Taiwan factory: laptop LED penetration next year challenge 50%

LED (light emitting diode) notebook computers began to erupt next year! Apple released a new MacBook emphasis on environmental protection and energy saving, the use of LED panel; market research firm LEDinside estimates, LED accounted for the proportion of electricity pen next year will increase to 30%, annual estimates of 60%; Taiwan OEM factory orders forecast is more optimistic, saying that next year the proportion will reach 50% LED notebook computer.

The Displaysearch is expected to be more conservative, the task this year, the global NB using LED backlight penetration will reach 13% in 2012 to see the global LED NB penetration rate of 66%. Displaysearch pointed out that the current LED NB panel manufacturers CMO shipments penetration has reached 47%. LED NB Samsung and LGD permeability were 20%, 25%, LED NB permeability is about 13% au.

LEDinside LED NB pointed out that this year the proportion of about 10%, the proportion of LED NB maximum threshold, is still in the LED backlight module according to the estimation, the cost is high; the LED backlight module with the traditional CCFL (CCFL) backlight module price as high as 70%, brightness and patent has yet to be a breakthrough, but the international companies actively introduced, will lead to LED NB the rapid growth of next year.

DELL announced the next year including the 80%NB model, the year after the full import LED backlight; Acer also said that within two years all import; apple day before the publication of the new MacBook, the LED panel, the appearance is more thin. Many brands invariably began to support LED NB, and is expected in the year after the introduction of a large number of LED backlight. LEDinside pointed out that the main computer is low rise, quickly pulled NB manufacturers average shipping price, so the producers who will hope the brains of product differentiation, which make the pen electric light, LED backlight technology has become the major power of NB brand manufacturers, LED NB estimated annual proportion will reach 60.3%.

Taiwan notebook computer generation industry more optimistic, pointed out that the first half of this year LED into the proportion of about 10% to about 15%, but to the end of the third quarter, the new model is expected to continue shipments, LED backlight notebook will reach 20% to 30% this year, next year the main types of 14 inches and 15 inches with the proportion of LED high, it is estimated that the proportion will reach 50%.

LEDinside said that although this year LED greatly bargain, theory of LED backlight module prices. But since the second quarter of this year after the oversupply of the panel industry, equipped with CCFL backlight panel prices also fell sharply, making NB brand manufacturers to suspend the introduction of LED backlight products. Therefore, LEDinside estimates this year, the proportion of LED pen more conservative, about 10%.

Source: Taiwan Economic Daily