The Samsung 75″ D9500 3D LED TV is definitely is huge TV. It is the world’s largest LED-backlit 3D HDTV. Sharp has produced world’s largest LCD TV 150” in 2009 and 65” TV; but that is not HDTV nor 3D TV.This Samsung is flag ship of All Samsung LCD TV, A direct back light TV using RGB LED units at back of the panel, estimated not less than 3,000 LEDs are embedded at Back light modules. packed with 3D Hyper-real engine which will allow you to see 3D images from any angle. 240Hz LED backlight technology, Black Diamond Panel, bundled QWERTY Smart TV Remote, Smart Hub, 3D Hyperial Engine, Samsung Smart TV, Samsung Apps, Social networking and dazzling vivid 3D visual effect using the bundled 3D glasses. There’s also the Smart Hub which has Samsung Apps, social networking, and other services. Believe it should be available in HK.
HK Snob
Friday, May 27, 2011
Tuesday, May 24, 2011
Will LED for BLU Market turn hot again in Q3 2011?
The TV market revenue has been eroded and the Major as LED BLU unit price keeps dropping. The global BLU market is estimated to record $17B in 2010, reached the peak with $19B in 2012. and then Decline thereafter, from these number, we can see that there is not much of a significant growth in 2011 which is what we are waiting for. The number of unit in BLU demand will carry on but the revenue is predicted to decrease after 2012 due to serious ASP drop.
TV BLU market is expected to record $10.7B and accounts for 64% of the overall market in 2010. The TV BLU market share is projected to increase up to 72% in 2014 along with the LCD TV demand increase. Accordingly, Monitor and Note PC BLU markets show signs of decreases in market share. Though the growth of the LCD TV is largest amongst all the products, still the growth is no outstanding at all.
There are signs of rebounce for TV-use TFT LCD panel price which had continuously declining. Upon aggregating TV sales results during Chinese Labor Day season, TV sales in China rose 6% Y/Y to 2.13M units. Although the growth rate was lower than the previous years, the growth itself has reached the anticipated level and is expected to see re-bounce of TV panel price.
TV sales price discount rate was around 15% during first two week of May which was lower than the previous year, and makers focused on promotion for Premium TVs such as 3D TV and Smart TV in order to increase profit margin. The share of 3D TV sales was over 10% and LED LCD TV sales were over 50%.
6 major Chinese TV brands prepared for the Labor Day demand through launching 3D TV at full scale from 1Q 2011, they increase new FPR 3D TV product from April 2011. 3D TV module procurement jumped from 0.5% at the end of 2010 to 8.7% in the last March. As what s had noticed that Sony’s Internet TV and Samsung’s Smart TV would be gaining market share in welcoming the hit wave of this premium TV. Signs for the next BLU Growth is still far away I do not feel comfortable abut Q3 2011 at all. Wish that the major countries would come up with more incentive offer for end user as to stimulate the use of LED lighting.
HK Snob
Ref. Display search.
TV BLU market is expected to record $10.7B and accounts for 64% of the overall market in 2010. The TV BLU market share is projected to increase up to 72% in 2014 along with the LCD TV demand increase. Accordingly, Monitor and Note PC BLU markets show signs of decreases in market share. Though the growth of the LCD TV is largest amongst all the products, still the growth is no outstanding at all.
There are signs of rebounce for TV-use TFT LCD panel price which had continuously declining. Upon aggregating TV sales results during Chinese Labor Day season, TV sales in China rose 6% Y/Y to 2.13M units. Although the growth rate was lower than the previous years, the growth itself has reached the anticipated level and is expected to see re-bounce of TV panel price.
TV sales price discount rate was around 15% during first two week of May which was lower than the previous year, and makers focused on promotion for Premium TVs such as 3D TV and Smart TV in order to increase profit margin. The share of 3D TV sales was over 10% and LED LCD TV sales were over 50%.
