In the photo, Kneip, Dayi, radiant department will benefit 08LED NB quantitative business opportunities

The industry estimates that 08 years of global LED NB penetration from 07 years 3% sharply to 15%, market research agencies to statistics, this year the total global NB shipments will be more than 1.2 Taiwan estimate, LED NB sales will reach at least 18 million units or more, estimated this year LED NB backlight module will have business opportunities 18 billion yuan to 20 billion yuan, with 09 years of LED NB permeability can be doubled to more than 30% situation, the estimated LED NB backlight module business will have 36 billion yuan, it is already equivalent to the first year of the turnover of the backlight module manufacturers, showing its overall business is really very impressive.

It is understood that, as of now, the industry has the ability to produce 0.7mm 1.1mm LED NB backlight module, and through the client authentication, only the Japanese Stanley, Taiwan, Kneip, Dayi, Ruiyi photoelectric branch.

With the launch of LED global NB manufacturers NB product level, LED NB and SONY Apple models appeal to the launch of the ultra-thin type, which mainly uses V-CUT light guide plate collocation LED backlight module technology, products have characteristics of high brightness, light guide plate thickness is below 0.7mm; the LED NB backlight module HP with the DELL thickness, it is between the traditional NB and V-CUT+LED NB, the light guide plate is about 0.9mm to 1.1mm.

In the new model Apple 13.3 inch NB launched this month, the LED backlight module is the main supplier of Kneip, and has started mass production, and Kneip January LED backlight module shipments have been amplified from 60K in December to 100K. Corporate estimates, Kneip 08 years LED NB backlight module shipments to reach 1 million 580 thousand units, annual revenue contribution is about 1 billion 400 million to 1 billion 500 million yuan, accounting for the proportion of revenues 20%.

The world's largest factory in the LED backlight module photoelectric NB backlight module single monthly shipments reached 70 thousand to 80 thousand units, the main customers for AUO, corporate estimates for 08 years the product shipments will see 2 million 500 thousand, annual revenue contribution of about 2 billion 400 million yuan, accounting for about 5% of its total revenue proportion.

In addition, radiant LED NB backlight module currently has 20 thousand single monthly shipments to 30 thousand units shipped to the CMO object, and LPL, the LED light guide plate specifications are still by 0.8mm to 1.1mm, the corporate estimates 08 years LED NB backlight module shipments of approximately 1 million 500 thousand units, annual revenue contribution of about 1 billion 400 million yuan. The merger also accounted for the proportion of only about 4%.

Dayi department is expected to 08 years, Q1 company LED NB backlight module shipments will maintain at least 200 thousand level of the previous quarter. It is understood that the Dayi LED NB backlight module is shipped with 13.3 inch models for the bulk, the other 15.4 inches models there is little supply, this part of the customer for the CMO panel, 2 U.S. Department of a large IT terminal label customers including HP.

Source: Lean news