Mainly because of the Japanese earthquake, originally this year, the end of subsidies conservative view for the Japanese market, but also due to consumer willingness to crunch, and into a dull situation. Facing debt and high oil prices coupled with the mature markets of Europe and the United States and other emerging markets under inflation pressure environment many variables, so LCD TV LCD TV price sensitivity of the consumer market, and more to improve.
This led to a part of the LCD TV brand manufacturers (such as Samsung, SONY, etc.), has recently been re-develop design CCFL backlit LCD TV new models back. New models design, takes about a few months to estimate time-to-market development to mass production, of these CCFL new models produced for TV supply chain related effects may emerge slowly in the second half of the year will be.
Supplier for LED and light guide plate from TV fluorescent emergency light contribution, ability to meet expectations, and I am afraid to be continuous observation.
Whether LED backlight CCFL backlight component makers need, for example, the backlight module, optical film suppliers, the focus of observation may be a change in product mix, product price trend for revenue and the impact of the gross margin.
The CCFL high power led flashlight models CCFL lamp and diffusion plate suppliers CCFL new models introduced may bring unexpected contribution to results, but the trend of price erosion may still cautious response. Especially the launch of new models in the environment in response to increased price sensitivity, from upstream components to the middle and lower reaches of the system assembly, brand-side, in fact, have a strong cost pressure that must be overcome.
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