6 major Chinese TV brands prepared for the Labor Day demand through launching 3D TV at full scale from 1Q 2011, they increase new FPR 3D TV product from April 2011. 3D TV module procurement jumped from 0.5% at the end of 2010 to 8.7% in the last March. As what s had noticed that Sony’s Internet TV and Samsung’s Smart TV would be gaining market share in welcoming the hit wave of this premium TV. Signs for the next BLU Growth is still far away I do not feel comfortable abut Q3 2011 at all. Wish that the major countries would come up with more incentive offer for end user as to stimulate the use of LED lighting.
HK Snob
Ref. Display search.
Sunday, May 22, 2011
Will SmartTV and Internet TV create another hit wave for new TV sales!?
Common feature
All are flat thin LED back light screen
Large Screen LCD TV
Internet connected Entertainment
3D
Delivery more apps.
Web Browser
PC embedded
Samsung Apps
Movie apps like Vudu and Netflix take “on demand” content to a whole new level. These apps let you download and or stream content in real-time from movie and TV libraries with thousands of options. Miss your favorite Thursday night TV show? With Hulu Plus™ you can watch recently aired TV shows from networks like ABC, Fox, and NBC—on your own time. And, music lovers can appreciate streaming music on their TVs as well as personalize their own TV radio “station” with the app from Pandora.
Samsung Gaming, Social Networking and News Apps
Let your TV screen double as a virtual playground for social networking or gaming. Samsung’s suite of TV apps also include popular social networking apps like Facebook and Twitter. You can enjoy gaming apps like Texas Hold’em and QuizzMaster. Or download popular entertainment and useful informational apps like AccuWeather, USA Today or Google Maps. With Samsung powerful search all function. Only one key word is required fro doing searching for the desired multi media file.
Samsung
Specification of Samsun UN55D8000YF US$3,599.99
Smart TV featuring Web-Connected Samsung Apps & Web Browser Captivating 2D & 3D in Full HD 1080p Ultra-Slim Bezel creates a Virtually Edgeless Picture Stunningly Vibrant LED Picture Quality with Micro Dimming Plus. One Design TV that measure only 5mm in thickness for D8000 and D7000 TV series.
Stereo eye goggle co-developed with Silhouette
SSG-3700GR which earned the fame from CES 2100 best innovation products.
Using blue tooth and quick charging system to watch your 3D TV with stable picture quality and perfect matching with their ergonomic design with merely 29.5g in weight.
New Specification creation from Samsung
CMR
Clear Motion Rate (CMR) is Samsung's more comprehensive and accurate measure for how well an LCD or LED TV can display fast-moving images. Previously, motion clarity was expressed simply by the refresh rate, measured in Hz. CMR, however, takes into account all three factors that contribute to motion clarity: panel refresh rate, image processor speed and backlight technology. CMR is measured by determining the thinnest line a TV can display in a moving image. The thinner the line, the higher the CMR rating, and the clearer the picture you'll enjoy on the screen.
Micro Dimming Plus
A new terms or sales gadget created by Samsung, this does apply that the TV Back light is mostly direct back light.. A good sign for the LED makers as this easily use up a thousand or two LED on a 55” screen.
Sony
You can use your home cinema set-up to stream online content through your broadband connection. Everything is easily accessed from your remote control and the XrossMediaBar™ on-screen menu. Just sit back and enjoy full-screen online entertainment on your sofa. There is no need for a PC connection.
Endless entertainment with BRAVIA Internet Video
You can access a world of online video entertainment direct from the comfort of your sofa via your BRAVIA TV’s XrossMediaBar™.
Catch up on any TV programmes you’ve missed with BBC iPlayer, enjoy the greatest football matches of all time with the exclusive FIFA World Cup™ Collection, or view Europe's leading sports entertainment platform, Eurosport. Plus, get the best of video sharing sites like YouTube™ and DailyMotion™.
Watch films instantly with LOVEFiLM
Simply join LOVEFiLM as an unlimited subscriber to get LOVEFiLM on your BRAVIA TV and instantly watch the film you want to watch – thrillers, comedy, drama or romance – there’s a film for you whatever takes your mood. LOVEFiLM unlimited membership costs £9.99 per month and lets you watch as many films as you want through your BRAVIA TV. Plus you get access to over 65,000 Blu-ray and DVD movies by free first class return post. That is even cheaper then my NowTV which limited to watch Max, HBO movie for month rental payment of HKD$140.
