The LED backlight market is expected to make a comeback. With the increasing resolution of mobile device panels, active matrix AM OLEDs will not be able to further increase their resolution due to limited technical characteristics, which will lead to an increase in the market value of LED backlight components next year.
Experts said that because of its self-illuminating properties, AMOLEDs are not required to be a source of illumination, so they are considered to be the biggest threat to the development of the LED backlight market. However, today's consumer electronics, including smartphones and tablet devices, are beginning to blow high image quality. AMOLEDs are unable to break through resolutions and prices are too high. The overall shipments will begin to slow down next year. In contrast, LCDs (TFT LCD) is not limited to this, and can promote the LED backlight market to continue to shine.
Experts further pointed out that although AMOLED has the advantages of thinness and high color saturation, but the resolution is too low, it is a fatal cover; Samsung's high-end smartphone Galaxy S3, for example, its resolution is only 306ppi, while Apple iPhone 5 is 326ppi, there is still a gap between the resolution. It is estimated that the resolution of mobile device panels using TFT LCD display technology will continue to improve in the next year, from 326ppi to 441ppi, further expanding the gap between the two display technologies.
In addition to the difficulty of breakthroughs in resolution, the high price of AMOLED is also one of the main reasons why shipments cannot rise rapidly. According to expert analysis, since nearly 90% of AMOLED panels are monopolized by Samsung, the market price has remained high, and mobile phone brands other than Samsung have reduced costs and satisfied users with high quality. The requirements are also to use LCD IPS panels with full HD quality and LED lighting components with energy saving to create a low-cost, high-quality smartphone.
In addition, the difficulty in using AMOLED panels to TV products is also one of the reasons for the slowdown in shipments. Qiu Yubin added that although both Samsung and LG have said that they have successfully developed AMOLED panels of 50 inches or more, in fact, they have not yet been mass-produced successfully, and the estimated selling price is even more unflattering; For many families, the addition of a general LCD TV will be more practical.
However, although LED backlight components are expected to fall into the bottleneck due to the resolution of AMOLED panels, and continue to gain market favor, but after the advent of soft AMOLED panels in the future, the LED backlight industry is bound to fall into development difficulties again. Experts believe that because soft AMOLED panels are expected to innovate existing display applications and erode the high-resolution LCD application market, which in turn affects the overall shipment of LED backlight components, the industry needs to consider the next application market, or By lowering costs and improving performance, there is an opportunity to consolidate existing market opportunities.

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