2009年全球及中国手机显示屏行业研究报告 >> 水清木华研究中心

　　随着手机基频和内存价格的大幅度下降，手机显示屏成为占手机成本最高的单一零组件。对手机显示屏的研究非常有必要。手机显示屏行业在2006-2007年期间经历了一次产业升级，无论是单色还是彩色STN-LCD的市场大幅度萎缩，不及2004年的10%，TFT-LCD所占的比例超过70%，没有TFT-LCD生产线的厂家度日维艰，于是这些厂家纷纷购买二手TFT-LCD生产线或自建TFT-LCD生产线，这当中包括信利、胜华、凌巨、天马、精电。

　　从2007年底开始，手机显示屏或者说中小显示屏领域发生了一些变化，原本大尺寸TFT-LCD厂家开始加大对中小显示屏的投入，奇美、LG显示、彩晶、华映、群创和友达在中小显示屏领域的收入都成倍增长，这其中奇美、LG显示、彩晶和华映都以CELL的方式出货，而不是模块的方式。主要原因是目前手机显示屏尺寸越来越大，尤其智能手机合黑手机，超过3.5英寸都习以为常，这些通常都是COF封装，需要软板厂配合，同时量少样多，这不是做惯样少量多的大尺寸显示屏厂家们所擅长的。群创是鸿海旗下一员，为集团服务，友达则关注大客户和数码相机领域，这两家多以模块方式出货。这些大尺寸TFT-LCD生产线多是3、4和4.5代线，早已折旧完毕，成本很低。原本预计这些厂家会对传统的手机显示屏厂家造成冲击，现在来看没有，这些厂家多以CELL方式出货，反而依靠传统的手机显示屏厂家为其完成模块工序，形成双赢局面。也使得纬晶、晶创、爱尼亚士之流后起的小厂家仍然有不错的效益。

　　手机显示屏另一个热点就是AM OLED，PM OLED在色彩和分辨率上只是STN-LCD的档次，而其价格远高于STN-LCD。AM OLED是市场焦点。

　　OLED的瓶颈在于其发光材料通电后抗氧化能力极差，需要真空玻璃密封来防止其氧化，这就重走了TFT-LCD的老路。因为OLED是电流型设备，需要比较高的电流驱动，因此需要LTPS TFT基板，目前所有的小尺寸AM OLED都是LTPS TFT基板。因为LTPS TFT基板比传统的A-SI基板的载子迁移速率高100倍。然而LTPS基板制作工序较为繁复，需要较多的光罩和雷射退火的制程，造成throughput较低的状况，若LTPS表面结晶出现缺陷，容易形成Mura,也被认为LTPS基板的应用障碍。a-Si的基板则因制程成熟，容易实现大面积的量产化，因此被视为另一个大型化解决方案，但是a-Si基板仍必须克服TFT起始电压偏移较大与mobility较低等缺点。

　　LTPS注定OLED的成本居高不下，也让OLED的生产线投入规模不次于传统的TFT-LCD，现阶段OLED都是赔本销售，即便是量产，成本依然无法和传统的TFT-LCD比成本，TFT-LCD大多数面板厂已经完成一些旧产线的摊提，同时产量巨大，规模效应很好。LTPS TFT技术只掌握在少数几家大型TFT-LCD厂家中，这些大型TFT-LCD厂家对OLED的态度很关键，除非这些厂家已经完全掌握了OLED的生产诀窍，否则他们不会轻易投入，这就决定现阶段OLED局限在少数几个厂家手中，如三星。AM OLED基本上三星一家独大，这对产业发展很不利。

2007、2008年18家全球主要中小尺寸面板厂家收入排名

With the decreasing prices of mobile phone baseband and memory, mobile phone displays have become the most expensive component for mobile phones. Research on mobile phone display is very necessary. Mobile phone display industry experienced industrial upgrading within the period 2006 to 2007; monochrome and colorful STN-LCD markets shrunk dramatically, much less than 10% in 2004. TFT-LCD accounted for over 70%. Manufacturers without TFT-LCD production lines were in hardship, so they had to buy second-hand TFT-LCD production lines or independently built TFT-LCD production lines, including Truly, Wintek, Giantplus, Tianma and Varitronix.

