Summary

Forewords

In other to have a comprehensive perspective into the competition landscape of global camera handset market and the relationship of supply-chains;understand the key technologies and market developments for Camera Phones; analyse the cooperative relationship between the upstream vendors and downstream vendors in camera phone industry and the market performance; gain a insight into the opportunities in global camera phone market and know about the demands conditions for camera phones from the consumers； Pday Research has dug out deeply the informations and data related with more than a hundred of enterprises in camera industry and translated the reports and articles concerned; and finally compiled General Research Analysis on Camera Phones Industry for 2004 through collection, analysis and researches, which has more than 200 pages for the whole text, and contains more than 200 charts and tables。
　
Source:Strategy Analytics，InfoTrends，Collected by PdayResearch 2004.06

Source: Strategy Analytics，InfoTrends，Collected by PdayResearch, 2004.06

Summary
　　
According to the statistics, the annual sales volume of camera phones reached 84 million handsets for 2003, increased almost five times than 18 million handsets of 2002, accounting for 16% of the total sales volum of goldal handsets, and expected to reach 170 million handsets for 2004, double times of that for last year. In 2003, there were about 6.5 million camera phones sold in China's market, increased 528% against last year. The sales of camera phones is expected to reach 1.176 million handsets for 2004, a increase of 80% against last year, accounting for 12% of the total sales of domestic handset market.

The sales market of camera phones is very promising all the way, which is mainly thanks to the powerful function of the camera phone for amusement. As the handset is a portable communication tools, the convenience of a camera phonen is far beyond the digital camera. For the past two years, although the pixels of camera phones are not satisfactory, the camera phones have been widely recognized from the consumers.

The factors that further promote the spreading of the camera phones also include the following aspects:

• More and more new brands, intensified competition, the constant price decrease of the camera phones
• The price of the camera phones at middle grade equals to that of household digital camera, camera phones take shares from the market of household digital cameras.
• The operators and providers of contents have been actively introducing value added services based on camera phones and further help the prosperity of camera phones.

All the majar vendors have increased the input for camera phone. At the end of 2003, Motorola launched 8 new built-in camera phones in a row. Meanwhile, Nokia announced that the new handsets launched later on will all contain the video. Japan's NEC is the largest camera phone provider in the world, occupied 16% of the global camera phone marke shares of 2003, and above 90% of its shipment of handsets for the last yeat featured camera moudles.

Camera phone constantly strives for high pixels

The camera phones that were newly launched in 2004 reached the level of million pixels in general. For Panda, SED, Bird, Amoi, the camera phones with million pixels have already been or wll be launched in 2004. TCL also announced that the camera phones with 3 million pixels will be launched by the end of 2004.

If the camera phones reach the level of 2 million pixels, its picture quality is close to that of the film for analog cameras, and thus can statisfied the ordinary demands from the consumers.The Variable Focal Lenses with 2 million pixels is the mainstay for household cameras. The camera phones with these two technical indices have been on the market, SharpSH505iS, SharpSH900i, Nokia7610, Samsung SPH－V4400，are all the camera phones with 2 million pixeks.

For leading the trends of handsets markets, the vendors from Japan, Europe and South Korea have formed a situation of tripartite confrontation. In May 2004, CASIO launched the world's first camera phone with focus lens and 3 million pixels. In the early July, South Korea's Samsung launched the world's second camera phone with focus lens and 3 million pixels. Moreover, Samsung is now striving to deliver a camera phone with 5 million pixels as soon as possible.

By the early July 2004, the release status of global camera phones with million pixels are as follows:

Chapter one: Analysis on the current condition and development trends of camera phone industry

1.1 Analysis on the current conditions of camera phones industry.
1.1.1 Overview of camera phone industry
1.1.2 The formation of camera phone industry
1.1.3 The current conditions of camera phone industry
1.2 Analysis on the development trends of camera phone industry
1.2.1 The cameras for handset and the digital cameras
1.2.2 The anhlysis on the tendency of the cameras for handsets

