2007-2008年手机显示屏行业研究报告---Mobile Phone Display Industry Report, 2007-2008 

Enterprisewide USD $4,500

Abstract
 
It is forecasted that the average price of TFT-LCD will drop, as a result of many new TFT-LCD lines to put into production in 2008. Those new TFT-LCD production lines consist of two 3G lines from Wintek, one 2G line from Truly, one 4.5G line from Tianma, one 3G line from Giantplus, and one 2.5G line, one 3G line and one 3.5G line purchased by PVI & Varitronix financial syndicate. Among which, only the production lines of Tianma and Truly are new ones, the rest are originally planned to produce large-sized TFT-LCD panels. Market supply will have a considerable growth in production capacity, but market demand will not have a substantial rise as expected. In addition, chief products like handset, digital camera, in-vehicle device and MP3 are in a period of maturity, and their demand will rise at most 10% year on year, while their production capacity will increase by more than 20% year on year. Therefore, naturally the average selling price will drop.

The time-honored giants like Sharp, Samsung, Hitachi and TMDisplay initiated the price war in the latter part of 2007 in advance, forcing the new entrants who are still inexperienced in mobile display field to confront the most serious competition in the beginning. Currently, the price of handset display is quite low, so there is little room for a big drop in the price in 2008.

Global economic situation will have a clear-cut impact on the industry of consumer electronics with mobile phone as the core product. A slowdown in global economy, particularly in the EU and the U.S.A., will have a huge impact on demand for luxurious consumer electronics. In the meantime, emerging economies of China and India are facing serious inflation or the threat of stagflation, which also dampens the demand for consumer electronics. The cycle may probably last for two to three years, and the worst crisis should be in the second half of 2009 instead of now. Prudent attitudes should be taken towards the expansion of consumer electronics industry. Yet, it will be the best time for those powerful companies to carry out expansion or acquisition plan by then.

Market Shares of Global Medium- and Small-sized Display Manufacturers
 

Contents 
1. Overview of Mobile Phone Display Industry
1.1 Brief Introduction to Mobile Phone Display Industry 
1.2 Mobile Phone Display Production Process Flows

2. Status Quo of Mobile Phone Industry
2.1 Status Quo of Global Mobile Phone Market, 2007
2.2 China Mobile Phone Market

3. Status Quo & Trend of Mobile Phone Display Industry Development
3.1 Technical Trend
3.2 Display Size Trend

4. Status Quo of Mobile Phone Display Industry
4.1 Market Shares of Medium- and Small-sized Display Manufacturers
4.2 Competitiveness of Mobile Phone Display Industry
4.3 Status Quo of TFT-LCDCELL Supply in Mainland China
4.4 Relations between Handset Brand Producers and Display Suppliers

5. Overview of China Mobile Phone Industry in 2007

6. Study on Major Mobile Phone Display Manufacturers
6.1 Wintek
6.2 Truly
6.3 Samsung Electronics
6.4 Samsung SDI
6.5 Epson
6.6 Hitachi Display
6.7 Sharp
6.8 TPO
6.9 Giantplus
6.10 AUO
6.11 Tianma
6.12 Matrix Crystal
6.13 Lead Communications
6.14 Varitronix International 
6.15 BYD
6.16TMDisplay 
6.17 CASC Huatian Technology Inc.
6.18 Shanghai Sunrise Electronic Technology Co., Ltd

7. Study on Major Mobile Phone Manufacturers in Mainland China
7.1 Bird
7.2 TCL Communication
7.3 Lenovo
7.4 Konka
7.5 Amoi 
7.6 Haier
7.7 Compal
7.8 Arima
7.9 High Tech Computer
7.10 Flextronics
7.11 Elcoteq
7.12 Foxconn

