Summary

This report describes and analyses in detail the current situation about 252 new handset screens for this first half year and provides the prediction of development trends for the second half year. Specifically, it includes the screen mode ( such ad CSTN-LCD, TFT-LCD, UFB, OLED, TFD, monochromatic STN-LCD）, color depth, resolution, diagonal distance, providers for of main displays, as well as screen mode, color depth, resolution, diagonal distance, provider for minor displays.

For the first half year of 2004, there are totally 128 new handset models of foreign brands such as Motorola, Nokia, Samsung electronics, SonyEricsson, Siemens, Philips, Alcatel, Mitsubish, Soyea, Panasonic, Sanyo, LGE, NEC.Chabridge and 124 new handset models of domestic brands such as Bird, TCL, Amoi, Konka, Soutec, Panda, Kejian,Capitel, ZTE , lenovo, Haier, Eastcom, DBTEL.. In total, there are 252 new handsets.

For the handsets introduced in 2004, the handsets with color displays are the mainstay, as only one modle with monochromatic display out of 252 new handset models. For the color displys, TFT-LCD is the mainstay accounting for 50%, while CSTN-LCD accounting for 41.2% and others for 8.4%.

The main CSTN-LCD vandors center on Taiwan, with sufficient supplies, usable potentials and rapid upgradable throughput. Wintek Corporation, which ranks the top one in terms of throughput, has not made the use of above 60% of the throughput of CSTN-LCD.

The main TFT-LCD vanders center on Japan, PMDS is the abbreviation of Philips MDS whose TFT-LCD panel production line lies in Kobe Japan, TFS is the abbreviation of an American company's name of Three-Five Systems whose production is lower. Korean vandors mainly are the indigenous handsets manufacturers and the handsets that are produced in Korea and sold with Chines barands have decreased a lot.

Toppolyhas been losing money due to the pass rate for quality and would lose more if more production. It is predicted that the pass rate can be increased and strick the balance between losses and benefits by the early in 2005. UA, on the one hand, provides the supply to its established client BENQ,, and BENQ's outsourcing partner Motorola also places orders to UA through BENQ; On the other hand, UA is the top one vandor for Digital Camera Display. Both Samsung and LG plan to outsource the production of digital camera to the manufactures in Taiwan for this second half year, and the digital camera shipments from UA may possibly increase, in addition, the order from Motorola is big in terms of quantitr, therefore, the supplies to the outside will inevitably decrease. The Japanesee vandors generally are conservative and very cautious of increasing the throughput.

Most of the display providers for mainland handset manufacturers are from Taiwan and Korea, with few of them from Japan. Thanks for the large supply for CSTN-LCD, the handset prices tend to decrease as a whole, while the supply for TFT-LCD will remain as before, thus, the market share of CSTN-LCD will inevitably increase. However, the trend is towards equipping with TFT-LCD and the increasing space for CSTN-LCD is limited while the decreasing space for TFT-LCD is limited too. Moreover, the supplies for TFD and UFB are sufficient, and the performance of TFD is higher in general, especially the suitability for smartphone, in spite of slightly high price, and it is predicted that its market share will increase. Although the price is lower, the market share for UFB will slightly decrease in the future due to its poor contrast.

There are 143 handset models with double displays design out of 252 new handsetmodels, accounting for 56.7%. Instead, the various screen modes for sub-subscreen are in large numbe, with the top three as follows in terms of market share: monochromatic STN-LCD, 65536-color CSTN-LCD and OLED. OLED is the most reasonable sub-screen screen mode with high brightness, thin body, and energy saving compared with TFT-LCD, but its shipment had decreased for the first half year becasus of insufficient supply of Drive IC, which i s expected to ease up somehow for this second year. The shipment of OLED from Taiwan's Opto Tech has also been increasing at a relatively high speed, and Opto Tech may lower the price in favor of competing with RiTdisplay, therefore, the OLED market will be further spured with the expected increase of OLED market share. The conditions for 256-color and 4096-color are far poor than what it is for 65536-color, as their prices are higher than monochromatic and their positions are confused and their market share will gradually decrease. The supply for TFT-LCD is relatively stable, while the supply for CSTN-LCD is increasing with the price decreasing. It is predicted that the market share of TFT-LCD will decrease too.

The prices of 252 new handsets range around RMB 1000-3000, where 1000-2000 goes to 42.90% of the handset, and 2000-3000 goes to 28.30% of the handsets, with the rest segments of the range as follows respectively: 3000-4000, above 6000, 4000-5000, below 1000, 5000-6000.

The handset models with multiple functionalities for amusement and business will increase in this second half year against the first half year. Since the later period of the first half year is a conventional low season, vandors are all promoted theis handsets through low price, and the profits from low price handsets are relatively small. The features of the handsets with multiple functionalities usually include camera, game etc. Such features allways mean large screen and high resolution. It is predicted that the market share for 132*176, 120*160, 128*128 and 128*160 will decrease gradually, while the market share for 176*220, 176*208, 208*320 and 240*320 will increase gradually. The products of non-standard resolution need to make mould, which will cost 7-8 million Yuan for TFT-LCD as usual and need 6 months to enter the stage of large production. Thus, the quantity of non-standard products can not increase.

contents

Chapter 1：Analysis on the current conditions of new handset displays in China's market for1H 2004 and the prediction for 2H

Chapter 2：Analysis on the current conditions of new handset displays of foreign brands for1H 2004 and the prediction for 2H

Chapter 3：Analysis on the current conditions of new handset displays of domestic foreign brands for1H 2004 and the prediction for 2H

Chapter 4：The statistics on the components of new handsets of foreign brand for 1H

