Analysts said the LED screen notebook computer can be growth potential

The Reuters reported a new screen technology for personal computer (PC) industry to inject new life. This technology provides more clear and sharp, vivid image, extend battery life, slimmer design plus, to become the mainstream notebook computer display screen.

This week, the Taipei international computer exhibition, exhibition design many laptops fashionable appearance, one of its features is equipped with a light emitting diode (LED) backlight display. This technology was originally used only in toys, music players and mobile phone and other small devices.

Apple's latest Macbook Air, the thickness of only 3/4 inches thick, can be loaded into a standard leather envelope, equipped with a LED display, so that the laptop than the traditional cold cathode ray tube (CCFL) backlight pen lightweight and energy saving

"This year's selling point is very clear, that is, ultra lightweight and high brightness," said Lin Menghui, Taiwan's MSI technology product manager at the Taipei international computer show"

MSI in the display area, "Wind" notebook, weighs only about 1 kg, equipped with a 10 inch LED backlit screen, and a stylish enclosure to attract attention to the design of the customer

DELL, Sony, Acer and Lenovo also saw the future of LED, will launch with LED backlit display, notebook computer is more thin.

Computer makers are increasingly focusing on consumer awareness of environmental protection, but also pointed out that the advantages of this kind of display, they usually save 20% of electricity, increase battery life, and components are no longer contain environmental hazards of mercury

Market research firm DisplaySearch expects, LED backlit display in 2010 will account for half of all notebook computer screen panel, far higher than this year's 12%. by 2015, all laptops will use LED screen, this part of the revenue is expected to reach $6 billion.

LCD manufacturer of liquid crystal display (LCD) manufacturers AUO, CMO and Taiwan LED chip suppliers will also benefit from the transition to EPISTAR LED.

Macquarie Securities (Macquarie Research) named EPISTAR for them in the LED industry preferred, but in the long term, Merrill warning display and PC increase from manufacturers and other new entrants to the war of the competition.

Merrill Lynch estimates 2008 EPISTAR earnings per share (EPS) growth of 24%, growth in 2009 will be 46%. but its EPS growth in 2010 will slow down to 12%.

The notebook computer is currently about 10% Au LCD panels using LED backlight, as a ring specializing in the production of environmentally friendly products, the company's goal is to 2011 all laptop panel were collected LED backlight.

TSMC, the world's largest foundry, is considering entering the potentially lucrative LED Market

In the computer industry, however, it is often more expensive to make smaller products

LED backlight is more expensive than CCFL, the spread of about $25, but the research firm iSuppli said that in the next few years the price gap may be reduced to less than $10

"The current price is the biggest problem, but I believe that the permeability will be increased," mega securities Huang Guowei said.

In addition, large size desktop monitor and thin LCD TV may also use LED backlight

DisplaySearch said, LED backlight display material in the LCD TV market up to 9% of the territory, in the LCD monitor market grab a market share of 12%

"This is the price and time. If consumers want, will be willing to pay some money," Acer brand director Maggie Chen said.

Source: NetEase Technology