Selected Charts Sketch Map of Handset TFT-LCD Display Industry Chain
Business Process Flow of Handset Display Enterprises
STN-LCD CELL Back End Production Process Flow
CSTN-LCD Production Process Flow
COB-type LCM Process Flow
COG-type LCM Process Flow
TAB-type LCM Process Flow
Statistics and Forecast of Global Handset Shipment, 2005-2011
Proportions of Handset Shipment by Region, 2007
Market Shares of Main Handset Brands in China, 1H2007
Statistics and Forecast of Market Size of Global Flat Display Industry and Its Annual Growth Rate, 1998-2015
Statistics & Forecast of Medium & Small Size Panel Shipment and Its Downstream Applications, 2007Q1-2010Q4
Technical Development Trend of Handset Display, 2007Q1-2011Q4
Proportion of Handset Display Technology Revenue, 2007Q1-2011Q4
Proportion of Handset Sub-display Technology Revenue, 2007Q1-2011Q4
Statistics and Forecast of Proportions of Handset Display Size, 2007Q1-2011Q4
2.4-inch Display Roadmap of Major Handset Display Manufacturers
3-inch Display Roadmap of Major Handset Display Manufacturers
Market Shares of Global Medium & Small Size Display Producers by Sales, 2007
Market Shares of Global Key Handset Display Producers by Shipment, Q32007
Trend of Mobile Display Price Changes, 2007Q1-2009Q1
Market Shares of Main TFT-LCD CELL Suppliers in Mainland China, 2006
Supply Proportion of Nokia Display Suppliers, 2007
Supply Proportion of Samsung Display Suppliers, 2007
Supply Proportion of Motorola Display Suppliers, 2007
Supply Proportion of SonyEricsson Display Suppliers, 2007
Supply Proportion of LG Display Suppliers, 2007
Statistics and Forecast of Winteck Revenues & Gross Profit Margin, 2002-2008
Winteck Staff Composition, 2006-2007
Winteck Product Structure by Type of Technology, 2007
Winteck Product Downstream Application Structure, 2007
Wintek Product Applications in Non-handset Fields, 2007
Winteck Organization Chart
Statistics and Forecast of Truly Revenue & Gross Profit Margin, 2002-2008
Truly Gross Profit Margin, Net Profit Rate & Operating Profit Rate, 2001-2007
Proportion of Truly Revenue Structure by Region, 2007
Proportion of Truly Revenue Structure by Product, 2006-2007
Truly Cost Structure, 2006
Truly Organization Chart
Product Parameters of Truly TFT-LCD Module
Truly TFT-LCD Module Size Structure, 2006
Samsung Small-sized Display Shipment, 2004Q2-2008Q1 
Sales and Operating Profit Margin of Samsung SDI, 2005Q2-2008Q1
Proportions of Samsung SDI Investment in Various Fields, 2007
Proportions of Samsung SDI Researcher Input in Various Fields, 2007
R&D Expenditure of Samsung SDI by Field, 2007
Samsung SDI Small-sized Display Shipment and Average Selling Price, 2005Q4-2008Q1
Proportion of Samsung SDI Small-sized Display by Product Type, 2005Q4-2008Q1
Samsung SDI Mobile Display Business Focus
Samsung SDI Active OLED Development Plan
Samsung SDI Active OLED Roadmap
Proportion of Epson Business Revenue, FY2006-FY2007
Epson Product Revenue Structure, FY2006-FY2007
2007-2008 Annual Plan of Epson LCD Business
Organization Chart of Epson
Medium- and Small-sized LCD Revenue of Sharp, FY2003-FY2007
Statistics of Giantplus Revenue and Gross Profit Margin, 2002-2008
Proportion of AUO Medium & Small Size Panels in Various Application Fields, 2006
AUO Medium & Small Size Panel Shipment and Revenue, 2007Q1-2008Q1
Revenue Proportion of AUO Product in Downstream Application, 2007Q1-2008Q1
Statistics and Forecast of Tianma Microelectronics Revenue & Gross Profit Rate, 2005-2009
Tianma Microelectronics Shareholding Structure
Statistics of Tianma Microelectronics Revenue, 1991-2007Q3
Corporate Structure of Tianma Microelectronics
Proportion of Tianma Microelectronics Product Applications, 1H2007
Revenue Proportion of Tianma Product in Downstream Application, 2004-2006 
Proportion of Tianma Product Technology Structure, 2004-2005-2006
Proportion of Tianma Planned Product Technology Structure for Future
Selling Prices of Tianma Microelectronics Various Products, 2004-2006
Statistics of Gross Profit Margin of Tianma Various Products, 2004-2006
Output Forecast of Tianma Various Types of Products, 2007-2010
Sales Forecast of Tianma Various Types of Products, 2007-2010
Handset Marketing Strategy of Tianma Microelectronics
