Recently, backlight modules have become the focus of the market through topics such as vertical integration of LEDs with panel manufacturers.
After the launch of the new iPad in 2011, the overall shipments will be multiplied several times compared with last year. In addition, the tablet backlight business opportunities of other manufacturers will be divided by Ruiyi and China Optoelectronics. Ruiyi became the supplier of iPad backlight module through LGD last year, and its revenue in February reached a new high of 5.2 billion yuan. The market expects that Ruiyi will have a chance to continue to climb in March and have the opportunity to challenge 5.5 billion yuan. Operating performance is not weak in the off-season, tablet PCs and LCD TVs will be the main growth.
China Optoelectronics is the order for iPad2 backlight module due to Qimei Electric. China Optoelectronics is also optimistic about the first quarter results, coupled with the addition of a new Japanese brand manufacturer LED LCD TV backlight module orders to start shipping, the first quarter Will go out of the bottom of the fourth quarter of last year, revenue performance is expected to reverse.
In addition, in order to integrate the Group's resources and expand the scale of operations, AUO's backlight module factory, Dayun, issued new shares to Jingzhi shareholders in proportion to 2.25 shares of Jingzhi common stock for 1 (2.25:1) of developed ordinary shares. It is tentatively scheduled for September 1, 2011.
AUO said that after the merger of Jingzhi, the company can combine the vertical integration advantages of the panel industry supply chain and the upstream and downstream market operation strategies to provide a complete service of various LCD panel assembly and complete machine shipments. Play more business performance.
In 2011, there are two important issues for Taiwan's backlight module industry. The first is the introduction of LED backlights into tablet and TV products. The new products are mainly benefited from the introduction of tablets. LED backlight, coupled with the launch of such products in 2011, Taiwan's backlight module manufacturers continue to benefit; at the same time, the main revenue source TV products continue to bring LED backlight products to the harvest, so the tablet and The introduction of LED backlights into TV products has become an important source of benefits for Taiwanese companies in the first quarter.
The second is that the vertical integration of the panel group has become more and more remarkable. AUO's backlight module company, Da Yun, and the assembly foundry company Jing Zhi will continue to provide one-stop production methods in the future, with the integrated production of the group. In the future, the cooperation with the joint venture company will also be expanded. Such production models will continue to expand in the industry. In the future, the backlight module factory will inevitably enter the LCM segment for joint production. The test will be the cooperation mode and supply of each company. The ability to manage the chain.
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