Flat-panel TV sets with LED backlighting will become the source of plant profits

In 2011, Taiwan's backlight module industry will meet the two events, the first is to import a large number of LED-backlit flat-panel computer and television products, Taiwan manufacturers in the first quarter to become an important source of benefit; the second panel, the Group's vertical integration is increasingly more obvious, the future will test the partnership model to manufacturers and supply chain management.

LED backlighting this year to import a large number of tablet PCs and flat-screen TVs and other products, mainly to benefit from the Tablet PC is a large demand for LED backlight, with various manufacturers in 2011 launched such products, Taiwan backlight module makers continue to benefit. Meanwhile, the main source of revenue has continued to provide a television product revenues benefited LED backlighting, so the Tablet PC and TV LED backlight product introduction will be a major Taiwanese manufacturers to benefit from the first quarter.

In addition, the panel maker's vertical integration is also more prominent, such as the Friends of the whole and its backlight module plant of transportation, and assembly plant on behalf of King-chi, the future will continue to provide one-stop production in order to integrate within the group production, the future also be extended with the joint venture partnership. This mode of production continued to ferment in the industry, the future inevitably backlight module plant should be incorporated into the entire LCM (LCD Module) section of the joint production, it will greatly test mode of cooperation for manufacturer and supply chain management.

It is understood that the new machine in 2011 iPad 2 market, the overall increase in shipments compared with last year several times, together with other Tablet PC backlight module manufacturers business opportunities in the optical instrument and by the Swiss eating piece of cake. Radiant company last year through LG Display (LGD) as iPad backlight module suppliers, February sales record high of 5.2 billion, is expected to Radiant in March reached 5.5 billion revenue opportunity, in the first quarter of operations, flat computer and LCD TVs provide a growth momentum. Chi Mei Optoelectronics is the result of the backlight module to get iPad2 orders to ship together to a Japanese brand of LED TV backlight module maker, expects revenue will also be dazzling results.

ITRI ​​IEK ITIS plan industry analyst Prudence Lau said the recent LED backlight and panel plant by plant by the vertical integration and other issues, has become the focus of the market. AUO also said that King Chi Tat Wan after the merger, the two sides in the panel can be combined with the vertical integration of supply chain advantages, as well as upstream and downstream marketing strategies, to provide a complete assembly of the LCD panel shipment service foundry and machine, to play a more Great benefits.

LCD display module