Flat panel TV with LED backlight will become the source of profit

2011 backlight industry in Taiwan will meet the two event, the first is the LED backlight to import a large number of tablet computer and television products, and become an important source of manufacturers in Taiwan the first season of benefit; second is more and more obvious vertical integration panel group, will test the ability of future cooperation with the supply chain management of the manufacturers.

This year a large number of imported LED backlit tablet computer and TVs and other products, this is mainly benefited from a large number of tablet computer needs LED backlight, plus 2011 manufacturers have launched such products, the backlight module manufacturers continued to benefit from Taiwan. At the same time, the main sources of revenue TV products also continue to provide revenue benefits LED backlight products, so the tablet PC and TV products imported LED backlight will become an important source of revenue for the first quarter of Taiwan manufacturers.

In addition, the vertical integration of panel manufacturers is becoming more and more significant, such as a whole and its AUO backlight module factory Darwin and assembling factory Jing Zhi, the future will continue to provide one-stop production, integration of production to the group, the future can also expand cooperation and joint ventures. This mode of production in the continuous fermentation industry, the future of the backlight module factory should inevitably be incorporated into the whole LCM (LCD Module) period of CO production, so the ability of cooperation mode and supply chain management of various manufacturers of large amplitude test.

It is understood that in 2011 iPad 2 new machine after the listing, the overall shipments will increase several times last year, tablet computer, backlight module and other manufacturers business opportunities, will be radiant with a piece of the pie photo. Ruiyi last year through LG display company (LGD) has become the iPad backlight module supplier, February revenue hit a new high of 5 billion 200 million yuan, is expected to have the opportunity to radiant March revenue reached 5 billion 500 million yuan, the first quarter operating, tablet computer and LCD TV provides growth momentum. In the light of the photoelectric is due to get the iPad2 backlight module orders, coupled with the beginning of shipments to a Japanese brand LED TV backlight module, revenue is expected to appear bright results.

IEK ITIS ITRI planning industry analyst Prudence Lau said that the recent backlight factory by LED panel factory and vertical integration and other issues, has become the focus of market. AUO also said that Darwin with Jing Zhi, with both sides in the advantages of vertical integration panel industry supply chain, and on the downstream market marketing strategy, provide a complete assembly of the LCD panel and the OEM service delivery, to play a greater efficiency.