Kneip, radiant from LED backlight NB hot benefit

In July 2008, consumer electronics products began to enter the peak season, in the environmental protection and energy conservation and the concept of light and thin, light-emitting diode (LED) in the use of NB wide. Insiders pointed out that currently the world's top 5 NB factory launched using the LED as the light source of the new notebook computer, is expected to include Kneip, etc. can be directly benefit radiant.

Insiders pointed out that the large size LED backlight module radiant NB shipments in the first quarter of this year, the average monthly shipments of about 20 thousand or so, the second quarter monthly shipments increase to 50 thousand, but previously by the customer inventory influence and high order LED NB backlight module shipments deferred, July shipments will be further rising opportunity.

Ruiyi pointed out that in June because the customer inventory, backlight module and LCD TV backlight module shipments part of high order LED NB, as well as low-cost computer backlight module, will be extended to July shipment in July shipments will be higher than in June, especially high order models have high margin to goods, so there will be July revenue the opportunity to rise further.

The world's top 5 NB factory has been the use of LED as a backlight, Taiwan of China LED factory and Kneip radiant are the direct beneficiaries

On the 3 million 200 thousand annual radiant radiant, from the beginning of July, excluding the 7~10 inch low computer orders, light LED NB backlight module, monthly shipments of 100 thousand, from August to 450 thousand ~50 million tablets.

Legal person pointed out that due to radiant has passed HP (HP), DELL (DELl), ASUS (ASUS), LG display (LG Display) and Samsung (Samsung) and CMO (3009) certification of new products from the beginning of the second half started shipping. Prediction of radiant annual LED NB backlight module shipments at 3 million 200 thousand, accounting for 8% of revenue.

As for Kneip accounted for revenues of 9% of AUO, with LED NB backlight module's shipments to rise 5 million on chip shipments this year.

Source: Apple Daily