Music and movies on-demand with Qriocity™
With Qriocity™. Choose from millions of music tracks to play in surround sound with Music Unlimited. Watch the latest movies with Video on Demand powered by Qriocity™. Stream blockbusters and classic movies straight to your TV screen at the touch of a button (all services subject to local availability).
After all
But for the movie, I think the new era is every TV makers will consider to have the TV connected to the internet for their hi end TV series.
Some of the older product may go away in 3-5 years, such as the hub or your cable box, your Now TV programme, your in house satellite TV. As we know that all TV network are trying to bond you wiht 18 months contract... we have to wait for the contract to expire.
The new studio home of the new age will have only likely an Apple MacBook Air, a iPhone and a Smart TV…
The new replacement will be a Smart TV or Internet TV …by Samsung, Sony or other up coming electronic giants who will invest their own system to get a license with Samsung and Sony for franchised operation. This will not be the repeated failure of Beta Max versus the VHC C in 1985. People will try to come into a new Business-network that is best for their benefit and sales revenue growth.
When People buy TV they will plan for next 4 years. So they will consider if that is upgradable to be going Internet, no… then why not I buy a Sony Internet TV… is that a smart TV that can replace all smart phones, iphone at home after work…. Yes, then I should buy a Smart TV.
So eventually when one get home, he has to switch on his TV,,, browsing facebook, watching hottest Youtube video of the day, one of his favourite movie in the week… this is the life of the new era generation!
As for LED business, the new trend that may create for demand for LED assembly as this LED will help to create better , brighter, faster picture and so called Micro dimming capability.
If the SmartTV and Internet TV would be having a larger penetration percentage than other TV in this lines.. This will indicate the market growth for the LED for Back light market will be revived! Let’s watch out on this…
Will World two consumer electronics Giants newly promote Samung’s Smart TV and Sony’s Internet TV would trigger another hit for the consumer for their choice!? The Answer is “YES!”
HK Snob
Wednesday, May 18, 2011
A LED Market Forecast for 2H 2011
MOCVD Delivery as seen from Axitron equipment delivery in the past two years.
2009 Sales Revenue was Euro 301m
2010 Sales revenue was Euro 784m
AIXTRON expecting further growth in 2011
2011 Sales Revenue is estimated to be Euro 800-900m
Over 90% for Axitron MOCVD is made for LED application.
Paul Hyland, President & Chief Executive Officer at AIXTRON, comments: “I think we can afford to very briefly enjoy this moment and have good reason to be proud of this remarkable result with revenues, in USD-terms, of more than one billion.
What we saw in 2010, was not only a continuation of the market driven demand for LEDs for TV backlighting, but also an increased effect of government sponsored demand and some early encouraging investments by customers beginning to position themselves for the emerging LED lighting market.
LED TV ASP drops
As I can see in the Shenzhen market, an Hisense 55” LED TV is selling at RMB9,900!
This kind of TV was selling at least RMB15,000 6 months ago. We can see that the ASP of the LED TV is kept on dropping. Who know this kind of TV will be selling at RMB5,000 in another 6-9 months time?
However, Samsung TV is still a bit more expensive than the China made TV by 20-30%
LED Price
5050 LED is now selling at RMB0.40 to RMB1.8 is that is using Cree Chip.
5630 is selling at RMB1.20
Cree LED with 120 Lumens is selling less than RMB10.00
Samsung LED B grade 5630 is selling at RMB0.90 which is even lower than the China made 5630 by 30%. This is the way Samsung is trying to erode the market by dumping the price. And Who will be having market enough to get them survived against such low ASP!?
What is the next move?… from what you can see…
This is the scenario
LED TV is using Disruptive technology for lowering the cost.
LED TV ASP is dropping more than 30% a year.
LED price is dominated by the big player like Samsung, LG, Cree, Epistar, Liteon,
Whereas the Western Maker is doing the best to swim against the price war in Asia。Like Osram is typically the one who is driving themselves towards more cost effective product. They have to go for more competitive LED Manufacturing equipment, lower the cost of the material by adoption of newer process with more advance technology.
