It is understood that at present, the number of LEDs that Everlight (2393) and Dongbei (2499) handed over to the backlight of the tablet computer each month is about 2,000 to 25 million, and the newly opened cases are backlit by tablet computers. Source-based, the recent case of ASUS, Quanta Tablet PC is also underway, Yiguang, Dongbei LED is expected to enter this supply chain.
It is understood that the current shipments of tablet PCs from Dongbei and Yiguang are about 4,000 to 50 million units per month. There are also many related cases under development. Currently, tablet PCs have contributed monthly revenues. The level of 10 million yuan, once the peak season comes, the future single-month shipments are expected to continue to grow.
A tablet computer uses an average of about 30 LEDs. This year, the market expects tablet PC shipments to be between 5,000 and 80 million units. The market needs as many as 1.5 billion to 2.4 billion LEDs. Cowards believe that tablet computers do have a market, but the large-size backlight market for TVs is even larger.
Lin Yi, general manager of Dongbei, pointed out that the LEDs used in tablet computers are not only thinner, but also the brightness is increased from 2400mcd (micro-candle light) to 2600mcd. In the past, the basis of small notebooks and digital photo frames was added. Korean customers are close, and Dongbei has a considerable chance to get first-line Korean and non-Korean customers.
In the fourth quarter of last year, Everlight sent samples of SMD packaged products to the tablet computer. After Dongbei did not fall behind, the company estimated that the proportion of backlights accounted for about 60% of the total revenue this year, and the proportion of tablet computers reached 15%. According to reports, benefiting from the current tablet computer products is just in the stage of take-off, the price of LED backlight modules is not bad.
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