Notebook computer (NB) below the size TFT-LCD panel, the light emitting diode (LED) as the backlight source is formed, in addition to the current NB panel penetration is still less than 10%, to be a growth in the next few years, in the application of small and medium size panel, LED backlight penetration is very close to one hundred percent that panel plant focus on the demand to LED in the next few years will also have substantial growth, expansion and LED factory cooperation, vertical integration strategy and action.
HannStar general manager Zhou Dinghui said that the color crystal size panel shipments in 2008 is expected to reach 16 million ~2000 10000, the 2009 target of 30 million, and one hundred percent by 7 inch LED backlight, with a panel about the use of 15~20 LED to estimate the grain demand in 2009 of LED, color crystal grain will be as high as 600 million ~11 million.
Caipin current LED supply mainly from billion light, East Bay, Baihong and other manufacturers, with LED in panel backlight permeability increased gradually, plus other lighting applications demand is also growing, so Zhou Dinghui said that although the LED in 2008, not out of stock, but in 2009 the situation is not I know, because demand is growing rapidly, there may be a shortage of doubts.
Reportedly, CPT group with giant LED grain of the tower is also in demand, about 500 million or so, the future will also be with the CPT and lingju sheet increases in the number of small and medium size shipments continued to grow.
In addition to small and medium size, LED penetration in the NB panel, is expected in 2008 will reach 10% days ago, AUO estimates in 2008 accounted for the proportion of NB LED backlight panel will reach 20%, far higher than the global market penetration, and before 2012, AUO NB panel will have full use of LED backlight at present, on the basis of AUO monthly NB panel shipment of about 2 million 500 thousand ~270 000 scale, monolithic NB panel about using 40~50 LED NB panel AUO projections, the annual demand for LED grain is up to 1 billion 200 million ~16 million, which has not yet been plus AUO single month shipments of medium and small sized panel of more than 10 million tablet usage.
The largest demand AUO, has announced that it will invest in LED industry, and will extend to the upstream epitaxial field; as for the CPT and color crystal, the market is frequently heard it will invest LED to obtain stable productivity news, the CPT within the group resources under consideration, according to understand, has begun the layout of the LED package, and has a small amount of supply of CPT such as small and medium-sized panels required, but also that the Group intends to cut the upstream epitaxial; as for color crystal whether investment or integration with the LED, Zhou Dinghui said, at this stage still evaluation.
Source: Simplified
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