Grain production capacity is not enough to exclude LED monitor permeability to 3%

2009 LED NB market penetration has been rising, while the LED backlight monitor has gradually fermentation, brand industry since the third quarter will also launch a white LED backlight monitor models. The industry said that due to the current LED upstream of grain supply, will be pushed to the LED backlight monitor the lower margin of the supply, in addition, due to the LED reduction rate than expected, LED backlight monitor cost structure, the industry believes the 2009 LED monitor will be revised down to only 3% penetration.

LED industry said that due to the current price is low to no monitor, 22 inch monitor price as an example, the current price of high-end models have fallen to NT $6000~9000 yuan, so manufacturers seek new selling points, such as introducing new technology to improve the product price.

In addition, with LED NB and LED TV have been introduced into the consumer market, a proof of LED backlight has overcome the product reliability problem can be successfully applied in large size panel, also in the consumer market successfully started saving energy and light LED backlight LED backlight monitor name, is also expected to ride the LED NB and LED TV, homeopathic import the market is expected to LED backlight will monitor since the third quarter of next.

However, the industry believes that the 2009 LED backlight monitor penetration will be less than expected, LED backlight monitor pricing dating set in the high order CCFL backlight type 2. Due to the current LED market is good, the price of grain has slowed down, LED lead frame also brewing price hikes, the cost structure of current LED backlight monitor view, its pricing is bound to meet the market demand for LED backlight monitor.

In addition, coupled with the second quarter LED NB penetration rate has reached 5, according to the current state of grain upstream of insufficient supply capacity in the capacity of view, crowding out effect, monitor backlight LED shipments will be affected, so the industry estimated 2009 LED industry will monitor backlight permeability than originally expected slow, expected penetration will be revised down to about 3%.

The LED packaging factory including the East Bay and macro Lite branch, all has officially received orders for LED backlight monitor. Lite Department has begun shipping in the second quarter. The backlight module factory radiant that LED backlight monitor will become a trend, the radiant is also developing a LED backlight module monitors, is expected to end is expected to start shipping.