2004年相机手机产业综合研究报告



下载WORD版本简介: 相机手机报告简介(WORD文档)

字数 11万 图表数量 228 报告页数 240
报告语种 中文 完成时间 04年7月  


为了全面透视全球相机手机市场竞争格局、供应链关系;掌握相机手机关键技术和市场动态;剖析相机手机产业上下游厂商竞争合作关系、市场表现;洞察全球相机手机市场商机、捕获消费者对相机手机需求状况; 水清木华研究中心深入挖掘了相机手机产业上百家相关企业的资料和数据,翻译整理国外相关报告和文章;经过汇总分析研究,最终形成了《2004年相机手机产业综合研究报告》。





摘要

2003年相机手机的年销售量达到8400万部,比2002年的1800万部激增近5倍,占全球手机总销售量的16%,预计2004年相机手机的销量将达到1.7亿部,比去年增长两倍。2003年,中国市场销售了大约650万部可拍照手机,比去年增长528%,2004年可拍照手机的销售有望达到1176万部,比去年增长80%,占国内手机市场总量的12%。

相机手机的销售行情一路看涨,主要归功于相机手机强大的娱乐功能。由于手机是随身携带的通讯工具,因此相机手机的便利性是数码相机远远不能比拟的。过去的两年中,尽管相机手机像素还不是非常理想,但已经获得了消费者的广泛认同。 促进相机手机进一步普及的因素还包括以下方面:

  • 新品推出频繁,竞争激烈,相机手机的价格不断下降
  • 中档相机手机与家用数码相机的价格相当,相机手机侵蚀家用数码相机市场
  • 运营商和内容提供商积极推出基于相机手机的增值服务也进一步促进相机手机的繁荣

各大手机厂商都加大了对相机手机的投入。2003年底,摩托罗拉在北京一口气发布8款内置摄像头的相机手机。同时诺基亚宣称以后推出的新款手机都将带有影像功能。日本NEC是全球最大的照相手机供应商,2003年占有全球相机手机市场16%的份额,去年出货的手机中90%以上包括相机模块。


相机手机不断追求高像素

2004年新发布的相机手机普遍进入百万像素级。熊猫、康佳、桑菲、波导、夏新的百万像素手机则已经或即将在2004年上市。TCL也发出公告称2004年年底推出三百万像素的相机手机。

如果相机手机达到200万像素,就接近了模拟相机的胶片质量水平,从而可以满足消费者的一般拍摄需求。具有"200万像素、可变焦镜头"的数码相机,是家用入门级的主流产品,具有这两项技术指标的可相机手机已经问世,夏普SH505iS、夏普SH900i、诺基亚7610、三星SPH-V4400,都是200万像素的相机手机。

在引领手机市场潮流方面,日本、欧美和韩国厂商形成三足鼎立之势。 2004年5月,由卡西欧推出全球第一款配置数字调焦镜头的300万像素拍照手机。7月上旬, 韩国三星公司推出了全球第二款配置光学调焦镜头、300万像素的相机手机。 三星还争取尽快推出500万像素的相机手机。

截至到2004年7月初,全球百万像素相机手机发布情况如下:

日本厂商 欧美厂商 韩国厂商

索尼爱立信S700:130万像素
索尼爱立信A5404S:130万像素
索尼爱立信SO505i:130万像素
索尼爱立信SO505iS:130万像素
松下P505iS:128万像素
富士通F900i:130万像素
京瓷A5502K:100万像素
夏普SH505iS:202万像素
夏普SH900i:202万像素
三菱D505iS:100万像素
卡西欧A5406CA:300万像素

诺基亚7610:202万像素
摩托罗拉A1000:120万像素
摩托罗拉A840:120万像素
摩托罗拉V710:120万像素
西门子S65:130万像素
LG T5100:130万像素
三星P730:100万像素
三星SCH-V420:130万像素
三星SPH-V4400:200万像素
三星SPH-2300:300万像素

 

目录

第一章 相机手机产业现状和发展趋势分析

1.1 相机手机产业现状分析
1.1.1 相机手机产业概况
1.1.2 相机手机产业构成
1.1.3 相机手机产业现状
1.2 相机手机产业发展趋势分析
1.2.1 手机相机与数码相机
1.2.2 手机相机走势分析