Those major China player who has no solid end user support will be struggling for getting order.. unless they are back up by largest End user such as lighting or TV manufacturer or they will have to suffer till 3Q, unless they can switch the production line towards lighting assembly or lighting products.
However if you are not supported by local China Government, there will be a lot of obstacle for opening new market. Current, their production line are not fully loaded 80% is classified very good already.
Forecast 2H 2011
The market tail, the MOCVD is being installed but not in running condition, the market will slowly gain there’re momentum with the government support for lighting, and bigger consumer demand for LED TV net book and Tablet.
New technology reduces dramatically the number of LED 25% as in 2009.
LED TV as a Sales Gadget effect is not as prominent as end 2009. Now almost every brand has launched LED TV.
The higher end LED TV which used more LED has a small ratio comparing with the mid range and lower ended LED TV.
The Lighting is coming but not as fast as we expected in 2010,.
The over capacity of bonding equipment persists. The China government has diminished the scale in subsidizing the purchase of MOCVD in 2011.
I guess some of the Aixtron order was old one and new one will be softened...
The equipment by will normally lagging behind 6 months than MOCVD...
Current LED Equipment utilization rate is 50-60% for Korea andTaiwan, 85% for China, 75-85% for Japan and 80% for German and 85% for USA Major LED makers. Not until the utilization rate reaches above 85% for a period of say 2 months, there is no one intend to mark a plan to purchase new equipment. There is no new major consumers product that can stimulate the buying desire of most of the major consumers. There is internet TV, Smart TV and 3D TV being cooked as the new sales gadget from Sony and Samsung, but limited to few players that does not create a real critical mass for market stimulaiton!
I think the LED equipment order will not becoming materilization by November 2011.
HK Snob
2009 Sales Revenue was Euro 301m
2010 Sales revenue was Euro 784m
AIXTRON expecting further growth in 2011
2011 Sales Revenue is estimated to be Euro 800-900m
Over 90% for Axitron MOCVD is made for LED application.
Paul Hyland, President & Chief Executive Officer at AIXTRON, comments: “I think we can afford to very briefly enjoy this moment and have good reason to be proud of this remarkable result with revenues, in USD-terms, of more than one billion.
What we saw in 2010, was not only a continuation of the market driven demand for LEDs for TV backlighting, but also an increased effect of government sponsored demand and some early encouraging investments by customers beginning to position themselves for the emerging LED lighting market.
LED TV ASP drops
As I can see in the Shenzhen market, an Hisense 55” LED TV is selling at RMB9,900!
This kind of TV was selling at least RMB15,000 6 months ago. We can see that the ASP of the LED TV is kept on dropping. Who know this kind of TV will be selling at RMB5,000 in another 6-9 months time?
However, Samsung TV is still a bit more expensive than the China made TV by 20-30%
LED Price
5050 LED is now selling at RMB0.40 to RMB1.8 is that is using Cree Chip.
5630 is selling at RMB1.20
Cree LED with 120 Lumens is selling less than RMB10.00
Samsung LED B grade 5630 is selling at RMB0.90 which is even lower than the China made 5630 by 30%. This is the way Samsung is trying to erode the market by dumping the price. And Who will be having market enough to get them survived against such low ASP!?
What is the next move?… from what you can see…
This is the scenario
LED TV is using Disruptive technology for lowering the cost.
LED TV ASP is dropping more than 30% a year.
LED price is dominated by the big player like Samsung, LG, Cree, Epistar, Liteon,
Whereas the Western Maker is doing the best to swim against the price war in Asia。Like Osram is typically the one who is driving themselves towards more cost effective product. They have to go for more competitive LED Manufacturing equipment, lower the cost of the material by adoption of newer process with more advance technology.
Those major China player who has no solid end user support will be struggling for getting order.. unless they are back up by largest End user such as lighting or TV manufacturer or they will have to suffer till 3Q, unless they can switch the production line towards lighting assembly or lighting products.
However if you are not supported by local China Government, there will be a lot of obstacle for opening new market. Current, their production line are not fully loaded 80% is classified very good already.
Forecast 2H 2011
The market tail, the MOCVD is being installed but not in running condition, the market will slowly gain there’re momentum with the government support for lighting, and bigger consumer demand for LED TV net book and Tablet.
