Funding: NB and LCD TV fast steering LED backlight

The information industry MIC said that in 2010, the main products of notebook computer (NB) and LCD TV (LCD TV) with LED backlight LED backlight drive, expected adoption rate is expected to break into 3; the NB field is most rapid growth in the use of LED backlight products rose from 3.8% in 2008, quickly jumped to 43.6% in 2009 LCD; part TV from 0.1% to 08 years to 3.5% in 2009. MIC senior industry analyst and senior manager, said Zhou Shixiong, LED chip prices continued to decline, coupled with the application of light side considerations, is the main cause of the sharp increase in LED backlight products. Is expected in 2010 the proportion of liquid crystal panel equipped with LED backlight products will exceed 30%, which is equipped with NB rate in 2010 is expected to nearly seven up to 68.6%, 2011 is expected to reach 84.4%; at the same time LCD TV equipped with LED backlight proportion is expected to reach 14.3% (2010) and 23.1% (2011).

In contrast, the use of LCD backlight LED growth rate is the most slow, in 2008 the field with LED backlight proportion of 0% in 2009 is expected to be in the year of 2010 and in 2011, respectively, is expected to reach up to 8.5% and 15.6%, respectively.

In addition to NB, Zhou Shixiong believes that the large size LCD TV is the main application of LED backlight use rate of future lift. From the size of the LCD TV industry in Taiwan, the current situation, due to the 37 Inch product does not have a price advantage, it is expected that since the second half of this year, 40~42 LCD TV will become the mainstream. While these large panels in the pursuit of better display performance, but also will enhance the proportion of LED backlight products.

However, Zhou Shixiong also reminded that in 2009 the overall capacity of the panel industry in Taiwan poor reasons, in addition to the industry's own production, including the lack of raw materials such as driving IC and glass is also a key factor. Although the stock material is expected to be alleviated in the fourth quarter of this year, but in 2010 may still have some shortages of raw materials, for example, in driving the NB and large size LCD TV switch to LED backlight under the trend of the second quarter of 2010 and the three quarter may appear LED chip stock situation.

From the overall market size of the panel, according to the MIC survey, in the first quarter of 2009 and deferred demand terminal demand stabilized factors such as lift, the second quarter of 2009 compared to the same period in Taiwan large size panel quarter growth of 50%, large size panel shipments gradually stabilized; the third quarter is the peak season demand, but there are still shortages due to upstream raw material concerns may impact the Taiwan shipments, shipments will be deferred to the expected part of the fourth quarter. However, due to the expected fourth quarter panel prices will again fall, so the output performance will decline slightly.