As the global brand to continue to import the new NB machine LED products, plus 7 to 10 inches between the low NB with LED as the main light, so that the overall NB market, LED NB aircraft has steadily increased the permeability, according to the Taiwan Optoelectronics Technology Industry Association (PIDA) statistics forecast, LED NB model 08 years from 07 years of penetration will be below 5% to around 15%, and by 2010, this type of permeability will officially break 50%, up to 55.7%, NB became the mainstream of the market. However, PIDA also pointed out that, despite the rapid growth rate of LED NB in the next 3 years, but from the point of view of the total amount of demand, but also will not bring the effect of tightening the capacity of white LED crowding out.
PIDA industry analyst Xie Weijie pointed out that the general estimate of 08 years the global NB market is about 120 million units, with 15% penetration, 08 years LED NB market is about 18 million units, mainly imported models will fall in that 12.1 to 14 inches below the NB products, a single white LED dosage is about 50 to 60, or 08 the overall demand in the annual LED NB backlight amount is only about more than 1 thousand KK, the scale benefit is limited to the current global industry monthly production scale, while the LED NB rapid growth in the next few years, but the LED should have the overall supply and demand tightening will not affect, especially when the major global expansion continues under the.
In addition, Jacky Xie also pointed out that because NB is different from the LCD TV and LCD monitor, it is belong to the relatively high density of fine personal electronic products, therefore, in the end the tolerance cost is relatively high, and when the 10 inches above the NB CCFL module and LED backlight module two price gap has been reduced to 1.6 times when the LED NB market penetration will begin to accelerate the upgrading of the changes will become more obvious from the year 08; however, the expected real application of LED backlight will affect the supply and demand, or in the LCD TV. Currently a 40 inch LCD TV to sort the LED backlight module, it is necessary to use at least 520 LED RGGB.
According to statistics, the global total number of blue LED grain per month up to 4650KK, the Taiwan general equipment production accounted for 38.3% of the global market, Japan's total equipment capacity accounted for 27.3%, euro area accounts for 19.1%, the American market accounted for 11.4%, the Korean market accounted for 3.9%. As far as the Blu ray LED is concerned, it can be said to be the core of the technology development of the two main applications such as the back light source and lighting through the mixing with other kinds of phosphors.
As for the development of LED backlight in LCD TV and monitor, according to a survey pointed out that the market of LED industry do, downstream systems willing to plant more than 22% of the cost price to import the TV LED back light, but only willing to more than 9% of the cost price to import by LED liquid crystal backlight monitor for reflecting the LCD monitor is the most significant cost oriented display products, so the expected future LED higher than the first application monitor in the TV backlight market penetration will.
According to PIDA estimates, to 2010, LED backlight in LCD TV penetration rate of about 4.8%, as in the LCD monitor on the penetration rate of 4.4%, and the subsequent gap will gradually be opened at the same time, forecast to 2011, LED backlight LCD TV business in the quantitative application, will be officially opened, permeability can be up to 10.4%.
It is understood that Samsung Electronics will also be 08 years in the new model LED backlight LCD TV, as one of the focus on the promotion of products, the white LED backlight with blue LED mixed red and green fluorescent powder to form, rather than the industry to push the RGGB back light, can reduce the import cost the.
Source: Lean news
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