From the end of 2007, in the field of mobile phone display, especially small and medium-size display, some changes have occurred. Some large-size TFT-LCD manufacturers have begun to increase investment in medium and small display. Chimei, LG Display, Brilliant Crystal, CPT, Innolux and AUO gained increasing income from this field. The shipment of Chimei, LG Display, Brilliant Crystal and CPT was conducted by CELL instead of module. At present, the size of mobile phone (particularly smart phone and illegal mobile phone) displays is often above 3.5 inches, and they are usually packaged by COF with the cooperation of flex-board vendors. The demand for displays focus on various appearances, not on quantity, while large-size display manufacturers always pay attention to the demand for quantity. Innolux is subject to Foxconn Electronics Inc., while AUO is concerned about the key customers and digital camera field; both of them focus on the shipment by module. Their large-size TFT-LCD production lines are mostly 3, 4 and 4.5-generation lines, which have already been depreciated, so the cost is quite low. These large-size TFT-LCD manufacturers do not impact on traditional mobile phone display manufacturers, they conduct shipment by CELL and rely on the latter to complete module process for them, so Wistron, EIO, Aeneas and other small manufacturers gain benefits hereby.

Another hotspot of mobile phone display is AM OLED. PM OLED is the same with STN-LCD in color and resolution, but its price is far higher. AM OLED is the focus in market.

OLED’s disadvantage is that antioxidant capacity of its light-emitting materials is rather poor after being electrified, so it needs vacuum glass seal to prevent oxidation, which is the same with TFT-LCD. OLED is a current-mode device which requires high current drive, so LTPS TFT substrate is essential. Now, all of small-size AM OLEDs are LTPS TFT substrates. The carrier transfer rate of LTPS TFT substrates is 100 times faster than that of traditional A-SI substrates. The manufacturing process of LTPS substrate is very complicated, requiring more mask and laser annealing processes, which leads to low throughput. If there are crystal defects on the surface of LTPS, Mura will arise easily, which is a barrier for the application of LTPS substrate. Due to the perfect process of a-Si substrate, it is easy to carry mass-production. A-Si substrate production is seen as another large-scale solution, but a-Si substrate has disadvantages in initial voltage offset and mobility.

LTPS determines the high cost of OLED. The investment in OLED production line is not lower than that of traditional TFT-LCD. At this stage, OLED is sold at a loss; even in mass production, its cost is still higher than that of traditional TFT-LCD. Most TFT-LCD panel plants have completed amortization of some old production lines, and obtained considerable output as well as good effects. LTPS TFT technology is only mastered by a few big TFT-LCD manufacturers, and their attitude towards OLED is very important, unless they completely grasp OLED manufacturing know-how, they will not invest in OLED. Therefore, OLED is in the charge of a few manufacturers now, such as Samsung. Samsung has overwhelming advantages in AM OLED, which is very unfavorable for the industrial development.

Income Ranking of 18 Small and Medium-size Panel Manufacturers in the World, 2007-2008

第一章：2009年上半年全球手机产业与市场
1.1、全球手机市场
1.2、全球手机产业

第二章、2009年上半年中国手机产业与市场
2.1、中国手机市场
2.2、中国手机出口
2.3、中国手机产业

第三章：手机显示屏行业概况
3.1、手机显示屏产业链简介
3.2、手机显示屏生产工艺流程
3.3、OLED简介
3.4、OLED制造过程
3.5、OLED市场
3.6、OLED应用
3.7、OLED产业
3.8、OLED前景预测
3.9、手机显示屏技术发展趋势

