LED backlight module panel market prospects

Opportunities and AD8315ARM datasheet and Challenges:

Currently using LED backlight panel is mainly used in portable computers

LED backlight supply chain and AD8315ARM price and panel suppliers have made efforts to promote the application of LED backlight panel

LED backlight panel, in addition to the challenges facing many design, material and AD8315ARM suppliers and cost is the key to whether or not universal

Market data: LED backlight panel shipments in Q1 2009 amounted to 10.6 million, representing 63% growth the previous quarter, representing a substantial growth of 780% over the same period last year LED backlight large-size panel shipments in the year 2009 will reach nearly 100 million zero 4.5 million, and Q4 of this year will climb to 25% penetration Estimated 2009 notebook panel shipments in Q3, LED backlighting will exceed shipments of backlight CCFL, LED market share of 53%

According to DisplaySearchs latest LED backlight panel that shipment and forecast report, LED backlight panel shipments in the first quarter of 2009 amounted to one thousand and 600 thousand, compared with 63% growth the previous quarter, and year substantial growth of 780% over the same period, showing LED backlight in large-size panels (10-inch) LCD panel, just like the formation of a new wave of unrest. Estimated using LED backlight large-size panel shipments in the year 2009 will reach nearly 100 million zero-4500000, while the fourth quarter of this year will climb to 25% penetration.

Currently using LED backlight panel is mainly used in portable computers, in the first quarter is estimated that 4.2 million of the LED backlight panel used in the Internet (netbooks), or the full use of the Internet in this LED backlight; In addition, an estimated 5.9 million LED backlight panel sheet used in the notebook computer, notebook computer panels accounted for 26%. The current Internet are used thick LED backlight design (wedge type), it is expected that the second quarter will also start using the Internet the thin LED backlight (slim type). HannStar to access the main supplier of the panel, and used in notebook computers Zeyi LED backlight panel shipments up to LG Display.

The table displays part of the first quarter of 2009 with LED backlight panel shipments to 100,000, accounting for liquid crystal display panels to 0.5% of total shipments. Consumers due to the current use of LED backlighting for LCD panels is not clear enough the value of, making the market for LED backlight panel using the product demand is still limited. LCD TV, the first quarter of the panel with LED backlight shipments of about 400,000, mainly concentrated in the 40-inch size, 46-inch and 55-inch TV panels, edge-lit LED modules, and Samsung as the main shipping companies . The following table shows LED backlight for a top five supplier of LCD panel shipments ratio.

Table I: the first quarter of 2009, LCD panel with LED backlight applications do not by supplier shipments of the top five market share Rank Mini-Note Share Notebook Share LCD Monitor Share LCD TV Share 1 HannStar 26.9% LG Display 37.9% LG Display 87.8% Samsung 96.2% 2 AUO 19.2% Samsung 28.8% Samsung 12.2% AUO 2.2% 3 CPT 18.8% AUO 19.9% LG Display 1.4% 4 CMO 14.7% CMO 7.4%

Sharp 0.2% 5 LG Display 11.5% TMDisplay 5.4% Other Other 8.8% Other 0.7%

Source: DisplaySearch Q209 LED Backlight Panel Shipment & Forecast Report

LED backlight supply chain and panel suppliers have made efforts to promote the application of LED backlight panel, expected in 2009, LED light source can be widely used in LCD panel. The Internet is expected before the end of this year to maintain 100% complete with LED backlight panel. At the same time the third quarter of 2009, DisplaySearch estimated that notebook panel shipments in, LED backlight unit shipments will surpass the backlight CCFL, LED market share of 53%. LCD TV run, estimated full year 2009, LED backlighting applications in LCD TV panel shipments will reach 4.3 million, of which 68% of edge-type (side-light type), while 32% are straight down type (direct).

Table II: 2009, by using LED backlighting applications other panel supplier ranking estimates

Rank Mini-Note Share Notebook Share LCD Monitor Share LCD TV Share 1 AUO 25.4% LG Display 32.0% LG Display 37.8% Samsung 59.8% 2 HannStar 16.3% AUO 28.0% AUO 26.5% Sharp 27.9% 3 Samsung 16.2% Samsung 20.7% CMO 12.5% LG Display 9.2% 4 CMO 13.5% CMO 10.5% Samsung 11.5% AUO 2.3% 5 CPT 11.9% TMDisplay 3.6% Innolux 10.8% CMO 0.8% Other Other 16.7% Other 5.2% Others 0.8%

Source: DisplaySearch Q209 LED Backlight Panel Shipment & Forecast Report

According to General Manager David Hsieh, DisplaySearch Greater China, said: LED backlight to the rapid growth of the main meeting because of its light and thin, low power consumption, can create market segmentation, the light source stability, and wide color gamut, and more environmentally friendly. However, LED backlit panel in addition to the challenges facing many of the design, materials and cost is the key to whether or not universal, and panel makers are also active with the LED backlight to work closely with suppliers to expand the overall market. "He went on to say: With the LED on the LCD panel market share increase, LED chips are expected to increasingly tight supply, we believe that LED supply chain management will be successful across the mill is the key, and may occur in 2010 leading to re-shuffle situation.