South Korea, Taiwan, the back of the re transmission of the financial crisis benefit

South Korea because of the small size of the company backlight module manufacturers, operating in a downturn, prone to problems, after Wooyoung in the first half of the financial crisis, the second half of the year and that the Taishan bankruptcy reorganization, the backlight module factory in Taiwan area of our country has been received by the South Korean panel factory to.

In a backlight module business group general manager Huang Jingzhou said that this year Taiwan area panel customers accounted for the proportion of about 56%, while the proportion of 30% to upgrade customers in Korea, South Korea, mainland customers next year because the increase in shipments, Taiwan will further decline in panel factory shipments accounted for some.

Ruiyi general manager Wang Yingfu pointed out that under the influence of system in the backlight module, the company hopes to disperse customers this year to improve the proportion of South Korea to 30% customers, customers in Taiwan accounts for about 65%.

By the 30% panel factory production, the backlight module factory view for the fourth quarter is quite conservative, Huang Jingzhou estimates for the fourth quarter size backlight module shipments will decline more than 20%, the first quarter of next year the order also can not see, but the small size of the notebook computer is contrarian growth.

Huang Jingzhou is expected in the fourth quarter of the size of the backlight module, photoelectric can still be maintained in a single month of 300 thousand, next year will continue to grow. As for the size of the backlight module shipments radiant, more up to 600 thousand to 700 thousand, has become a major growth momentum this year.

In addition, LED NB is also popular this year, Wang Yingfu said, because the backlight module factory production capacity is limited, this year LED NB market penetration rate of only 10% to 15%, but this year the average purchase high speed injection machine and other related equipment, production capacity is expected to increase next year. Huang Jingzhou is expected next year, LED NB market penetration will reach 30% to 40%, the second half ratio will be increased to 70% to 80%. CMO show new Japan Yokohama photoelectric exhibition yesterday (31) day closing, light is still on display this year will be the spindle, the CMO with power saving and high contrast characteristics of large size LED backlight technology in the use of 55 inch display panel, the thickness of only 9.9 mm, the maximum size of the global TV panel, the thickness of the thinnest.

Source: Business Times