Apple Tim LED passing the NB backlight module shipments warming

Apple's thin notebook MacBook Air officially listed in the market and set off a wave of LED notebook computer boom. The fourth quarter of last year LED NB backlight module, backlight module factory shipments began warming, the first quarter of this year, Dayi science, photoelectric, Kneip monthly shipments of more than 60 thousand pieces, 30 thousand pieces of the ship also radiant level.

LED NB last year is still in the stage of test temperature, the permeability of LED NB in the overall NB market is only about 3%, but this year with the new product published in the brand factory pushing under the optimistic forecast market penetration will reach 10% to 15% this year. This year, the global NB market about 120 million units of the market scale, the world's approximately 12 million to 18 million LED NB business opportunities. The next LED NB penetration is expected to further increase to 30%, LED NB market size will be more than 40 million units.

Storm LED NB backlight module Dayi, growth is rapid, the current monthly shipments of more than 60 thousand pieces of strength, the fourth quarter of last year LED NB backlight module shipments of approximately 200 thousand, the first quarter is expected to maintain a 200 thousand grade, accounted for Dayi, overall NB backlight module shipments accounted for nearly 50%. At present, Dayi shipments including 13.3 inches, 15.4 inches, the main customers for the CMO panel, terminal customers to label the United States Department of Dachang.

Kneip in the fourth quarter of last year the 13.3 inch LED NB start shipping, monthly shipments of about 60 thousand this year, monthly shipments challenge 80 thousand to 100 thousand pieces, the main customers are panel AUO, NB brand customers also lock the United States Department of dachang.

As for the LED NB backlight module and photoelectric radiant shipments are increasing in temperature, in the photoelectric LED NB backlight module monthly shipments reached 70 thousand to 80 thousand, the main customers for auo. The main supply of radiant CMO and LPL, monthly shipments of approximately 30 thousand.

The backlight module factory, key LED NB backlight module is a light guide plate, the thickness of about 0.7 mm to 0.9 mm, the current global production capacity and passed the certification of Stanley, only Japan, Kneip, Dayi photoelectric science, radiant etc.. While LED NB backlight module, although the average unit price is two times the general NB backlight module, but now the average yield of less than 50%, although the market opportunities, but not everyone to eat.

Source: Business Times - Taiwan