In May the order was quite warm LED NB backlight backlight module will be a new opportunity for revenue growth

In the past five years, the panel industry is extremely poor in the industrial cycle of the past 07 years and in the past two years has not been repeated, in the first quarter of, the bottom of the panel boom fell to the bottom, the bottom of the second quarter by the end of the rise, demand continued to increase in the first quarter of 07. The 08 quarter of the first quarter, the market demand to maintain high grade, and even maintained at the level of the 07 year old wang.

Backlight module operators in April revenue generally depressed, originally expected in May than in the recession in April, a repeat of the past five poor absolute fate. But in recent years the needs of the Olympic Games is coming, and the stimulation of LCD TV prices under the backlight module manufacturers have found that in May the order was quite warm, in view of the current situation is expected to exceed April, high-grade performance even in March may break.

Backlight module factory pointed out that 08 years in April by the impact of slowing demand for LCD TV, TV panel shipments decreased, the supply of TV panel backlight module needs natural vibration. In addition, the plant in April to cancel part of the order, but also the formation of the backlight module in the general decline in revenue in April.

In order to estimate the status of panel factory in April of May, the original revenue of backlight module manufacturers are not optimistic, but after entering the middle, found that the number of orders received backlight factory hands, as the original pessimistic expectations, and is expected to maintain revenue growth trend is expected to continue for 07 years, for second consecutive years to break through the second quarter downturn the situation.

Ruiyi pointed out that originally expected a quarter than the first quarter of April revenue growth situation, but due to customer pumping and single recession, it seems quite optimistic about the revenue in May and June, the market demand is optimistic. In 07 years on the second half of the revenue 4:6 radiant point of view, the second half of the performance continued good.

In addition to the backlight module gradually moving to the prosperous quarter, LED NB will become a new opportunity for revenue growth backlight module. The backlight module factory about 08 years will be LED NB backlight module set, CMO (3009) and AUO (2409) believe that 08 years LED NB will account for more than the proportion of NB 15~20%. Including the radiant, photoelectric (5371), Dayi, (8107), Kneip (6255) 08 years have emphasized that will be a massive increase of LED NB shipments in the downstream end users optimistic expectations, expectations for 08 years LED NB backlight backlight module manufacturers is very deep.

As for the continued price problem, backlight factory also believes that the current part of the existing backlight module manufacturers can profit, backlight module continued to decline, many backlight module factory management has been very difficult, if we continue to decline, the supply chain is bound to happen. Future backlight module price pressure is much smaller than in the past.

Source: Taiwan Economic Daily