Brand manufacturers will continue to reduce costs next year



Although the current domestic LED chip manufacturers have entered the Korean panel manufacturer LED supply chain manufacturers, only the crystal power (2448), Yuyuan (3061) and other large manufacturers, but the legal person pointed out that the brand big factory in order to continue Lowering costs will continue to release more LED outsourcing orders next year, which will enable smaller LED die plants.
Although the current domestic LED chip manufacturers have entered the Korean panel manufacturer LED supply chain manufacturers, only the crystal power (2448), Yuyuan (3061) and other large factories, but the legal person pointed out that the brand big factory in order to continue Lowering costs will continue to release more LED outsourcing orders next year, which will benefit smaller LED die plants, including Taigu (3339) and Guangjia (8199). The LED packaging industry is also expected. It is expected that next year, under the accelerated increase of large-size backlight penetration rate, not only the growth momentum of Everlight (2393) and Dongbei (2499), which has already entered the supply chain of large factories, will be reduced, including Hongqi (6168). Suihong (3031) also has the opportunity to benefit.
According to market research firm DisplaySearch, the global LED-backlit TV LCD TV shipments are estimated to be about 4 million units in 2009. The global LCDTV market has a total shipment of about 150 million units, and the penetration rate is about 3%. It is expected that the global LED backlight TV shipments will grow to 18 million units in 2010, and the estimated LCD TV market size will be 160 million units. The LED backlight LCD TV penetration rate will reach 11%.
Brokers estimate that this will increase the demand for LED dies in LED backlight TVs in 2010 from more than 3 billion in 2009 to more than 10 billion. And from 2011 to 2013, the global LED backlight TV market will gradually reach 45 million units, 72 million units, and 97 million units. The penetration rate will continue to grow at 24%, 35%, and 44%.




As LED backlight LCDTV demand for high-brightness LED die will continue to grow strongly, even though LED manufacturers are actively purchasing machine expansion, Axitron and Vecco, the world's leading MOCVD machine suppliers, can only supply about 150 units per year.
In the case that high-brightness LED die supply and demand will continue to be tight, LED manufacturers expand production and supply scale is limited, more and more TV brand manufacturers have entered the LED-backlit LCDTV market, including North American LCDTV brand VIZIO and Chinese TV brand manufacturers are actively launching LED-backlit LCDTV products, and TV brand manufacturers must face pressure to reduce costs to enhance competitiveness. It is expected that LED backlight orders from TV manufacturers will have an opportunity to be allocated in 2010. In the hands of smaller LED manufacturers.
In this year's Samsung LED-backlit LCDTV supply chain, approximately 50% of the backlight modules in the Samsung LED-backlit LCDTV supply chain are supplied by Korean manufacturers. Another 50% of orders are supplied by Chi Ling of Chi Mei Group. Major LED die suppliers include crystal and xenon, and LED package suppliers include Lumens (Dongbei is through the investment Lumens into Samsung's LED-backlit LCDTV supply chain), Samsung Motor and so on. The TV panels used in the main LED-backlit LCDTVs are supplied by Samsung and Chi Mei (3009).
Ruixuan Technology (2489), the main system supplier of VIZIO, a major LCD TV brand manufacturer in the United States, is currently the main LED supplier, and the LED packaging factory has Yiguang and Dongbei. With the LCD monitor's own brand HannsG's Caijing (6116), it has a strategic alliance with Dongbei in the form of shares.
The legal person estimates that as the cost reduction of TV brand manufacturers will gradually increase, the orders for outsourcing LEDs will continue to expand, and with the rise of local TV brand manufacturers in China, the smaller LED die factories that have not yet entered the brand manufacturers, including Taigu, Guanglu, and LED packaging factories such as Hongqi, Qihong, etc., will still have the opportunity to pick up orders from Korean and Chinese local TV brand manufacturers next year, adding growth momentum to their performance.
As for the domestic panel makers, as AUO (2409) recently merged its LED packaging factory Kaiding and LED factory Lunda, it is generally interpreted that AUO will accelerate the integration of resources and expand the internal LED supply chain. Chi Mei Electric also has its own Keli Optoelectronics focused on the development of blue-green LED backlight applications. Therefore, for domestic LED die and LED package manufacturers, the opportunity to indirectly enter the LEDTV backlight supply chain through domestic panel manufacturers is not high.


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Classic Ethernet uses a long cable meandering around the building, and this cable connects all the computers. The architecture of classic Ethernet is shown in the following figure "Ethernet":
Physical layer
Each version of Ethernet has a maximum cable length limit (that is, the length that does not need to be amplified). Signals within this range can be transmitted normally, and signals beyond this range will not be transmitted. In order to allow the construction of a larger network, multiple cables can be connected with repeaters. A repeater is a physical layer device that can receive, amplify, and retransmit signals in both directions.
On these cables, the transmission of information uses Manchester encoding.
MAC sublayer
Classic Ethernet uses 1-adhere to the CSMA/CD algorithm, that is, when the station has a frame to send, it must listen to the medium, and send it immediately once the medium becomes free. Monitor whether there are conflicts on the channel while they are being sent. If there is a conflict, immediately terminate the transmission, and send a short conflict enhancement signal, and then wait for a random period of time before resending.
The development of Ethernet is very fast, starting to evolve from the typical Ethernet structure of a single long cable. The problems of a single cable, such as finding out the connection-related problems such as broken or loose locations, have driven people to develop a different type of wiring mode. In this mode, each station has a dedicated wire connected to a central hub. The hub simply connects all the connecting wires electrically, like soldering them together. Hubs cannot increase capacity because they are logically equivalent to classic Ethernet with a single cable. As more and more stations join, the share of fixed capacity shared by each station decreases. Eventually, the LAN will be saturated.
There is another way out to handle the ever-increasing load: switched Ethernet. The core of switched Ethernet is a switch, which contains a high-speed backplane that connects all ports. From the outside, switches look like hubs. They are a box, usually with 4-48 ports, and each port has a standard RJ-45 connector for connecting twisted-pair cables. The switch only outputs the frame to the port where the frame wants to go. A machine can be added or deleted by simply plugging in or unplugging the cable, and since the flaky cable or port usually only affects one machine, most errors are easy to find. This configuration mode still has the problem of a shared component failure, that is, the failure of the switch itself: if all stations lose network connectivity, the IT staff knows how to solve this problem: replace the entire switch.

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