第四章：手机显示屏产业与市场
4.1、手机显示屏市场规模
4.2、手机显示屏产业地域分布
4.3、全球中小尺寸厂家排名
4.4、手机厂家与手机显示屏厂家配套关系

第五章：手机显示屏厂家研究
5.1、LG显示
5.2、友达
5.3、奇美电子
5.4、群创
5.5、华映
5.6、彩晶
5.7、京东方
5.8、胜华
5.9、信利
5.10、凌巨
5.11、统宝
5.12、TMD
5.13、日立显示
5.14、夏普
5.15、深天马
5.16、精电国际
5.17、立德通讯器材
5.18、成都中航华天科技（航天光电）
5.19、晨兴电子
5.20、比亚迪
5.21、三星移动视界（SAMSUNG MOBILE DISPLAY）
5.22、爱普生影像设备（EPSON IMAGING DEVICE）
5.23、其他
5.23.1、纬晶
5.23.2、晶创光电
5.23.3、爱尼亚士

1. Global Mobile Phone Industry and Market, 2009H1
1.1 Market
1.2 Industry

2. China Mobile Phone Industry and Market, 2009H1
2.1 Market
2.2 Export
2.3 Industry

3. Mobile Phone Display Industry
3.1 Industrial Chain
3.2 Production Process
3.3 Introduction to OLED
3.4 OLED Manufacturing Process
3.5 OLED Market
3.6 OLED Application
3.7 OLED Industry
3.8 OLED Prospect
3.9 Mobile Phone Display Technology Development Trends

4. Mobile Phone Display Industry and Market
4.1 Market
4.2 Geographical Distribution of Industry
4.3 Ranking of Small and Medium-size Manufacturers in the the World
4.4 Relationship between Mobile Phone Manufacturers and Mobile Phone Display Manufacturers

5. Mobile Phone Display Manufacturers
5.1 LG Display
5.2 AUO
5.3 Chimei
5.4 Innolux
5.5 CPT
5.6 Brilliant Crystal
5.7 BOE
5.8 Wintek
5.9 Truly
5.10 Giantplus
5.11 TPO
5.12 TMD
5.13 Hitachi Display
5.14 Sharp
5.15 Tianma
5.16 Varitronix International
5.17 Lead Communications Ltd.
5.18 Casc Huatian Technology Inc.
5.19 Sunrise
5.20 BYD
5.21 Samsung Mobile Display
5.22 Epson Imaging Device
5.23 Others
5.23.1 Wistron
5.23.2 EIO
5.23.3 Aeneas