New technology reduces dramatically the number of LED 25% as in 2009.
LED TV as a Sales Gadget effect is not as prominent as end 2009. Now almost every brand has launched LED TV.
The higher end LED TV which used more LED has a small ratio comparing with the mid range and lower ended LED TV.
The Lighting is coming but not as fast as we expected in 2010,.
The over capacity of bonding equipment persists. The China government has diminished the scale in subsidizing the purchase of MOCVD in 2011.
I guess some of the Aixtron order was old one and new one will be softened...
The equipment by will normally lagging behind 6 months than MOCVD...
Current LED Equipment utilization rate is 50-60% for Korea andTaiwan, 85% for China, 75-85% for Japan and 80% for German and 85% for USA Major LED makers. Not until the utilization rate reaches above 85% for a period of say 2 months, there is no one intend to mark a plan to purchase new equipment. There is no new major consumers product that can stimulate the buying desire of most of the major consumers. There is internet TV, Smart TV and 3D TV being cooked as the new sales gadget from Sony and Samsung, but limited to few players that does not create a real critical mass for market stimulaiton!
I think the LED equipment order will not becoming materilization by November 2011.
HK Snob
Saturday, May 14, 2011
Semicon Singapore Show 2011
As usual, most of the major equipment suppliers are participating as to tell that they are still active, No surprise, no new product, as expected as Semicon equipment has been a bloodshed Warfield for the last decades; through A & M, 10 companies became three companies.., lesser players would invest going into this competitive business. Leaving the Biggest who can barely make a living by struggling for survival. The end users are the ultimate beneficiates as what they pay for would be having tons of technology and billions of mini transistors or Flip Flops embedded. Who knows that there have been waling through a very long semiconductor manufacturing process. And thousands of Process Control points!
From the major exhibitors, from what we see ASM has launched the Heavy Aluminum wire bonder, and the new generation AD838L which is designed for Ceramic substrates base LED die bonding, with Accuracy of +/-20 micron at CpK 1.67, carrier-less design, global 3 or 4 points substrate PRS backlight alignment to match with your ASM or other Silicone liquid lens molding systems at the down stream process. Besides, it has full protection for any damages in the 100mm (4 Inch) Wide Ceramic Substrate, a super tool for your precision die bonding. Twin Eagle twin head gold ball wire bonder with foot print of 1.3X, UPH of 1.8K with competitive price comparing with a Single headed wire bonder... Both Copper and gold ready.
I am expecting the semicon show will be down sizing in scale as most of the focus of the new Semicon manufacturing expansion will be in China. So people will put more investment on Shanghai Semicon Show.
Glad to meet friends from Russia and Philippines... in the shows, at least this is a annual gathering for those people woking in this inductry to share their experinence. Seeing each other face to face is an environment somewhat the fb can not privide...
HK Snob
Tuesday, May 10, 2011
World Largest 3D LED TV
Samsung Electronics released the world's largest 75 inches premium Smart TV D9500 series as the highest-end Flag ship product in Samsung Smart TV line-up, D9500 is the biggest , clearest, highest in performance. A dazzling 3D visual with its 75 inch 240Hz LED backlight screen, the biggest 3D screen size in the world. It is also super-optimized with ‘Secret Design’ for perfect larger than life 3D experiences, movies, games, web browsing, SNS, and everything you can imagine in the stunning 75’ 3D screen.
Features :
- 75’ Active 3D Screen
- Black Diamond Panel
- Qwerty Smart TV Remote
- Secret Design
- Smart Hub
- 3D Hyperial Engine
Jong-Suk Chu, marketing director of Samsung Visual Display unit, said, "75 inches Samsung Smart TV D9500 series is created by Samsung's world-leading technology, and it is the best premium TV that has all the technical and artistic sense of modern TV, and offers the best engagement and maximized viewing value." He adds, "D9500 series is the best Smart TV that meets the needs of our increasing customers who prefer 60-inch or larger TV." Price wise has yet to be released. Let’s see if this new Smart TV would create another fashion for other major TV makers. HK Snob
Saturday, May 7, 2011
YTL's YES LED Cube in Bukit Bintang
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