White card NetBook into LED Taiwanese cut NB backlight market niche products

LED NB shipment permeability to accelerate the growth of emerging markets, such as the white Chinese brand NetBook is also taking advantage of rising demand. Although the current capacity of the scale of the production capacity of the Taiwan region, the emerging market, the low price of white LED computer contribution. However, the industry believes that LED, as the white brand LED LED chip NB for patent less fastidious, also have different considerations for the cost structure, past brands patent restrictions, designated component supplier of Japanese patent barriers to chip package based on emerging markets will be expected to be broken, to help Taiwan LED manufacturers in order to accelerate the entry of local chip Backlight Market LED NB.

According to LEDinside research data, in 2008 the global LED NB penetration is estimated to be about 9.1%, is expected in 2009 using LED as a NB backlight NB, the proportion of the overall NB shipments will increase to 29.8%. 2010 LED NB shipments penetration 60%. Among them, NetBook (cheap computer / simple PC) due to the size of light and thin, almost one hundred percent using LED backlight.

The impact of the current LED NB penetration of the biggest problem is still high cost of LED backlight module, LED backlight module and CCFL backlight module price gap is still as high as 70%. According to the LEDinside survey, 12 inches panel, for example, a CCFL backlight module prices in the first quarter of this year, the price of about $9.6, but a LED backlight module price of about $16.62. The main reason for the high cost of LED backlight module is the brightness and patent issues. In the past due to the technology and patent threshold, makes the NB backlight market although considerable potential business opportunities, but only a few big food, including Toyoda Gosei, Nichia and so on.

Although the Taiwan area since the beginning of this year, Lite billion light, continue to cut into the LED NB backlight, buy patented chip to Toyoda Gosei package to manufacturers, which has a patent on the LED (>2000mcd) price, from an average of about $0.2, sharply down to $0.13 (1700~1800mcd), but if not patent LED, a price can be cheaper 1/2. Reaction to the LED backlight module, the same brightness but no patented LED backlight module, can be patented than the LED backlight module, the price is reduced by 16%.

It is understood that due to the NB backlight module for cost only about 2%-4%, the NB brand manufacturers, if not because of the patent of LED, resulting in infringement, the machine can not be shipped to the European market, the The loss outweighs the gain. Therefore, NB brand manufacturers will probably require direct backlight module suppliers, direct procurement of patented chip package, which LED NB potential is great, but so far only light, through the certification of Lite billion shipments, many small manufacturers are still in wait-and-see LED.

With the emerging market demand for NetBook Chinese, such as rapid growth, driven by the white NetBook and white card mobile phone as taking advantage of the rise, finally for many of the original worries for the cost benefit package to buy patent chip LED manufacturer, provides a new opportunity to cut the NB backlight. Expected to include packaging factory, Wang Qi, Baihong donper etc. at present consumer electronics applications still accounted for the total revenue is still high, and in the early Chinese, sales agent of the pipeline, the starting price will be more active in computer backlight market.

Although industry analysts pointed out that the Taiwan native LED chip manufacturers EPISTAR and LED packaging manufacturers billion light year shipments are as high as about 30000000000, white card NetBook business for a substantial contribution to crystal electric and billion light, I'm afraid co.. And white card NetBook price is low, at least a few thousand NT dollars price, the emerging market consumers, I am afraid it is not a fault can be lost. While the white card NetBook if not equipped with the operating system and applications, or software piracy, regardless of future hardware and software are not warranty, consumers actually have the burden of maintenance costs, extra long term, the development trend of white NetBook, still have to wait and see.

However, LED insiders stressed that most brands will require components to the supplier, the Japanese manufacturers buy patent LED chip to do back light, but it can be expected that the white card NetBook emerging markets based on cost considerations, will not do the same. In fact, the Taiwan area LED extension practitioners can reach the same level of product, many brightness requirements, if can directly buy crystal power, canyuan and other manufacturers in the future LED chip to do NetBook backlight, provides an accelerated cut NB backlight market opportunity for LED practitioners at least NetBook white card.