2007-2012年全球手机出货量与智能手机所占比例统计及预测
2007-2009年2季度全球手机出货量与增速统计
2007-2009年2季度手机出货量地域分布
2007-2009年2季度全球手机出货技术分布
2007-2009年2季度全球手机出货量地域分布
2007-2009年上半年全球品牌手机出货量排名
2009年上半年中国大陆主要手机厂家市场占有率
1999-2008年中国手机出口量统计及预测
2002-2008年中国手机出口金额统计及预测
2008年1-12月每月出货量与平均价格统计
2008上半年、2009上半年中国14大手机厂家产量排名
2008上半年、2009上半年中国32大手机厂家出口量排名
手机TFT-LCD显示屏产业链示意
手机显示屏企业业务流程
STN-LCDCELL段生产工艺流程
CSTN-LCD生产工艺流程
COB型LCM工艺流程
COG型LCM工艺流程
TAB型LCM工艺流程
2009年1季度AM OLED与TFT-LCD价格比较
2006-2016年全球OLED市场规模统计及预测
2007年1季度-2009年3季度各类型OLED出货量统计及预测
2007年1季度-2009年3季度各类型OLED出货金额统计及预测
PMOLED面板各种应用市场比重
AMOLED面板各种应用市场比重
市场上主要使用AMOLED面板的手机
2007-2014年手机显示屏市场技术分布
2007-2014年手机显示屏市场规模尺寸分布
2007-2013年全球手机显示屏市场规模
2007年1季度-2009年4季度手机显示屏价格
2008-2011年全球中小尺寸面板收入地域分布
2008-2011年全球中小尺寸面板出货量地域分布
2007、2008年18家全球主要中小尺寸面板厂家收入排名
2009年1-7月全球主要中小LCD面板厂家收入统计
2009年全球手机显示屏主要厂家市场占有率预测（按收入）
2009年中国手机显示屏主要厂家市场占有率预测（按收入）
2008年诺基亚显示屏供货商供货比例
2008年三星显示屏供货商供货比例
2008年摩托罗拉显示屏供货商供货比例
2008年索爱显示屏供货商供货比例
2008年LG手机显示屏供货商供货比例
全球五大智能手机及PDA厂家显示面板供应商供应比例
中国大陆主要手机厂家与手机显示屏厂家对应关系
LG显示2002-2008年收入与毛利率统计
LG显示2002-2008年收入与运营利润率统计
2008年2季度-2009年2季度LG显示出货量与平均价格统计
2008年3季度-2009年2季度LG显示产品下游应用分布
2008年2季度-2009年2季度LG显示各生产线产能一览
LG显示各生产线分布
LG显示手机用CELL特性一览
2004-2009年友达收入与运营利润率统计
2008年2季度-2009年2季度友达产品下游应用分布
2008年2季度-2009年2季度大尺寸面板平均售价
2008年2季度-2009年2季度友达出货量与平均价格
2008年2季度-2009年2季度友达中小尺寸出货量
2009年2、3季度友达各生产线产能
友达手机TFT-LCD产品
2004-2010年奇美收入与运营利润率统计及预测
2007年2季度-2009年1季度奇美大尺寸TFT-LCD出货量与平均价格统计
2007年2季度-2009年1季度奇美 TFT-LCD销售额、EBITDA、毛利率统计
2007年2季度-2009年1季度奇美产品下游应用分布比例
2007年2季度-2009年1季度奇美产品尺寸分布比例
2009年1季度奇美各生产线产能统计及预测
奇美中小显示屏CELL参数一览
奇美光电宁波北仑出口加工园区配套企业
群创模式
2003-2010年群创收入与运营利润率统计及预测
华映2004-2009年收入与运营利润率统计及预测
华映2006年2季度-2009年1季度大尺寸面板出货量与平均价格统计
华映2006年2季度-2009年1季度中小尺寸面板出货量与平均价格统计
华映2008年4季度、2009年1季度华映大尺寸产品下游应用分布
华映2008年4季度、2009年1季度华映产品尺寸分布
2009年1季度华映各生产线产能统计
2007年华映大陆公司简介及财务数据一览
华映手机显示屏CELL参数一览
彩晶各部门简介
2003-2009年彩晶收入与运营利润率统计
彩晶2007年4季度-2009年1季度大尺寸TFT-LCD出货量与平均价格统计
彩晶2007年4季度-2009年1季度产品尺寸分布
京东方财务状况
京东方收入地域分布
2002-2009年胜华收入与毛利率统计及预测
胜华全球分布
2006-2008年胜华产品技术结构
2008年1季度-2009年4季度胜华产品收入结构
2008年胜华产品下游应用分布
2007年上半年-2008年下半年胜华触控屏领域收入统计
2009年胜华客户结构比例
胜华手机显示屏参数一览
2001-2008年信利半导体毛利率、纯利率、运营利润率统计
2002-2008年信利收入与毛利率统计
信利中小显示屏参数一览
2002-2008年凌巨收入与毛利率统计
2009年凌巨客户分布
凌巨中小尺寸产品参数一览
统宝产品主要应用
统宝产品一览
2003-2008年TMD收入统计
TMDisplay TFT-LCD面板生产线
TMDisplay手机显示屏产品一览
日立显示TFT-LCD面板生产线简介
日立显示手机应用产品参数一览
夏普2003-2007财年中小尺寸LCD收入
2005-2010年天马微电子收入与毛利率统计及预测
2002-2008年精电国际收入与毛利率统计
2007、2008年精电收入地域分布
立德通讯TFT-LCM产品一览
晨讯科技组织结构图
晨讯科技2004-2008年收入与净利润统计
2006、2007年晨讯科技液晶屏业务概况
晨讯科技产品一览
2004-2008年比亚迪电子收入与毛利率统计
2006-2008年比亚迪电子收入结构
2006-2008年比亚迪电子收入地域分布
比亚迪TFT-LCM产品一览
比亚迪生产线简介
SMD 2008年1季度-2009年4季度收入与运营利润率统计及预测
SMD 2008年1季度-2009年4季度出货量与平均销售额价格统计及预测
SMD TFT-LCD产品一览
SMD OLED产品一览
2006-2008财年爱普生业务收入比例结构
爱普生影像器件2006-2008财年产品收入结构
EID产品一览

