Taiwan notebook LED shipments are expected to expand by quarter

Since the fourth quarter of 2007, the Japanese SONY and American APPLE including NB and other international brands have started pushing LED notebook, plus the LED price range has gradually declined to be within acceptable (with CCFL backlight module has spread from the previous 4 to 5 times reduced to about 2 times), the industry generally predicted LED trend has been officially formed in 2008, and will take off speed than the second half of 2007 is expected to come.

According to Displaysearch estimates in early 2008, this year, LED laptop penetration will rise from the second half of last year's forecast of 15% to, and is expected in 2009 will rise to 35% penetration.

Benefit LED notebook demand gradually improved, Taiwan backlight module factory has started from the second half of 2007 a small ship, as the stage of Kneip (6255) and Dayi section (8107) in the LED notebook light guide plate production yield is better than that in the progress of photoelectric (5371) and (6176), so radiant and Dayi, Kneip early 2 manufacturers the relative size of shipments ahead. However, with the gradual increase in the rate of production of various manufacturers, LED notebook demand continues to increase, Taiwan, the 4 backlight module factory LED notebook shipments will also show a jump growth.

Analysis of the industry, LED notebook backlight module at the price of 2 to 2.5 times of the traditional models, the gross margin is also close to the traditional models of 2 times, with LED notebook shipments continued to increase revenue and profit related companies will increase. Kneip Dayi, especially with other manufacturers, in AUO (2409) and (3009) Chi Mei's blessing, and will benefit more than Ruiyi photoelectric. Kneip and Dayi, the year 2008 is expected to LED revenues accounted for the overall consolidated revenue proportion will reach 27.9% and 15.8%, much higher than in the 4% to 5% photoelectric and radiant, so although Kneip and Dayi, 2008 EPS is only about 2.5 yuan, can enjoy higher earnings.

The industry is expected in the photoelectric and radiant LED notebook product shipments will be in the next few quarters accelerated expanding the capacity of the former, the annual LED notebook shipments will reach 2 million 500 thousand units, can catch up from behind, ranking the first Taiwan factory. The latter will be obvious warming since the second quarter, full year shipments at 1 million 500 thousand, and this year, and is expected to Kneip Dayi LED notebook product shipments were 2 million 150 thousand units and 1 million 130 thousand units.

Source: Lean news