Lite-On Technology is confident that about 15% of new notebooks will feature LED backlights, according to company CEO KC Terng, despite that some industry players believe the penetration rate of LED-backlit notebooks will be lower than previously expected in the short term.
Terng revealed that shipments to a single customer averages at about 7-8 million units and the company currently has two customers in the LED-backlit notebook segment, with sales contribution from each exceeding NT$25 million (US$794,050) per month.
However, given that leading player Nichia has taken an aggressive path in its deployment in top-view LEDs, Terng said Lite-On is seeing ASP pressure in this segment and has adjusted its strategy by pursuing other orders.
|