LED backlight module growth

The LED backlight module after this technology bottleneck one by one breakthrough, to replace the traditional CCFL (cold cathode tube) backlight, jumped forming for the mainstream market trend, according to United Evening News reported that in photoelectric (5371), (6176), radiant Kneip (6255) and Dayi section (8107) and a number of companies are optimistic about the next the first half of the explosive growth of LED, estimated revenue this year will account for more than 15%.

Taiwan's factory (2409) and in the first quarter said photoelectric invariably optimistic about the third quarter LED panel supply lot. Huang Jingzhou, general manager of the company's business group, said the second half will have explosive growth, accounting for the global LED backlight module ratio of 80%. AUO general manager Chen LaiZhu said that the progress of notebook computer models into a comprehensive LED panel before 2012, is expected to be achieved ahead of schedule.

According to the market research agency assessment, 2008 LED panel market penetration will reach 15%, 9.8% higher than the second half of last year's assessment, up to 35% next year, becoming the dominant. Due to the high cost of LED backlight module, and the gross margin of two times the traditional CCFL, for the current stage to actively expand the business of LED products, is a good news.

In the development of LED backlight module Dayi Kneip advanced science and industry, the first quarter of this year, shipments reached more than 200 thousand, the proportion of revenues accounted for more than 5%, officially entered the production stage. Because the brand manufacturers push LED models, Kneip through AUO, total shipments this year have the opportunity to more than 2 million, revenue contribution of up to 30%. Dayi, shipments of more than 1 million, accounting for revenue ratio reached 15%.

And this year also launched a photoelectric radiant up, photoelectric has overcome technical bottlenecks, the overall yield increase to more than 90%, in addition to the original 15.4 inch and 17 inch, the beginning of the second quarter in 10 inch and 13.3 inch size of mainstream development, annual shipments can reach 2 million 500 thousand. The radiant after May shipments amplification, single month can reach 5 to 100 thousand, the second half of 200 thousand challenges.

Source: LEDinside