Taiwan backlight module LED and panel factory vertical integration

According to the Taiwan ITRI IEK ITIS plan industry analyst Prudence Lau said recently, the backlight module by the LED panel factory and vertical integration and other issues, has become the focus of the market.

In 2011 iPad 2 new machine after the listing, the overall volume will be enlarged several times last year, plus other manufacturers of tablet computer backlight business opportunities, will be in the eating and radiant photoelectric. Last year, LGD iPad became radiant through the backlight module supplier, following the February revenue to 5 billion 200 million yuan high, the market is expected to have the opportunity, radiant March revenue continued rising, have the opportunity to challenge the 5 billion 500 million yuan, the first quarter operating performance is not short off-season, tablet computer and LCD TV will be the main growth.

In the photo is due to the CMO and get the iPad2 backlight module in order for the first quarter performance is photoelectric optimistic expectations, coupled with the new increase of a Japanese brand manufacturers LED LCD TV orders began shipping, first quarter of the fourth quarter of last year will be out of the bottom, is expected to reverse the upward revenue.

In addition to the integration of the group resources, expand the scale of operations, AUO's Backlight factory according to Darwin Jing Zhi 2.25 shares of common stock exchange developed transport 1 shares of common stock (2.25:1) shares issued to shareholders with the proportion of Jing Zhi, the base date is tentatively scheduled for September 1, 2011.

AUO said, Darwin in the combined Jing Zhi, the two sides can be combined with operation in the vertical integration advantages of panel industry supply chain and downstream market strategy, to provide all kinds of LCD panel complete assembly and the shipping service contract, in order to play a greater performance.

In 2011, for the backlight module industry in Taiwan, there are two important issues, the first is the LED backlight into the tablet computer (Tablet) and TV (TV) products into new products, import LED backlight due mainly to the tablet computer, plus the 2011 launched such products, Taiwan backlight manufacturers continue to benefit; at the same time, the main source of revenue TV products also continued into the LED backlight product revenue benefit, so the tablet computer and TV products import LED backlight has become an important source of Taiwan factory first quarter profit.

Second is the vertical integration panel group more significantly, and its whole AUO backlight module, Darwin and assembly manufacturing company Jing Zhi, the future will continue to provide one-stop production, with the group's internal integration of production, the future can be enlarged and the joint venture cooperation content, such mode of production in the continuous in the future industry expansion, backlight factory cannot avoid the whole LCM co production, the test will be the ability of cooperation mode and the various supply chain management.