LED backlight in the field of large-scale industrial restructuring impact

With the rapid rise of LED NB and TV permeability, LED manufacturers in the field of the backlight will shift from the small size of the mobile phone market in the past large size, LED industry territory will also be restructured in the next 2 to 3 years.

Light emitting diode (LED) market is widely used, regardless of focus in that field, as long as the market share is large enough, have a chance to come to the fore. However, because of the rapid changes in the industry, intense competition, can not improve the layout of the technology before the new generation, the opportunity to go out is quite large.

According to DisplaySearch statistics, in the fourth quarter of 2008, notebook computers (NB) with LED panel market share of 13.4%, compared with the 2008 quarter of 6.3%, a sharp increase of double.

Brand manufacturers HP (HP), DELL (DELl), Acer (Acer) to the first half of this year to expand the launch of LED NB new models, DisplaySearch predicts that the first quarter of this year LED NB panel shipments will see 24.1%, permeability, spanning 2 into levels, driven the rapid growth of LED industry by NB.

Analysts believe that this year will be the beginning of the LED as a NB backlight off, is expected to penetration rate of 13% in the first quarter soared to $50% in the fourth quarter.

In addition to NB backlight source, the market is looking forward to higher LED TV, LED is seen as an important engine of industrial restructuring peak.

Following SONY, Samsung, LGD, Hisense and other TV manufacturers have launched LED backlight, recently, Philips also released a new series of LED backlight engine LCD tv.

The application of LED in the past mobile phone backlight panel only 2 to 3, the application is increased to 40 to 50 NB in the number of stars, if used in the future market, more than 200 LED monitors or hundreds of thousands of TV market, how big business is not difficult to imagine, this is the main reason of LED enterprises widespread concern.

Aiming at the large size and lighting market is the common goal of the LED industry, but also the inevitable way, but due to the technology and patent issues, to get involved in the business vendors will be less and less, the new wave of the tournament will be launched.

Market size is large enough, but domestic manufacturers can not eat is the focus. A LED vendor admits that by the patent restrictions, the initial attack on international brands is not easy to plant; domestic cottage NB market, perhaps a new way, but also a good opportunity for training.

Brand NB backlight at present still by the chip manufacturers leading Japanese manufacturers, mainly Japan Nichia (Nichia), TOYOTA (ToyodaGosei), South Korea is the synthesis of semiconductor in Seoul and Lumens, Taiwan area, and by Lite billion light donper ahead, while the mainland has Dili companies such as ginseng and light.

Billion light pointed out that in 2008 a large number of low-priced computer LED shipments, the general laptop is still in the sample stage, is expected to have the opportunity to ship heavy volume in the second quarter of this year. If the penetration rate of LED NB increased to more than 3, accounting for the relevant products accounted for 100 million light revenue exceeded 5%.

East Bay has the opportunity to enter the Samsung LEDTV supply chain through the transfer of investment company Lumens, so that the East has become a large size of the backlight emerging dark horse".

In addition, this wave of strong yen appreciation, is expected to accelerate the release of Japanese manufacturers to Taiwan enterprises OEM orders, crystal February revenue rebounded sharply, is a distinct example, pointed out that the capacity utilization rate increased and the main benefit of OEM orders Samsung LED TV and other overseas customers, and non LED industry comprehensive recovery.