Notebook computer (NB) LED backlight applications has been particularly popular low-cost NB represent the general trend, in 2008, estimated China panel factory in Taiwan, Taiwan annual shipments will reach 10 million ~1500 million units, the second half will be the main growth point. However, rising raw material costs, coupled with the continued decline in product ASP, but also the industry pointed out that the low price of low margin NB backlight products, may not be able to improve profitability.
Taiwan, China's manufacturers pointed out that the current low price NB backlight products mostly used LED brightness of about 1400~1500mcd, requiring higher brightness of the product is only 1700mcd. In fact, low NB and digital photo frame LED brightness requirements not far, reduce the market demand in the digital photo frame, the race to the bottom case, LED backlight products low price of NB is also difficult to reach the last product due to the high margin.
Since the first quarter of 2008, ASP fell by 15% in the second quarter of the season is not busy, resulting in about 10% or so, and the backlight module is expected in the second quarter of the ASP will fall again in the 8~10% third. Industry said that the gross profit margin of 3 has been regarded as a high profit products.
Compared to the low price of NB, including LED, Lite billion light packaging industry has penetrated into the mainstream size 14.1, 15.4 inch NB products, the LED brightness requirement between 1800mcd~2000mcd, the industry that can really drive the kinetic energy of revenue and profit, or the size of mainstream NB products, as the number of shipments is still not as good as at NB, but the industry assessment, 2009 LED NB market penetration is expected to increase to 3.
Source: DIGITIMES
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