2004上半年中国市场新推手机显示屏研究报告

下载WORD版本简介: 手机显示屏报告简介(WORD文档)

正文摘要

本报告详细介绍和分析了上半年中国市场新推252款手机的显示屏现状，以及对下半年发展趋势的预测。具体包括主屏的显示类型（含CSTN-LCD、TFT-LCD、UFB、OLED、TFD、单色STN-LCD）、颜色数、分辨率、对角线尺寸、供应商；以及子屏的显示类型、颜色数、分辨率、对角线尺寸和供应商。

2004年上半年，国外品牌摩托罗拉、诺基亚、三星电子、索尼爱立信、西门子、飞利浦、阿尔卡特、三菱数源、松下、三洋、LG电子、NEC、中桥共推出128款新手机。国内品牌波导、TCL、夏新、康佳、南方高科、熊猫、科建、首信、中兴通讯、联想、海尔、东信、迪比特共推出124款新手机。合计共推出了252款新手机。

2004新推手机中，彩屏已经成为绝对主流，252款新手机当中只有一款采用单色显示屏。彩屏以TFT-LCD为主流，达到50%，CSTN-LCD占41.2%，其他占8.4%。

原材料	CSTN-LCD	TFT-LCD	UFB	OLED	TFD	单色STN-LCD
主要供应商	华生科技、碧悠、胜华、劲佳、全台、光联、PMDS、爱普生	PMDS、TFS、夏普、日立显示、友达、统宝、鸟取三洋、TMD、ST LCD、三星电子、LG INNOTEK	三星SDI	三星OLED 铼宝、光磊	爱普生	胜华、光联、碧悠、天马、信利、劲佳

CSTN-LCD的主要供应厂家集中在台湾，供应充足，并且有很大的潜力可挖，产能提升快。产能最大的胜华还没有开出60%以上CSTN-LCD的产能。

TFT-LCD主要供应厂家集中在日本，PMDS是飞利浦移动显示系统的缩写，其TFT-LCD面板生产线在日本神户，TFS是美国三五系统公司缩写，产量比较低。韩国厂家主要韩国本土手机制造商，而韩国为大陆贴牌机已经下降很多。

统宝因为良率问题，一直处于亏损状态，生产越多，亏损越多，预计到2005年初可以提高良率达到盈亏平衡。友达一方面供应关系企业明基，明基的代工伙伴摩托罗拉通过明基也对友达下单；另一方面友达是数码相机显示屏第一大户。三星和LG下半年都计划将数码相机委托台湾厂家代工，友达数码相机领域的出货量可能增加，加上摩托罗拉的大订单，友达手机领域的对外供应量必然下降。日本厂家一般比较保守，产能扩展比较谨慎。

大陆手机制造商显示屏主要供应商大多是台湾厂家和韩国厂家，日本厂家很少。由于CSTN-LCD供应宽松，手机的整体平均价格呈下降，TFT-LCD的供应会比较平衡，CSTN-LCD的占有率必然上升。但是配备TFT-LCD是大势所趋，CSTN-LCD上升幅度有限，TFT-LCD下降幅度有限。另外TFD、UFB的供应都比较充足，TFD虽然价格稍微高，但是性能最全面，尤其智能手机最合适，预计占有率会上升。UFB虽然价格便宜，但是对比度差，未来占有率可能轻微下降。

252款新手机当中有143款采用双屏设计，占56.7%。子屏的显示方式则是种类繁多，按照占有率前三名依次是单色STN-LCD、65536色CSTN-LCD、OLED。OLED发光亮度高，超薄，相对TFT-LCD省电是最合适的子屏显示方式，因驱动IC供应不够，上半年OLED出货量降低，下半年驱动IC供应短缺可望适当缓解，台湾光磊的OLED产量增加也比较快，而光磊为和铼宝竞争可能降低价格，会进一步刺激OLED的市场，OLED的占有率有望提升。256色和4096色效果远不如65536色，价格比单色高，地位尴尬，预计占有率会逐步减小。TFT-LCD供应量相对平衡，而CSTN-LCD供应量增加，价格下降，预计TFT-LCD的占有率也要下降。

252款新手机价格集中在1000-3000元之间，其中1000-2000元之间占42.90%，2000-3000元之间占28.30%。其余依次是3000-4000元之间、6000元以上、4000-5000元之间、1000元以下、5000-6000元之间。

下半年手机中多功能娱乐型和商务型要比上半年增加。因为上半年后期是传统淡季，商家都以低价机来促销，低价机的利润相对单薄。多功能机配备的功能一般都包括照相、摄像、游戏等。配置这些功能通常意味着大屏幕和高分辨率。 预计132*176、120*160、128*128和128*160的市场占有率会逐步减小，176*220、176*208、208*320和240*320的市场占有率会逐步增加。非标准分辨率的产品需要开模，TFT-LCD开模通常需要700-800万人民币，并且需要6个月时间达量产阶段。因此非标准产品数量不会上升。

正文目录

第一章 2004年中国市场上半年新推手机显示屏现状分析与下半年预测

第二章 国外品牌上半年新推手机显示屏现状分析与下半年预测

第三章 国内品牌上半年新推手机显示屏现状分析与下半年预测

第四章 国外品牌上半年新推手机的显示屏配置状况

（包含显示屏显示类型、分辨率、颜色数、尺寸、供应商及手机外观和价格等资料）
4.1、摩托罗拉
4.2、诺基亚
4.3、三星
4.4、索尼爱立信
4.5、西门子
4.6、飞利浦
4.7、阿尔卡特和三菱数源
4.8、松下
4.9、三洋
4.10、LG电子
4.11、NEC

