • Capacity by Region
    • Capacity Share by Region
    • Capacity & Growth by Region: Japan
    • Capacity & Growth by Region: Korea
    • Capacity & Growth by Region: Taiwan
    • Regional Growth: Q/Q
    • Regional Growth: Y/Y
    • Annual Capacity and Growth
    • 2004 - 2007/8 Annual Capacity By Supplier
    • 2004 - 2007/8 Capacity Share By Supplier
    • 2004 - 2007/8 Capacity Y/Y Growth By Supplier
    • 2004 - 2007/8 Capacity & Share By Region
    • 2004 - 2008 Annual Capacity by Region
    • 2004 - 2008 Annual Capacity Share by Region
  1. CCFL/EEFL Large-Area Capacity
    • Large-Area CCFL/EEFL Capacity (000s)
    • Large-Area CC/EFFL Capacity By Supplier
    • Large-Area CC/EEFL Share By Supplier
    • L/A CC/EEFL Capacity By Region
    • L/A CC/EEFL Capacity Share By Region
    • L/A CC/EEFL Capacity & Growth By Region
  1. CCFL/EEFL Actual Shipments
    • Large-Area Shipments + 1Q Forecast
    • Large-Area Shipments By Application
    • Large-Area Share By Application
    • Large-Area Q/Q Shipment Growth
    • All Applications Large-Area Share
    • Notebook Module Share
    • Monitor/Other Module Share
    • TV Module Share
  1. CCFL/EEFL Supply Chain
    • Notebook PC Supply Chain in Q4’06
    • LCD Monitor/Other Supply Chain in Q4’06
    • TV Supply Chain in Q4’06
    • Large-Area Supply Chain in Q4’06
    • Supply Chain Comparison (Q4’06 vs. Q3’06)
    • 2006 Large Size TFT LCD BLU Shipment
  1. Supply & Demand
    • Notes on CCFL/EEFL Supply/Demand
    • Large-Area Demand Calculation
    • Panel vs. CCFL/EEFL Demand
    • Large-Area S/D: Conservative Capacity Forecast
    • Large-Area S/D: DisplaySearch Capacity Forecast
    • Large-Area S/D: LCD TV demand + 10% from Q2’07
    • Notebook Supply/Demand
Equipment and Materials

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