The backlight module manufacturers in Korea smaller companies, bad situation, operating problems, following the Wooyoung in the first half of the financial crisis, the second half of the year and that the Taishan bankruptcy reorganization, the Taiwan area has been received by the backlight module factory in South Korea to single panel factory.
In photoelectric said, 2008 panel customers in Taiwan accounted for about 56%, while the proportion of 30% to upgrade customers in Korea, South Korea, mainland customers in 2009 because the increase in shipments, Taiwan will further decline in panel factory shipments accounted for some. By the 30% panel factory production, the backlight module factory view for the fourth quarter is quite conservative, in the photoelectric backlight module business group general manager Huang Jingzhou estimated fourth quarter size backlight module shipments will decline by more than 20% in the first quarter of 2009, the order also can not see, but the small size notebook computer is a growth trend. 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, 2009 will continue to grow. As for the size of the backlight module shipments radiant, more up to 600 thousand to 700 thousand units in 2008 to become a major growth momentum.
Under the system of radiant that influence in the backlight module, the company hopes to disperse the customers, improve the proportion of 2008 South Korea to 30% customers, customers in Taiwan accounts for about 65%. In addition, LED NB is also popular in 2008, Ruiyi general manager Wang Yingfu pointed out that since the backlight module factory production capacity is limited, 2008 LED NB market penetration rate of only 10% to 15%, but in 2008 from the purchase of high speed injection machine and other related equipment, production capacity is expected to increase sharply in 2009. Huang is also expected in 2009 LED NB market penetration will reach 30% in the year to, the second half of the ratio will be increased to more than 70% to 80%.
Source: LED chip network
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