Chapter Two: Vendors for core accessories

2.1 Overbiew of the market for lens modules
2.2 Vendors for lens modules
2.2.1 台湾大立光
2.2.2 台湾亚光
2.2.3 台湾今国光
2.2.4 台湾晶远
2.2.5 台湾玉晶
2.2.6 Philips
2.2.7 Olympus
2.2.8 Samsung Electro-Mechanics
……

2.3 Overview of transducers
2.4 Vendors of CMOS modules
2.4.1 锐相（IC Media）
2.4.2 原相(Pixart)
2.4.3 泰视(TASC)
2.4.4 宜霖(ElecVision)
2.4.5 Agilent
2.4.6 Omnivision
2.4.7 意法半导体
2.4.8 Micron
2.4.9 TransChip
2.4.10 Conexant
2.4.11 Hynix
……

2.5 Vendors of CCD modules
2.5.1 Sanyo
2.5.2 Sharp
2.5.3 fuji
2.5.4 Panasonic
2.5.5 Sony
……

2.6 Overview of back-end image processing IC market
2.7 Vendors of back-end image processing IC
2.7.1 TI
2.7.2 Qualcomm.
2.7.3 瑞萨
2.7.4 中星微电子
……

2.8 Overview of camera modules markets
2.9 Vendors of camera modules
2.9.1 台湾群光电子
2.9.2 普立尔科技
2.9.3 致伸科技
2.9.4 智基电子
2.9.5 敦南科技
2.9.6 Cowell World Optech
2.9.7 Sunyang Digital Image
2.9.8 Techwin
……

Chapter three: Analysis on camera phone manufacturers

3.1 Nokia
3.2 Motorola
3.3 SonyEricsson
3.4 Siemens
3.5 Philips
3.6 Alcatel
3.7 Lucent
3.8 LG
3.9 Samsung
3.10 Panasonic
3.11 NEC
3.12 Mitsubishi.
3.13 kyocera
3.14 Sanyo
……
3.29 SED
3.30 Capitel
3.31 托普
3.32 Panda
3.33 Amoi
3.34 Chabridge
3.35 ZTE
3.36 OKWAP

Chapter four: Analysis on consumption and application of camera phones

4.1 Overview of camera phones applications
4.2 Analysis on the demands for camera phone from consumers
4.3 Analysis on the demands for camera phones from operators and content providers
4.4 Analysis on the opportunities resulted from camera phones to the manufacturers

Chapter Five: Analysis on global camera handsets market

5.1 Analysis on Japan's camera phones market
5.2 Analysis on Europe's camera phones market
5.3 Analysis on the camera phones market in Taiwan of China
5.4 Analysis on the camera phones market in mainland of China

Chapter Six: Conclusions and suggestions

6.1 Conclusions and suggestions on core accessoty vendors
6.2 Conclusions and suggestions on the manufacturers for assembled camera phones
6.3 Conclusions and suggestions on operators and content providers