第二章 核心零部件厂商

2.1 镜头模块市场概述
2.2 镜头模块厂商
2.2.1 台湾大立
2.2.2 台湾亚光
2.2.3 台湾今国
2.2.4 台湾晶远
2.2.5 台湾玉晶
2.2.6 飞利浦
2.2.7 奥林巴斯
2.2.8 三星电机
……

2.3 传感器市场概述
2.4 CMOS模块厂商
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 安捷伦
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 CCD模块厂商
2.5.1 三洋
2.5.2 夏普
2.5.3 富士
2.5.4 松下
2.5.5 索尼
……

2.6 后端图像处理IC市场概述
2.7 后端图像处理IC厂商
2.7.1 TI
2.7.2 高通
2.7.3 瑞萨
2.7.4 中星微电子
……

2.8 相机模组市场概述
2.9 相机模组厂商
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
……

第三章 相机手机制造商分析

3.1 诺基亚
3.2 摩托罗拉
3.3 索尼爱立信
3.4 西门子
3.5 飞利浦
3.6 阿尔卡特
3.7 朗讯
3.8 LG
3.9 三星
3.10 松下
3.11 NEC
3.12 三菱
3.13 京瓷
3.14 三洋
……
3.29 桑达
3.30 首信
3.31 托普
3.32 熊猫
3.33 夏新
3.34 中桥
3.35 中兴
3.36 OKWAP