MP3 Marketing Strategy of Tianma Microelectronics
Cordless Phone Marketing Strategy of Tianma Microelectronics
In-Car After-market GPS Marketing Strategies of Tianma Microelectronics 
Game Machine Marketing Strategy of Tianma Microelectronics
In-Car Before-market GPS Marketing Strategies of Tianma Microelectronics
BYD Revenue and Gross Profit Margin, 2002-2006
Proportion of BYD Revenue Structure, 2006-2007
Proportion of BYD Regional Revenue, 2006-2007
Organization Chart of SIM Technology
SIM Technology Revenue and Net Profit, 2004-2007
Shareholding Structure of Bird
Bird Handset Sales, 2000-2007
Organization Chart of TCL Communication
TCL Communication Revenue and Gross Profit Margin, 2002-2007
TCL Communication R&D, Sales and Administrative Expenses, 2002-2007
Corporate Structure of Compal
Compal Operating Revenue and Gross Profit Margin, 2001-2006
Organization Structure of Arima Communications
Global Layout of Arima Communications
Handset Shipment of Arima Communications, 2003-2007
Main Handset Models of Arima Communications, 2007 & 2008
Statistics & Forecast of Arima Revenue and Gross Profit Margin, 2002-2009
Proportion of Arima Customer Structure, 2007Q1-2008Q4
Arima Handset Shipment and Average Selling Prices, 2005Q1-2006Q4
Statistics and Forecast of Arima Handset Shipment, 2006Q1-2008Q4
Arima Investment Structure in Mainland China
HR Layout of Arima Communications
Smart Phone Roadmap of Arima Communications
Statistics & Forecast of HTC Revenue Structure, 2007Q1-2008Q4
Statistics & Forecast of FTC Revenue and Gross Profit Margin, 2005-2009
Revenue and Operating Profit Margin of Flextronics, 2006Q1-2008Q1
Flextronics Revenue Structure, 2005Q4-2008Q1
Core Strategies of Flextronics
Statistics of Elocteq Revenue, 1997-2007
Elocteq Sales, 2005Q1-2007Q4
Elocteq Personal Terminal Business Revenue, 2007Q1-2008Q1
Elocteq Operating Profit by Quarter, 2005Q1-2008Q1
Proportion of Elocteq Regional Revenue Structure, 2004Q1-2007Q4
Elocteq Viewpoints and Strategy
Elocteq 7C Strategy
Elocteq Business Flow
Staff Number and Staff Average Income of Foxconn, 2004-2007
Foxconn  Revenue by Region, 2005- 2006
Revenue & Gross Profit Margin of Foxconn International Holdings, 2003-2007
FIH Product Development Flow
Market Shares of Global Top 5 Handset Manufacturers, 2007Q1-2008Q1
Sales of Global Top 14 Handset Brands, 2007
Output of Global Top 15 Handset Manufacturers, 2007 (unit: million units) 
Output and Sales China Top 40 Handset Producers and Baseband Suppliers,
2007-2008Q1
Winteck TFT-LCM Module Products
Financial Status of United Win Technology and Dongguan Wintek, 2006-2007
Handset Display Products of Samsung Electronics
TFT-LCD Panel Production Lines of Hitachi Display
Handset Application Product Parameters of Hitachi Display
TPO Handset Display Products
Giantplus Production Capacity Layout, 2007
AUO 12 TFT-LCD Panel Production Lines, 2008
AUO Handset TFT-LCD Products
Forecast of Tianma Various Product Shipment & Average Unit Price, 2007-2010
Tianma Microelectronics TFT-LCM Products
Comparison of Monthly Capacity of Various Modules between Wintek, Truly and Tianma
LCM Product Parameters of Matrix Crystal Co., Ltd
TFT-LCM Shipment of Matrix Crystal Co., Ltd, 2006
TFT-LCM Products of Lead Communication Co., Ltd
TFT-LCM Product Parameters of Varitronics
Handset LCM Products of BYD
Production Lines of BYD 
TFT-LCD Panel Production Lines of TMDisplay
Handset Display Products of TMDisplay
Overview of SIM Technology LCD Business, 2006-2007
Sales Volume & Value and Average Price of Bird, 2005-2006-2007
Bird Subsidiaries and Their Performance, 2007
Suppliers of Main Components for Bird Handset
Handset Sales Volume & Value of TCL Communications, 2005Q2-2008Q1 
Suppliers of Main Components for TCL Handset
Handset Shipment and Sales of Lenovo Mobile, 2005Q2-2007Q4
Suppliers of Main Components for Konka Handset
Associated Companies of Amoi
Supplier of Main Components for Amoi Handset
Suppliers of Main Raw Materials for Arima Communications
Annual Production Capacity of Arima Communication, 2004-2007
Companies Invested by Arima Communications in Mainland China
Financial Status of Arima Companies in Mainland China, 2006
Production Bases of Flextronics in China
Production Bases of Elocteq