As the share of LED-backlit TVs will move to 50% next year, Japanese TV manufacturers are now considering buying LEDs from Taiwanese suppliers and starting product testing in the first half of this year. It is reported that Sony will be the first to open the purchase of LEDs to Taiwan. As Guangbao Technology and Jingyuan Optoelectronics have long developed the Japanese market, they are expected to enter the Sony product supply chain.
Another LED chip maker, New Century Optoelectronics, has also begun to ship TV backlight products to Japanese customers, but other manufacturers such as Everlight Electronics are also competing for increasing market opportunities. The good news is that Japanese manufacturers’ LED orders are still Continued to increase.
Due to the surge in demand for LED-backlit TVs this year, LED chips are in short supply in the first half of the year. However, thanks to the support of Taiwanese suppliers, Korean TV manufacturers have not been affected. Although the inventory in the third quarter led to a decrease in demand, Japanese manufacturers began to take an interest in buying LEDs overseas. Sony is one of the most active ones.
Sharp and Samsung are currently Sony's two major LCD panel suppliers, and Chi Mei and AUO are also involved in the supply of Sony panels. However, the supply of LED backlight modules has little to do with the above panel manufacturers, because Sony has been working on the design of LED backlight modules, which is very demanding on its style and partner.
LED manufacturers revealed that Japanese manufacturers have spent nearly half a year in Taiwan testing LED backlight products, and they are very careful about their first cooperation with Taiwanese manufacturers. Once Taiwanese manufacturers join the supply chain of the Japanese backlight product market, their competition with Japanese manufacturers will become more intense.
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