Trade Resources Industry Trends TrendForce Predicts Tablet PCs and Smartphone Will Replace Laptops

TrendForce Predicts Tablet PCs and Smartphone Will Replace Laptops

Taipei, Oct.29, 2012 (CENS)--Market consulting firm TrendForce predicts tablet PCs and smartphone will replace laptops, monitors and LCD TVs to drive growth in the LED backlight market worldwide next year.

 The company's studies estimate worldwide shipment of tablet PCs to rise to 130 million systems next year from this year’s projected 95 million systems. LED has been the sole backlight of portable computers since its birth.

 The company noted that the number of LEDs in tablet PC backlight is increasing in line with higher picture definition of PCs. Driven by such trend, LED backlights for tablet PCs will surge 20% next year from this year in revenue. 

Like tablet PC, smartphones also require more LEDs to upgrade picture definition of embedded digital camera. TrendForce noted that around 80% of the phones have a built-in digital camera, but not all have LEDs as a flash. As picture definition of smartphone's digital camera is predicted to rise to at least 10 megapixels next year, up from current 8 megapixels, high-power flash LEDs will become prerequisites. The company estimates the 2012 market for smartphone flash LEDs at 1.2 billion units, valued at around US$680 million. 

LED backlights for laptops, monitors and LCD TVs are estimated to produce revenue of around US$2.69 billion next year worldwide, nearly on par with 2012 level, according to TrendForce, which ascribes the flatness of the market mostly to widespread applications of LED backlight in these products.

The market research firm predicts big-name LCD TV and LCD panel makers will depend on independent LED-backlight suppliers for barely 15% of demand next year as most of them have already set up in-house LED capacity or entered into alliance with LED manufacturers.

(by Ken Liu)

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