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Led Technology & Its Uses

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Submitted By ankitarabra
Words 1358
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CMO LED Day Forum
2008年7月23日

LED BLU and Green High Tech Life

姚柏宏 / Luke Yao
姚柏宏
Research Director
DisplaySearch/ Taiwan
Email: Luke_yao@displaysearch.com
Copyright © 2008 DisplaySearch · All Worldwide Rights Reserved

Important Notice
Copyright © 2008 DisplaySearch, LLC an NPD Group Company
DisplaySearch authorizes you to access and view these presentation materials. You may not modify, publicly disseminate, transmit, display, perform, reproduce, publish, license, create derivative works from, transfer or sell these presentation materials or any portion(s) thereof without prior written consent from DisplaySearch. Excerpts for editorial use must be accompanied by proprietary notices contained in the original materials and appropriate attribution of DisplaySearch or of the source of the original materials, as the case may be, and prior written consent from DisplaySearch must be obtained. To obtain such consent, contact info@displaysearch.com.
DisplaySearch makes no representations about the suitability of the information contained in the materials or the website for any purpose.
All materials on this website are provided "as is" without warranty of any kind.

Copyright © 2008 DisplaySearch · All Worldwide Rights Reserved

2

Thank you!
For more information on the analysis and data included in this presentation:
Visit us at www.displaysearch.com
Contact Patrick Maki
+1-512-687-1511 or 877-869-6075 (US only) patrick_maki@displaysearch.com DisplaySearch Analyst
Luke Yao - Research Director, Lighting
David Hsieh - Vice President, Greater China Market

Referenced and related DisplaySearch research:
Quarterly Backlight Lamp and Backlight Unit Report

Copyright © 2008 DisplaySearch · All Worldwide Rights Reserved

3

Subscribe today!
Subscribe today for free market updates, shipment information, and more! www.displaysearch.com/datainsight Visit our blog today at www.displaysearchblog.com

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4

Brief Introduction
= The Most Professional Pipe Worker for Worldwide Display Industry
Eqpt./Materials
Suppliers

Panel
Makers

OEMs

Brands

Retailers

Consumers

=The Professional Analyst of BLU Technology and Market
Research Field
•Backlight Module

•Optical Films

•LED Light Source

Luke Yao
Copyright © 2008 DisplaySearch · All Worldwide Rights Reserved

5

Agenda

•Benefit and Potential of LED in Notebook Market
•Cost Analysis and LED NB Market Forecast
•Key Factors to Enhance The Penetration of LED NB
•Summary

Copyright © 2008 DisplaySearch · All Worldwide Rights Reserved

6

Agenda

•Benefit and Potential of LED in Notebook Market
•Cost Analysis and LED NB Market Forecast
•Key Factors to Enhance The Penetration of LED NB
•Summary

Copyright © 2008 DisplaySearch · All Worldwide Rights Reserved

7

Green Life Image
Only one Earth we have and we want her to be …
Relaxing

Dynamic
Forever

Copyright © 2008 DisplaySearch · All Worldwide Rights Reserved

8

Mission of Green Display
Make LCD Display more Friendly to Earth…

Enjoy your life through the Green Display even though you just sit in front of it.
Reduce Hazardous Material

Reduce Power Consumption

Improve Recycle Practice

Increase Product Life Time

Reduce System Components

Use Environmental Friendly Material

Improve Efficiency of Components

Copyright © 2008 DisplaySearch · All Worldwide Rights Reserved

9

Opportunity of L/A LED BLU
Market Potential

High

Advantage
NB PC

Challenge
• Intensity

• Light weight

• LGP yield rate

• Thin profile

• LED Binning

• Small cost premium

LCD TV

• Power Saving

Driving Force

• LED Package

• Power Saving

• Cost

• Dynamic BLU control

• Reliability
• LED Binning
• Huge LED Amount

Monitor

• Power Saving

• Cost
• Intensity
• Reliability

Low

• Selling Points

Source: DisplaySearch Q2’08 Backlight Lamps and Backlight Units Report

Copyright © 2008 DisplaySearch · All Worldwide Rights Reserved

10

Categories of LED BLUs for NBs
Yield rate of LGP decides the penetration rate of LED BLU for NB application.
High Brightness Model

Regular Model

BLU Structure

Flat LGP (V-cut Pattern)

Wedge LGP (Dot Pattern)

Flat LGP (Dot Pattern)

Film Stack

Reflector+ LGP+ Turning Film + Top
Diffuser

Reflector+ LGP+ Cross Prism
Films + Top Diffuser

Reflector+ LGP+ Cross Prism
Films + Top Diffuser

Brightness







LGP Yield







Thickness







Cost







Patent Right

Mitsubishi Rayon

NA

NA

BLU Supplier







Relative Factor of Evaluation: ◎ > ○ > △

Source: DisplaySearch Q2’08 Backlight Lamps and Backlight Units Report

Copyright © 2008 DisplaySearch · All Worldwide Rights Reserved

11

Agenda

•Benefit and Potential of LED in Notebook Market
•Cost Analysis and LED NB Market Forecast
•Key Factors to Enhance The Penetration of LED NB
•Summary

