Could existing LED providers keep the competitiveness in LED TV market?
The existing LED manufacturers are all ready to enter the LED TV market. Both the LED manufacturers or panel providers are hoping to replicate the success pattern in the NB supply chain in the new LCD TV backlight field. However, there is much space for discuss whether they could still keep their advantages in this market. From the patent perspective, towards brand TV manufacturers, Japan’s major LED providers haven’t shown as strong a patent-protective attitude as towards the NB manufacturers before. In the NB supply chain, to avoid the patent issues filed by LED providers, the brand NB manufacturers had preferred to give up the purchase power of LED to panel manufacturers for them to guarantee the LED used in NB are free from patent infringement issues. However, in the TV component supply chain, as the market share of the five major brand manufacturers including Samsung, LG, Sharp, Sony and Philip is close to 70%, and there are other products except TV in which LEDs are used for thes