Cheap computers are expected to bring new momentum to the Taiwan LED limited benefit

General specification for notebook computer and low computer (NB) steady growth in demand, the LED application has attracted much attention, the market is expected to lower computer and NB is expected to LED in Taiwan upstream manufacturers and downstream LED packaging industry in China has brought new growth momentum. However, limited patent technology, TOYOTA is still the main synthesis and Nichia include low-cost computers and NB backlight LED suppliers. So although the crystal electric current for OEM manufacturers, and billion light, such as Ding Kai Lite, packaging manufacturers certified, but the related products accounted for the proportion of revenues is still low, the extent of benefit is still limited.

According to the study, from 2007 to 2009 the global LED market CAGR of 13%, from 2007 to 2010, the annual growth rate of high brightness LED market was $19%. Especially in the LED backlight module and the growth momentum of the most powerful LED lighting. In the LED backlight module, is currently being carried out to low-cost computers and NB backlight based. According to statistics, this year, the world's low-cost computer shipments, from 0 to the development of the, in terms of the size of the shipment in 2009 to see the 24 million, in 2010 will reach an estimated size of 31 million units. As for NB global shipments this year is estimated at about 130 million units, in 2009 the global NB market shipments estimated at 169 million units, the global NB shipments in 2010 to see the 200 million.

The use of a number of LED, the main dimensions of low-priced computer including 7 inches, 10 inches 8-9 inches and 7 inches, which required number of low-priced computer backlight LED used for 18-21, 8-9 need to use a 24 inch, 10 inch 30 usage. LED penetration rate of 100%, the average price of each computer using 25-28 LED projections, low-cost computers in 2008 will be able to create the demand for the LED of the 268 million, in 2009 there will be a demand of 678 million, in 2010 the number of 810 million.

NB, if LED NB permeability prediction from 2008 to 12%, up to 25% in 2009, 40% in 2010 estimated that each NB LED used a number of 40-45 a LED demand projections, this year from the LED NB production will reach 626 million, 2009 demand will rise to 1 billion 523 million, demand in 2010 the amount of more than 2 billion 500 million.

In addition, the current LED products in the application of NB is not only the back panel backlight, keyboard backlight has also begun to use LED, and the advent of new models. In the past, most of the mobile phone keypad backlight using 6-8 LED, but the NB keyboard backlight can be used at least 30-35 LED, to increase LED production capacity is also helpful.

However, due to the patent problem, at present, the highest brightness specifications profit is relatively good LED NB panel backlight is still a major supplier of TOYOTA synthesis and Nichia, low-cost computer backlight LED leader is TOYOTA. The LGD and CREE announced the launch of cooperation, the NB application market is expected to be one of its main objectives.

Therefore, although TOYOTA crystal electric received by the synthesis of ODM orders, theoretically will also benefit indirectly from the cheap computer manufacturers, but because OEM orders low margin, and the current application of LED in electric crystal electric pen manufacturing process is not stable, the yield is low, coupled with low side products too much, so the crystal electric the application of NB did not aggressively cut related products for the actual crystal electric operating contribution is still not obvious. As for kaiding, Everlight, Lite, although are qualified packaging manufacturers of low-cost computer related products, but due to the current related products accounted for the proportion of revenues are not high, the contribution of the whole operation is very limited.

Source: Lean news