(including the screen mode, resolution, color depth, dimensions, vendors and the information on appearance and price of the handsets)
4.1.Motorola
4.2.Nokia
4.3.Samsung
4.4.SonyEricsson
4.5.Siemens
4.6.Philips
4.7.Alcate land Mitsubishi Soyea
4.8.Panasonic
4.9.Sanyo
4.10.LGE
4.11.NEC

Chapter 5：The statistics on the display components of new handsets of domestic brands for 1H
(including screen mode, resolution, color depth, dimensions, vendors and he information on appearance and price of the handsets)
5.1.lenovo
5.2.Chabridge
5.3.Bird
5.4.TCL
5.5.Konka
5.6.Amoi
5.7.Soutec
5.8.Panda
5.9.Kejian
5.10.DBTEL
5.11.Capitel
5.12.ZTE
5.13.Eastcom
5.14.Haier

Directory of Charts and Tables

1.The distributional structure of screen modes for 252 new handsets' main screens in China's market for 1H 2004
2.The prediction on the changes of market shares for handset main screen for 1H and 2H of 2004
3. The distributional structure of color depth for 252 new handsets' main screens in China's market for 1H 2004
4. The prediction on the changes of market shares for the color depth of handset main screen for 1H and 2H of 2004
5. The distributional structure of screen mode for 143 new double-screens handsets China's market for 1H 2004
6 The prediction on the market share of every subscreen mode of the new handsets' main screens in China's market for 1H 2004
7. The distributional structure of price for 252 new handsets in China's market for 1H 2004
8. The distributional structure of the resolutions for new handsets using TFT-LCD screen as main screen in China's market for 1H 2004
9.The prediction on the market share of every resolution of the new handsets' TFT-LCD screens for 2H 2004
10. The distributional structure of the resolutions for new handsets using STN-LCD screen as the main screen in China's market for 1H 2004
11. The prediction on the market share of every resolution of the new handsets' STN-LCD screens for 2H 2004
12. The distributional structure of main screen modes for 128 new handsets of foreign brands for 1H 2004
13. The prediction on the market share of every main screen mode of foreign brands for 2H 2004
14. The distributional structure of main screen color depth for 128 new handsets of foreign brands for 1H 2004
15. The distributional structure of sub-screen modes for 51 new double-screen handsets of foreign brands for 1H 2004
16. The prediction on the market share of subscreen mode for new handsets of foreign brands for 2H 2004
17. The distributional structure of the prices for 128 new handsets of foreign brands for 1H 2004
18. The distributional structure of main screen mode of foreign brands at the price of 1000-2000 Yuan for 1H 2004
19. The prediction on the distributional structure of main screen modes for new handsets of foreign brands at the price of 1000-2000 Yuan for 2H 2004
20. The distributional structure of main screen modes of foreign brands at the price of 2000-3000 Yuan for 1H 2004
21. The prediction on the distributional structure of main screen modes for new handsets of foreign brands at the price of 2000-3000 Yuan for 2H 2004
22. The distributional structure of main screen modes of foreign brands at the price of 3000-4000 Yuan for 1H 2004
23. The prediction on the distributional structure of main screen modes for new handsets of foreign brands at the price of 3000-4000 Yuan for 2H 2004
24. The distributional structure of main screen modes of foreign brands at the price of 4000-5000 Yuan for 1H 2004
25. The prediction on the distributional structure of main screen modes for new handsets of foreign brands at the price of 4000-5000 Yuan for 2H 2004
26. The distributional structure of main screen modes of foreign brands at the price of 5000-6000 Yuan for 1H 2004
27. The prediction on the distributional structure of main screen modes for new handsets of foreign brands at the price of 5000-6000 Yuan for 2H 2004
28. The distributional structure of the resolutions for new handsets of foreign brands using TFT-LCD screen as the main screen for 1H 2004
29. The prediction on the distributional structure of the resolutions for new handsets of foreign brands using TFT-LCD screen as main screen for 2H 2004
30. The distributional structure of the resolutions for new handsets of foreign brands using STN-LCD screen as the main screen for 1H 2004
31. The prediction on the distributional structure of the resolutions for new handsets of foreign brands using STN-LCD screen as main screen for 2H 2004
32. The distributional structure of the main screen modes for 124 new handsets of domestic brands for 1H 2004
33. The prediction on the market shares of every main screen mode for new handsets of domestic brands for 2H 2004
34. The distributional structure of the main screen color depth for 124 new handsets of domestic brands for 1H 2004
35. The distributional structure of the sub-screen mode for 92 new double screen handsets of domestic brands for 1H 2004
36. The distributional structure of the prices for 124 new handsets of domestic brands for 1H 2004
37. The distributional structure of the main screen mode for new handsets of domestic brands at the price of 1000-2000 Yuan for 1H 2004
38. The prediction on the distributional structure of main screen mode for new handsets of domestic brands at the price of 1000-2000 Yuan for 2H 2004
39. The distributional structure of the main screen mode for new handsets of domestic brands at the price of 2000-3000 Yuan for 1H 2004
40. The prediction on the distributional structure of main screen mode for new handsets of domestic brands at the price of 2000-3000 Yuan for 2H 2004
41. The distributional structure of the resolution for new handsets of domestic brands using STN-LCD screen as the main screen for 1H 2004
42. The distributional structure of the resolution for new handsets of domestic brands using TFT-LCD screen as the main screen for 1H 2004
43. The prediction on the distributional structure of the resolutions for new handsets of domestic brands using TFT-LCD screen as the main screen for 1H 2004
44.The major vendors for various screens
45.The major vendors for TFT-LCD of various resolutions