Shipment of Global mobile phone and Proportion of smart phone, 2007-2012E
Global Shipment and Growth Rate of Mobile Phone, 2007-2009Q2
Shipment of Mobile Phone by Region, 2007-2009Q2
Shipment of Mobile Phone by Technology, 2007-2009Q2
Global Shipment of Mobile Phone by Region, 2007-2009Q2
Shipment Ranking of Global Mobile Phone Brands, 2007-2009H1
Market Shares of Major Mobile Phone Manufacturers in Mainland China, 2009H1
China's Export Volume of Mobile Phone, 1999-2008
China's Export Value of Mobile Phone, 2002-2008
Monthly Shipment and Average Price of Mobile Phone, 2008
Output Ranking of 14 Large Mobile Phone Manufacturers in China, 2008H1-2009H1
Export Volume Ranking of 32 Large Mobile Phone Manufacturers in China, 2008H1-2009H1
Mobile Phone TFT-LCD Display Industrial Chain
Business Processe of Mobile Phone Display Enterprises
STN-LCDCELL Production Process
CSTN-LCD Production Process
COB-type LCM Production Process
COG-type LCM Production Process
TAB-type LCM Production Process
Prices of AM OLED and TFT-LCD, 2009Q1
Global OLED Market, 2006-2016E
Shipment of OLED by Type, 2007Q1-2009Q3
Shipment Value of OLED by Type,2007Q1-2009Q3
Application Markets of PMOLED Panel
Application Markets of AMOLED Panel
Mobile Phones with AMOLED Panel
Distribution of Mobile Phone Display Market by Technology, 2007-2014
Distribution of Mobile Phone Display Market by Size, 2007-2014
Global Mobile Phone Display Market, 2007-2013
Price of Mobile Phone Display, 2007Q1-2009Q4
Global Income of Small and Medium-size Panel by Region, 2008-2011
Global Shipment of Small and Medium-size Panel by Region, 2008-2011
Income Ranking of 18 Small and Medium-size Panel Manufacturers in the World, 2007-2008
Income of Major Small and Medium LCD Panel Manufacturers in the World, Jan-Jul 2009
Market Shares of Major Display Manufacturers in the World (by Income), 2009
Market Shares of Major Display Manufacturers in China (by Income), 2009
Suppliers of Nokia Display, 2008
Suppliers of Samsung Display, 2008
Suppliers of Motorola Display, 2008
Suppliers of Sony Ericsson Display, 2008
Suppliers of LG Display, 2008
Display Panel Suppliers of Top 5 Smart Phone Manufacturers and PDA Manufacturers
Relationship between Major Mobile Phone Manufacturers and Mobile Phone Display Manufacturers in Mainland China
Revenue and Gross Profit Margin of LG Display, 2002-2008
Revenue and Operating Profit Margin of LG Display, 2002-2008
Shipment and Average Price of LG Display, 2008Q2-2009Q2
Downstream Application of LG Display's Products, 2008Q3-2009Q2
Capacity of LG Display's Production Lines, 2008Q2-2009Q2
Production Lines of LG Display
Features of LG Display's Mobile Phone CELL
AUO's Revenue and Operating Profit Margin, 2004-2009
Downstream Application of AUO's Products, 2008Q2 -2009Q2
Average Selling Prices of Large-size Panels, 2008Q2-2009Q2
AUO's Shipment and Average Prices, 2008Q2-2009Q2
AUO's Shipment of Small and Medium-size Panels, 2008Q2-2009Q2
Capacity of AUO's Production Lines, 2009Q2-2009Q3
TFT-LCD Products of AUO Mobile Phone