第五章 国内品牌上半年新推手机的显示屏配置状况
（包含显示屏显示类型、分辨率、颜色数、尺寸、供应商及手机外观和价格等资料）
5.1、联想
5.2、中桥
5.3、波导
5.4、TCL
5.5、康佳
5.6、夏新
5.7、南方高科
5.8、熊猫
5.9、科建
5.10、迪比特
5.11、首信
5.12、中兴通讯
5.13、东信
5.14、海尔

图表目录

1、2004年上半年中国市场新推出252款手机主屏显示方式分布结构
2、2004年上半年下半年手机主屏显示方式占有率变化预测图
3、2004年上半年中国市场新推出252款手机主屏显示颜色数分布结构
4、2004年上半年下半年手机主屏显示颜色数占有率变化预测图
5、2004年上半年中国市场新推出143款双屏手机显示方式分布结构
6、2004年下半年中国市场新推出手机显示屏子屏显示方式占有率预测
7、2004年上半年中国市场新推出252款手机价格分布结构
8、2004年上半年中国市场新推出手机主屏采用TFT-LCD显示屏的分辨率分布结构
9、2004年下半年新推出手机TFT-LCD屏各种分辨率占有率预测
10、2004年上半年中国市场新推出手机主屏采用STN-LCD显示屏的分辨率分布结构
11、2004年下半年新推出手机STN-LCD屏各种分辨率占有率预测
12、2004上半年国外品牌新推出128款手机主屏显示方式分布结构
13、2004年下半年国外品牌新推出手机主屏各种显示方式占有率预测
14、2004上半年国外品牌新推出128款手机主屏显示颜色数分布结构
15、2004上半年国外品牌新推出51款双屏手机子屏显示方式分布结构
16、2004年下半年国外品牌新推出手机子屏显示方式占有率预测
17、2004上半年国外品牌新推出128款手机价格分布结构
18、2004年上半年国外品牌新推出1000-2000元手机主屏显示方式分布结构
19、2004年下半年1000-2000元国外品牌新推出手机主屏显示方式分布结构预测
20、2004年上半年国外品牌新推出2000-3000元手机主屏显示方式分布结构
21、2004年下半年2000-3000元国外品牌新推出手机主屏显示方式分布结构预测
22、2004年上半年国外品牌新推出3000-4000元手机主屏显示方式分布结构
23、2004年下半年3000-4000元国外品牌新推出手机主屏显示方式分布结构预测
24、2004年上半年国外品牌新推出4000-5000元手机主屏显示方式分布结构
25、2004年下半年4000-5000元国外品牌新推出手机主屏显示方式分布结构预测
26、2004年上半年国外品牌新推出5000-6000元手机主屏显示方式分布结构
27、2004年下半年5000-6000元国外品牌新推出手机主屏显示方式分布结构预测
28、2004年上半年国外品牌新推出手机主屏采用TFT-LCD显示屏的分辨率分布结构
29、2004年下半年国外品牌新推出手机主屏采用TFT-LCD显示屏的分辨率分布结构预测
30、2004年上半年国外品牌新推出手机主屏采用STN-LCD显示屏的分辨率分布结构
31、2004年下半年国外品牌新推出手机主屏采用STN-LCD显示屏的分辨率分布结构预测
32、2004上半年国内品牌新推出124款手机主屏显示方式分布结构
33、2004年下半年国内品牌新推出手机主屏各种显示方式占有率预测
34、2004上半年国内品牌新推出124款手机主屏显示颜色数分布结构
35、2004上半年国内品牌新推出92款双屏手机子屏显示方式分布结构
36、2004上半年国内品牌新推出124款手机价格分布结构
37、2004年上半年国内品牌新推出1000-2000元手机主屏显示方式分布结构
38、2004年下半年国内品牌新推出1000-2000元手机主屏显示方式分布结构预测
39、2004年上半年国内品牌新推出2000-3000元手机主屏显示方式分布结构
40、2004年下半年国内品牌新推出2000-3000元手机主屏显示方式分布结构预测
41、2004年上半年国内品牌新推出手机主屏采用STN-LCD显示屏的分辨率分布结构
42、2004年上半年国内品牌新推出手机主屏采用TFT-LCD显示屏的分辨率分布结构
43、2004年上半年国内品牌新推出手机主屏采用TFT-LCD显示屏的分辨率分布结构预测
44、各种类型显示屏主要供应厂家
45、各种分辨率TFT-LCD主要供应厂家

下载WORD版本简介: 手机显示屏报告简介(WORD文档)

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英文版报告摘要

Report on new handset displays in China's market

for the first half year of 2004

 

Report No.	419	Title	Report on new handset displays in China's market
Words	21000	Charts and tables	45	Total pages	60	Finished date	July 2004
Language	English		Price		$2000

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%.

Raw material	CSTN-LCD	TFT-LCD	UFB	OLED	TFD	Monochromatic STN-LCD
Major providers	Arima Display Corporation, Picvue Electronics Ltd，Wintek Corporation, VBEST ELECTRONICS LTD，EMARGING DISPLAY TECHNOLOGIES CORP，UnitedRadiant，PMDS，Epson	PMDS，TFS，Sharp，Hitachi Displays，UA，Toppoly，SottoriSanyo，TMD，ST LCD.Samsung Electronics，LG INNOTEK	Samsung SDI	Samsung OLED，RiTdisplay，Opto Tech	Epson	Wintek Corporation UnitedRadiant Picvue Electronics Ltd ，TIANMA MICROELECTRONICS，VARITRONIX LIMITED，VBEST ELECTRONICS LT

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

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