2008 LED backlight notebook is expected to reach 10 million units

Notebook computer is replaced by LED large backlight cold cathode fluorescent lamp (CCFL), the panel and the backlight module factory factory will have LED notebook production plan as an important task, the Dayi Branch, Kneip, and photoelectric action backlight module factory, CMO panel factory more declared to become a global LED notebook panel the first factory. LED backlight gradually eat the small size of the market, to the size of the direction of the current in the 3 LED application of high growth in the notebook, the estimated 2008 LED for laptop backlight penetration will more than 10%, 10 million Taiwan LED notebook market size. The world's top four panel factory Samsung, LG PHILPS (LPL), AUO and CMO are fairly valued LED notebook panel shipments, the industry estimates that the current Korean factory in LED notebook panel market share of about 6, about 4 of a Taiwan factory. Both Taiwan and Korean panel factory, will be regarded as the index of LED notebook market, recently the CMO LED notebook panel shipments increased 12.1, including 13.3 dimensions and 15.4 inch, the CMO notebook panel is currently in the global market share of about 8%, hope the LED notebook panel growth, improve the global notebook panel market share reached 10% in 2008, and will challenge the world's first LED notebook panel position. Backlight module factory are comparable to, come to their terminal segment. The closer, branch and Kneip have scored DELL and Apple's supply chain, recently in the LED notebook backlight module shipments showed a rapid growth trend. Kneip has shipped 12.1 inch notebook LED backlight module by AUO to DELL, 13.3 inch is certified by apple, Kneip internal pointed out that November shipments only more than 10 thousand, in December Apple orders blessing, shipment is expected to nine million tablets Dayi Branch Chong; it is through the CMO delivery to DELL and apple, the fourth LED notebook the shipment is estimated up to 200 thousand pieces, 300 thousand piece on the first quarter of 2008. In addition, photoelectric for LED backlight module for notebook is very positive, the fourth quarter monthly shipments of up to 6~7 million; as for the radiant single monthly shipments only nearly 20 thousand, but has developed more than 10 aircraft, is now open panel factory certification, in 2008 shipments will significantly enhance. In fact, companies with LED notebook shipments for a reason, as a 15.4 inch backlight module as an example, LED notebook price is about 2~3 times the general notebook, creating considerable margin, this is also the industry to have LED notebook close reason.

Source: PCPOP