LEDinside, a market research organization, pointed out that the Apple iPad's tablet iPad has set off a wave, which will drive the LED shipments of tablet backlights to grow substantially. It is estimated that the global shipment of LED backlights for tablets will be about 3-4 billion in 2010, and will increase to 1.0-1.4 billion in 2011, with an annual growth rate of over 200%. In addition, the LED brightness specification applied to the backlight of the tablet is about 20% higher than that of the original NB backlight LED (from the original NB backlight general specification brightness of about 2000mcd, up to 2400mcd or more), it is expected to be the LED upstream and downstream supply chain manufacturers. Product mix and gross margin performance provide positive benefits.
It is estimated that in the 2011 CES exhibition of the US Consumer Electronics Show, dozens of new products such as Android tablets and smart phones will be unveiled, which will cast new demands and variables for the 2011 portable computing device market. In 2010, global tablet shipments reached approximately 15 million units. It is estimated that the market size in 2011 is expected to grow to 50 million units.
The average number of LEDs used in backlighting per tablet is about 20-28. LEDinside estimates that in 2010, LED backlights for tablet backlights will be about 3-4 billion. As the tablet market continues to grow, it is estimated that it will increase to 1.0-1.4 billion in 2011, with an annual growth rate of over 200%.
As for the LED used in the backlight of the tablet computer, the LED brightness specification is improved because the tablet uses a touch panel and the light transmittance is poor. Generally, the brightness of LEDs for NB backlights is about 2000mcd or more, but the brightness specifications of LEDs for tablet backlights need to be above 2400mcd, and the average brightness specifications are increased by 20%. For the original NB backlight supply chain LED manufacturers, whether it is Japanese or Taiwan (such as LED epitaxial wafer (2448), Yuyuan (3061), Taigu (3339), etc. have optimized product mix, stability Positive margins such as gross profit margin.
According to LEDinside, in the second half of 2010, there have been many PC manufacturers and mobile phone manufacturers, accelerating the development and listing of tablets. Among them, Hanfang Samsung Electronics has integrated the Group's resources to launch the new tablet "Galaxy Tab"; the Canadian manufacturer RIM, known for its BlackBerry (BlackBerry), also launched the new tablet "Playbook", targeting the commercial field, which is expected to be in 2011. Listed in the second quarter. PC giant Acer (2353) Acer also displayed the new Android tablet in New York at the end of November 2010, which is expected to be available from March to April 2011.
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