Chimei's Revenue and Operating Profit Margin, 2004-2010E
Shipment and Average Prices of Chimei's Large-size TFT-LCD, 2007Q2-2009Q1
Sales Value, EBITDA, Gross Profit Margin of Chimei's TFT-LCD, 2007Q2-2009Q1
Downstream Application of Chimei's Products, 2007Q2-2009Q1
Sizes of Chimei's Products, 2007Q2-2009Q1
Capacity of Chimei's Production Lines, 2009Q1
CELL of Chimei's Small and Medium-size Displays
Chimei's Supporting Enterprises in Ningbo Beilun Export Processing Zone
Innolux's Models
Innolux's Revenue and Operating Profit Margin, 2003-2010E
CPT's Revenue and Operating Profit Margin, 2004-2009
Shipment and Average Prices of CPT's Large-size Panels, 2006Q2-2009Q1
Shipment and Average Prices of CPT's Small and Medium-size Panels, 2006Q2-2009Q1
Downstream Application of CPT's Large-size Products, 2008Q4-2009Q1
Sizes of CPT's Products, 2008Q4-2009Q1
Capacity of CPT's Production Lines, 2009Q1
Introduction and Financial Data of CPT Mainland China, 2007
CELL of CPT's Mobile Phone Displays
Departments of Brilliant Crystal
Revenue and Operating Profit Margin of Brilliant Crystal, 2003-2009
Shipment and Average Prices of Brilliant Crystal's Large-size TFT-LCD, 2007Q4-2009Q1
Sizes of Brilliant Crystal's Products, 2007Q4-2009Q1
BOE's Financial Data
BOE's Revenue by Region
Wintek's Revenue and Gross Profit Margin, 2002-2009
Wintek in the World
Technology Structure of Wintek's Products, 2006-2008
Revenue Structure of Wintek's Products, 2008Q1-2009Q4
Downstream Application of Wintek's Products, 2008
Wintek's Revenue in Touch Screen, 2007H1-2008H2
Wintek's Clients, 2009
Parameters of Wintek's Mobile Phone Display
Truly 's Gross Profit Margin, Net Profit Margin and Operating Profit Margin,
Truly 's Revenue and Gross Profit Margin, 2002-2008
Parameters of Truly 's Small and Medium-size Displays
Giantplus's Revenue and Gross Profit Margin, 2002-2008
Giantplus's Clients, 2009
Parameters of Giantplus's Small and Medium-size Prooducts
Application of TPO's Products
TPO's Products
TMD’s Revenue, 2003-2008
TMDisplay’s TFT-LCD Panel Production Lines
TMDisplay’s Moile Phone Displays
TFT-LCD Panel Production Lines of Hitachi Display
Parameters of Hitachi Display's Mobile Phone Application Products
Revenue of Sharp’s Small and Medium-size LCD, 2003-2007
Tianma 's Revenue and Gross Profit Margin, 2005-2010
Varitronix's Revenue and Gross Profit Margin, 2002-2008
Varitronix's Revenue by Region, 2007-2008
TFT-LCMProducts of Lead Communications
Organizational Structure of SIM Technology
Revenue and Net Profit of SIM Technology, 2004-2008
LCD Business of SIM Technology, 2006-2007
Products of of SIM Technology
BYD's Revenue and Gross Profit Margin, 2004-2008
BYD's Revenue Structure, 2006-2008
BYD's Revenue by Reguion, 2006-2008
BYD's TFT-LCM Products
BYD's Production Lines
SMD’s Revenue and Operating Profit Margin, 2008Q1-2009Q4
SMD’S Shipment and Average Selling Prices, 2008Q1-2009Q4
Products of SMD TFT-LCD
Products of SMD OLED
EPSON's Business Revenue, 2006-2008
Revenue of Epson Imaging Devices by Product, 2006-2008
EID’s Products