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LED backlights to be stronger than expected this quarter

The company’s chairman, Alpha Wu, estimates global demand for LED backlights to be stronger than expected this quarter, noting the company has secured orders to keep production lines humming at least until December mostly due to a brisk TV market in China driven by government subsidies.

Wu said when the company developed patented lenses for direct-view backlights two years ago made the company the joke the industry for adding to TV thickness, but felt such lens design made LED TVs more competitive.

Widespread replacement of cold cathode fluorescent lamp with LED as the primary backlight for LCD panels proves the success of the company’s investment in lens technology.This year, the company’s sales will be mostly driven by backlights for tablet PCs, laptops and TVs. In tablet PC market, the company has reportedly penetrated supply chains of Google, Amazon, Asustek and Microsoft. So far, the company has filled 30-40% of global market for LED backlights for non-Apple tablet PCs.

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