Directory of Charts and Tables

Chart Sales conditions of global camera phones for 2002－2004
Chart Milestone of camera phones development
Chart Industrial chains in attractive fields to camera phones
Chart Relationships between upstream vendors and downstream vendors
Chart Market structure of global camera phones
Chart The core technologies distribution of global camera phones
Chart The comparison and analysis on the performance development of camera phones and digital cameras
Table The comparison of market structure between digital cameras and camera phones in Japan
Chart The predication on the market scale of global camera phones
Chart The shipments of camrea phone modules in Taiwan and the world for 2002～2006
Chart The changes of gross interest rates for major lens vendors in Taiwan for 2000～2004
Chart The proportions of incomes among various products of 大立光
Table Financial statement on the first quarter revenue of 大立光电 for 2004
Table Financial predictions on every quarter of 2004 for大立光
Table The shipments of main products of亚光 for 2004
Chart The estimation on the production capacity of 今国光 for 2004
Table The estimation on the profits of optical component vendors for 2004
Table The development conditions of major lens vendors in Taiwan
Table The income and expense for main products of 凤凰光学
Table The comparison between CCD Image Sensor and CMOS Image Sensor
Table The shipments of digital camera and PC Camera fearuring CCD and CMOS image sensor
Chart The market trends of CCD and CMOS
Chart The development trends of image sensor（CCD and CMOS）technology
Table The comparison of characteristics of CCD and CMOS sensors
Chart The technological development of CMOS sensors
Table The analysis on the competitive abilities of CMOS sensor vendors in Taiwan and the world
Table Global CMOS sensor market
Chart The product proportions of CMOS sensor application
Table　Future development plan for CMOS vendors
Table The main characteristics of 宜霖科技ARAMIS image sensor technology
Chart The evolution path of 宜霖科技 sensors
Table Profiles of major CMOS image sensor vendors in Taiwan
Table A glimpse of main CMOS products of Agilent
Table A glimpse of CMOS CameraChipsTM series from OmniVision
Table A glimpse of module series from OmniVision
Chart The revenues and gross interest rate of OmniVision for every quarter in the fiscal year of 2004
Table Directory of Asian distributors of OmniVision
Table A glimpse of main products from ST CMOS
Table The breakdown of ST's net income and turnover
Chart Classification of the first quarter revenues of ST for 2004 by the shipment location on the orders
Table A glimpse of Micron's main products
Chart The development path of Hynix business
Table A glimpse of main products of Hynix CMOS sensors
Chart Anslysis on camera modules of Samsung Electro-Mechanics's phones for the first quarter of 2004
Table The contacts for Samsung Electro-Mechanics's sales offices in China
Table The technical focus related to Toshiba's developing CMOS
Table The technical focus of Sanyo's developing CCD
Table The technical focus of Sharp's developing CCD
Table The technical focus of Fujifilm's developing CCD
Table The technical focus of Panasonic's developing CCD
Chart The functional blocks of camera phone's back end chips
Table The back end chip series of TI camera modules
Table The back end chip series of Qualcomm.camera modules
Table The back end chip series of 瑞萨 camera phone modules
Table The back end chip series of 中星微电子's camera modules
Table The back end chip series of ST camera modules
Table The back end ship series of Nvidia's camera modules
Chart The structure of components for camera modules installation on CCD
Chart The structure of components for camera modules installation on CMOS
Chart The proportions of every component in various camera modules
Chart The production flow of camera modules
Table The market prospect for camera phone modules
Chart The shipments of 普立尔's camera modules
Table The ranks of Japan's vendors by shipments
Table The evolution of COWELL World Optech's products
Table A glimpse of Cowell World Optech's main camera modules
Table The main partners of COWELL World Optech
Table A glimpse of Sunyang Digital Image's main camera modules
Table A glimpse of Samsung Techwin's main camera modules
Table A glimpse of Alps Electric's main camera modules
Table A glimpse of Olympus's main camera modules
Table A glimpse of Pentax's main camera modules
Chart The proportions among various communication format for Nokia's camera handsets
Chart The distribution of reference prices of Nokia's camera handsets
Chart The distribution of camera pixels of Nokia's camera phones
Chart The ranks of vendors who launched the most camera phones in 1H of 2004
Chart The top 15 camera phone models of best selling for 2003
Chart The vendors for handsets with above 100 pixels
Chart The prices distribution of camera phones
Table The overview about the consumers' current recognization of camera phones
Table The factors to be considered at consumers'buying camera phones
Chart The applications that the consumers favored most in the use of camera phones
Table Consumers' expectation on zooming, flashing and video
Table Consumers' expectation on the improvement of camera phones
Chart Consumer's expectation on the pixels and prices of cameras
Table The main output path and the impacts on users for camera phone photos (vedio)
Chart The time distribution for consumers' handset replacement
Chart The proportion of consumers' choosing camera phones when making replacement
Table The relation between camera phones and value added services
Table The potential businesses based on camera phones that operators can launch
Chart Analysis on the income of value added services from camera phones
Table Analysis on the contributions to the handset sales from camera, color screen and game
Table The development trends of camera phone funtions
Table The subscribers conditions of camera phones for Japan's mobile phone operators
Table Japan consumers' expectation on camera phone functions
Chart Japan consumers' expectation on camera phone pixels
Table The importance degree of camera phone functions to Japan users in every range of age
Chart The sales trends of built-in camera phones in West Europe for 2002－2006
Chart The sales trends of outside camera phones in West Europe for 2002－20062002－2006