Market research director Chezonlies predicts a big shift in the handset market

According to DisplaySearch's latest quarterly mobile phone panel shipments and forecasts related to the report pointed out. Mobile phone market rebounded strongly, the previous years of mobile phone panel shipments up to 1.46 billion a year, compared to 2008 growth of 4.4%. In the fourth quarter, mobile phone panel shipments were 409 million, up 32% from a year earlier. Although shipments are growing, the impact of falling panel prices is only $11.6 billion trillion, down 4.7% from a year earlier.

DisplaySearch Market Research director Chezonlies said: "The mobile phone market will face a major shift, TFT LCD panel not only more than 50% of the mobile phone market, the world's most mobile phone panels from Taiwan and mainland suppliers." ”

Mobile Monitor shipments and forecasts (in millions of pieces)

Compared with 2008 of 44.6%, 2009 A-SI Tft LCD panel (including cell shipments) shipments have accounted for mobile phone panel shipments of 52.3%, while shipments are 22.3% of the growth rate than 2008, and many from the original CSTN and mstn panel suppliers. As for AMOLED, although in the mobile phone market acceptance is very good, but the current technology to achieve a higher resolution is still difficult, so that the development of high-end smart phones are limited. AMOLED in 2009 Q4 shipments of only 1.5% of the proportion of other AMOLED suppliers are not many, but also limited its 2010 development is one of the reasons.

Taiwan and mainland Manufacturers in the panel shipments of market share from 2008 to 47% to 2009 growth of 55.7%. The growth of the stronger manufacturers and growth rates are: Friends Tatsu 21% (AUO), BYD 83% (BYD), Ling Ju from (Giant Plus), Group of 140% (Innolux), Rhenium po 82% (ritdisplay), Shenzhen Tianma cent (Shenzhen Tianma) and 44% (truly). However, the main shipments of Chinese manufacturers are still lower prices mstn and CSTN panels, making the amount of shipments to the market is much lower than the volume of shipments. 2009 Taiwan and the mainland mobile phone panel shipments accounted for about 37.6% of the world, Japan for 35.6%, and South Korea for 26.4%.

The figure below shows the market share of the world's Top 5 mobile phone panel suppliers, with more than half of the top five manufacturers. Samsung ranked first, 2009 shipments of the city accounted for the rate of 19.2%, followed by the Sheng Hua Science and Technology city accounted for 10.5%, Sharp ranked third market share of 9%, and the letter to the Friends of 8% and 7.9% city accounted for the separation of the fourth and fifth places.

2009 Mobile phone Panel by supplier shipments market share

SMD (Samsung Mobile Display) The first year of shipments of 19.2% market, beyond the Sheng Hua shipments, of which 68.5% is a-SI TFT panel shipments; A-si of Sheng Hua TFT panel shipments (including cell shipments) ratio from 2008 to 27.6%, 2009 growth to 37.7%, while the group created a significant increase in a-SI Tft LCD shipments and shipments, a-SI Tft LCD shipments accounted for all mobile phone panel shipments of market share to 76.6 %, at the same time overall mobile phone panel market share rate also from 2008 2.4%, to 2009 growth to 5.5%.