It is reported that Apple's new Macbook will be listed in September 2008, which is the company's first LED panel using a consumer laptop, may be hot again LED. China's Taiwan region, the industry is expected, the upper reaches of the backlight module and other components supplier, the third quarter of 2008 because of a variety of LED models have shipments, shipments of LED products will be single quarter compared with the second quarter growth of more than 10-20%.
In early 2008, LED panel because of the global economic downturn, the introduction of the notebook computer manufacturers slow speed, shipping delays. However, since the third quarter, in order to catch up with the September school sales promotion, brand manufacturers began to introduce new models, making the LED panel shipments have signs of warming. In addition to low-cost laptops, Apple will launch a new Macbook in September, also began using LED panel. Because Apple plans before the end of 2008, all models will be collocation LED backlight, the first is Macbook Air and Macbook Pro, now extended to popular models of Macbook, will stimulate the brands follow up action, for the application of the LED panel, is full of significance index.
Citigroup Global Securities assessment, 2008 LED laptop market penetration of up to 10-15%. Because the LED panel is still in the initial stage of import, backlight module industry also spent the first 2 or 3 years of development, the rate of has improved, making the LED backlight module gross margin, higher than the traditional CCFL. Especially in the third quarter by the market bullish, Kneip, Ruiyi photoelectric, shipment growth rate has a level of 20%.
Source: LEDinside
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