Copyright © 2008 DisplaySearch · All Worldwide Rights Reserved

12

L/A LED BLU Forecast
Q2'08 Forecast (000 units)
CCFL/EEFL/HCFL Backlight
LED Backlight
FFL Backlight
All >10" TFT
Q2'08 Forecast (This Time)
CCFL/EEFL/HCFL Backlight
LED Backlight
FFL Backlight
All >10" TFT
Q1'08 Forecast (Last Time)
CCFL/EEFL/HCFL Backlight
LED Backlight
FFL Backlight
All >10" TFT

2006
282,694
1,380
450
284,524
2006
99%
0.5%
0.2%
100%
2006
99%
0.5%
0.2%
100%

2007
392,286
4,250
84
396,621
2007
99%
1.1%
0.02%
100%
2007
99%
1.0%
0.02%
100%

2008
448,965
20,071
0
469,036
2008
95.7%
4.3%
0.00%
100%
2008
96.3%
3.7%
0.00%
100%

2009
469,188
69,102
0
538,290
2009
87%
12.8%
0.00%
100%
2009
90%
9.9%
0.00%
100%

2010
493,610
115,428
0
609,038
2010
81%
19.0%
0.00%
100%
2010
83%
17.0%
0.00%
100%

2011
491,605
188,196
0
679,801
2011
72%
27.7%
0.00%
100%
2011
75%
25.4%
0.00%
100%

2012
468,497
278,116
0
746,613
2012
63%
37.3%
0.00%
100%
2012
66%
34.0%
0.00%
100%

2013
468,351
348,769
0
817,121
2013
57%
42.7%
0.00%
100%
2013
62%
38.3%
0.00%
100%

2014
483,190
407,311
0
890,501
2014
54%
45.7%
0.00%
100%
2014
59%
41.0%
0.00%
100%

2015
497,553
474,089
0
971,642
2015
51%
48.8%
0.00%
100%
2015
55%
44.6%
0.00%
100%

L/A LED BLU Penetration Rate by Application
110%
100%
90%
80%
70%
60%
50%
40%
30%
20%
10%
0%

2006

NoteBook LED BLU 1.5%

2007

2008

2009

2010

2011

2012

2013

2014

2015

3.6% 13.5% 38.3% 52.4% 71.7% 91.4% 98.8% 99.4% 100.0%

Monitor LED BLU

0.0%

0.1%

0.2%

0.4%

0.8%

1.3%

2.2%

4.0%

7.4% 12.9%

LCD TV LED BLU

0.3% 0.02% 0.3%

1.8%

4.8%

8.7%

9.4% 10.1% 10.7% 11.2%

Source: DisplaySearch Q2’08 Backlight Lamps and Backlight Units Report

Copyright © 2008 DisplaySearch · All Worldwide Rights Reserved

13

Penetration of LED BLU for NB PC
Panel Maker
BLU Maker
LED Maker
Size
Model Name

Apple
i.CMO,AUO ii.SEC
Kenmos/ Nano-Op
TG(i), Nichia(ii)
13.3", 15.4", 17"
MacBook Pro & Air

HP
CMO,AUO
Kenmos
TG/Nichia
12.1"
2710P

Dell
CMO
Kenmos
TG/Nichia
13.3"

Sony
TMD
Matsushita
Nichia
11.1", 13.3"
XPS M1330 TX, SZ

Fujitsu
TMD
Stanley
TG
8.9", 12.1"14.1"
P8010,P1620,S6510

Toshiba
TMD
Stanley
Nichia
12.1",13.3"
R500, M700

ASUS
Lenovo
TMD
TMD
Stanley
Stanley
Nichia
Nichia
11.1",12.1",13.3" 13.3"
U1,U3,U6
X300
110%

450,000

400,000
90%
350,000

70%

000 units

300,000

250,000
50%
200,000

30%

150,000

100,000
10%
50,000

0

2006

2007

2008

2009

2010

2011

2012

2013

2014

2015

LED BLU (NB)

1,170

4,081

19,349

65,753

106,018

169,484

254,734

317,919

363,629

410,118

NB Total

79,772

113,452

142,895

171,718

202,487

236,272

278,715

321,855

365,657

410,118

1.5%

3.6%

13.5%

38.3%

52.4%

71.7%

91.4%

98.8%

99.4%

-10%

100.0%

Penetration Rate

Copyright © 2008 DisplaySearch · All Worldwide Rights Reserved

14

LED NB Market Forecast by Size
NB size smaller than 14” will dominate the demand of LED models corresponding to business customers with high mobility before 2009 and 14”+ ones will take over the primary market share of LED NB, especially 15.4” and 15.6” ones, to accelerate the penetration of LED BLU in NB market after 2009.

2009

2007
Leading size of
LED NB

2015
≧14”

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