第四章 相机手机消费应用分析

4.1 相机手机应用概述
4.2 消费者对相机手机需求分析
4.3 运营商和内容提供商对相机手机需求分析
4.4 相机手机为手机制造商带来的机遇分析

第五章 全球相机手机市场分析

5.1 日本相机手机市场分析
5.2 欧美相机手机市场分析
5.3 韩国、中国台湾相机手机市场分析
5.4 中国大陆相机手机市场分析

第六章 总结建议

6.1 核心零部件厂商总结建议
6.2 相机手机整机制造商总结建议
6.3 运营商和内容提供商总结建议


部分图表目录

图 2002-2004全球相机手机销量情况
图 相机手机的发展里程碑
图 相机手机重点关注领域产业链图
图 上下游厂商合作关系图
图 全球相机手机市场格局
图 全球相机手机核心技术分布
图 相机手机与数码相机性能走势对比分析
表 日本数码相机和相机手机的市场结构比较
图 全球相机手机的市场规模预测
图 2002~2006全球与台湾于照相手机模块之出货量
图 2000~2004年台湾主要镜头厂商之毛利率变化
图 大立光学各类产品营收比重
表 大立光学2004年第一季度营业财务报表
表 大立光学2004年各季财务预测
表 亚光2004年主要产品出货量
图 今国光学2004年产能预估
表 2004年光学组件厂商获利预估
表 台湾主要镜头厂商发展现状
表 凤凰光学主要产品收支情况
表 CCD影像传感器与CMOS影像传感器两者比较
表 CCD与CMOS影像传感器应用在数字相机及PC Camera的出货量
图 CCD与CMOS市场趋势
图 图像传感器(CCD及CMOS)的技术发展方向
表 CCD和CMOS传感器特征比较
图 CMOS传感器技术发展图
表 台湾与全球CMOS传感器制造商的竞争力分析
表 全球CMOS传感器市场
图 CMOS传感器应用产品比重
表 CMOS厂商今后发展计划
表 宜霖科技ARAMIS影像感测技术的主要特色
图 宜霖科技传感器演进路径
表 台湾CMOS 影像传感器厂商简介
表 安捷伦CMOS主要产品一览表
表 OmniVision的CMOS CameraChipsTM系列产品一览
表 OmniVision 模块系列一览
图 2004财年OmniVision各季度收入和毛利润
表 OmniVision亚洲分销商目录
表 ST CMOS主要产品一览表
表 ST净收入和营业收入细目表
图 ST2004年第一季度按定单出货位置收入分类
表 Micron主要产品一览表
图 Hynix 业务发展路线
表 Hynix CMOS传感器主要产品一览
图 2004年第一季度三星电机手机相机模块分析
表 三星电机在华销售机构联系方式
表 东芝发展CMOS技术的相关重点
表 三洋发展CCD技术重点
表 Sharp发展CCD技术重点
表 Fujifilm发展CCD技术重点
表 Panasonic发展CCD技术重点
图 照相手机后端芯片功能区块示意图
表 TI相机模组后端芯片产品列表
表 高通相机模组后端芯片产品列表
表 瑞萨相机模组后端芯片产品列表
表 中星微电子相机模组后端芯片产品列表
表 ST相机模组后端芯片产品列表
表 Nvidia相机模组后端芯片产品列表
图 CCD安装相机模组时零部件结构图
图 CMOS安装相机模组时的零部件结构图
图 各类相机模组内各零部件比重
图 相机模组的制作流程
表 相机手机模组市场前景
图 普立尔相机模组出货量
表 日本厂商出货量排名
表 COWELL World Optech产品演进
表 Cowell World Optech主要相机模块产品一览
表 COWELL World Optech公司主要合作伙伴
表 Sunyang Digital Image主要相机模块产品一览
表 三星Techwin主要相机模块产品一览
表 Alps Electric主要相机模块产品一览
表 奥林巴斯主要相机模块产品一览
表 Pentax主要相机模块产品一览
图 诺基亚相机手机各种通讯制式比例
图 诺基亚相机手机参考价格分布图
图 诺基亚相机手机摄像头象素分布情况
图 2004年上半年推出相机手机最多的厂商排名
图 2003年销量最好的15款相机手机
图 100万象素以上的手机厂商列表
图 相机手机价格分布情况
表 消费者现阶段对相机手机的认知概况
表 消费者购买相机手机时考虑的因素
图 相机手机使用中消费者最喜欢的应用
表 消费者对变焦、闪光、视频功能期望
表 消费者对相机手机的改进期望
图 消费者对相机象素和价格的期望
表 相机手机照片(视频)主要输出途径及其对用户的影响
图 消费者更换手机时间分布
图 消费者换机时选择相机手机的比例
表 相机手机与增值业务的关系
表 运营商可以开通的基于相机手机的潜在业务
图 相机手机带来的增值业务收益分析
表 相机、彩屏、游戏对手机销售的贡献率分析
表 相机手机功能发展趋势
表 日本移动电话运营商的相机手机用户情况
表 日本消费者对相机手机功能上的期望
图 日本消费者对相机手机的象素需求期望情况
表 日本各年龄段用户对相机手机功能的重视程度
图 2002-2006年西欧内置相机手机销售趋势
图 2002-2006年西欧外置相机手机销售趋势

下载WORD版本简介: 相机手机报告简介(WORD文档)

购买联系: 水清木华研究中心 

更多报告参见: 水清木华系列研究报告价目表



英文版报告摘要

General Research Analysis on Camera Phones Industry for 2004

 

Report No. 405 Title General Research Analysis on Camera Phones Industry for 2004
Words 113000 Charts and tables 228 Total pages 240 Finished date july 2004
Language English Price $2000


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:

Vendors from Japan

Vendors from Europe

Vendors from South Korea

SonyEricssonS7001.3 million pixels

SonyEricssonA5404S1.3 million pixels

SonyEricssonSO505i1.3 million pixels

SonyEricssonSO505iS1.3 million pixels

PanasonicP505iS1.28 million pixels

FujitsuF900i1.3 million pixels

kyocera A5502K1 million pixels

SharpSH505iS2.02 million pixels

SharpSH900i2.02 million pixels

Mitsubishi.D505iS1 million pixels

卡西欧A5406CA3 million pixels

Nokia76102.02 million pixels

MotorolaA10001.2 million pixels

MotorolaA8401.2 million pixels

MotorolaV7101.2 million pixels

Siemens S651.3 million pixels

LG T5100

1.3 million pixels

Samsung P730

1 million pixels

Samsung SCH-V420

1.3 million pixels

Samsung SPHV4400

2 million pixels

Samsung SPH-2300

3 million pixels

LG SD350

3 million pixels

LG KP-3500

3 million pixels

PH K1000V

3 million pixels

 

 

contents

 

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 manufacturersChapter 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

 

purchase:How to apply for purchasing the reports

 

 
版权所有(c) 水清木华研究中心 京ICP证020155号