2009 LED backlight market penetration in NB is expected to reach 30%, but Netbook may not be able to benefit from the LED plant

It is reported that, in 2008, notebook computers (NB) trend toward LED backlight applications, low NB popular, panel factory estimates, the annual shipments will look at 10 million ~1500 units. LED industry optimistic about the low price of NB a large number of shipments, the second half will be the main growth momentum, but the rising cost of raw materials, plus ASP products continued to decline, the industry pointed out that the low price of NB backlight products low gross orders, rushed to revenue, but may not be able to boost profits.

Industry pointed out that the current low price NB backlight products mostly used LED brightness of about 1400~1500mcd, requiring higher brightness of the product is only 1700mcd. In fact, low NB and digital photo frame LED brightness is not far away, in the digital photo frame market demand under repair, industry race to the bottom case, LED backlight products low price of NB is also difficult to maintain the past product due to the Gao Mao rate.

Since the first quarter of 2008 in the light of the impact of the quarter, ASP fell by up to 15% in the third quarter of the quarter Wang Wang is not strong, resulting in a sustained decline of about 10%. For the third quarter ASP decline, although the backlight module is expected to fall again 8~10%, but LED packaging plant believes that the average ASP fell about 3~5%. LED prices fell heavy pressure, the industry said, holding 3 gross margin has been regarded as a high profit products. In addition, due to the low price of NB compared with the market price parity, the material cost has been limited, LED packaging industry pointed out that the steel raw material prices, plus the NB backlight products are still subject to international patent restrictions, must pay the chip or phosphor patent cost supply factory. Industry sources, the light is the cost of raw materials accounted for 6~7, the added value of products is not high, the profit space was compressed obviously, but the market began to grow, they must strive for market share, still want to bite the bullet and eat orders.

It is understood that, compared to the low price of NB, including LED, Lite billion light packaging industry has penetrated into the mainstream size 14.1, 15.4 inch NB products, the LED brightness requirements required between 1800mcd~2000mcd. The industry said, can really drive the kinetic energy of revenue and profit, or to look at the size of mainstream NB products, although the number of shipments is still not as good as the low price of NB, but the industry assessment, 2009 LED NB market penetration is expected to increase to 3.

Source: LEDinside