2008 LED boom short, the stock has been falling. China's Taiwan region and trends ITRI industrial economics research center is expected, CCFL and LED backlight module price is expected to reach agreement in 2009, attracting industry launched LED backlight notebook computer, notebook computer to estimate the LED backlight penetration will reach 40% in 2010 will be more than 50%.
Taiwan Institute of industrial economy and the trend of Research Center Deputy Director Lin Zhixun pointed out that Taiwan manufacturers to launch direct type (top view) low cost solutions, with white prices, making the 2008 CCFL LED backlight module and backlight module spreads, only about 20%, while the 2008 blows Netbook trend, almost entirely by lower cost low, direct type LED backlight and the patent problem is less, the 2008 LED backlight notebook computer, containing 15% to 18% Netbook, permeability. Lin Zhixun analysis, widely used in high order notebook computer side (side view) type LED backlight, the high price is almost Japanese patent heavily layout, Taiwan manufacturers, creative, the side of the cast to top view, to avoid the patent also reduces the cost, although the thickness ratio side view are slightly thick, but already has a large the price of the computer industry in Taiwan, LED in position LED backlight notebook computer has already made a good start. Lin Zhixun pointed out that the major brands of computer are the LED backlight notebook computer as a new machine equipped with apple computer, before the end of 2008, all models will use LED backlight, DELL computer target before the end of 2009, the 80% notebook computer will use LED backlight, in 2010 it reached 100%. The notebook computer in Taiwan area, Acer computer is expected in 2009 for 14 inch models full use of LED backlight, ASUS computer is also planning before 2009, the use of LED backlight notebook computer 50%. Lin Zhixun estimates, the gradual popularity of low-cost programs in Taiwan, under the 2009 LED backlight laptop penetration will reach 41% in 2010 will be more than 50%.
At present, the upstream epitaxial crystal power plant in LED, notebook computer backlight products the company spends more time, for TOYOTA and TOYOTA wafer foundry synthesis, synthesis of LED backlight notebook computer is the most important supplier. The downstream billion light and Lite branch, 2008 were also shipped to the low computer, and a small amount of high order brand notebook computer.
Source: vecuronium electronic market network
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