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Bhavin Shah (852) 2800-8538 bhavin.a.shah@jpmorgan.com Figure 170: LED NB BLU—V-Cut type 274 LED Flat LGP Thinnest and brightest Highest cost Source: DisplaySearch and J.P. Morgan. Asia Pacific Equity Research 20 April 2009 Figure 169: NB panel price declined by ~45%+ from 4Q07 to 2Q09 US$ 140 120 100 - 80 60 40 20 4Q07 1Q08 2Q08 3Q08E 4Q08E 1Q09E 2Q09E Source: J.P. Morgan estimates. Figure 171: LED NB BLU—Dots type LED Thinner Middle cost Flat LGP Source: DisplaySearch and J.P. Morgan. 15.x " 17.x " Figure 172: LED NB BLU—Wedge type LED Wedge LGP Lowest cost / highest yield Source: DisplaySearch and J.P. Morgan. Down 45% • Top-view design brings down the cost of LED backlight unit: Current LEDbased notebooks are of the side-view design, and could appeal to a better form factor, but they incur a higher backlight unit cost. This cost is acceptable for some high-end notebook models given the better features over traditional CCFL backlights such as thinner design, weight reduction, low power consumption, low temperature operation, more flexible design in the notebook PC, and longer battery life. In the side-view design, the LED light bar equipped on the brink of an LCD panel needs to diffuse the light uniformly through the display panel. More precise components such as V-shape light-guide are required to perform the task. Hence, yield has been the main obstacle in bringing down cost, not the LED component price. Top-view LED backlight adopts wedge-type BLU as illustrated in Figure 172.
Bhavin Shah (852) 2800-8538 bhavin.a.shah@jpmorgan.com Aggressive LED cost-down potentials will narrow the cost gap with CCFL on TV BLUs to an acceptable level by 2008, in our view Asia Pacific Equity Research 20 April 2009 Table 151: Comparison of LED NB BLU—Low-cost top-view is aimed to replace CCFL in a regular 14/15" notebook panel, while side-view is for high-end 12"/13" notebook High cost LED Middle cost Low cost Light source Side-view Side-view Top-view LGP type V-cut (Flat) Dot (Flat) Wedge type LGP moding High-speed High-speed injection Injection injection (mainstream) LGP thickness 0.7-0.9 mm 0.7-1.1mm 0.6-2.5 mm LGP yield rate
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